2008 Q4 Fixed Income Funds Review

Published on 31 Dec 2008 by Jeff Tjornehoj

After a strong first quarter start (+2.17%), the Barclays (formerly Lehman Brothers—remember them?) U.S. Aggregate Total Return Index fell 1.02% in the second quarter and followed that with a minus 0.48% return in Q3 to stand at 0.68% through three quarters. This was followed by a strong rebound in Q4 (+4.58%) to end 2008 5.24% to the good.

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