Originally Posted by
Planetrain
Data point: I just looked at the May 31 MBCBP statement. In simple interest, mine is up 7.5% for the first 8 months. If the trend continues, that’s 11.25% for a year.
I think you are looking at a lifetime gain of 7.5%. Mine is up 6.87% since inception. Our differences in lifetime returns are likely due to timing of contributions. 67% of my total contributions were on the 11/30 statement.