Latest Self-Managed Couch Potato Portfolio Returns
Vanguard Couch Potato Information
As of May 2008
| As of May 2008 |
Last3 Months (period) Return |
Last1 Year (annual) Return |
Last3 Years (annual) Return |
Last5 Years (annual) Return |
Y-T-D(period) Return
| Since 7/1/2000 (annual) Return |
Since 7/1/2000 Standard Deviation |
| Vanguard Inflation -Protected Secs |
(1.92) |
13.04 |
5.10 |
5.31 |
3.20 |
8.04 |
6.07 |
| Vanguard Total Stock Mkt Idx |
6.59 |
(6.34) |
8.20 |
10.74 |
(2.96) |
2.05 |
14.46 |
| Vanguard Total Intl Stock Index |
6.68 |
1.64 |
19.11 |
21.21 |
(2.11) |
6.74 |
15.90 |
| American Century International Bd Inv |
(2.26) |
14.77 |
6.23 |
6.51 |
4.27 |
8.44 |
9.45 |
| Vanguard REIT Index |
12.86 |
(12.37) |
10.54 |
16.94 |
8.28 |
15.60 |
17.70 |
| Vanguard Energy |
17.15 |
35.02 |
33.69 |
34.50 |
14.01 |
23.91 |
24.55 |
| Vanguard Value Index |
3.32 |
(13.33) |
7.20 |
10.95 |
(5.64) |
4.83 |
14.52 |
| Vanguard Small Cap Value Index |
8.93 |
(12.27) |
6.86 |
13.41 |
1.68 |
11.04 |
18.40 |
| Vanguard Emerging Mkts Stock Idx |
5.91 |
21.30 |
31.94 |
33.62 |
(1.45) |
16.42 |
25.14 |
| Vanguard International Value |
7.11 |
0.57 |
19.21 |
22.09 |
(0.93) |
8.87 |
16.34 |
| Couch Potato |
1.79 |
3.22 |
6.92 |
8.21 |
0.29 |
5.42 |
6.62 |
| Margarita |
3.34 |
2.75 |
11.11 |
12.61 |
(0.51) |
6.13 |
9.09 |
| Four Square |
1.76 |
5.75 |
10.00 |
11.13 |
0.74 |
6.87 |
7.40 |
| Five Fold |
3.65 |
1.88 |
10.20 |
12.37 |
2.06 |
8.75 |
8.01 |
| Six Ways From Sunday |
6.11 |
7.22 |
14.17 |
16.10 |
4.26 |
11.34 |
9.32 |
| Seven Value |
5.76 |
4.26 |
13.25 |
15.41 |
2.96 |
10.49 |
9.65 |
| Seven Value 2 |
6.10 |
2.18 |
12.48 |
15.20 |
2.82 |
10.66 |
10.37 |
| Nine Emerging |
6.07 |
4.33 |
14.66 |
17.24 |
2.28 |
11.41 |
11.55 |
| 10 Speed |
6.17 |
3.97 |
15.14 |
17.75 |
1.97 |
11.21 |
11.88 |
Latest AssetBuilder Model Portfolio Returns
As of May 2008
| As of May 2008 |
Last 3 Months (period) Return |
Last 1 Year (annual) Return |
Last 3 Years (annual) Return |
Last 5 Years (annual) Return |
Y-T-D (period) Return |
Since 7/1/2000 (annual) Return |
Since 7/1/2000 Standard Deviation |
| DFA One-Year Fixed-Income I |
0.54 |
4.15 |
4.18 |
2.99 |
1.20 |
3.71 |
0.87 |
| DFA Five-Year Government I |
(2.66) |
1.40 |
2.62 |
1.95 |
(1.34) |
4.61 |
3.75 |
| DFA Intermediate Govt Fixed-Income I |
(2.27) |
9.78 |
4.58 |
3.39 |
1.23 |
6.97 |
5.95 |
| DFA Two-Year Global Fixed-Income I |
0.58 |
4.32 |
4.01 |
2.80 |
1.17 |
3.86 |
1.22 |
| DFA U.S. Large Company I |
5.75 |
(6.70) |
7.51 |
9.67 |
(3.81) |
1.14 |
13.83 |
| DFA U.S. Large Cap Value I |
7.79 |
(11.77) |
8.65 |
13.34 |
0.44 |
10.28 |
15.55 |
| DFA U.S. Targeted Value I |
8.99 |
(14.78) |
7.41 |
15.51 |
1.13 |
14.25 |
20.07 |
| DFA Real Estate Securities I |
12.78 |
(14.63) |
9.98 |
16.80 |
8.54 |
15.87 |
17.82 |
| DBC new |
11.35 |
62.16 |
31.35 |
32.88 |
27.83 |
22.45 |
18.73 |
| DFA Intl Value I |
5.74 |
(7.31) |
18.86 |
23.42 |
(4.09) |
11.84 |
16.22 |
| DFA Intl Small Cap Value I |
4.90 |
(9.93) |
16.55 |
24.91 |
0.13 |
17.01 |
15.76 |
| DFA Emerging Markets Value I |
4.98 |
14.72 |
36.95 |
39.64 |
(1.70) |
22.11 |
25.76 |
| DFA Emerging Markets Small Cap I |
0.45 |
0.59 |
29.45 |
31.81 |
(9.11) |
17.75 |
23.23 |
| AB Model Portfolio 06 |
2.32 |
3.81 |
8.73 |
9.71 |
1.78 |
8.31 |
4.00 |
| AB Model Portfolio 07 |
3.08 |
3.63 |
10.14 |
11.66 |
2.00 |
9.36 |
5.24 |
| AB Model Portfolio 08 |
3.83 |
3.03 |
11.44 |
13.50 |
2.08 |
10.25 |
6.58 |
| AB Model Portfolio 09 |
4.60 |
2.38 |
12.78 |
15.38 |
2.10 |
11.11 |
8.08 |
| AB Model Portfolio 10 |
5.20 |
3.02 |
14.74 |
17.87 |
2.53 |
12.68 |
9.48 |
| AB Model Portfolio 11 |
5.46 |
2.54 |
15.26 |
18.63 |
2.43 |
13.14 |
10.12 |
| AB Model Portfolio 12 |
6.04 |
3.18 |
17.25 |
21.08 |
2.86 |
14.62 |
11.52 |
| AB Model Portfolio 13 |
6.29 |
2.72 |
17.79 |
21.81 |
2.75 |
15.02 |
12.14 |
| AB Model Portfolio 14 |
6.54 |
2.40 |
18.73 |
23.01 |
2.60 |
15.67 |
13.01 |
Standard Deviation
is a representation of the risk associated with a given security (stocks, bonds, etc.), or the risk of a portfolio of securities. Risk is an important factor in determining how to efficiently manage a portfolio of investments because it determines the variation in returns on the asset and/or portfolio and gives investors a mathematical basis for investment decisions. The overall concept of risk is that as it increases, the expected return on the asset will increase as a result of the risk premium earned – in other words, investors should expect a higher return on an investment when said investment carries a higher level of risk.
