Anchor Pacific’s April 2022 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:
Summary of Returns
Month-over-Month
Positive returns for 1 of 20 asset classes
Top 3
Commodities +4.55% | International Developed Equities -1.91% | Gold -2.07%
Bottom 3
US Small Cap Equities -9.90% | US Long Term Treasury Bonds -9.42% | US Large Cap Equities -8.78%
Canadian Markets
Equities -5.02% | Bonds -3.63% | IG Credit -3.26% | CAD -2.66%
Past 3 months
Positive returns for 2 of 20 asset classes
Top 3
Commodities +23.85% | Gold +5.25% | Canadian Equities -0.87%
Bottom 3
US Long Term Treasury Bonds -15.75% | Emerging Markets -12.29% | US IG Credit -11.33%
Canadian Markets
Equities -0.87% | Bonds -7.18% | IG Credit -6.91% | CAD -1.12%
Past 12 months
Positive returns for 8 of 20 asset classes
Top 3
Commodities +56.82% | Canadian Equities +11.79% | US REITs +7.89%
Bottom 3
US Small Cap Equities -16.97% | Emerging Markets Broad -15.75% | US Long Term Treasury Bonds -12.47%
Canadian Markets
Equities +11.79% | Bonds -8.17% | IG Credit -7.95% | CAD -4.67%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 2.89% (57 bps higher)
30 year Government 2.96% (52 bps higher)
Yield Curve (2-30) 26 bps (steeper by 10 bps)
High Yield spread 397 bps (wider by 54 bps)
Volatility (VIX): 33.40 (62.45% M-O-M, 34.51% from 3 months ago)
Oil: $104.69 (4.40% M-O-M, 18.76% from 3 months ago)
Gold: $1,911.70 (-1.92% M-O-M, 6.50% from 3 months ago)
USD / Euro: €0.95 (Euro weaker by 4.97% M-O-M, weaker by 6.56% from 3 months
ago)
USD / Yen: ¥129.83 (Yen weaker by 6.72% M-O-M, weaker by 12.80% from 3 months ago)
*Information above is from 2022.04 Investment Scorecard
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