Rubbish investment period? October '21 present

[rufusgti]

Hi
Just a check in really as I'm slightly bemused by what has been a very underwhelming start to standard type investments.


I've basically been paying in an amount since October 2021 into a selection of 3 funds. I won't mention which funds as I'm keen to see how others have done in the same time frame. For example a friend went in at the same time and is 9% up on what they have invested. That seems like a nice figure as a when I look at mine I'm down on all three funds. Not by much, between 20 and 150 quid down on total investments.

Allowing for inflation that's a shocking loss of what was supposed to be a safe and steady investment.

All fun and games obviously. I've not really come here to moan about my first world problems. I'm just interested in what others in the real world have achieved in the time frame in other funds.

Many thanks.

[rufusgti]

Jon39 said:

rufusgti said:

Just a check in really as I'm slightly bemused by what has been a very underwhelming start to standard type investments. ...

I've basically been paying in an amount since October 2021 into a selection of 3 funds. ...

I'm just interested in what others in the real world have achieved in the time frame in other funds.

1 Oct 2021 ............... Fund .......... FTSE 100 (ex divs)
31 Dec 2021 ......... + 9.26% ......... + 5.09%

1 Jan 2022
30 Dec 2022 ........ + 15.88% ......... - 0.28%

1 Jan 2023
17 Mar 2023 .......... - 2.87% .......... - 1.56%

Overall
1 Oct 2021
17 Mar 2023 .......... +22.98% ........ + 3.16%


Note; The UK Stock Market performed better than many overseas markets during 2022.
If your funds had NASDAQ holdings in 2022, it was not an easy period.
Luck helped me during 2022, having oil exploration holdings.

Good grief, that's really something. Well done!

One of the funds I buy into is a UK market fund. That's not done well either. Do you manage your own shares?

[rufusgti]

Just want to say thanks for what have been very generous replies. It seems the funds I picked have pretty much done what the markets have done, which is all one would expect I suppose.
Currently moving house so I've paused paying in monthly but I'm spurred on by the advice to fill ya boots at these times. So will certainly get back at it once the move is complete.