My All Time Investment Performance January 2017

My All Time Investment Performance January 2017

Continuing on my tradition from previous year’s I have calculated my cumulative investment returns from 2006 until now against the SP500.

As I mentioned in recent posts 2016 was a very underwhelming year for my investments and it is reflected in these statistics as well. My NestEgg is now underperforming the SP500 index over the 11 years that I have been investing. Returning a little over 1/2 percent less per year than the SP500 index. My stock returns are still besting the SP500 by a few percentage points which means my 401k has really been lackluster which kind of surprises me as I wouldn’t have expected to have significantly lower returns in there using basically series of Vanguard funds over the years and if I look at my performance that is not reflected so I am kind of at a loss right now.

Vanguard 401k Returns

MFJ Returns By Year

YearSP500MFJ NesteggMFJ Stocks
200615.79%14.37%14.20%
20075.49%5.50%7.25%
2008-37.00%-47.98%-37.00%
200924.46%32.75%35.78%
201015.06%24.60%36.94%
20112.11%-5.53%-2.29%
201216.00%18.12%10.25%
201332.39%50.20%68.58%
201413.69%8.91%7.91%
20151.38%7.3414.34
20169.54%3.32%-4.57%

MFJ Cumulative Returns By Year

YearSP500MFJ NesteggMFJ Stocks
200615.79%14.37%14.20%
200722.15%20.66%22.48%
200823.05%-37.23%-22.84%
2009-2.69%-16.68%4.77%
201011.97%3.82%43.47%
201114.33%-1.92%40.19%
201232.63%15.85%54.56%
201375.58%74.01%160.55%
201499.62%89.51%181.16%
2015102.37%103.42%221.48%
2016121.68%110.18%206.79%

Annualized Returns since 2006

SP500 +7.51%
MFJ Nestegg +6.98%
MFJ Stocks +10.73%

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