“2015 Goodbye! 2016 Hello?”

Ted

FYI: exception of Japan and, less so, some in Europe, developed markets are flat or down this year-to-date.

We will use year-to-date total return (closing prices plus yield) through December 22. [1] SPY, the US equity ETF for the S&P 500 cap-weighted index, had a total return of 0.75%. The equal weighted ETF for the same 500 stocks is RSP. Its total return was -3.42%. The worst performing sector ETF was in energy. XLE was -23.29%. ACWX is the iShares MSCI global index without the US. Its total return is -5.74%. ACWI includes the US and holds over 1200 stocks in developed and emerging markets worldwide. Its total return through December 22 [1] was -2.42%.
Regards,
Ted
http://www.ritholtz.com/blog/2015/12/2015-goodbye-2016-hello/print/

heezsafe

2015 Good Riddance! You were *#/*?& pathetic!!

Anna

I'll take 2015 any year. I'm only a tad "richer" but 2015 is the first year since we retired that we had no major or semi-major medical events. It's been a wondrously boring year.

little5bee

@Anna that's a great attitude to have! I hope 2016 is also "boring" for you...and a bit more profitable!

Ted

@ MFO Members: It was not the double-digit year I expected, but I can complain about my fund portfolio.
Regards,
Ted
As Of 12/24/15:
PRHSX: 13.70%
FBTCX: 10.70%
QQQ: 10.16%
PFF: 3.78%
SPY: 2.15%
Total Average Return:
8.098%

little5bee

@Ted stunningly beautiful portfolio!