The Global Couch Potato easily beat global balanced funds over the last seven years.

 

 Year-by-year performance 

Year Global Couch Potato
portfolio value ($)*		 Global Couch Potato
1-year return (%)		 Average global balanced
fund 1-year return (%)**
2001 95,224 -4.4 -6.7
2002 88,027 -7.3 -12.4
2003 97,983 11.6 10.4
2004 105,539 8.0 5.6
2005 116,117 10.3 5.8
2006 129,032 11.1 9.9
2007 134,506 4.2 -1.7
2008 106,488 -20.8 -17.7

*Value at end of period, starting with $100,000 on December 31, 2000
**Data from Globefund.com

  Annualized return as of December 31, 2008  

Period Global Couch Potato Average global balanced fund*
1 year -20.8 -17.7
3 year -2.8 -3.4
5 year 1.7 0.4

*Data from Globefund.com

2009 Month-by-month performance (%)  

2009 Couch Potato portfolio Average global balanced fund
January -4.7 -4.0
February -4.48 -3.89
March 4.92 4.56
April 5.25 4.62
May 4.23 3.29
June 0.28 2.33
July 3.98 2.37
August 2.87 2.59
September 2.57 3.00

Updated on October 28, 2009