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
| 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 |
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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 |
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