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"Austrian" Investment Themes, Investments and Planning

ETF Yearly Returns

Yearly Total Return of Select  Exchange Traded Funds tracked by Barnhart Investment Advisory

Yearly Total Return
2015 2014 2013
S&P500 SPY 1.24% 13.46% 32.31%
Dow Jones DIA 0.09% 9.72% 29.64%
Nasdaq 100 QQQ 9.43% 19.19% 36.63%
S&P Midcap MDY -2.51% 9.40% 33.06%
Rusell 2000 IWM -4.48% 5.03% 38.70%
Dow Transports IYT -16.92% 25.37% 41.17%
10 yr Treasury YIELD ^TNX 2.27% 2.17% 3.03%
MSCI – International EFA -0.99% -6.18% 21.44%
Japan EWJ 9.19% -6.25% 25.96%
Currency Hedged Japan HEWJ 9.65%
Europe VGK -1.95% -7.09% 24.35%
Curreny Hedged Europe HEDJ 5.78% 4.65% 20.41%
Germany EWG -2.78% -11.96% 30.83%
Euro FXE -10.69% -12.39% 3.84%
Yen FXY -0.71% -12.45% -17.93%
Emerging Market VWO -15.83% -0.03% -4.94%
Currency Hedged Emerging Mkt HEEM -10.07%
Aggregate Bond AGG 0.48% 6.00% -1.98%
Short Term Treasury SHY 0.43% 0.44% 0.22%
3-7 yr Tsy IEI 1.63% 0.84% 0.42%
7-10 yr Tsy IEF 1.51% 9.07% -6.09%
20 yr Tsy TLT -1.79% 27.30% -13.38%
Inflation Protected TSY TIP -1.76% 3.59% -8.49%
Short Term Municipal SHM 1.20% 0.92% 0.89%
Municipal MUB 2.91% 9.35% -3.44%
Municipal TFI 3.39% 9.78% -8.01%
Investment Grade Corp LQD -1.26% 8.21% -2.00%
1-3 yr corporate CSJ 0.63% 0.67% 1.16%
Hi Yield JNK -6.76% 0.78% 5.84%
Gold GLD -10.67% -2.19% -28.33%
Hard Asset HAP -19.89% -7.25% 6.81%
Agriculture MOO -8.91% -0.51% 5.30%
Energy XLE -21.50% -8.68% 26.24%
Financials XLF -1.77% 15.03% 35.54%
Natural Resources IGE -24.56% -10.25% 15.54%
Utilities XLU -4.92% 28.73% 13.08%
Materials XLB -8.69% 7.17% 25.98%
Consumer Staples XLP 6.88% 15.70% 26.33%
Consumer Discretionary XLY 9.90% 9.47% 42.73%
Healthcare XLV 6.84% 25.13% 41.42%
Industrial XLI -4.33% 10.38% 40.54%
Metals & Miners XME -50.53% -25.27% -5.38%
REITs (Real Estate Inv Trsts) VNQ 2.43% 30.41% 2.30%
MLPs (Mastr Lmtd Prt) AMLP -27.32% 4.80% 18.59%
China FXI -12.91% 11.44% -2.13%
Hong Kong EWH -1.20% 3.30% 9.53%
Brazil EWZ -41.45% -15.96% -17.46%
Russia RSX 3.75% -47.20% -0.85%
India EPI -8.90% 27.86% -9.21%

 

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DISCLAIMER: Nothing in this article should be construed as a personal recommendation or advice. Nor should anything in this article be construed as an offer, or a solicitation of an offer, to sell or buy any investment security.  Barnhart Investment Advisory Principal and clients may hold positions in securities mentioned above, and subject to change without notice.  Consult your investment professional before investing.

Data retrieved from Yahoo Finance, Barnhart Investment Advisory makes no representation and/or guarantee as to accuracy

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