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I'm helping a friend take control of her own investments, thanks to Foolery. She has a "conduit" IRA from a few years back which is invested in the Columbia Funds "Growth Fund - CGF 103" with great returns. I suggested rolling it into an E*Trade IRA where she could manage it herself. However, when reviewing the returns, it seems unbelievable considering everything I have been reading in the Fool books about funds. The returns have been: Last Quarter (6/30) 5.3%, YTD 21.55%,
Last Yr. 33.7%, 3 Yrs. 28.15%, 5 Yrs. 21.54%, 10 yrs. 17.86%. This is better than the Vanguard Fund over 10 years and about equal to the Dow Ten. Should it be moved? Any comments or advice?
FoolDon
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