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Investment performance figures for the Global Couch Potato Portfolio by annual nominal value, 1-year return and annualized rate of return.
Year-by-year performance
| Year | Global Couch Potato portfolio value ($)* | Global Couch Potato 1-year return (%) | Average global balanced fund 1-year return (%)** |
| 2001 | 95,224 | -4.4 | -6.7 |
| 2002 | 88,027 | -7.3 | -12.4 |
| 2003 | 97,983 | 11.6 | 10.4 |
| 2004 | 105,539 | 8.0 | 5.6 |
| 2005 | 116,117 | 10.3 | 5.8 |
| 2006 | 129,032 | 11.1 | 9.9 |
| 2007 | 134,506 | 4.2 | -1.7 |
| 2008 | 106,488 | -20.8 | -17.7 |
| 2009 | 124,240 | 17.1 | 18.6 |
| 2010 | 136,366 | 9.8 | 8.6 |
Annualized return as of December 31, 2010
| Period | Global Couch Potato | Average global balanced fund* |
| 1 year | 9.8 | 8.6 |
| 3 year | 0.5 | 2.0 |
| 5 year | 3.3 | 2.7 |
2009 Month-by-month performance (%)
| 2009 | Couch Potato portfolio | Average global balanced fund |
| January | -4.7 | -4.0 |
| February | -4.48 | -3.89 |
| March | 4.92 | 4.56 |
| April | 5.25 | 4.62 |
| May | 4.23 | 3.29 |
| June | 0.28 | 2.33 |
| July | 3.98 | 2.37 |
| August | 2.87 | 2.59 |
| September | 2.57 | 3.00 |
| October | -1.71 | -1.16 |
| November | 3.21 | 2.17 |
| December | 1.03 | 1.34 |
2010 Month-by-month performance (%)
| 2010 | Couch Potato portfolio | Average global balanced fund |
| January | -1.6 | -1.7 |
| February | 1.9 | 1.1 |
| March | 2.9 | 2.1 |
| April | 0.1 | 0.4 |
| May | -3.4 | -3.7 |
| June | -1.6 | -1.4 |
| July | 3.6 | 3.1 |
| August | -0.4 | 0.2 |
| September | 3.4 | 3.8 |
| October | 1.9 | 1.8 |
| November | -0.1 | -0.4 |
| December | 3.3 | 2.8 |
2011 Month-by-month performance (%)
| 2010 | Couch Potato portfolio | Average global balanced fund |
| January | 0.6 | 1.0 |
| February | 2.1 | 1.2 |
| March | -0.5 | -0.1 |
| April | 1.0 | 0.8 |
| May | 0.0 | 0.0 |
| June | -1.3 | -1.8 |
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