Global Couch Potato Portfolio: Historical performance tables - MoneySense

Global Couch Potato Portfolio: Historical performance tables

Investment performance figures for the Global Couch Potato Portfolio by annual nominal value, 1-year return and annualized rate of return.

 

by

Online only.

 

The Global Couch Potato easily beat global balanced funds over the last ten years.

Year-by-year performance

Year Global Couch Potato
portfolio value ($)*
Global Couch Potato
1-year return (%)
Average global balanced
fund 1-year return (%)**
2001 95,224 -4.4 -6.7
2002 88,027 -7.3 -12.4
2003 97,983 11.6 10.4
2004 105,539 8.0 5.6
2005 116,117 10.3 5.8
2006 129,032 11.1 9.9
2007 134,506 4.2 -1.7
2008 106,488 -20.8 -17.7
2009 124,240 17.1 18.6
2010 136,366 9.8 8.6

*Value at end of period, starting with $100,000 on December 31, 2000
**Data from Globefund.com

Annualized return as of December 31, 2010

Period Global Couch Potato Average global balanced fund*
1 year 9.8 8.6
3 year 0.5 2.0
5 year 3.3 2.7

*Data from Globefund.com

2009 Month-by-month performance (%)

2009 Couch Potato portfolio Average global balanced fund
January -4.7 -4.0
February -4.48 -3.89
March 4.92 4.56
April 5.25 4.62
May 4.23 3.29
June 0.28 2.33
July 3.98 2.37
August 2.87 2.59
September 2.57 3.00
October -1.71 -1.16
November 3.21 2.17
December 1.03 1.34

2010 Month-by-month performance (%)

2010 Couch Potato portfolio Average global balanced fund
January -1.6 -1.7
February 1.9 1.1
March 2.9 2.1
April 0.1 0.4
May -3.4 -3.7
June -1.6 -1.4
July 3.6 3.1
August -0.4 0.2
September 3.4 3.8
October 1.9 1.8
November -0.1 -0.4
December 3.3 2.8

2011 Month-by-month performance (%)

2010 Couch Potato portfolio Average global balanced fund
January 0.6 1.0
February 2.1 1.2
March -0.5 -0.1
April 1.0 0.8
May 0.0 0.0
June -1.3 -1.8

See our Classic Couch Potato Portfolio: Historical performance tables.

Updated on Oct. 4, 2011.

For more current Couch Potato returns, visit Couch Potato Portfolio Returns for 2012 and Couch Potato Portfolio 2011 returns.

Comments are closed.