2009 January | AssetPreserver News

Archive for January, 2009

2008 Price Swings

by Doug on Jan.12, 2009, under Financial

This chart shows the price swing for certain asset class proxies in 2008. The price swings are roughly correlated to total return or loss: the more price swing the more you can expected in total return. Even though standard deviation and beta are another approach to measuring volatility, watching the price swing is something most people do on a regular basis. After looking at these price swings no wonder people fret when thinking of investments.

Ranked by total return.

Stock Symbol	%Total Return	%price swing	3 yr SD	Description	Low Price	High Price
TLT	33.8	39	25.1	Long Term Treasury Bonds	88.59	123.15
VBMFX	5.05	8.3	4.1	U.S. taxable bond index	9.58	10.37
	4.8	0		Stable Value Index
	3.9	0		1 yr CD certificate of deposit	n/a	n/a
GLD	2.99	52	28.6	Gold Bullion	66.00	100.44
SHV	2.8	1.8	0.4	Short term Treasury Bonds	108.85	110.82
VMMXX	2.8	0		Money market mutual funds	$1.00	$1.00
	2.44	0		Money market account	n/a	n/a
	0.70	0		Passbook rate APY	n/a	n/a
TIP	-2.5	33	11.8	Treasury Inflation Note index	84.14	112.11
VWINX	-9.8	27	7.1	40% stocks 60% bonds	17.18	21.87
VBINX	-22	49	10.2	60% stocks 40% bonds	14.66	21.89
PFF	-24	148	34.6	Preferred stock index	19.00	47.21
JNK	-30	81	24.6	High Yield bond index	26.50	48.02
BSR	-32.5	105	31.0	MLP Index	17.19	35.31
VTI	-36.8	101	22.7	Total U.S. Stock Market index	36.32	73.07
VNQ	-37	206	48.2	REIT Index	22.52	68.81
SPY	-37.5	98	21.4	S&P 500 index	74.34	146.99