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Stock market returns and the rule of 7 2 a . Complete the following table. table [ [ , Average annual returns ] ,

Stock market returns and the rule of 72
a. Complete the following table.
\table[[,Average annual returns],[,1-year,5-year,10-year],[VTSAX (return before taxes),,,],[OLVAX (return before taxes),,,],[OLVCX (return before taxes),,,]]
b. Read up on the "Rule of 72" at the Investopedia website. How many years would it take to quadruple $25,000 to $100,000 using the "Rule of 72" and the 10-year average annual return for VTSAX? Show your work.
B. Target Date Funds and Bond Funds.
Complete the following table. You can report the information from the mutual fund company's website ... it does not need to come from the mutual fund's prospectus.
\table[[\table[[2060 target date funds - asset allocations, expenses, and sale charges],[of Vanguard, Schwab, Fidelity, and Franklin (ticker symbol in parentheses)]]],[,\table[[Vanguard],[(VTTSX)]],\table[[Schwab],[(SWYNX)]],\table[[Fidelity],[(FDKLX)]],\table[[Franklin],[(FLASX)]]],[Portfolio composition (%),------,------,------,-------],[\table[[Stocks/equity],[(domestic and international)]],90,95,,],[\table[[Bonds and other],[(domestic and international)]],10,5,,],[Total,100,100,100,100],[\table[[Net expense ratio],[(Gross expense ratio)]],0.08%,0.08%(0.12%),,],[Max sales charge (commission),none,none,,],[\table[[Notes:],[1. Checkpoints are as of 1/11/2024 and may differ from more recent data.],[2. Portfolio composition figures are rounded to nearest percent.]],,,,]]
Credit quality, duration, and asset allocation - complete the following table and then use this information to answer the questions. You can report the information from the mutual fund company's website ... it does not need to come from the mutual fund's prospectus.
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