First time poster here, long time reader.
I’m hoping I can get some input on fund VBTLX. I’m 45 years old and presently hold about 25% of our investments in this bond fund. It seems to have lost money in recent years, which I understand is due to many changes in economic factors.
My question is this: it shows it has only returned 3.17% since its inception (2001). Could you all help me understand why this is a good fund to continue holding on to? Have presently held it for about 11 years but this doesn’t seem like a good return and I’m sure I’m missing something.
Thank you in advance for any input and explanations.
I’m hoping I can get some input on fund VBTLX. I’m 45 years old and presently hold about 25% of our investments in this bond fund. It seems to have lost money in recent years, which I understand is due to many changes in economic factors.
My question is this: it shows it has only returned 3.17% since its inception (2001). Could you all help me understand why this is a good fund to continue holding on to? Have presently held it for about 11 years but this doesn’t seem like a good return and I’m sure I’m missing something.
Thank you in advance for any input and explanations.
Statistics: Posted by Jagman345 — Sun Jun 16, 2024 7:02 pm — Replies 3 — Views 275