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A look at some diversified benchmarks ytd

MikeMMikeM
in Fund Discussions
FWIW, as of close Sept.23, misery loves company. Here is a look at some diversified TRP retirement funds as benchmarks - YTD losses.

TRRAX 44% equity -16.7%
TRRBX 50% equity -17.7%
TRRCX 68% equity -20.7%
TRRDX 87% equity -25.5%

Fan favorite balanced/allocation fund:
PRWCX -14.6%

Comments

  • yogibearbullyogibearbull
    M* Ptak posted this on TDFs at Twitter - TDFs 2030 and beyond are in a bear market. Twitter LINK.

    image
  • Derf
    So what is the answer ? Sell the income fund & go out further, like 2035 ?
  • CrashCrash
    PRWCX.
    56.76% domestic stocks.
    3.13% foreign
    9.99% cash
    27.31% domestic bonds.
    1.87% foreign bonds
    0.63% convertibles
    0.41% preferreds
    -0.09% options

    The short version:
    59.89 stocks. ...... call it 60.
    29.18 bonds....... call it 30
    cash: call it 10%.

    source: TRP webpage.


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