ANNUALIZED 3 AND 10 YEAR PERFOMANCE OF THE "BIG SIX"
FUND 3 YEAR 10 YEAR
LSBDX 10.49% 9.95%
PTTRX 8.94% 6.77%
VFIJX 7.57% 5.73%
FPACX 2.63% 8.29%
PRPFX 10.51% 10.99%
CEF 28.52% 20.91%
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Average 11.44% 10.44%
Central Fund of Canada (CEF) is used as a proxy for gold bullion, although it holds both vaulted silver and gold, since none of the gold ETFs in the US has existed for ten years.
These data are for ten years through Thursday, August 25, 2011. For similar data since 1993, see Re-thinking the Set and Forget Portfolio. This is the portfolio I intend to maintain. I am fully invested in the gold bullion, PTTRX, and VFIJX parts, and I am gradually adding to PRPFX, FPACX, and LSBDX.
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