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Politics : Ask Michael Burke
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To: BGR who wrote (96711)7/17/2002 6:20:15 PM
From: benwood  Read Replies (1) of 132070
 
BGR,

I don't have hard data handy for that time period, and Quicken often makes errors in my accounts when computing IRR, but going from memory, most of the years leading up to 1999 were decent -- I'd guess around 15-16% per year (some of those years it was not in the 500 index because her co. used a different 401k provider and actually did better than S&P500 for those years). The money in her IRA did better than all our accounts combined, on average. I began shifting into MM in earnest around March of 99 I think, so about one year before the bubble burst. Now her acct. is perhaps 85% mm, 8% bonds, a few percent in three other funds. If I have time I'll take a closer look this weekend. In Quicken, I haven't figured out a way around making company matching funds look like earnings yet (deficiency in their product), but as the account total gets higher the error is at least smaller.

--Ben
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