Classic Couch Potato Portfolio: Historical performance tables

By Duncan Hood, Ian McGugan and Phil Froats on April 5, 2006
Estimated reading time: 1 minute

Investment performance figures for the Classic Couch Potato Portfolio by annual nominal value, annualized rate of return and annual return.

If you invested $100 in the Classic Couch Potato portfolio on January 1, 1976, it would be worth $3,481.35 as of December 31, 2010. If you invested $100 in the Canadian Stock Index (now called the S&P/TSX Composite Index) on January 1, 1976, it would be worth $3,184.62 as of December 31, 2010.

Track record*

Year	Couch Potato portfolio	Canadian stock index
1976	118.35	100.14
1977	125.46	120.97
1978	145.01	155.70
1979	172.11	223.66
1980	209.45	288.78
1981	195.46	257.11
1982	243.14	265.61
1983	298.42	361.89
1984	323.22	350.41
1985	418.32	434.81
1986	475.21	469.99
1987	482.22	493.65
1988	525.46	544.02
1989	633.54	655.11
1990	600.74	533.66
1991	730.00	615.28
1992	793.42	601.62
1993	967.15	791.22
1994	956.48	783.53
1995	1,184.30	890.30
1996	1,430.34	1,133.73
1997	1,764.35	1,293.26
1998	2,048.74	1,262.58
1999	2,307.13	1,650.03
2000	2,395.07	1,758.21
2001	2,267.72	1,524.75
2002	2,064.97	1,324.34
2003	2,318.29	1,665.14
2004	2,516.59	1,891.22
2005	2,329.12	2,725.07
2006	3,163.45	2,725.07
2007	3,331.84	2,992.75
2008	2,560.19	2,004.84
2009	3,094.81	2,707.55
2010	3,481.35	3,184.62

*Value at end of period, starting with $100 investment on January 1, 1976

Rates of return (%)

Couch Potato portfolio	Canadian stock index (annualized since 1976)
10.7	10.4

Year-by-year performance (%)

Year	Couch Potato portfolio	Canadian stock index
1976	18.3	10.1
1977	6.0	9.8
1978	15.6	28.7
1979	18.7	43.6
1980	21.7	29.1
1981	-6.7	-11.0
1982	24.4	3.3
1983	22.7	36.2
1984	8.3	-3.2
1985	29.4	24.1
1986	13.6	8.1
1987	1.5	5.0
1988	9.0	10.2
1989	20.6	20.4
1990	-5.2	-15.5
1991	21.5	11.1
1992	8.7	-2.2
1993	21.9	31.5
1994	-1.1	-1.0
1995	23.8	13.6
1996	20.8	27.3
1997	23.4	14.1
1998	16.1	-2.4
1999	12.6	30.7
2000	3.8	6.6
2001	-5.3	-13.3
2002	-8.9	-13.1
2003	12.3	25.7
2004	8.6	13.6
2005	12.6	23.2
2006	11.7	17.0
2007	5.3	9.8
2008	-23.2	-33.0
2009	20.88	35.05
2010	12.49	17.62

2009 Month-by-month performance (%)

2009	Couch Potato portfolio	Canadian stock index
January	-4.18	-2.96
February	-5.32	-6.31
March	5.83	7.79
April	5.51	7.26
May	5.30	11.46
June	0.50	0.34
July	4.11	4.22
August	3.15	0.95
September	3.16	5.14
October	-1.80	-0.79
November	4.32	5.15
December	0.79	2.93

2010 Month-by-month performance (%)

2010	Couch Potato portfolio	Canadian stock index
January	-2.33	-5.35
February	2.71	4.97
March	2.89	3.81
April	0.93	1.67
May	-3.69	-3.47
June	-2.15	-3.71
July	3.63	3.96
August	-0.1	1.9
September	3.7	4.1
October	2.27	2.71
November	0.39	2.37
December	3.76	4.09

2011 Month-by-month performance (%)

2011	Couch Potato portfolio	Canadian stock index
January	0.83	0.99
February	2.59	4.44
March	0.06	0.12
April	0.78	-1.02
May	-0.07	-0.87
June	-1.72	-3.33

Updated on November 7, 2011 For more current couch potato returns, visit our Canadian Couch Potato blog. See our Global Couch Potato Portfolio: Historical performance tables.