Sep 7, 20212 min
Updated: Oct 15, 2021
Anchor Pacific’s August 2021 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 11 of 20 asset classes
Top 3
US Large Cap Equities (C$) +4.32% | Emerging Markets Broad (C$) +3.50% | US Large Cap Equities +2.98%
Bottom 3
Commodities -2.39% | Canadian Dollar -1.16% | US IG Credit -0.34%
Canadian Markets
Equities +1.55% | Bonds -0.20% | IG Credit -0.11% | CAD -1.16%
Past 3 Months
Positive returns for 17 of 20 asset classes
Top 3
US Large Cap Equities (C$) +12.63% | US REITs +9.48% | US Long Term Treasury Bonds +7.93%
Bottom 3
Gold -4.87% | Canadian Dollar -4.37% | Emerging Markets Broad -2.55%
Canadian Markets
Equities +4.29% | Bonds +1.93% | IG Credit +1.98% | CAD -4.37%
Past 12 Months
Positive returns for 16 of 20 asset classes
Top 3
US Small Cap Equities +46.86% | Commodities +41.42% | US REITs +37.77%
Bottom 3
Gold -8.19% | US Long Term Treasury Bonds -6.90% | Canadian Total Bond Market -1.66%
Canadian Markets
Equities +28.33% | Bonds -1.66% | IG Credit +0.25% | CAD +2.89%
US Yields
10 year Government 1.3% (6.0 bps higher)
30 year Government 1.92% (3.0 bps higher)
Yield Curve (2-30) 172 bps (steeper by 2 bps)
High Yield spread 321 bps (tighter by 5.0 bps)
Volatility (VIX): 16.48 (-9.65% M-O-M, -1.67% from 3 months ago)
Oil: $68.50 (-7.37% M-O-M, 2.30% from 3 months ago)
Gold: $1814.30 (-0.76% M-O-M, -4.13% from 3 months ago)
USD / Euro: €0.85 (Euro weaker by 0.52% M-O-M, weaker by 3.55% from 3 months ago)
USD / Yen: ¥110.02 (Yen weaker by 0.29% M-O-M, weaker by 0.44% from 3 months ago)
Download the complete Monthly Investment Scorecard here: