| US and
Foreign Indexes |
|
3 mo |
1 yr |
2 yr |
3 yr |
5 yr |
10 yr |
2008 |
| Stock Markets (72-21-7) |
|
6.1% |
13.5% |
4.6% |
5.3% |
8.4% |
3.5% |
-41.0% |
| S&P 500 |
|
5.5% |
14.7% |
6.9% |
8.1% |
10.9% |
5.2% |
-38.5% |
| Dow Jones Industrial Avg |
|
4.6% |
16.8% |
7.8% |
7.9% |
9.4% |
5.3% |
-33.8% |
| MSCI EAFE |
|
6.5% |
8.5% |
-1.5% |
-2.2% |
2.9% |
-1.8% |
-45.1% |
| MSCI EM |
|
11.1% |
14.5% |
-0.8% |
-1.2% |
-1.7% |
0.3% |
-54.5% |
| Barclays Agg Bond--US |
|
0.8% |
0.4% |
1.2% |
2.7% |
2.3% |
4.3% |
5.2% |
| Citi WGBI nonUSD (foreign
bonds) |
|
2.0% |
-4.8% |
1.3% |
-2.6% |
-1.5% |
2.6% |
10.1% |
|
|
|
|
|
|
|
|
|
| Aggressive (90% stocks-10%
bonds) |
|
3.9% |
12.0% |
3.3% |
3.6% |
6.7% |
3.6% |
-36.0% |
| 95 Strategic III |
|
5.5% |
12.9% |
6.3% |
6.8% |
10.1% |
7.8% |
-30.9% |
| 95 Schwab index 2017 |
|
5.3% |
15.8% |
5.9% |
6.5% |
10.2% |
5.9% |
-34.3% |
| 95 Strategic USA II |
|
5.8% |
15.2% |
7.8% |
8.7% |
12.5% |
9.9% |
-25.8% |
| Confluence Value Opportunities |
|
10.3% |
22.9% |
|
15.3% |
18.8% |
12.0% |
-22.3% |
| Confluence Equity Income |
|
4.9% |
14.9% |
|
10.9% |
13.5% |
9.3% |
-18.9% |
| WealthFront 9 |
|
6.6% |
14.9% |
4.5% |
4.4% |
7.1% |
4.6% |
-38.1% |
| American Funds Port Ser Growth |
|
7.3% |
16.2% |
6.3% |
6.9% |
10.9% |
6.4% |
-40.8% |
| American Funds Port Ser Global
Growth |
|
9.3% |
14.8% |
4.9% |
4.9% |
9.3% |
5.8% |
-40.5% |
|
|
|
|
|
|
|
|
|
| Moderately Aggressive (75-25) |
|
3.4% |
10.3% |
3.1% |
3.3% |
5.9% |
3.7% |
-31.0% |
| 80 Flex IV |
|
5.9% |
9.9% |
3.4% |
2.8% |
5.5% |
|
|
| 80 Flex V |
|
5.8% |
9.3% |
2.6% |
2.8% |
6.6% |
|
-16.9% |
| 80 Strategic II |
|
5.0% |
14.6% |
4.8% |
5.0% |
9.0% |
7.0% |
-31.1% |
| 80 Strategic III |
|
5.0% |
11.7% |
5.8% |
6.4% |
9.3% |
7.6% |
-27.7% |
| 80 USA tilt |
|
4.2% |
13.9% |
4.9% |
5.2% |
8.9% |
6.8% |
-28.5% |
| 80 Schwab index 2017 |
|
4.6% |
12.9% |
5.1% |
5.6% |
8.7% |
5.4% |
-29.3% |
| Money 75 |
|
4.6% |
14.9% |
5.5% |
5.8% |
8.7% |
6.1% |
-32.7% |
| American Funds Port Ser Gr+Inc |
|
5.8% |
12.0% |
5.6% |
5.9% |
9.1% |
5.5% |
-30.8% |
|
|
|
|
|
|
|
|
|
| Moderate (60-40) |
|
2.9% |
8.6% |
2.8% |
3.1% |
5.1% |
3.8% |
25.6% |
| 60 Strategic III |
|
4.0% |
9.7% |
4.9% |
5.4% |
7.8% |
7.0% |
-23.3% |
| 60 Schwab index 2017 |
|
3.8% |
10.3% |
4.2% |
4.7% |
7.1% |
4.9% |
-23.8% |
| American Funds Port Ser
Balanced |
|
5.0% |
9.8% |
4.8% |
5.2% |
8.0% |
5.5% |
-28.4% |
|
|
|
|
|
|
|
|
|
| Moderately Conservative
(40-60) |
|
2.5% |
6.3% |
2.4% |
2.4% |
3.9% |
3.7% |
-17.4% |
| 40 Strategic III |
|
3.4% |
8.1% |
4.2% |
4.5% |
6.4% |
6.5% |
-16.8% |
| 40 Schwab Index 2017 |
|
2.7% |
6.9% |
2.8% |
3.2% |
5.0% |
4.1% |
-16.2% |
| Goldman Sachs Income Builder |
|
2.6% |
11.2% |
3.0% |
3.0% |
6.7% |
5.5% |
-23.3% |
|
|
|
|
|
|
|
|
|
| Conservative (20-80) |
|
1.6% |
3.7% |
1.8% |
1.6% |
2.4% |
3.4% |
-8.4% |
| 20 Strategic III |
|
1.7% |
5.5% |
3.1% |
3.1% |
3.8% |
4.6% |
-9.3% |
| 20 Schwab index 2017 |
|
1.9% |
3.7% |
2.0% |
2.4% |
3.3% |
3.3% |
-9.2% |
|
|
|
|
|
|
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|
|
|
|
|
| NOTE
1: Past performance is no guarantee of
specific future results. This data is
presented by Potomac Wealth Strategies, LLC.
This data is from Morningstar and should be accurate, but it has not
been independently verified. |
|
|
|
|
|
|
|
|
|
| NOTE
2: "Flex",
"Strategic", and "Index" models are crafted/run by
Potomac Wealth Strategies. They show
history of better returns, lower volatility, or both--or, with the Index
models, closer tracking--vs benchmarks and competitors. |
|
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|
|
|
| NOTE
3: "XX Schwab index" models
are relatively low-cost and tax-efficient portfolios. They are comprised of index funds available
free of transaction charges to my clients at Schwab. This is what many might recommend due to
low-costs and portfolio efficiency. |
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|
|
| NOTE
4: Nothing on this blog post is
specific investment advice to any individual or organization. If the information hereon is of interest to
you, please send e-mail to Info@PotomacWealthStrategies.com for a
consultation. |
