The more things change, the more they stay the same...
C: Expected Return 10%, Expected Risk (Standard Deviation) 16%
S: Expected Return 11%, Expected Risk (Standard Deviation) 20%
I: Expected Return 10%, Expected Risk (Standard Deviation) 17%
Thus, a normal year for:
C could be anywhere between -6% and +26%
S could be anywhere between -9% and +31%
I could be anywhere between -7% and +27%
My guess is that short term the C Fund will be a bit superior. Long ter it will be the S Fund. But, don't get caught 100% in the S Fund when it dumps. It moves quick.
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