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Perspective - With Updated Return Data Print E-mail
Written by Marshall Cobb   
Wednesday, 05 October 2011 08:15

Downloadable version (pdf) of this article

 

As a follow up to our previous article... Perspective

 

Name Ticker % Total Return  1 week % Total Return 1 Month % Total Return 3 Months % Total Return YTD
iShares Barclays Aggregate Bond AGG 0.15 0.05 3.89 6.37
iShares Gold Trust IAU -1.87 -13.94 8.87 13.73
iShares MSCI EAFE Index EFA -4.15 -8.56 -22.2 -17.15
iShares MSCI Emerging Markets Index EEM -7.16 -16.05 -27.55 -26.04
iShares Russell 3000 Index IWV -4.89 -4.86 -17.22 -10.82
iShares S&P GSCI Commodity-Indexed Trust GSG -5.67 -12.06 -12.57 -12.73
PowerShares DB Oil DBO -7.93 -11.56 -21.22 -19.77
SPDR Barclays Capital TIPS IPE 0.6 -0.74 5.91 11.78
Vanguard REIT Index ETF VNQ -4.57 -8.26 -16.8 -6.73
Vanguard Total Stock Market ETF VTI -4.83 -4.74 -17.11 -10.7

Source Morningstar® Data as of 10-05-11 9:00 AM EST| USD l Cobb Retirement Solutions, LLC has not audited this information and can not warrant its accuracy.  Please review the underlying prospectus for each investment for any additional information.

Disclosure: Cobb Retirement Solutions, LLC does not sell securities.  The information presented here is for informational purposes only and is not in any way a recommendation to buy or sell a particular security.  Past performance is not indicative of future performance.

 

Marshall J. Cobb, CRSP, is president and founder of Cobb Retirement Solutions, LLC., an independent, fee-only firm offering qualified plan analysis and oversight exclusively to corporations and organizations. Cobb’s first-hand knowledge as a veteran representative of retirement plan vendors beginning in 1990 gives him a unique perspective as he advises his clients.  Cobb runs his office -- based in Houston, Texas -- with employees and clients across the country.
 
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