Best to say “has been comparable”. And then figure out the reason why that might have been so, and try to predict if that will continue in the future.From analysis I've seen, Wellesley's performance is comparable to other balanced funds when no withdrawals are taken.
For example, US has outperformed International for many years. Do we expect that to continue? Should we invest 100% in US because of the prior performance? Or perhaps 100% International, if we expect mean reversion?
Statistics: Posted by rkhusky — Sat Nov 30, 2024 7:41 am