Previous Close | 97.93 |
YTD Return | 20.99% |
Expense Ratio (net) | 0.04% |
Category | Large Blend |
Last Cap Gain | 0.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating |
Net Assets | 1.08T |
Beta (5Y Monthly) | 1.04 |
Yield | 1.41% |
5y Average Return | N/A |
Holdings Turnover | 4.00% |
Last Dividend | 0.01 |
Average for Category | N/A |
Inception Date | Nov 13, 2000 |
One issuer hit $2 trillion; another grew 1,000%, and that’s just the beginning.
When everyone is bullish, perhaps you should be cautious. When everyone is bearish, maybe you should be bold.
Every year at this time I review my best and worst investment calls, but after 10 years of writing this column I’m doing a complete rundown of the hits and misses of the past decade. Early in the 2010s debt and deficits were a hot topic, culminating in the 2011 debt limit crisis that pushed the U.S. to the brink of default. Warren Buffett is worshiped as a god in investment circles, but Berkshire Hathaway stock has lagged plain-vanilla index funds for some time.