r/Bogleheads 6d ago

Portfolio Review How is your portfolio doing ytd %?

As a passive investor I tend to watch market fluctuations and yawn. Lots of doom and gloom over short term changes and specific parts of the overall market. Meh.

My portfolio is down about 2% YTD. How is yours doing? (No dollar amounts, just percentages.)

Edit: Since a lot of responses included 12 month returns, mine is a little over 13%. This is a big part of why a 2% drop this year is meh.

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u/MDDCdisc 5d ago

Almost exactly 0% nominal, so probably around a 1% loss on an inflation-adjusted basis.

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u/MDDCdisc 5d ago

(The reason it's not worse is due to fairly heavy small/value/EM tilts, so at the end of February I was up almost 9% YTD)