After the Storm, Stability Returns to the Model Mutual Fund Portfolio

The Model Mutual Fund Portfolio and the general market are up a bit year-to-date.

After 2008, I guess anything positive is good. The fund portfolio (up 2.6%) was behind the overall market as measured by the Vanguard Total Stock Market Index fund VTSMX, which was up 4.4%.

The portfolio has been in existence for five years now, and has outperformed the Vanguard Total Market benchmark over that period, as can be seen in Figures 1 and 2, and in Table 1.

Weathering the Market

Certainly we have had every kind of market during that period, which included 2008—a year, I hope, that is a once-in-an-investing-lifetime event.

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