Five-Year Average Annual Returns

As you chart your investment course it’s crucial that you position yourself to be able to live to fight another day. With the Fed’s zero percent interest rate policy it’s easy to forget the importance of bonds in your portfolio. And with the end of 2013 in sight, mutual fund companies are licking their chops for the day when they can run out their 5-year average annual returns sans 2008. But let’s not forget that in 2008 the Dow, S&P 500, and Nasdaq cratered by a respective 32%, 37%, and 40% while Vanguard’s GNMA gained 7.2%. Mutual fund Legg Mason Value Trust lost 58% in 2008. The five-year average annual returns will make that a distant memory. But 2008 is impossible to ignore for those who were invested in the fund.

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E.J. Smith - Your Survival Guy

Preparing your investments and family for when disaster strikes.

E.J. Smith is the Founder of YourSurvivalGuy.com, Managing Director at Richard C. Young & Co., Ltd., a Managing Editor of Richardcyoung.com, and Editor-in-Chief of Youngresearch.com. E.J. graduated from Babson College in Wellesley, Massachusetts, with a B.S. in finance and investments. In 1995, E.J. began his investment career at Fidelity Investments in Boston before joining Richard C. Young & Co., Ltd. in 1998. E.J. has trained at Sig Sauer Academy in Epping, NH, where he completed course-work in Practical and Defensive Handgun, Conceal Carry Pistol, Shotguns, Precision Scope Rifle and Kidnapping Prevention. E.J. plays a Yamaha Recording Custom drum set with Zilldjian cymbals. His first drum set was a 5-piece Slingerland with Zilldjians. He grew-up worshiping Neil Peart of the band Rush, and loves the song Tom Sawyer—the name of his family’s boat, a Grady-White Canyon 306. He grew up in Mattapoisett, MA, an idyllic small town on the water near Cape Cod. He spends time in Newport, RI and Bartlett, NH—both as far away from Wall Street as one could mentally get. The Newport office is on a quiet, tree lined street not far from the harbor and the log cabin in Bartlett, NH, the “Live Free or Die” state, sits on the edge of the White Mountain National Forest. He enjoys spending time in Key West and Paris. Please get in touch with E.J. at ejsmith@youngresearch.com. Sign up here to receive all the best content from Richardcyoung.com each week.