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ls7550

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ls7550

Re: ls7550 post# 38340

Friday, 10/03/2014 3:57:02 AM

Friday, October 03, 2014 3:57:02 AM

Post# of 47161
RE : LETF/Bonds 50/50

Comparing yearly rebalanced 50/50 SSO and BIV (intermediate bond fund), with SPY - total % gains 
YTD	8.8	6.7 
 2013	33.4	32.3 
 2012	18.9	16 
 2011	4.9	1.9 
 2010	18	15.1 
 2009	25.6	26.4 
 2008	-30.1	-36.8 
 Apr-Dec 2007	2.4	2.6

Over the 7.5 years the SSO/BIV annualised 8.5% (up 92%) compared to 5.8% for SPY (up 57%)

Sourced from etfreplay which I believe reflects total gains including costs (fund fees) but excludes brokers fees and taxes.

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