Monday, December 28, 2009

10 Best & 10 Worst ETFs for the year of 2009

Richard Shaw, a managing principal of QVM Group has summarized the 10 Best & 10 Worst ETFs in 2009 via SeekingAlapha. The top 9 Best ETFs were up over 100% as of 12/24.

Here is the list:

"Excluding short funds and leveraged funds, what long funds had the highest total returns and lowest total returns in 2009 through December 24 (3 trading days remaining)?
Top Ten: (source: Morningstar)
  1. KOL: 144.19% (coal companies)
  2. RSX: 140.19% (Russia)
  3. PKOL: 136.22% (coal companies)
  4. JJC: 130.39% (copper ETN)
  5. LD: 123.79% (lead ETN)
  6. EWZ: 118.99% (Brazil)
  7. SLX: 112.22% (steel companies)
  8. INP: 102.24% (India ETN)
  9. GML: 100.50% (emerging Latin America)
  10. XSD: 98.75% (semi-conductors)
Bottom Ten: (sources: WSJ, Morningstar, Schwab)
We found some difficulty precisely identifying the worst losers. Not all were included in each database, and the databases did not agree on the YTD return.  Therefore, we won’t provide the percent loss per fund, but will say that the losses ranged from over 55% (the gas funds) to over the low teens.  In approximate order of worst to least worst, the ten top losers are:
  • UNG (natural gas)
  • GAZ (natural gas ETN)
  • BBH (biotechnology)
  • EDV (extended duration Treasuries)
  • TLT (20+ yr Treasuries)
  • PJB (banks)
  • KRE (regional banks)
  • GRN (carbon credits ETN)
  • COW (livestock ETN)
  • GRN (grain ETN)"
(click here for details)

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