Price Swings | Personal Investment Notes

Tag: price swings

Selected Price Swings for 2008

by dd on Jan.04, 2009, under volatility, yearly returns

This chart shows the price swing for certain asset class proxies in 2008. The price swings are roughly correlated to total return or loss: the more price swing the more you can expected in total return. Even though standard deviation and beta are another approach to measuring volatility, watching the price swing is something most people do on a regular basis. After looking at these price swings no wonder people fret when thinking of investments.

Ranked by total return.

Doug

Stock Symbol	%Total Return	%price swing	Description	Low Price	High Price
TLT	33.8	39	Long Term Treasury Bonds	88.59	123.15
VBMFX	5.05	8.3	U.S. taxable bond index	9.58	10.37
	4.8	0	Stable Value Index
	3.9	0	1 yr CD certificate of deposit	n/a	n/a
GLD	2.99	52	Gold Bullion	66.00	100.44
SHV	2.8	1.8	Short term Treasury Bonds	108.85	110.82
VMMXX	2.8	0	Money market mutual funds	$1.00	$1.00
	2.44	0	Money market account	n/a	n/a
	0.70	0	Passbook rate APY	n/a	n/a
TIP	-2.5	33	Treasury Inflation Note index	84.14	112.11
VWINX	-9.8	27	40% stocks 60% bonds	17.18	21.87
VBINX	-22	49	60% stocks 40% bonds	14.66	21.89
PFF	-24	148	Preferred stock index	19.00	47.21
JNK	-30	81	High Yield bond index	26.50	48.02
BSR	-32.5	105	MLP Index	17.19	35.31
VTI	-36.8	101	Total U.S. Stock Market index	36.32	73.07
VNQ	-37	206	REIT Index	22.52	68.81
SPY	-37.5	98	S&P 500 index	74.34	146.99