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REIT Panel Session

REIT Panel Session. AAII Silicon Valley Chapter September 8, 2012. Fred Smith Rationale for Investing in REITs. Low correlation with other equities Income I only use mutual funds and ETFs: Yld 1-yr 5-yr 10-yr SD Sharpe VGSIX 3.11 19.84 3.79 11.12 19.15 1.21

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REIT Panel Session

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  1. REIT Panel Session AAII Silicon Valley Chapter September 8, 2012

  2. Fred SmithRationale for Investing in REITs • Low correlation with other equities • Income • I only use mutual funds and ETFs: Yld 1-yr 5-yr 10-yr SD Sharpe VGSIX 3.11 19.84 3.79 11.12 19.15 1.21 TRREX 2.02 19.36 3.04 11.59 20.01 1.18 VNQ 3.24 20.16 3.95 - 19.14 1.22 IYR 3.39 19.17 2.19 9.64 18.45 1.16 VFINX 1.80 17.82 1.19 6.39 15.63 0.88

  3. Total Returns for S&P500 (VFINX) and REIT Index (VGSIX) YearVFINXVGSIX 1997 32.19 18.77 1998 28.62 -16.32 1999 21.07 -4.04 VFINXVGSIX 2000 -9.06 26.35 2001 -12.02 12.35 Compound Annual Growth Rate 5.37% 8.86% 2002 -22.15 3.75 2003 28.50 36.65 Standard Deviation 20.32% 21.74% 2004 10.74 30.76 2005 4.77 11.89 2006 15.64 35.07 2007 5.39 -16.46 2008 -37.02 -37.05 2009 26.49 29.58 2010 14.91 28.30 2011 1.97 8.47

  4. Annual Returns for S&P 500 and REIT Index

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