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April 2024 Scorecard

Anchor Pacific’s April 2024 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


April 2024 Asset Class Returns
To download the complete Monthly Investment Scorecard, please click on the link below:

 

Summary of Returns


Month-over-Month

Positive returns for 4 of 20 asset classes

 

Top 3

  • Gold 2.99% | Emerging Markets Broad 0.96% | Commodities 0.95%

 

Bottom 3

  • US REITs (7.94%) | US Small Cap Equities (6.85%) | US Long Term Treasury Bonds (6.46%)

 

Canadian Markets

  • Equities (1.78%) | Bonds (2.15%) | IG Credit (1.51%) | CAD (1.49%)

 

 

Past 3 months

Positive returns for 12 of 20 asset classes

 

Top 3

  • Gold 12.43% | Emerging Markets Broad (C$) 8.91% | International Developed Equities (EAFE-C$H) 7.07%

 

Bottom 3

  • US Long Term Treasury Bonds (7.85%) | US REITs (4.29%) | US IG Credit (3.65%)

 

Canadian Markets

  • Equities 4.09% | Bonds (2.01%) | IG Credit (0.64%) | CAD (1.71%)

 

 

Past 12 months

Positive returns for 14 of 20 asset classes

 

Top 3

  • US Large Cap Equities 22.44% | International Developed Equities (EAFE-C$H) 16.91% | Gold 14.65%

 

 

Bottom 3

  • US Long Term Treasury Bonds (14.07%) | US Total Bond Market (1.78%) | US Inflation Protected Bonds (1.60%)

 

Canadian Markets

  • Equities 8.76% | Bonds (1.03%) | IG Credit 2.54% | CAD 0.69%



 

Macro Summary (Key Index Levels and Rates)


US Yields

  • 10 year Government 4.69% (49 bps higher)

  • 30 year Government 4.79% (45 bps higher)

  • Yield Curve (3m-10y) (77 bps) (further inverted by 49 bps)

  • High Yield spread 318 bps (wider by 3 bps)

 

Volatility (VIX): 15.65 (20.29% M-O-M, 9.06% from 3 months ago)

Oil: $81.93 ( (1.49%) M-O-M, 8.02% from 3 months ago)

Gold: $2,302.90 (3.40% M-O-M, 11.93% from 3 months ago)

USD / EURO: € 0.94 (Euro weaker by 1.19% M-O-M, weaker by 1.43% from 3 months ago)

USD / Yen: ¥157.80 (Yen weaker by 4.29% M-O-M, weaker by 7.43% from 3 months ago)

 

*Information above is from 2024.04 Investment Scorecard


 

Download the complete Monthly Investment Scorecard here:

2024.04 Investment Scorecard
.pdf
Download PDF • 568KB

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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