May 12, 20232 min
Anchor Pacific’s April 2023 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.
To download the complete Monthly Investment Scorecard, please click on the link below:
Month-over-Month
Positive returns for 15 of 20 asset classes
Top 3
Canadian Equities 2.91% | International Developed Equities (EAFE) 2.63%| US Large Cap Equities (C$) 1.81%
Bottom 3
US Small Cap Equities (1.79%) | Commodities (1.04%) | Emerging Markets Broad (0.40%)
Canadian Markets
Equities 2.91% | Bonds 0.86% | IG Credit 1.30% | CAD (0.07%)
Past 3 months
Positive returns for 14 of 20 asset classes
Top 3
US Large Cap Equities (C$) 4.62% | International Developed Equities (EAFE-C$H) 3.33% | Gold 3.00%
Bottom 3
US Small Cap Equities (8.16%) | US REITs (7.60%) | Commodities (6.13%)
Canadian Markets
Equities 0.16% | Bonds 1.04% | IG Credit 1.08% | CAD (1.32%)
Past 12 months
Positive returns for 12 of 20 asset classes
Top 3
International Developed Equities (EAFE-C$H) 9.40% | US Large Cap Equities (C$) 8.06% | Gold 4.46%
Bottom 3
US REITs (16.49%) | Commodities (15.92%) | US Long Term Treasury Bonds (8.47%)
Canadian Markets
Equities 2.54% | Bonds 2.61% | IG Credit 4.10% | CAD (4.28%)
US Yields
10 year Government 3.44% (4 bps lower)
30 year Government 3.67% (0 bps lower)
Yield Curve (3m-10y) (166 bps) (further inverted by 29 bps)
High Yield spread 453 bps (tighter by 5 bps)
Volatility (VIX): 15.78 ( (15.61%) M-O-M, (18.66%) from 3 months ago)
Oil: $76.78 (1.47% M-O-M, (2.65%) from 3 months ago)
Gold: $1,999.10 (1.53% M-O-M, 1.88% from 3 months ago)
USD / EURO: € 0.91 (Euro stronger by 1.65% M-O-M, stronger by 1.46% from 3 months ago)
USD / Yen: ¥136.28 (Yen weaker by 2.63% M-O-M, weaker by 4.76% from 3 months ago)
*Information above is from 2023.04 Investment Scorecard
Download the complete Monthly Investment Scorecard here: