Model Fund Portfolio Update: No Complaints for 2005
by James B. Cloonan
Figure 1 shows the results of the Actual Fund Portfolio compared to the S&P 500 (represented by the Vanguard 500 Index Fund [VFINX]) and the small-cap Russell 2000 (represented by the Vanguard Small Cap Index Fund [NAESX]). The performance of the individual funds on both an absolute and a risk-adjusted basis can be seen in Table 1.
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