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 "performan
ce" and scroll down.
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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.
Surprised GSG is down for the year. Commodity prices seem to be in an uptrend where I live.
ReplyDeleteGood 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.
ReplyDeleteI don't yet own any Vanguard products, but my plan is to buy some units next year and add them to my ETF portfolio.
ReplyDeleteThanks for the update Robert!