/ ETF

Investment Check-in 2017

I posted the details of my investment strategy a while ago. I thought I'd give an update on how it's been doing since then.

Calendar

  • 2010 - 4.92%
  • 2011 - -3.32%
  • 2012 - 7.87%
  • 2013 - 14.37%
  • 2014 - 10.30%
  • 2015 - 4.04%
  • 2016 - 4.25%

Annualized

  • 1 year - 5.50%
  • 3 year - 4.87%
  • 5 year - 8.48%
  • 7 year - 7.91%
  • Since inception - 5.92%

Cumulative

  • 2010 - 4.92%
  • 2011 - 1.44%
  • 2012 - 9.42%
  • 2013 - 25.15%
  • 2014 - 38.03%
  • 2015 - 43.60%
  • 2016 - 49.71%

As you can see it rode the pretty crazy last few years as well as could be hoped.