April 2020 Scorecard

Anchor Pacific’s April 2020 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


April 2020 Investment Snapshot
To download the complete Monthly Investment Scorecard, please click on the link below:

April 2020 Investment Scorecard


Summary of Returns

Month-over-Month

Positive returns for 19 of 20 asset classes

Top 3                       

  • US Small Cap Equities +13.85% | US Large Cap Equities +12.70% | Canadian Equities +11.24%

Bottom 3                 

  • Commodities -8.82% | Canadian Dollar +1.11% | US Long Term Treasury Bonds +1.22%

Canadian Markets

  • Equities +11.24% | Bonds +5.26% | IG Credit +7.23% | CAD +1.11%


Past 3 Months

Positive returns for 5 of 20 asset classes

Top 3                        

  • US L-T Treasury Bonds +14.81% | Gold +6.34% | US Total Bond Market +2.79%

Bottom 3                 

  • Commodities -41.48% | US Small Cap Equities -18.51% | US REITs -18.34%

Canadian Markets

  • Equities -13.77% | Bonds +2.29% | IG Credit -0.93% | CAD -4.92%


Past 12 months

Positive returns for 9 of 20 asset classes

Top 3                       

  • US L-T Treasury Bonds +37.74% | Gold +31.02% | US IG Credit +11.96%

Bottom 3                 

  • Commodities -48.26% | US Small Cap Equities -16.47% | Emerging Markets -13.81%

Canadian Markets

  • Equities -7.69% | Bonds +8.34% | IG Credit +5.20% | CAD -3.20%


Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 0.64% (6 bp lower)

  • 30 year Government 1.28% (7 bp lower)

  • Yield Curve (2-30) 108 bp (flatter by 4 bp)

  • High Yield spread 763 bp (tighter by 114 bp)

Volatility (VIX): 34.15 (-36.22% M-O-M, 81.26% from 3 months ago)

Oil: $18.84 (-8.01% M-O-M, -63.46% from 3 months ago)

Gold: $1716.75 (6.99% M-O-M, 8.60% from 3 months ago)

USD / Euro: €0.91 (Euro weaker by 0.67% M-O-M, weaker by 1.24% from 3 months ago)

USD / Yen: ¥107.18 (Yen stronger by 0.33% M-O-M, stronger by 1.12% from 3 months ago)



Download the complete Monthly Investment Scorecard here:

2020.04 Investment Scorecard
.pdf
Download PDF • 540KB

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

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Anchor Pacific Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Anchor Pacific Investments and covered by the CIPF. Financial planning and insurance services are provided through Anchor Pacific Wealth Management. Anchor Pacific Wealth Management is an independent company separate and distinct from ACPI/ Anchor Pacific Investments.

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