AssetPreserver News

2009 Asset Returns

by Doug on Jan.01, 2010, under Indexes

2009. What a year.

TLT, which lead the pack last year, was dead last this year. It is almost as if last year’s return chart was turned upside down.

Stock
Symbol
%Total Return %Yield Description
AMZX 66.65 7.37 Alerian MLP Index
PFF 33.55 8.58 Preferred stock index
JNK 31.33 12.56 High Yield bond index
FFRHX 25.62 3.10 Bank loan fund proxy
VTI 21.76 1.96 Total U.S. Stock Market index
SPY 19.04 2.10 S&P 500 index
VNQ 18.95 5.48 REIT Index
VBINX 18.83 2.69 60% stocks 40% bonds
VWINX 16.04 4.38 40% stocks 60% bonds
GLD 14.25 0 Gold Bullion
VBMFX 7.74 4.04 U.S. intermediate bond index
TIP 7.02 3.38 Treasury Inflation Note index
MBB 4.10 3.40 Mortgage backed securities
3.2 Stable Value Index
1.7 1.7 1 yr CD certificate of deposit
VMMXX 0.53 0.06 Money market mutual funds
0.26 0.26 Passbook rate APY
SHV 0.11 0.58 Short term Treasury Bonds
0.11 0.01 Money market savings account
TLT -15.25 3.91 Long Term Treasury Bonds

Returns are before taxes.

Distributions are reinvested.

7 day or 30 day SEC yield is used when possible.

BSR Alerian MLP index was delisted. AMZX substituted.

Bookmark and Share

Leave a Reply

You must be logged in to post a comment.

Looking for something?

Use the form below to search the site:

Still not finding what you're looking for? Drop a comment on a post or contact us so we can take care of it!

Visit our friends!

A few highly recommended friends...