Global Couch Potato Portfolio: Historical performance tables

Duncan Hood — Wed, 05 Apr 2006 00:00:00 +0000

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

Updated on Oct. 13, 2011

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

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