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Portfolio of Best Retirement Exchange-Traded Funds (ETFs) from Kiplinger

Here are 7 stock and bond ETFs discussed in The 7 Best ETFs for Retirees in 2017.

Kiplinger Best Retirement ETFs
ETF
Quote
Dividend & Dividend Yield
1-Year Price Chart
iShares Core S&P 500
1.87%
iShares Core S&P Mid-Cap ETF
1.54%
iShares Edge MSCI Minimum Volatility EAFE ETF
3.67%
iShares Edge MSCI Minimum Volatility Emerging Markets ETF 
2.56%
Schwab U.S. Dividend Equity ETF
2.89%
SPDRŽ Nuveen Bloomberg Barclays Short Term Municipal Bond ETF
0.98%
Vanguard Short-Term Corporate Bond ETF
2.11%
Dividend data from Yahoo! Finance as of Apr-11-2017. Click small charts (sparklines) to expand. * Uses 10 years or all years of dividends and prices, whichever is less.


To inspect the performance of the Kiplinger Best Retirement ETFs portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for ETFs from Yahoo! Finance.

IVV and IJH are included in the portfolio computations. The current value of the portfolio assumes that $5,000.00 was invested (total of $10,000) in each ETF at its closing weekly price for the current date in 2007. The 5 ETFs excluded from the portfolio computations because of insufficient price data are: EFAV, EEMV, SCHD, SHM and VCSH.


Kiplinger Best Retirement ETFs - Return Results
Portfolio:
Kiplinger Best Retirement ETFs
Start date:
Apr-24-2007
Start value:
$10,000
End date:
Apr-24-2017
End value:
$20,792
Number prices
522
Minimum value occurred on Mar-02-2009
$4,757
Maximum value occurred on Feb-27-2017
$21,034
Total gain or loss (Start date to End date)
107.92%
Annualized gain or loss (Start date to End date)
7.56%
Total dollar value on End date of a $10,000 purchase made on Start date
$20,792
Average percent return for all possible buy/sell combinations
50.80%
Number returns
135,981
Number profitable returns (Winners)
119,090
Percent profitable returns
87.58%
Number unprofitable returns (Losers)
16,891
Percent unprofitable returns
12.42%
Winners to losers ratio
7.05
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



Customize your own Portfolio of Kiplinger Best Retirement ETFs using stocks from the above table. See returns for specified combinations of stocks for specified durations.

See more best dividend stocks: Forbes Best Retirement Income 2017 Kiplinger Best 2017 Kiplinger Best Dividend ETFs Kiplinger Dow 2017 Kiplinger Monthly 2017 Income Investors 2017 Income Investors Long-Term 2017 Sure Dividend Canada 2017 InvestorPlace 2017 InvestorPlace 2017 S&P500 Blue Chip InvestorPlace Retirement Stocks 2017 TheStreet 10 Dividend Growth 2016 TheStreet Top 10 2017 


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