Model Mutual Fund and ETF Portfolios: Choosing a Benchmark Isn't Easy
Through March, the 2012 equity market has been a friendlier place than we have seen for a while.
The S&P 500 index was up 12.5%, as measured by the Vanguard S&P 500 Index fund (VFINX). This is somewhat better than our Model Mutual Fund Portfolio at 10.0% and our portfolio of exchange-traded funds , the Model ETF Portfolio, at 10.9%. Tables 1 and 2 show the longer-term performance of the Model Mutual Fund Portfolio, and Tables 3 and 4 sho
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