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Motley Fool Independence Message Board

  • mgiuseff mgiuseff Jul 13, 2013 8:55 AM Flag

    Returns

    Looks like a good fund, but you could get similar results investing in the S&P 500, with less expense.
    Good luck to you all..

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    • It's funny you should mention that.

      I just used Yahoo! Finance's historical database to download all of this fund's adjusted closing prices (i.e., adjusted for splits and dividends). I then compared this fund's annualized performance to that of the S&P 500 Index and even the Russell 2000 Small Cap Index for the same historical period (8/20/2009 to 9/27/13).

      By my calculations, here are my results:

      Motley Fool Independence Fund (before fees and expenses):

      Annualized Return=14.96%
      Annualized Standard Deviation=16.89%
      ----------

      S&P 500 Index (before fees and expenses):

      Annualized Return=14.13%
      Annualized Standard Deviation=17.20%
      ----------

      Russell 2000 Small Cap Index (before fees and expenses):

      Annualized Return=18.40%
      Annualized Standard Deviation=23.97%
      ----------

      Clearly, one is better off ju8st investing in a low expense S&P 500 Index fund.

      I think Head Fools Tom and David have lost some of their credibility.

 
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