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Monday, November 1, 2010
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.