Saturday, February 7, 2009

Lazy Portfolios: Weekly Performance Update of the Individual Funds (2/7/2009)

Following the worst January ever, down more than 10% for many of the stock funds, how did we do this week? The following table shows the YTD performance of the individual funds that constitute the eight Lazy Portfolios as of 2/6/09 . (Note: The data were collected from Google Finance.)


Weekly Performance Update of the Individual Funds (2/7/2009)























Results:

(1) The stock and international funds are still down YTD as of 2/6/09, although this week's strong performance has reduced the loss of many stock and international funds.



















(2) The US stock funds performed better this week, up an average of 4.85%.


(3) The international funds did pretty well too, up an average of 4.5%. The Vanguard Emerging Mkts Stock Idx (VEIEX) performed the best for the week, up 7.32%.


(4) The bond funds lagged behind this week with many posted negative returns. The two bond funds that posted positive returns are: the Vanguard Inflation-Protected Secs (VIPSX) and the Vanguard High-Yield Corporate (VWEHX). The Vanguard High-Yield Corporate fund is also the best performer YTD, up 6.54%.
























Related Posts:

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