In this article, I want to explore which asset, ETFs, MFs, Stocks, did best during the 2008 financial crisis. I will compare the investment results against the result of SPY, since it represents the overall market. The scenario is investing right at the highest point of S&P 500 index right before it crashed during the crisis. The date is March 24, 2000 what when the index reached 1,527.46.
I will compare the returns of each asset against SPY in the following order:
- Investing until the bottom of the crisis at 776.76 on Oct 09, 2002 in order to simulate downside risk.
- Investing until the S&P 500 index closed above the previous high at 1,530.23 on May 30, 2007 in order to simulate recover ability.
- Investing until the bottom of the 2008 financial crisis at 676.53 on Mar 09, 2009.
- Investing until the bottom of the Covid crisis at 2,304.92 on Mar 20, 2020, in order to simulate a series of financial crisis.
FKINX VS. SPY
- SPY return is -47.503% and FKINX return is 0.494%.
- SPY return is 11.731% and FKINX return is 114.240%.
- SPY return is -48.506% and FKINX return is 20.344%.
- SPY return is 117.561% and FKINX return is 195.840%.
VWEHX VS. SPY
- SPY return is -47.503% and VWEHX return is -2.368%.
- SPY return is 11.731% and VWEHX return is 51.375%.
- SPY return is -48.506% and VWEHX return is 15.563%.
- SPY return is 117.561% and VWEHX return is 165.331%.
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