Comments on: Fundamental Index Returns For 15 Years http://wheredoesallmymoneygo.com/fundamental-index-returns-for-15-years/ A personal finance blog written by Preet Banerjee Wed, 23 May 2012 05:38:46 +0000 hourly 1 http://wordpress.org/?v=3.1.2 By: Silicon Prairie http://wheredoesallmymoneygo.com/fundamental-index-returns-for-15-years/#comment-2717 Silicon Prairie Wed, 21 Jan 2009 02:29:47 +0000 http://www.wheredoesallmymoneygo.com/?p=987#comment-2717 Thanks - the past performance sounds pretty good :) Thanks – the past performance sounds pretty good :)

]]> By: Preet http://wheredoesallmymoneygo.com/fundamental-index-returns-for-15-years/#comment-2716 Preet Thu, 15 Jan 2009 03:13:12 +0000 http://www.wheredoesallmymoneygo.com/?p=987#comment-2716 @ Silicon Prairie - yes here are the numbers (category, RAFI total return, cap weighted total return) all annualized for the 15 years ending Dec 31 2008: Canada 12.38% vs 7.09% US 7.83% vs 5.90% Foreign Developed Markets 6.52% vs 2.63% Foreign Emerging Markets 11.90 vs 2.18% Hong Kong China 5.16% vs 1.33% Agreed 15 years is not enough data. I have data going back to 1962 for FTSE RAFI US, its annualized outperformance over the S&P500 is 2.0% from Jan 1 1962 to Dec 31 2007. (0.7% in bull markets and 5.8% in bear markets during this period) @ Silicon Prairie – yes here are the numbers (category, RAFI total return, cap weighted total return) all annualized for the 15 years ending Dec 31 2008:

Canada 12.38% vs 7.09%
US 7.83% vs 5.90%
Foreign Developed Markets 6.52% vs 2.63%
Foreign Emerging Markets 11.90 vs 2.18%
Hong Kong China 5.16% vs 1.33%

Agreed 15 years is not enough data. I have data going back to 1962 for FTSE RAFI US, its annualized outperformance over the S&P500 is 2.0% from Jan 1 1962 to Dec 31 2007. (0.7% in bull markets and 5.8% in bear markets during this period)

]]> By: Silicon Prairie http://wheredoesallmymoneygo.com/fundamental-index-returns-for-15-years/#comment-2715 Silicon Prairie Wed, 14 Jan 2009 18:46:43 +0000 http://www.wheredoesallmymoneygo.com/?p=987#comment-2715 That's interesting comparison, although 15 years is a fairly short period. Do you have the total returns for each category over that time? That’s interesting comparison, although 15 years is a fairly short period. Do you have the total returns for each category over that time?

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