Feb 5, 20212 min
Updated: Oct 13, 2021
Anchor Pacific’s January 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 19 of 20 asset classes
Top 3
US Small Cap Equities +4.85% | Commodities +4.70% | Emerging Markets Broad +3.13%
Bottom 3
US Long Term Treasury Bonds -3.63% | Gold -3.22% | US IG Credit -1.83%
Canadian Markets
Equities -0.07% | Bonds -1.52% | IG Credit -0.97% | CAD -0.56%
Past 3 Months
Positive returns for 18 of 20 asset classes
Top 3
US Small Cap Equities +34.69% | Commodities +24.37% | International Developed Equities (EAFE) +19.86%
Bottom 3
US Long Term Treasury Bonds -3.23% | Gold -2.04% | Canadian Total Bond Market +0.15%
Canadian Markets
Equities +12.26% | Bonds +0.15% | IG Credit +1.82% | CAD +4.07%
Past 12 Months
Positive returns for 18 of 20 asset classes
Top 3
US Small Cap Equities +29.88% | Emerging Markets Broad +25.74% | US Large Cap Equities +17.17%
Bottom 3
Commodities -10.90% | US REITs -5.73% | Canadian Equities +3.67%
Canadian Markets
Equities +3.67% | Bonds +4.16% | IG Credit +4.35% | CAD +3.16%
US Yields
10 year Government 1.11% (18.0 bps higher)
30 year Government 1.87% (22.0 bps higher)
Yield Curve (2-30) 176 bps (steeper by 24 bps)
High Yield spread 379 bps (tighter by 7.0 bps)
Volatility (VIX): 33.09 (45.45% M-O-M, -12.97% from 3 months ago)
Oil: $52.20 (7.58% M-O-M, 45.85% from 3 months ago)
Gold: $1852.70 (-2.03% M-O-M, -1.23% from 3 months ago)
USD / Euro: €0.82 (Euro weaker by 0.66% M-O-M, stronger by 4.01% from 3 months ago)
USD / Yen: ¥104.68 (Yen weaker by 1.42% M-O-M, weaker by 0.04% from 3 months ago)
Download the complete Monthly Investment Scorecard here:
Anchor Pacific Investment Management Corp. (“Anchor Pacific”) is a Vancouver, BC-based portfolio management firm, which leverages process, technology, and infrastructure to democratize the process of managing endowment and pension style investment portfolios to deliver innovative, high-touch, and transparent investment programs across the full spectrum of asset owners and investment consumers.
To learn more about how Anchor Pacific can help you shelter, protect, and grow your money, contact us at 604-336-9080 or info@anchorpacificgroup.com