Country & Bond Funds Ranked: 1, 3, 5 & 10 Years
Source: http://feeds.feedburner.com/~r/qvmgroup/yrMF/~3/423943880/842Posted on Friday, October 17th, 2008 | In Market Commentary
Here is a list of country indices, a US REIT index, and bond indices (along with representative funds) sorted by 1, 3, 5 and 10 year total returns.
The funds included are: BSV, BND, BIV, BLV, VNQ, EIS, EWL, EWM, VTI, EWJ, ECH, EWP, EWC, WT, THD, VEA, EWQ, EWG, EWS, EWK, IF, EWU, LIS, EWI, EWW, EWN, EZA, EWZ, EWA, VWO, EWD, INP, EWY, FXI, TUR, EWO, RSX, EWK, IRL.
There has been pretty much no place to hide from declining stock markets in the past year other than short-term and intermediate bonds, and they have not been consistently friendly.
US stocks did worse than US bonds, non-US developed markets and emerging markets over 10 and 5 years. Over 3 years, US and non-US developed stock markets generated approximately equal returns (negative). Over 1 year, US stocks are behind US bonds and still negative, but did better than non-US developed and emerging markets.
Japan has been negative for 1, 3 and 5 years, but slightly positive for 10 years.
US REITs have been negative for 1 year, but positive for 3, 5 and 10 years.
Over 1 year, only bonds were positive.
Over 3 years, bonds and emerging markets were positive, but barely so for emerging markets
Over 5 years, bonds and all the significant stock markets except for the US, Japan and Taiwan were positive (the US being just barely negative)
Over 10 years, bonds and all significant stock markets were positive, except for Taiwan (the US being just barely positive)
click images to enlarge
10-years
5 Years
3 Years
1 Year
Richard Shaw
QVM Group LLC
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 About Richard Shaw (http://www.QVMgroup.com)
Richard is a principal of QVM Group LLC, a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make their own decisions. His investment approach is based on value, asset allocation, benchmarking, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and performance. The QVM Group team also provides municipal refinance services, strategic business planning and financial analysis service for new ventures, private acquisition analysis, and custom investment research. Richard's extensive experience, includes serving on the Board of Directors of Aberdeen Asset Management PLC (London Stock Exchange: ADN), membership on the Board of Directors of Phoenix Investment Counsel (renamed Virtus Investment Advisors), a U.S. pension manager and investment advisor to the Phoenix Funds (renamed Virtus Funds), as well as serving as Managing Director of a series of offshore investment funds based in Luxembourg. He has led institutional asset management sales and had overall responsibility for management of a U.S. mutual funds broker-dealer. He was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree prior to its IPO. He is a graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website http://www.qvmgroup.com/QVMinvest/ |
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