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April 2023 Scorecard

Anchor Pacific’s April 2023 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


January 2023 Investment Snapshot
To download the complete Monthly Investment Scorecard, please click on the link below:

 

Summary of Returns

Month-over-Month

Positive returns for 15 of 20 asset classes



Top 3

  • Canadian Equities 2.91% | International Developed Equities (EAFE) 2.63%| US Large Cap Equities (C$) 1.81%


Bottom 3

  • US Small Cap Equities (1.79%) | Commodities (1.04%) | Emerging Markets Broad (0.40%)


Canadian Markets

  • Equities 2.91% | Bonds 0.86% | IG Credit 1.30% | CAD (0.07%)



Past 3 months

Positive returns for 14 of 20 asset classes


Top 3

  • US Large Cap Equities (C$) 4.62% | International Developed Equities (EAFE-C$H) 3.33% | Gold 3.00%


Bottom 3

  • US Small Cap Equities (8.16%) | US REITs (7.60%) | Commodities (6.13%)


Canadian Markets

  • Equities 0.16% | Bonds 1.04% | IG Credit 1.08% | CAD (1.32%)



Past 12 months

Positive returns for 12 of 20 asset classes


Top 3

  • International Developed Equities (EAFE-C$H) 9.40% | US Large Cap Equities (C$) 8.06% | Gold 4.46%


Bottom 3

  • US REITs (16.49%) | Commodities (15.92%) | US Long Term Treasury Bonds (8.47%)


Canadian Markets

  • Equities 2.54% | Bonds 2.61% | IG Credit 4.10% | CAD (4.28%)


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 3.44% (4 bps lower)

  • 30 year Government 3.67% (0 bps lower)

  • Yield Curve (3m-10y) (166 bps) (further inverted by 29 bps)

  • High Yield spread 453 bps (tighter by 5 bps)


Volatility (VIX): 15.78 ( (15.61%) M-O-M, (18.66%) from 3 months ago)

Oil: $76.78 (1.47% M-O-M, (2.65%) from 3 months ago)

Gold: $1,999.10 (1.53% M-O-M, 1.88% from 3 months ago)

USD / EURO: € 0.91 (Euro stronger by 1.65% M-O-M, stronger by 1.46% from 3 months ago)

USD / Yen: ¥136.28 (Yen weaker by 2.63% M-O-M, weaker by 4.76% from 3 months ago)


*Information above is from 2023.04 Investment Scorecard

 

Download the complete Monthly Investment Scorecard here:

2023.04 Investment Scorecard
.pdf
Download PDF • 652KB

Comments


Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization ("CIRO"). 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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