Period: 01 Jan 2008 - 31 Dec 2008 (12 months).

The best ETF Portfolio of 2008 is:
10-year Treasury Portfolio, with a +17.91% return.

The best Investment Theme of 2008 is:
Long Term Treasuries, with a +33.93% return.

Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.

2008 - ETF Portfolio Returns

The following table represents Lazy ETF Portfolio 2008 YTD returns and stats. Columns are sortable, and portfolio risk filters can be used.

LAZY ETF PORTFOLIOS - 2008 RETURNS AND STATS
Period: 01 Jan 2008 - 31 Dec 2008
Risk Filter:
ETF Portfolio Return ▾ Drawdown Months
Pos - Neg
10-year Treasury
+17.91% -4.15% 8 - 4
Robo Advisor 0
Betterment
+6.99% -1.21% 10 - 2
Total Bond US
+6.86% -3.88% 8 - 4
Short Term Treasury
+6.62% -1.18% 10 - 2
Gold
+4.92% -25.83% 7 - 5
All Country World Bonds
+2.29% -8.82% 6 - 6
Robo Advisor 10
Betterment
+1.51% -3.55% 7 - 5
All Weather Portfolio
Ray Dalio
+1.34% -12.03% 9 - 3
Paul Boyer Portfolio
Paul Boyer
+1.32% -13.66% 5 - 7
Simplified Permanent Portfolio
+0.94% -13.28% 4 - 8
Permanent Portfolio
Harry Browne
+0.87% -12.63% 5 - 7
US Inflation Protection
+0.04% -11.79% 7 - 5
Conservative Income
Charles Schwab
-0.05% -7.01% 8 - 4
Stocks/Bonds 20/80
-1.91% -8.42% 5 - 7
Total Bond Developed World ex-US
-2.35% -10.03% 5 - 7
Larry Portfolio
Larry Swedroe
-2.44% -7.60% 8 - 4
Desert Portfolio
Gyroscopic Investing
-2.92% -8.78% 5 - 7
Robo Advisor 20
Betterment
-4.00% -8.67% 6 - 6
Golden Butterfly
-4.18% -13.53% 6 - 6
Vanguard LifeStrategy Income Fund
Vanguard
-4.64% -10.54% 5 - 7
Edge Select Conservative
Merrill Lynch
-5.32% -9.24% 5 - 7
All Country World 20/80
-6.88% -14.04% 5 - 7
Dimensional Retirement Income Fund
DFA
-7.45% -12.44% 6 - 6
Developed World ex-US 20/80
-10.01% -15.55% 5 - 7
High Yield Bonds Income
-10.54% -23.59% 5 - 7
Stocks/Bonds 40/60
-10.67% -14.39% 5 - 7
Rob Arnott Portfolio
Rob Arnott
-11.48% -21.15% 6 - 6
Edge Select Moderately Conservative
Merrill Lynch
-11.92% -16.14% 3 - 9
Lifepath Fund
iShares
-12.05% -16.28% 5 - 7
Global Market Portfolio
Credit Suisse
-12.93% -20.63% 4 - 8
GAA Global Asset Allocation
Mebane Faber
-13.28% -21.38% 5 - 7
Vanguard LifeStrategy Conservative Growth
Vanguard
-13.37% -17.25% 4 - 8
Stocks/Bonds 40/60 Momentum
-14.37% -18.78% 5 - 7
Dynamic 40/60 Income
-14.80% -23.51% 5 - 7
Stocks/Bonds 40/60 ESG
-16.02% -20.60% 5 - 7
All Country World 40/60
-16.04% -20.68% 4 - 8
Marc Faber Portfolio
Marc Faber
-16.28% -24.88% 5 - 7
Sandwich Portfolio
Bob Clyatt
-16.79% -19.50% 5 - 7
Developed World ex-US 40/60
-17.67% -22.03% 3 - 9
Simple Money Portfolio
Tim Maurer
-18.42% -21.26% 5 - 7
Couch Potato
Scott Burns
-18.47% -22.29% 4 - 8
Edge Select Moderate
Merrill Lynch
-18.62% -22.60% 3 - 9
Coffee House
Bill Schultheis
-18.65% -23.09% 6 - 6
Robo Advisor 50
Betterment
-19.44% -24.47% 3 - 9
Stocks/Bonds 60/40
-19.44% -22.19% 4 - 8
Big Rocks Portfolio
Larry Swedroe
-19.64% -22.16% 5 - 7
Coward's Portfolio
Bill Bernstein
-19.69% -23.42% 5 - 7
Ultimate Buy&Hold
FundAdvice
-20.06% -23.98% 5 - 7
Dimensional 2030 Retirement Income
DFA
-21.57% -25.38% 3 - 9
Dynamic 60/40 Income
-21.78% -30.14% 6 - 6
Yale Endowment
David Swensen
-21.94% -29.00% 5 - 7
Vanguard LifeStrategy Moderate Growth
Vanguard
-22.10% -25.50% 3 - 9
Talmud Portfolio
Roger Gibson
-22.37% -28.90% 6 - 6
Pinwheel
-22.51% -27.78% 4 - 8
Family Taxable Portfolio
Ted Aronson
-23.35% -29.03% 3 - 9
Andrew Tobias Portfolio
Andrew Tobias
-23.80% -25.97% 3 - 9
Stocks/Bonds 60/40 ESG
-23.95% -28.06% 4 - 8
7Twelve Portfolio
Craig Israelsen
-24.01% -29.50% 5 - 7
Ideal Index
Frank Armstrong
-24.86% -27.96% 4 - 8
Stocks/Bonds 60/40 Momentum
-24.98% -28.65% 4 - 8
All Country World 60/40
-25.21% -28.83% 4 - 8
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
-25.25% -29.22% 5 - 7
Developed World ex-US 60/40
-25.33% -29.87% 3 - 9
Lazy Portfolio
David Swensen
-25.53% -30.78% 5 - 7
Edge Select Moderately Aggressive
Merrill Lynch
-25.92% -29.30% 3 - 9
Simple Path to Wealth
JL Collins
-26.02% -28.15% 4 - 8
Late Sixties and Beyond
Burton Malkiel
-26.02% -31.57% 5 - 7
No Brainer Portfolio
Bill Bernstein
-26.26% -28.63% 4 - 8
Margaritaville
Scott Burns
-26.90% -30.74% 3 - 9
Stocks/Bonds 80/20
-28.21% -30.13% 4 - 8
Gone Fishin' Portfolio
Alexander Green
-28.75% -34.82% 3 - 9
Five Asset
Roger Gibson
-29.02% -36.68% 5 - 7
Core Four
Rick Ferri
-29.77% -33.12% 4 - 8
Three Funds
Bogleheads
-30.15% -33.07% 3 - 9
Mid-Fifties
Burton Malkiel
-30.43% -35.32% 4 - 8
Four Funds
Bogleheads
-30.83% -33.84% 3 - 9
Vanguard LifeStrategy Growth Fund
Vanguard
-30.83% -33.74% 3 - 9
Robust
Alpha Architect
-30.92% -35.54% 5 - 7
Robo Advisor 80
Betterment
-31.22% -35.02% 3 - 9
Ivy Portfolio
Mebane Faber
-31.26% -38.00% 5 - 7
Perfect Portfolio
Ben Stein
-31.47% -33.62% 3 - 9
Warren Buffett Portfolio
Warren Buffett
-32.35% -33.45% 4 - 8
Edge Select Aggressive
Merrill Lynch
-32.45% -35.23% 3 - 9
Late Thirties to Early Forties
Burton Malkiel
-32.91% -37.15% 4 - 8
Developed World ex-US 80/20
-32.99% -37.70% 4 - 8
Mid-Twenties
Burton Malkiel
-34.16% -38.26% 3 - 9
Aggressive Global Income
-34.21% -38.73% 5 - 7
All Country World 80/20
-34.37% -37.13% 4 - 8
Second Grader's Starter
Paul Farrell
-34.54% -37.04% 3 - 9
Robo Advisor 90
Betterment
-35.20% -38.59% 3 - 9
US Stocks
-36.98% -38.08% 4 - 8
Robo Advisor 100
Betterment
-39.26% -42.29% 3 - 9
Ultimate Buy and Hold Strategy
Paul Merriman
-39.47% -43.68% 4 - 8
US Stocks ESG
-39.83% -43.27% 4 - 8
Equal Weight US Portfolio
-40.07% -41.86% 4 - 8
Developed World ex-US Stocks
-40.65% -45.54% 4 - 8
Technology
-41.73% -43.03% 6 - 6
All Country World Stocks
-43.54% -45.43% 4 - 8
European Stocks
-44.71% -48.36% 4 - 8
US Stocks Momentum
-46.21% -48.81% 4 - 8
Emerging Markets Stocks
-48.88% -53.98% 4 - 8

2008 - Best Investment Themes

Portfolios can be specialized with particular Investment Themes.

In the following table, the best (and worst) Investment Themes 2008 YTD returns. Columns are sortable.

Check all the Investment Themes

INVESTMENT THEMES - 2008 RETURNS AND STATS
Period: 01 Jan 2008 - 31 Dec 2008
ETF Investment Theme Return ▾ Drawdown Months
Pos - Neg
TLT Long Term Treasuries +33.93% -5.10% 7 - 5
BND US Total Bond Market +6.86% -3.88% 8 - 4
GLD Gold +4.92% -25.83% 7 - 5
LQD Investment Grade Bonds +2.40% -15.11% 6 - 6
BIL US Cash +1.59% -0.28% 9 - 3
TIP TIPS +0.04% -11.79% 7 - 5
EMB Emerging Market Bonds -2.14% -25.53% 8 - 4
BNDX International Bond Market -2.35% -10.03% 5 - 7
XLP Consumer Staples -15.02% -15.04% 5 - 7
HYG High Yield Bonds -17.58% -29.81% 4 - 8
XLV Healthcare -23.31% -28.45% 5 - 7
SLV Silver -23.79% -51.29% 6 - 6
PFF Preferred Stocks -23.94% -37.59% 5 - 7
EWJ Japan -26.96% -35.74% 3 - 9
EWL Switzerland -27.21% -34.84% 4 - 8
XLU Utilities -28.93% -30.10% 4 - 8
IJS US Small Cap Value -29.39% -33.75% 6 - 6
IJR US Small Cap Blend -31.52% -35.07% 5 - 7
DBC Commodities -31.77% -51.91% 5 - 7
XLY Consumer Discretionary -32.97% -36.81% 5 - 7
IJT US Small Cap Growth -33.38% -36.36% 6 - 6
VPL Pacific -34.02% -40.79% 3 - 9
VTV US Large Cap Value -35.87% -36.83% 3 - 9
UNG Natural Gas -36.08% -63.20% 6 - 6
IJH US Mid Cap Blend -36.18% -41.15% 4 - 8
VOE US Mid Cap Value -36.65% -40.21% 4 - 8
EWP Spain -36.78% -45.06% 4 - 8
SPY US Large Cap Blend -36.81% -37.42% 4 - 8
VTI US Total Stock Market -36.98% -38.08% 4 - 8
VNQ US REITs -37.00% -50.38% 5 - 7
XLRE Real Estate -37.00% -50.38% 5 - 7
IJK US Mid Cap Growth -37.38% -42.80% 4 - 8
ECH Chile -37.68% -43.47% 4 - 8
EZA South Africa -37.70% -45.60% 6 - 6
VUG US Large Cap Growth -38.02% -38.79% 4 - 8
XLC Communication Services -38.55% -39.94% 5 - 7
XLI Industrials -38.74% -40.13% 6 - 6
IGF Global Infrastructure -38.96% -45.20% 3 - 9
XLE Energy -38.97% -45.57% 5 - 7
PPLT Platinum -39.18% -62.41% 6 - 6
EWM Malaysia -40.19% -45.11% 3 - 9
CGW Global Water -40.23% -44.78% 5 - 7
EFA EAFE Stocks -41.04% -45.85% 4 - 8
EWW Mexico -41.08% -52.89% 4 - 8
XLK Information Technology -41.51% -42.42% 5 - 7
EWQ France -41.61% -47.20% 4 - 8
QQQ US Technology -41.73% -43.03% 6 - 6
EWG Germany -43.48% -51.41% 4 - 8
VT World All Countries -43.54% -45.43% 4 - 8
XLB Materials -44.05% -47.74% 3 - 9
EWC Canada -44.45% -50.96% 4 - 8
VGK Europe -44.71% -48.36% 4 - 8
EWT Taiwan -45.23% -53.02% 4 - 8
EWS Singapore -46.10% -50.17% 4 - 8
EWU United Kingdom -46.46% -46.91% 2 - 10
EWI Italy -46.83% -51.00% 3 - 9
EWD Sweden -46.95% -53.38% 5 - 7
EWN Netherlands -47.51% -52.62% 6 - 6
FXI China -47.78% -55.16% 5 - 7
EWA Australia -47.95% -53.33% 3 - 9
EEM Emerging Markets -48.88% -53.98% 4 - 8
PALL Palladium -49.86% -67.23% 4 - 8
EWH Hong Kong -50.29% -52.47% 2 - 10
BNO Brent Oil -51.42% -67.40% 5 - 7
CPER Copper -53.97% -64.54% 5 - 7
EWZ Brazil -54.30% -64.33% 4 - 8
FLLA Latin America -54.66% -63.29% 4 - 8
XLF Financials -54.97% -55.46% 4 - 8
EWY South Korea -55.97% -62.59% 3 - 9
USO WTI Crude Oil -56.31% -70.88% 5 - 7
EWK Belgium -61.72% -66.25% 4 - 8
EWO Austria -63.14% -68.14% 5 - 7
Stocks Bonds Commodities
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