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Re: The Rocky Road for the Stars of '99 coywesley  04-26-2008, 11:04 PM | Post #2512039
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Hey Tim, you mentioned OAKBX and VBINX.  I ran across some recent returns of some Balanced funds, and thought I would share them here on this data-mining blog.

These are for the 5 month period of 1 November 2007 to 31 March 2008:

OAKBX.....-0.4%...Oakmark Equity & Income
VBINX.......-6.9.....Vanguard Balanced Index
VAAPX....-12.6.....Vanguard Asset Allocation
VASGX....-12.1.....Vanguard LifeStrategy Growth
VSMGX.....-8.5.....Vanguard LifeStrategy Moderate Growth
VGSTX.....-9.1.....Vanguard Star
VWINX.....-2.4.....Vanguard Wellesley
VWELX.....-5.6.....Vanguard Wellington
FBALX.....-10.5.....Fidelity Balanced
FFNOX.....-11.6.....Fidelity Four In One Index
RPBAX.....-8.3.....T. Rowe Price Balanced
PRWCX.....-6.6.....T. Rowe Price Capital Appreciation
TRPBX.....-9.0.....T.Rowe Price Personal Strategy Balanced
TRSGX....-12.7.....T.Rowe Price Personal Strategy Growth

Warning:  Miner Hat Area

Coy

Topics Capital Appreciation Fidelity balanced Vanguard Star Vanguard Wellesley Vanguard Wellington View Complete Thread
 
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