Is It True That Regular Index Investing Performs Good Result
With Low Risk?
There are many mutual funds and ETF on the market. But only a
few performs results as good as s&p 500 or better. Well known
that s&p 500 performs good results in long terms. But how can we
convert these good results into money? We can buy index fund
shares.
Index Funds seek investment results that correspond with the
total return of the some market index (for example s&p 500).
Investing into index funds gives chance that the result of this
investment will be close to result of the index.
As we see, we receive good result doing nothing. It's main
advantages of investing into index funds.
This investment strategy works better for long term. It means
that you have to invest your money into index funds for 5 years
or longer. Most of people have no much money for big one time
investment. But we can invest small amount of dollars every
month.
We have tested performance for 5-years regular investment into
three indexes (S&P500, S&P Mid Caps 400, S&P Small Caps 600).
The result of testing shows that every month investing small
amounts of dollar gives good results. Statistic shows that you
will receive profit from 26% to 28.50% of initial investment
into S&P 500 with 80% probability.
We must note that investing into indexes isn't risk-free
investment. There are results with loosing in our testing. The
poorest result is loosing about 33% of initial investment into
S&P 500.
Diversification is the best way to reduce risk. Investing into
2-3 different indexes can reduce risk significantly. Best
results are given by investing into indexes with different types
of assets (bond index and share index) or different classes of
assets (small caps, mid caps, big caps).
You can find full version of this article with full results of
our tests here: http://fplab.com/node/116