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FYI: The oldest target-date funds have seen several market cycles as they've progressed from more growth-oriented portfolios to wealth-retention mode. Most have lagged the all-stock S&P 500 the past three, five, 10 and 15 years. But many are slightly outperforming the stock market benchmark this year. Regards, Ted http://license.icopyright.net/user/viewFreeUse.act?fuid=MjA0NDc1MzU=
I would not expect an index fund/ETF to outperform its benchmark/index. We always have the losses due to friction, e.g. the "E" of "ER", and taxes on capital gains. Just hope the index does well and believe in regression to the mean.
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