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[quote=Anonymous]I'm a teacher, and a colleague of mine is trying to move her money in her 403b plan from Equitable to a new company that allows her access to low fee Vanguard funds.

She put in the request to transfer her funds (from a former employer) and salespeople from Equitable have been writing her to express their dismay.  They are telling her that they are surprised she wants to move her funds, because her account gained 21% over the last year, so it is doing really well.

Here's my question - is 21% a lot?  I don't really understand how people calculate how well the stock market is doing.   But when I look online, at least, it seems to me the S&P 500 increased 36% from Oct 2023 to Oct 2024.   Am I understand that correctly?

That's my actual question.  Is that how you calculate how well a different fund (eg. VTSAX) did over the past 12 months... this chart basically?

https://ycharts.com/indicators/sp_500_1_year_return

If not, can you explain it to me like I am a kindergartener please?  (-:[/quote]

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