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
Sheltered Sam 0/100
Bill Bernstein
+3.99% -3.67% 8 - 4
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
Sheltered Sam 10/90
Bill Bernstein
-0.11% -5.76% 7 - 5
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
Stocks/Bonds 20/80 Momentum
-2.70% -9.00% 5 - 7
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
Sheltered Sam 20/80
Bill Bernstein
-4.20% -8.77% 7 - 5
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
Sheltered Sam 30/70
Bill Bernstein
-8.30% -12.57% 7 - 5
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
Eliminate Fat Tails
Larry Swedroe
-11.49% -16.27% 5 - 7
Edge Select Moderately Conservative
Merrill Lynch
-11.92% -16.14% 3 - 9
Lifepath Fund
iShares
-12.05% -16.28% 5 - 7
Stocks/Bonds 40/60 Momentum
-12.27% -15.80% 4 - 8
Sheltered Sam 40/60
Bill Bernstein
-12.39% -16.39% 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
LifeStrategy Conservative Growth
Vanguard
-13.37% -17.25% 4 - 8
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
Sheltered Sam 50/50
Bill Bernstein
-16.49% -20.24% 5 - 7
One-Decision Portfolio
Marvin Appel
-16.74% -22.59% 6 - 6
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
Coffeehouse
Bill Schultheis
-18.65% -23.09% 6 - 6
Coward's Portfolio
Bill Bernstein
-19.19% -21.50% 5 - 7
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
Ultimate Buy&Hold
FundAdvice
-20.06% -23.98% 5 - 7
Sheltered Sam 60/40
Bill Bernstein
-20.58% -24.12% 5 - 7
Four Square
Scott Burns
-20.68% -24.65% 4 - 8
Tilt Toward Value
Time Inc
-20.90% -24.97% 5 - 7
Dimensional 2030 Retirement Income
DFA
-21.57% -25.38% 3 - 9
Nano Portfolio
John Wasik
-21.62% -27.92% 5 - 7
Simple and Cheap
Time Inc
-21.66% -25.74% 5 - 7
Dynamic 60/40 Income
-21.78% -30.14% 6 - 6
Stocks/Bonds 60/40 Momentum
-21.83% -24.08% 4 - 8
Yale Endowment
David Swensen
-21.94% -29.00% 5 - 7
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
Five Fold
Scott Burns
-23.95% -30.12% 5 - 7
Stocks/Bonds 60/40 ESG
-23.95% -28.06% 4 - 8
7Twelve Portfolio
Craig Israelsen
-24.01% -29.50% 5 - 7
Sheltered Sam 70/30
Bill Bernstein
-24.68% -28.02% 5 - 7
Ideal Index
Frank Armstrong
-24.86% -27.96% 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
US Stocks Minimum Volatility
-25.77% -28.06% 6 - 6
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
Six Ways from Sunday
Scott Burns
-26.46% -32.07% 6 - 6
Margaritaville
Scott Burns
-26.90% -30.74% 3 - 9
Gretchen Tai Portfolio
Gretchen Tai
-27.67% -32.64% 3 - 9
Seven Value
Scott Burns
-27.82% -32.22% 6 - 6
Stocks/Bonds 80/20
-28.21% -30.13% 4 - 8
Gone Fishin' Portfolio
Alexander Green
-28.75% -34.82% 3 - 9
Sheltered Sam 80/20
Bill Bernstein
-28.77% -32.09% 5 - 7
Five Asset
Roger Gibson
-29.02% -36.68% 5 - 7
Robust
Alpha Architect
-29.35% -32.35% 4 - 8
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
Long Term Portfolio
Ben Stein
-30.51% -33.62% 4 - 8
Four Funds
Bogleheads
-30.83% -33.84% 3 - 9
LifeStrategy Growth Fund
Vanguard
-30.83% -33.74% 3 - 9
Robo Advisor 80
Betterment
-31.22% -35.02% 3 - 9
Ivy Portfolio
Mebane Faber
-31.26% -38.00% 5 - 7
Stocks/Bonds 80/20 Momentum
-31.40% -32.66% 4 - 8
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
Sheltered Sam 90/10
Bill Bernstein
-32.87% -36.25% 5 - 7
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 Value
-36.01% -37.37% 5 - 7
Sheltered Sam 100/0
Bill Bernstein
-36.97% -40.41% 5 - 7
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
US Stocks Equal Weight
-40.07% -41.86% 4 - 8
Developed World ex-US Stocks
-40.65% -45.54% 4 - 8
US Stocks Momentum
-40.96% -41.23% 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
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 Invest. 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 Emerg. Market Bonds -2.14% -25.53% 8 - 4
BNDX International Bonds -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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