Jun 3, 20202 min
Updated: Oct 13, 2021
Anchor Pacific’s May 2020 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
Commodities +15.80% | US Small Cap Equities +6.59% | International Developed Equities (EAFE) +5.58%
Bottom 3
US Long Term Treasury Bonds -1.76% | Canadian Total Bond Market +0.37% | US Inflation Protected Bonds +0.65%
Canadian Markets
Equities +2.76% | Bonds +0.37% | IG Credit +0.88% | CAD +1.04%
Past 3 Months
Positive returns for 9 of 20 asset classes
Top 3
Gold +9.79% | US Large Cap Equities (C$) +6.24% | US Long Term Treasury Bonds +5.78%
Bottom 3
Commodities -26.50% | US REITs -10.64% | Emerging Markets Broad -7.63%
Canadian Markets
Equities -5.90% | Bonds +2.13% | IG Credit +0.30% | CAD -2.55%
Past 12 months
Positive returns for 11 of 20 asset classes
Top 3
Gold +32.09% | US Long Term Treasury Bonds +26.66% | US Large Cap Equities (C$) +14.92%
Bottom 3
Commodities -34.58% | US REITs -7.62% | Emerging Markets Broad -4.91%
Canadian Markets
Equities -2.26% | Bonds +6.84% | IG Credit +4.79% | CAD -1.29%
US Yields
10 year Government 0.65% (1 bp higher)
30 year Government 1.41% (13 bp higher)
Yield Curve (2-30) 125 bp (steeper by 17 bp)
High Yield spread 671 bp (tighter by 92 bp)
Volatility (VIX): 27.51 (-19.44% M-O-M, -31.41% from 3 months ago)
Oil: $35.49 (88.38% M-O-M, -20.71% from 3 months ago)
Gold: $1725.65 (0.52% M-O-M, 6.11% from 3 months ago)
USD / Euro: €0.90 (Euro stronger by 1.27% M-O-M, stronger by 0.65% from 3 months ago)
USD / Yen: ¥107.79 (Euro weaker by 0.57% M-O-M, stronger by 0.27% 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