Tag: total return
2008 Returns on Selected Assets
by Doug on Dec.20, 2008, under Indexes
Returns are before taxes.
| Stock Symbol | %Total Return | %Yield | Description |
| TLT | 33.8 | 4.07 | Long Term Treasury Bonds |
| MBB | 7.75 | Mortgage backed securities | |
| VBMFX | 5.05 | 4.25 | U.S. taxable bond index |
| 4.8 | 4.8 | Stable Value Index | |
| 4.79 | 4.79 | I Bonds | |
| 3.9 | 3.9 | 1 yr CD certificate of deposit | |
| GLD | 2.99 | 0 | Gold Bullion |
| SHV | 2.8 | 0.31 | Short term Treasury Bonds |
| VMMXX | 2.8 | 2.29 | Money market mutual funds |
| 2.44 | 2.12 | Money market account | |
| 0.70 | 0.46 | Passbook rate APY | |
| TIP | -2.5 | 9.67 | Treasury Inflation Note index |
| VWINX | -9.8 | 5.78 | 40% stocks 60% bonds |
| FFRHX | -16.5 | 6.00 | Bank loan fund |
| VBINX | -22 | 3.5 | 60% stocks 40% bonds |
| PFF | -24 | 17.81 | Preferred stock index |
| JNK | -30 | 14.38 | High Yield bond index |
| BSR | -32.5 | 9.76 | MLP Index |
| VTI | -36.8 | 2.99 | Total U.S. Stock Market index |
| VNQ | -37 | 10.27 | REIT Index |
| SPY | -37.5 | 3.19 | S&P 500 index |
The long term treasury interest rate dropped about 2% in 2008 which is why the total return was so remarkable.
7 day or 30 day SEC yield is used when possible.
Notes
APY = annual percentage yield
VBMFX – proxy for Barclays US Aggregate Bond Index. The broadest measure of the taxable U.S. bond market, including most Treasury, agency, corporate, mortgage-backed, asset-backed, and international dollar-denominated issues, all with investment-grade ratings (rated Baa3 or above by Moody’s) and maturities of 1 year or more.
Stable Value Index – Heuler Stable Value Pooled Index. The average of top quality stable value trusts.
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