Period: 01 Jan 2009 - 31 Dec 2009 (12 months).
The best ETF Portfolio of 2009 is:
Emerging Markets Stocks Portfolio, with a +68.93% return.
The best Investment Theme of 2009 is:
Copper, with a +138.53% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2009 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2009 YTD returns and stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2009 RETURNS AND STATS
Period: 01 Jan 2009 - 31 Dec 2009
| ETF Portfolio | Return ▾ | Drawdown |
Months Pos - Neg |
|
|---|---|---|---|---|
| Emerging Markets Stocks |
+68.93% | -14.98% | 7 - 5 | |
| Technology |
+54.68% | -7.43% | 9 - 3 | |
| US Stocks Equal Weight |
+44.64% | -18.63% | 8 - 4 | |
| US Stocks ESG |
+39.10% | -15.76% | 8 - 4 | |
| Aggressive Global Income |
+33.97% | -22.88% | 8 - 4 | |
| Robo Advisor 100 Betterment |
+33.82% | -19.82% | 8 - 4 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
+32.93% | -22.58% | 8 - 4 | |
| All Country World Stocks |
+32.65% | -19.35% | 8 - 4 | |
| Mid-Twenties Burton Malkiel |
+32.24% | -18.21% | 8 - 4 | |
| Robo Advisor 90 Betterment |
+31.75% | -18.15% | 8 - 4 | |
| European Stocks |
+31.33% | -22.78% | 7 - 5 | |
| Late Thirties to Early Forties Burton Malkiel |
+31.14% | -18.01% | 8 - 4 | |
| Edge Select Aggressive Merrill Lynch |
+30.72% | -15.46% | 8 - 4 | |
| Stocks/Bonds 60/40 ESG |
+30.34% | -9.85% | 8 - 4 | |
| Gone Fishin' Portfolio Alexander Green |
+29.72% | -15.87% | 8 - 4 | |
| Robo Advisor 80 Betterment |
+29.62% | -16.47% | 8 - 4 | |
| Mid-Fifties Burton Malkiel |
+29.23% | -17.96% | 8 - 4 | |
| Second Grader's Starter Paul Farrell |
+28.98% | -17.20% | 8 - 4 | |
| US Stocks |
+28.89% | -17.72% | 9 - 3 | |
| Sheltered Sam 100/0 Bill Bernstein |
+28.40% | -22.79% | 8 - 4 | |
| All Country World 80/20 |
+28.02% | -16.08% | 8 - 4 | |
| Developed World ex-US Stocks |
+27.49% | -22.68% | 8 - 4 | |
| LifeStrategy Growth Fund Vanguard |
+27.33% | -15.58% | 8 - 4 | |
| Four Funds Bogleheads |
+26.98% | -15.65% | 8 - 4 | |
| Perfect Portfolio Ben Stein |
+26.95% | -15.39% | 8 - 4 | |
| Gretchen Tai Portfolio Gretchen Tai |
+26.58% | -15.87% | 8 - 4 | |
| Three Funds Bogleheads |
+26.45% | -15.70% | 8 - 4 | |
| Edge Select Moderately Aggressive Merrill Lynch |
+26.40% | -13.32% | 8 - 4 | |
| Long Term Portfolio Ben Stein |
+26.25% | -17.28% | 8 - 4 | |
| Core Four Rick Ferri |
+26.02% | -16.84% | 8 - 4 | |
| Stocks/Bonds 40/60 ESG |
+25.96% | -6.89% | 8 - 4 | |
| Sheltered Sam 90/10 Bill Bernstein |
+25.94% | -20.63% | 8 - 4 | |
| Dynamic 60/40 Income |
+25.31% | -19.50% | 9 - 3 | |
| Late Sixties and Beyond Burton Malkiel |
+25.30% | -17.05% | 8 - 4 | |
| Margaritaville Scott Burns |
+25.18% | -13.70% | 8 - 4 | |
| Developed World ex-US 80/20 |
+25.05% | -18.06% | 8 - 4 | |
| Lazy Portfolio David Swensen |
+24.86% | -16.73% | 8 - 4 | |
| Warren Buffett Portfolio Warren Buffett |
+24.66% | -16.03% | 9 - 3 | |
| Pinwheel |
+24.19% | -14.81% | 8 - 4 | |
| Five Fold Scott Burns |
+24.16% | -15.00% | 8 - 4 | |
| Gold |
+24.03% | -7.20% | 8 - 4 | |
| Five Asset Roger Gibson |
+23.98% | -16.95% | 8 - 4 | |
| Stocks/Bonds 80/20 |
+23.84% | -14.71% | 9 - 3 | |
| Six Ways from Sunday Scott Burns |
+23.77% | -14.82% | 8 - 4 | |
| High Yield Bonds Income |
+23.52% | -10.62% | 9 - 3 | |
| Sheltered Sam 80/20 Bill Bernstein |
+23.48% | -18.48% | 8 - 4 | |
| All Country World 60/40 |
+23.38% | -12.81% | 8 - 4 | |
| Seven Value Scott Burns |
+23.22% | -16.01% | 8 - 4 | |
| Robo Advisor 50 Betterment |
+23.06% | -11.58% | 9 - 3 | |
| Marc Faber Portfolio Marc Faber |
+22.95% | -12.23% | 8 - 4 | |
| No Brainer Portfolio Bill Bernstein |
+22.80% | -15.37% | 8 - 4 | |
| Family Taxable Portfolio Ted Aronson |
+22.79% | -16.25% | 9 - 3 | |
| Four Square Scott Burns |
+22.68% | -10.14% | 9 - 3 | |
| Developed World ex-US 60/40 |
+22.61% | -13.44% | 8 - 4 | |
| Simple Path to Wealth JL Collins |
+22.58% | -13.96% | 9 - 3 | |
| Dynamic 40/60 Income |
+22.37% | -15.04% | 9 - 3 | |
| Ivy Portfolio Mebane Faber |
+22.28% | -18.34% | 8 - 4 | |
| LifeStrategy Moderate Growth Vanguard |
+22.28% | -12.11% | 8 - 4 | |
| Dimensional 2030 Retirement Income DFA |
+22.15% | -11.27% | 8 - 4 | |
| Simple and Cheap Time Inc |
+21.82% | -13.72% | 8 - 4 | |
| Jane Bryant Quinn Portfolio Jane Bryant Quinn |
+21.68% | -15.83% | 8 - 4 | |
| Ideal Index Frank Armstrong |
+21.58% | -16.28% | 8 - 4 | |
| Edge Select Moderate Merrill Lynch |
+21.52% | -11.06% | 9 - 3 | |
| Sheltered Sam 70/30 Bill Bernstein |
+21.02% | -16.33% | 8 - 4 | |
| Talmud Portfolio Roger Gibson |
+20.87% | -18.28% | 8 - 4 | |
| Tilt Toward Value Time Inc |
+20.60% | -14.20% | 8 - 4 | |
| Yale Endowment David Swensen |
+20.32% | -18.86% | 8 - 4 | |
| Developed World ex-US 40/60 |
+20.17% | -8.82% | 9 - 3 | |
| Ultimate Buy&Hold FundAdvice |
+19.90% | -14.20% | 8 - 4 | |
| 7Twelve Portfolio Craig Israelsen |
+19.77% | -13.75% | 8 - 4 | |
| Nano Portfolio John Wasik |
+19.70% | -15.95% | 8 - 4 | |
| US Stocks Value |
+19.61% | -23.38% | 8 - 4 | |
| Sandwich Portfolio Bob Clyatt |
+19.04% | -11.95% | 8 - 4 | |
| Couch Potato Scott Burns |
+18.92% | -9.98% | 9 - 3 | |
| Stocks/Bonds 60/40 |
+18.79% | -11.70% | 9 - 3 | |
| All Country World 40/60 |
+18.75% | -9.54% | 8 - 4 | |
| Andrew Tobias Portfolio Andrew Tobias |
+18.73% | -13.67% | 8 - 4 | |
| Sheltered Sam 60/40 Bill Bernstein |
+18.56% | -14.17% | 8 - 4 | |
| Stocks/Bonds 60/40 with Bitcoin |
+18.47% | -11.49% | 9 - 3 | |
| US Stocks Minimum Volatility |
+18.18% | -19.43% | 8 - 4 | |
| Big Rocks Portfolio Larry Swedroe |
+17.83% | -14.02% | 8 - 4 | |
| Coffeehouse Bill Schultheis |
+17.77% | -15.43% | 8 - 4 | |
| Developed World ex-US 20/80 |
+17.74% | -4.20% | 9 - 3 | |
| Eliminate Fat Tails Larry Swedroe |
+17.45% | -6.28% | 8 - 4 | |
| US Stocks Momentum |
+17.45% | -19.56% | 8 - 4 | |
| Edge Select Moderately Conservative Merrill Lynch |
+17.30% | -8.37% | 9 - 3 | |
| Coward's Portfolio Bill Bernstein |
+17.30% | -13.54% | 8 - 4 | |
| LifeStrategy Conservative Growth Vanguard |
+17.23% | -8.65% | 9 - 3 | |
| Simple Money Portfolio Tim Maurer |
+17.16% | -14.10% | 8 - 4 | |
| Robust Alpha Architect |
+17.10% | -18.31% | 8 - 4 | |
| Global Market Portfolio Credit Suisse |
+17.08% | -12.90% | 9 - 3 | |
| Sheltered Sam 50/50 Bill Bernstein |
+16.09% | -12.02% | 8 - 4 | |
| GAA Global Asset Allocation Mebane Faber |
+15.95% | -12.21% | 8 - 4 | |
| Total Bond Developed World ex-US |
+15.30% | -0.78% | 10 - 2 | |
| One-Decision Portfolio Marvin Appel |
+15.30% | -14.35% | 9 - 3 | |
| Lifepath Fund iShares |
+15.04% | -9.43% | 9 - 3 | |
| Stocks/Bonds 80/20 Momentum |
+14.68% | -16.18% | 8 - 4 | |
| Rob Arnott Portfolio Rob Arnott |
+14.59% | -11.26% | 9 - 3 | |
| All Country World 20/80 |
+14.11% | -6.27% | 8 - 4 | |
| Stocks/Bonds 40/60 |
+13.74% | -8.68% | 9 - 3 | |
| Sheltered Sam 40/60 Bill Bernstein |
+13.63% | -9.86% | 8 - 4 | |
| Stocks/Bonds 40/60 with Bitcoin |
+13.41% | -8.48% | 9 - 3 | |
| Dimensional Retirement Income Fund DFA |
+12.97% | -4.37% | 9 - 3 | |
| Paul Boyer Portfolio Paul Boyer |
+12.50% | -6.62% | 7 - 5 | |
| LifeStrategy Income Fund Vanguard |
+12.18% | -5.19% | 8 - 4 | |
| Stocks/Bonds 60/40 Momentum |
+11.92% | -12.79% | 8 - 4 | |
| Sheltered Sam 30/70 Bill Bernstein |
+11.17% | -7.71% | 8 - 4 | |
| Golden Butterfly |
+10.77% | -10.16% | 7 - 5 | |
| Edge Select Conservative Merrill Lynch |
+10.64% | -5.42% | 8 - 4 | |
| Robo Advisor 20 Betterment |
+10.31% | -5.34% | 9 - 3 | |
| Golden Butterfly with Bitcoin |
+10.29% | -10.30% | 7 - 5 | |
| Larry Portfolio Larry Swedroe |
+10.12% | -7.76% | 8 - 4 | |
| Desert Portfolio Gyroscopic Investing |
+10.05% | -5.76% | 7 - 5 | |
| Simplified Permanent Portfolio |
+9.94% | -4.96% | 8 - 4 | |
| Desert Portfolio with Bitcoin Gyroscopic Investing |
+9.57% | -5.90% | 7 - 5 | |
| All Country World Bonds |
+9.48% | -3.00% | 9 - 3 | |
| Stocks/Bonds 40/60 Momentum |
+9.16% | -9.41% | 8 - 4 | |
| US Inflation Protection |
+8.94% | -2.24% | 8 - 4 | |
| Sheltered Sam 20/80 Bill Bernstein |
+8.71% | -5.55% | 7 - 5 | |
| Stocks/Bonds 20/80 |
+8.69% | -5.67% | 8 - 4 | |
| Permanent Portfolio Harry Browne |
+7.85% | -6.22% | 7 - 5 | |
| Conservative Income Charles Schwab |
+7.40% | -3.86% | 9 - 3 | |
| Permanent Portfolio with Bitcoin Harry Browne |
+7.37% | -6.36% | 7 - 5 | |
| Stocks/Bonds 20/80 Momentum |
+6.40% | -6.03% | 8 - 4 | |
| Sheltered Sam 10/90 Bill Bernstein |
+6.25% | -3.40% | 8 - 4 | |
| Robo Advisor 10 Betterment |
+5.43% | -3.09% | 7 - 5 | |
| Sheltered Sam 0/100 Bill Bernstein |
+3.79% | -1.37% | 8 - 4 | |
| Total Bond US |
+3.64% | -2.65% | 9 - 3 | |
| All Weather Portfolio Ray Dalio |
+2.34% | -12.02% | 6 - 6 | |
| All Weather Portfolio with Bitcoin Ray Dalio |
+1.98% | -11.94% | 6 - 6 | |
| Robo Advisor 0 Betterment |
+0.59% | -0.88% | 7 - 5 | |
| Short Term Treasury |
+0.35% | -0.84% | 7 - 5 | |
| 10-year Treasury |
-6.59% | -6.65% | 5 - 7 |
Readings that may interest you
2009 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2009 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2009 RETURNS AND STATS
Period: 01 Jan 2009 - 31 Dec 2009
| ETF | Investment Theme | Return ▾ | Drawdown |
Months Pos - Neg |
|
|---|---|---|---|---|---|
| CPER | Copper | +138.53% | -3.31% | 11 - 1 | |
| EWZ | Brazil | +121.86% | -3.66% | 10 - 2 | |
| FLLA | Latin America | +120.24% | -7.95% | 9 - 3 | |
| PALL | Palladium | +119.78% | 0.00% | 12 - 0 | |
| TUR | Turkey | +103.08% | -16.96% | 8 - 4 | |
| ECH | Chile | +86.08% | -4.40% | 10 - 2 | |
| THD | Thailand | +81.45% | -8.95% | 9 - 3 | |
| EIS | Israel | +81.24% | -1.21% | 10 - 2 | |
| EWT | Taiwan | +73.75% | -10.47% | 8 - 4 | |
| EWY | South Korea | +71.76% | -22.06% | 7 - 5 | |
| BNO | Brent Oil | +70.94% | -3.67% | 9 - 3 | |
| EEM | Emerging Markets | +68.93% | -14.98% | 7 - 5 | |
| EWA | Australia | +68.13% | -19.91% | 9 - 3 | |
| EWS | Singapore | +67.94% | -18.58% | 7 - 5 | |
| PPLT | Platinum | +58.68% | -2.27% | 10 - 2 | |
| EWO | Austria | +57.90% | -21.89% | 7 - 5 | |
| EWD | Sweden | +55.33% | -18.96% | 8 - 4 | |
| EWH | Hong Kong | +55.11% | -7.23% | 8 - 4 | |
| QQQ | US Technology | +54.68% | -7.43% | 9 - 3 | |
| EWW | Mexico | +53.84% | -26.00% | 9 - 3 | |
| EWC | Canada | +53.13% | -13.43% | 7 - 5 | |
| EZA | South Africa | +51.55% | -20.50% | 9 - 3 | |
| XLK | Information Technology | +51.32% | -8.37% | 9 - 3 | |
| EWK | Belgium | +49.46% | -13.75% | 7 - 5 | |
| EWM | Malaysia | +49.42% | -4.12% | 8 - 4 | |
| XLB | Materials | +48.18% | -14.82% | 8 - 4 | |
| SLV | Silver | +47.68% | -13.51% | 7 - 5 | |
| FXI | China | +47.37% | -16.43% | 8 - 4 | |
| IJK | US Mid Cap Growth | +41.12% | -13.17% | 9 - 3 | |
| EWN | Netherlands | +40.77% | -21.18% | 8 - 4 | |
| XLY | Consumer Discretionary | +40.57% | -18.73% | 8 - 4 | |
| PFF | Preferred Stocks | +38.67% | -34.11% | 8 - 4 | |
| VOE | US Mid Cap Value | +38.23% | -20.10% | 8 - 4 | |
| IJH | US Mid Cap Blend | +37.81% | -15.51% | 9 - 3 | |
| EWU | United Kingdom | +36.17% | -18.20% | 8 - 4 | |
| VUG | US Large Cap Growth | +36.13% | -12.00% | 9 - 3 | |
| EWP | Spain | +33.02% | -26.75% | 8 - 4 | |
| VT | World All Countries | +32.65% | -19.35% | 8 - 4 | |
| CGW | Global Water | +31.49% | -18.08% | 9 - 3 | |
| VGK | Europe | +31.33% | -22.78% | 7 - 5 | |
| VNQ | US REITs | +30.08% | -34.46% | 8 - 4 | |
| XLRE | Real Estate | +30.08% | -34.46% | 8 - 4 | |
| XLC | Communication Services | +29.45% | -9.15% | 8 - 4 | |
| VTI | US Total Stock Market | +28.89% | -17.72% | 9 - 3 | |
| IJT | US Small Cap Growth | +28.78% | -20.13% | 9 - 3 | |
| HYG | High Yield Bonds | +28.57% | -10.61% | 8 - 4 | |
| EWQ | France | +27.18% | -24.84% | 8 - 4 | |
| EFA | EAFE Stocks | +26.95% | -22.69% | 8 - 4 | |
| SPY | US Large Cap Blend | +26.36% | -18.07% | 8 - 4 | |
| IJR | US Small Cap Blend | +25.88% | -22.13% | 9 - 3 | |
| GLD | Gold | +24.03% | -7.20% | 8 - 4 | |
| IJS | US Small Cap Value | +22.36% | -25.15% | 9 - 3 | |
| XLI | Industrials | +22.07% | -26.99% | 8 - 4 | |
| EWL | Switzerland | +22.07% | -24.27% | 8 - 4 | |
| EWI | Italy | +22.02% | -28.25% | 7 - 5 | |
| XLE | Energy | +21.79% | -13.90% | 9 - 3 | |
| EWG | Germany | +20.43% | -29.81% | 7 - 5 | |
| VPL | Pacific | +20.34% | -21.91% | 9 - 3 | |
| VTV | US Large Cap Value | +19.86% | -23.15% | 8 - 4 | |
| XLV | Healthcare | +19.51% | -13.45% | 8 - 4 | |
| USO | WTI Crude Oil | +18.67% | -18.28% | 6 - 6 | |
| IGF | Global Infrastructure | +18.23% | -23.34% | 9 - 3 | |
| XLF | Financials | +17.61% | -39.30% | 7 - 5 | |
| DBC | Commodities | +16.19% | -9.82% | 5 - 7 | |
| EMB | Emerg. Market Bonds | +15.38% | -12.16% | 9 - 3 | |
| BNDX | International Bonds | +15.30% | -0.78% | 10 - 2 | |
| XLP | Consumer Staples | +14.28% | -14.70% | 9 - 3 | |
| XLU | Utilities | +11.71% | -12.68% | 9 - 3 | |
| TIP | TIPS | +8.94% | -2.24% | 8 - 4 | |
| LQD | Invest. Grade Bonds | +8.46% | -6.91% | 8 - 4 | |
| ICLN | Global Clean Energy | +5.46% | -28.80% | 7 - 5 | |
| BND | US Total Bond Market | +3.64% | -2.65% | 9 - 3 | |
| EWJ | Japan | +3.13% | -23.07% | 8 - 4 | |
| BIL | US Cash | +0.27% | -0.08% | 7 - 5 | |
| TLT | Long Term Treasuries | -21.80% | -21.80% | 6 - 6 | |
| UNG | Natural Gas | -56.50% | -60.51% | 3 - 9 |
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