The bond funds still hold up fine, especially the Vanguard High-Yield Corporate fund (VWEHX) , up > 5% YTD. Although up ~ 1% last week, the Vanguard Long-Term U.S. Treasury (VUSTX) is still the big loser among the bond funds, down -7.5% YTD.
The average YTD returns for both markets are now down -17%, comparable to a whole year return for a bear market, and we are just two months into this year. The questions are: how long this bear market will drag on? Can the lazy portfolios stand another bad bear market year? Both are the questions no one can answer now, only time can tell.
(1) The YTD and Weekly change table of the individual Vanguard funds in the lazy portfolios (2/20/2009). (Note: data from google finance)
(2) The weekly change of the individual Vanguard funds in the lazy portfolios (2/20/2009)
(3) The YTD return of the individual Vanguard funds in the lazy portfolios (2/20/2009).
Related Posts:
Lazy Portfolios: Weekly performance Update of the individual Funds (2/13/2009)
Lazy Portfolios: Weekly performance Update of the individual Funds (2/7/2009)
Lazy Portfolios (4) Detailed Analysis of the Individual Funds
Lazy Portfolios: 2009 YTD Performance Update
Lazy Portfolios (3): Surprise, Surprise, the total bond portfolio beats them all
Lazy Portfolios (2): Risk Analysis
Lazy Portfolios (1): A 10 year Performance Comparison
Which is better? An Index Fund Portfolio or An Actively Managed Fund Portfolio?
Lazy Portfolios: Weekly performance Update of the individual Funds (2/7/2009)
Lazy Portfolios (4) Detailed Analysis of the Individual Funds
Lazy Portfolios: 2009 YTD Performance Update
Lazy Portfolios (3): Surprise, Surprise, the total bond portfolio beats them all
Lazy Portfolios (2): Risk Analysis
Lazy Portfolios (1): A 10 year Performance Comparison
Which is better? An Index Fund Portfolio or An Actively Managed Fund Portfolio?
No comments:
Post a Comment