How is your 401K doing?
What percentage gain or loss did you earn/lose on your 401K in the past year?
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7 Answers
This past year—it’s value increased between 5 and 6%.
Thanks, mind mentioning what company/fund?
This year nearly 6%. AT&T. And the dividends are always huge.
of course it did lose 40% over the last few years.
We are up significantly for the year, it would take a lot of time to separate our regular contribution from the base amount.
We have it in CRM midcap, Dodge & Cox Income, Eaton Vance large cap, Harbor Capitol Int’l, and Munder midcap growth mutual funds. My husband evaluates the investments we have every quarter, and re-distributes as he sees the trends.
He is not a professional, and this is not meant to be advice. We have several other investments as well.
My rate of return for YTD is 4.9%. Not bad. Not great, but not bad.
Since the economy tanked just about 2 years ago now, my rate of return is 19.4%, however.
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