Find A Portfolio/Ticker
Comparison Box
4 Best Bet Funds for Today`s Investment Landscape
live (public) 0.06% May 01
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.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | SPY (SPDR S&P 500 ETF Trust) | 0.32% | 58.75% |
| Asset1 | FXI (iShares China Large-Cap ETF) | 0.75% | 8.35% |
| Asset1 | EWZ (iShares MSCI Brazil ETF) | 0.39% | 7.87% |
| Asset1 | EPI (WisdomTree India Earnings Fund) | 0.18% | 25.03% |
* Day change on 05/01/2024.
Previous
Since 03/01/2008
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 4 Best Bet Funds for Today`s Investment Landscape | 5.5% | 22.3% | 6.2% | 8.9% | 8.5% | 8.8% |
| VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 2.5% | 7.6% | 7.6% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/03/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 5.5 | 22.3 | 6.2 | 8.9 | 8.5 | 8.8 | 5.0 | 22.3 | -13.7 | 15.3 | 11.6 | 20.2 | -7.6 | 26.4 | 13.2 | -8.8 | 10.8 | 4.0 | 14.8 | -20.5 | 11.3 | 65.7 | -45.1 |
| Sharpe Ratio | NA | 0.4 | 1.64 | 0.25 | 0.35 | 0.41 | NA | 0.18 | 1.48 | -0.7 | 1.14 | 0.33 | 1.47 | -0.52 | 2.65 | 0.76 | -0.46 | 0.74 | 0.26 | 0.84 | -0.76 | 0.5 | 1.79 | -0.74 |
| Draw Down(%) | NA | 4.0 | 9.1 | 21.3 | 35.8 | 35.8 | NA | 61.0 | 9.1 | 21.3 | 5.6 | 35.8 | 8.3 | 19.7 | 3.9 | 13.4 | 21.3 | 11.0 | 14.5 | 18.7 | 28.8 | 16.2 | 24.8 | 61.0 |
| Standard Deviation(%) | NA | 10.6 | 11.3 | 15.8 | 20.5 | 18.3 | NA | 24.6 | 12.2 | 21.6 | 13.4 | 34.1 | 12.8 | 17.1 | 9.7 | 17.2 | 19.1 | 14.5 | 15.5 | 17.4 | 27.1 | 22.7 | 36.7 | 61.8 |
| Treynor Ratio | NA | 0.05 | 0.21 | 0.05 | 0.08 | 0.11 | NA | 0.22 | 0.21 | -0.18 | 0.17 | 0.12 | 0.21 | -1.78 | -2.45 | -22.1 | 0.67 | 5.33 | -0.43 | 40.4 | 1.7 | -0.62 | -3.11 | 1.44 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | NA | 0.02 | 0.0 | 0.01 | -0.03 | -0.01 | -0.02 | -0.03 | 0.1 | 0.05 | -0.03 | 0.04 | 0.03 | 0.06 | -0.08 | 0.06 | 0.25 | -0.26 |
| Beta | NA | 0.8 | 0.88 | 0.85 | 0.9 | 0.66 | NA | 0.19 | 0.86 | 0.85 | 0.9 | 0.95 | 0.91 | 0.05 | -0.11 | -0.01 | -0.13 | 0.02 | -0.09 | 0.0 | -0.12 | -0.18 | -0.21 | -0.32 |
| RSquared | NA | 0.78 | 0.83 | 0.87 | 0.89 | 0.42 | NA | 0.03 | 0.85 | 0.9 | 0.78 | 0.93 | 0.79 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.02 | 0.05 |
| Sortino Ratio | NA | 0.59 | 2.44 | 0.34 | 0.47 | 0.55 | NA | 0.24 | 2.19 | -0.95 | 1.59 | 0.43 | 2.04 | -0.69 | 3.92 | 1.07 | -0.62 | 1.06 | 0.36 | 1.28 | -0.98 | 0.71 | 2.69 | -1.01 |
| Yield(%) | N/A | 0.4 | 2.11 | 2.45 | 2.1 | 2.1 | N/A | 2.06 | 1.96 | 3.02 | 2.05 | 1.65 | 1.37 | 1.64 | 0.29 | 3.43 | 3.09 | 2.32 | 2.03 | 2.24 | 1.56 | 1.81 | 2.83 | 1.33 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2008
Or Start FREE 30-day trial now >>