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Monday, November 1, 2010

Some Year-To-Date ETF Returns



Here are some year-to-date returns on indexed exchange traded funds from Morningstar :

Vanguard Total Stock Market VTI +9.14%
Vanguard Europe Pacific VEA +5.47%
Vanguard Emerging Markets VWO +13.96%
Vanguard Total Bond BND +8.28%
Vanguard REIT Index VNQ +25.34%
SPDR Gold Shares GLD +21.59%
GSCI Commodity Index GSG -2.28%

Returns are based on NAV. To find performance numbers, go to the Morningstar site ; enter ticker symbol :

CLICK TO ENLARGE Click "performance" and scroll down.



CLICK TO ENLARGE

The funds' returns vary widely and may indicate a need to rebalance from, say, the REIT fund VNQ to the commodity index fund GSG, depending on the rebalancing band used.

Disclosure: the data here is for informational purposes only and is not intended as a recommendation. I hold some of the funds mentioned.

3 comments:

  1. Surprised GSG is down for the year. Commodity prices seem to be in an uptrend where I live.

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  2. Good observation. I don't use commodity ETFs because they are all over the place, use esoteric derivatives, and sometimes don't track the prices of the underlying indices. Those that are supposed to track the Goldman Sachs Commodity Index are not doing well.

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  3. I don't yet own any Vanguard products, but my plan is to buy some units next year and add them to my ETF portfolio.

    Thanks for the update Robert!

    ReplyDelete