Classic Couch Potato Portfolio: Historical performance tables

Investment performance figures for the Classic Couch Potato Portfolio by annual nominal value, annualized rate of return and annual return.

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If you invested $100 in the Classic Couch Potato portfolio on January 1, 1976, it would be worth $3,481.35 as of December 31, 2010.

If you invested $100 in the Canadian Stock Index (now called the S&P/TSX Composite Index) on January 1, 1976, it would be worth $3,184.62 as of December 31, 2010.

Track record*

Year Couch Potato portfolio Canadian stock index
1976 118.35 100.14
1977 125.46 120.97
1978 145.01 155.70
1979 172.11 223.66
1980 209.45 288.78
1981 195.46 257.11
1982 243.14 265.61
1983 298.42 361.89
1984 323.22 350.41
1985 418.32 434.81
1986 475.21 469.99
1987 482.22 493.65
1988 525.46 544.02
1989 633.54 655.11
1990 600.74 533.66
1991 730.00 615.28
1992 793.42 601.62
1993 967.15 791.22
1994 956.48 783.53
1995 1,184.30 890.30
1996 1,430.34 1,133.73
1997 1,764.35 1,293.26
1998 2,048.74 1,262.58
1999 2,307.13 1,650.03
2000 2,395.07 1,758.21
2001 2,267.72 1,524.75
2002 2,064.97 1,324.34
2003 2,318.29 1,665.14
2004 2,516.59 1,891.22
2005 2,329.12 2,725.07
2006 3,163.45 2,725.07
2007 3,331.84 2,992.75
2008 2,560.19 2,004.84
2009 3,094.81 2,707.55
2010 3,481.35 3,184.62

*Value at end of period, starting with $100 investment on January 1, 1976

Rates of return (%)

Couch Potato portfolio Canadian stock index
(annualized since 1976)
10.7 10.4

Year-by-year performance (%)

Year Couch Potato portfolio Canadian stock index
1976 18.3 10.1
1977 6.0 9.8
1978 15.6 28.7
1979 18.7 43.6
1980 21.7 29.1
1981 -6.7 -11.0
1982 24.4 3.3
1983 22.7 36.2
1984 8.3 -3.2
1985 29.4 24.1
1986 13.6 8.1
1987 1.5 5.0
1988 9.0 10.2
1989 20.6 20.4
1990 -5.2 -15.5
1991 21.5 11.1
1992 8.7 -2.2
1993 21.9 31.5
1994 -1.1 -1.0
1995 23.8 13.6
1996 20.8 27.3
1997 23.4 14.1
1998 16.1 -2.4
1999 12.6 30.7
2000 3.8 6.6
2001 -5.3 -13.3
2002 -8.9 -13.1
2003 12.3 25.7
2004 8.6 13.6
2005 12.6 23.2
2006 11.7 17.0
2007 5.3 9.8
2008 -23.2 -33.0
2009 20.88 35.05
2010 12.49 17.62

2009 Month-by-month performance (%)

2009 Couch Potato portfolio Canadian stock index
January -4.18 -2.96
February -5.32 -6.31
March 5.83 7.79
April 5.51 7.26
May 5.30 11.46
June 0.50 0.34
July 4.11 4.22
August 3.15 0.95
September 3.16 5.14
October -1.80 -0.79
November 4.32 5.15
December 0.79 2.93

2010 Month-by-month performance (%)

2010 Couch Potato portfolio Canadian stock index
January -2.33 -5.35
February 2.71 4.97
March 2.89 3.81
April 0.93 1.67
May -3.69 -3.47
June -2.15 -3.71
July 3.63 3.96
August -0.1 1.9
September 3.7 4.1
October 2.27 2.71
November 0.39 2.37
December 3.76 4.09

2011 Month-by-month performance (%)

2011 Couch Potato portfolio Canadian stock index
January 0.83 0.99
February 2.59 4.44
March 0.06 0.12
April 0.78 -1.02
May -0.07 -0.87
June -1.72 -3.33

Updated on November 7, 2011

For more current couch potato returns, visit our Canadian Couch Potato blog.

See our Global Couch Potato Portfolio: Historical performance tables.

74 comments on “Classic Couch Potato Portfolio: Historical performance tables

  1. Pingback: The Canadian Couch Potato | Andrew Hallam

  2. Can you advise where I can find these returns for the S&P TSX Composite Index and other indices online – preferably in a format to be downloaded to Excel?

    I did find the data for the S & P TSX Composite index on Yahoo Finance site – however my calculations of the returns by month from the Yahoo Finance data don't result in the same returns shown above. (I am calculating gross or total return, after dividends). So I am not sure that the info from Yahoo Finance on indices is correct. Or have the Couch Potato returns been adjusted in some way from the pure index data or are they done on a Net or Price basis instead of total return?

    Reply

  3. The "Track Record" data for 2005 and possibly other years appears to be incorrect. Someone should check the data before it is published.

    Reply

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  7. My question is similar to Jdough. Are you performance figures calculated including dividends? Your 2009 figures show the tsx up 35.05% when it was only up 30.69% (11746-8987/8987)x100 = 30.69% Did the TSX pay 4.36% dividend that year?
    or how re you calculating your figures?

    Reply

  8. I was just looking at the 1976 to 2009 comparison of the global couch potato to the canadian stock index.

    assuming that the canadian stock index is represented in XIC , I would be more comfortable just putting
    the bundle in XIC as opposed to taking the risks involved in the global markets. It seems that this avoids the aggravations involved in allocating percentages to various asset classes and the subsequent rebalancing

    Reply

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  68. Why would you lose $187.47 in 2005 if the market went up 12.6%

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  69. I don't see here any details of trading cost analysis or of tax implication of using the couch potato method? Of course staying with the index mean you would have very little of that. I don't think that this is a fair comparison of the two. You can use stats for anything you want if you know how to twist the number in your favor and eliminate what is not.

    Secondly is this considered a conservative portfolio or aggressive one? I assume that this is aggressive if you are comparing against the index direct.

    I love how poeple only talk about the pro side of things and do not consider the cons side as it make their arguments weaker.

    Reply

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