Sunday, February 15, 2009

Lazy Portfolios: Weekly Performance Update of the Individual Funds (2/13/09)

Last week's up momentum has vanished. This week, the individual stock funds in the Lazy portfolios all lost grand, giving up most of the gains from last week. Bond funds kept steady, recovered most of the small losses from last week. The following table shows the performance changes from the last two weeks. (Note: Data from Google finance).


(1) The YTD returns of the bond funds in the Lazy Portfolios kept steady last week with little change. The Vanguard High-Yield Corporate fund (VWEHX) is still the best performer, up 6.72% YTD. Last year's best performer, the Vanguard Long-Term U.S. Treasury (VUSTX), is the big loser among the bond funds, down -8.5% YTD.

(2) The US stock funds lost from 5 to 26%. The Vanguard REIT Index (VGSIX) is the worst YTD performer, lost a wopping 26%.

(3) The international funds lost from 3 - 13% YTD. The best performing international fund is still the Vanguard Emerging Mkts Stock Idx(VEIEX), lost only -3.36% YTD, compared with more than 10% lost with all other international funds.

(4) The US stock funds and the international funds run into deep red this week, lost most of the gains from last week. The US stock funds were down ~ 5.53% for the week, dragged down by the Vanguard REIT Index (VGSIX) which lost more than 11% for the week. The international funds lost an average of 3.93% for the week. The best performer is the Vanguard Interm-Term Treasury fund (VFITX), up 0.73% for the week.

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