Investable Benchmark Update (1/13)


THOUSAND OAKS, CA; January 2, 2013 ETF Portfolio Management (ETF PM) today reported performance for the investable benchmarks through year-end 2012. For the full year, the investable benchmarks returned 7% to 14% while the S&P 500 gained 16%.

ETF PM’s investable benchmarks are three passive core portfolios comprised of leading ETFs from Vanguard and iShares: Income, Income & Growth, and Growth. Over the past 10 years, the investable benchmarks returned 9% to 10% annually, or 143% to 157% in total return. These efficient multi-asset class portfolios yield over 2.5% per year with expense ratios under 0.20%.

Chart IBU 2012

Past performance does not guarantee future results.

The investable benchmarks present tough competition for active management. ETF PM’s growth benchmark is an efficient multi-asset class (eMAC) portfolio based on David Swensen’s recommendation in “Unconventional Success.” Swensen’s performance managing Yale University’s multi-billion dollar endowment fund is leading Wall Street in many respects and his views have significantly broadened the industry’s perception of proper diversification.

Click here for a PDF version.

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