This update is usually posted every 6 weeks, but thanks to the schedule, it wasn’t updated until November 30th for this period.
What caught my eye when updating the numbers is the paltry upside for “3-year growth” annual returns.
In the 2nd column, the black-bordered boxes show below-average returns for growth versus the 1,5, 10, and 15-year annual returns.
Draw your own conclusions about the data: I have an opinion but will let readers formulate their own.
None of this is advice or a recommendation. Past performance is no guarantee of future results. All of this return data is sourced from Morningstar.
Thanks for reading.