Page 90 - Charles Calhoun Book Rich As You Want To Be
P. 90
July 31,2019. Very current. See table below.
Fund Return (ytd) Return for SINCE
Ticker JUST 7 life of fund
MONTHS PER YEAR
FOCPX 24.32% 13.76% 1984
FSPHX 13.56% 15.58% 1981
FSMEX 19.63% 14.73% 1998
FBALX 15.35% 9.23% 1986
FEQIX 15.67% 11.21% 1966
FCPGX 27.12% 11.9% 2004
FNCMX 22.99% 10.81% 2003
FBSOX 37.77% 13.7% 1998
FSCSX 27.99% 16.16% 1985
FSPTX 30.85% 13.02% 1981
Main point: Understand the Rule of 72 and why you want
to seek those higher rates of return.
Given the returns shown above, what would $10,000 become
if left there since the founding of the funds?
$10,000 left in FSPHX SINCE 1981 is today worth
$3,680,000.
$10,000 left in FOCPX since 1984 is now worth $1,178,502.
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