Over the past 22 years the return (mean and variability) of VWENX has been essentially the same as (slightly better than) 65/35 total stock/total bond. Max drawdowns have been virtually identical in 2007, 2010, and 2022.
A high dividend yield is a meaningless criterion for preferring one stock/bond portfolio over another one. In a taxable account holding such a fund is expensive.
A high dividend yield is a meaningless criterion for preferring one stock/bond portfolio over another one. In a taxable account holding such a fund is expensive.
Statistics: Posted by dbr — Mon Mar 11, 2024 7:16 am — Replies 2 — Views 413