4 Best Bet Funds for Today`s Investment Landscape
0.27%April 19 | MyPlanIQ portfolio symbol P_35501

As we continue to look for investment ideas to measure, our interest was snagged by the title of this article written for the Motley Fool by Andrew

Index & Geography

Price-to-Earnings (LTM)

Net Income Margin (%)

Return on Equity (%)

12 Month Return

Real GDP Growth

S&P 500 14.3 8.7% 14.9% 2.1% 1.6%**
Shanghai Stock Exchange 11.9 10.3% 17.6% (17.9%) 9.1%*
Brazil IBOVESPA Index 8.1 17.1% 18.4% (24.9%) 3.1%**
Bombay Stock Exchange Sensex Index 15.0 12.6% 18.6% (15.4%) 8.8%***

Source: S&P Capital IQ.
*For quarter ended Sept. 30.
**For quarter ending June 30.
***For full year 2010.

The argument goes that these are good markets in which to invest. The most direct way is to buy into one of the many funds that concentrate on specific countries or regions.

One example is to use ETF's. Andrew selected:

FTSE China 25 Index (AMEX: FXI)
MSCI Brazil Index (AMEX: EWZ)
Wisdom Tree India Earnings ETF (AMEX: EPI) , or the closed-end India Fund (AMEX: IFN)

These funds give direct and diversified access to the markets. We will add SPY to represent the US market.


Click here for comparison with other funds, portfolios or stocks

Historical Return Chart

Click here for interactive chart

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Rolling Returns

From 03/01/2008 to 04/19/2024, the worst annualized return of 3-year rolling returns is -5.95%.

From 03/01/2008 to 04/19/2024, the worst annualized return of 5-year rolling returns is -3.05%.

From 03/01/2008 to 04/19/2024, the worst annualized return of 10-year rolling returns is 3.1%.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account