February 2021 Scorecard

Anchor Pacific’s February 2021 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


February 2021 Investment Snapshot
To download the complete Monthly Investment Scorecard, please click on the link below:

February 2021 Investment Scorecard


 

Summary of Returns

Month-over-Month

Positive returns for 13 of 20 asset classes

Top 3

  • Commodities +10.30% | US Small Cap Equities +6.20% | Canadian Equities +4.01%

Bottom 3

  • Gold -6.26% | US Long Term Treasury Bonds -5.73% | Canada Total Bond Market -2.73%

Canadian Markets

  • Equities +4.01% | Bonds -2.73% | IG Credit -1.95% | CAD +0.47%


Past 3 Months

Positive returns for 13 of 20 asset classes

Top 3

  • Commodities +22.23% | US Small Cap Equities +20.98% | Emerging Markets Broad +11.03%

Bottom 3

  • US Long Term Treasury Bonds -10.27% | US IG Credit -3.91% | Canada Total Bond Market -3.52%

Canadian Markets

  • Equities +5.42% | Bonds -3.52% | IG Credit -1.97% | CAD +1.94%


Past 12 Months

Positive returns for 19 of 20 asset classes

Top 3

  • US Small Cap Equities +51.32% | Emerging Markets Broad +32.41% | US Large Cap Equities +30.78%

Bottom 3

  • US Long Term Treasury Bonds -6.53% | Canadian Total Bond Market +1.00% | US Total Bond Market +1.36%

Canadian Markets

  • Equities +14.50% | Bonds +1.00% | IG Credit +2.91% | CAD +5.13%


 

Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 1.44% (33.0 bps higher)

  • 30 year Government 2.17% (30.0 bps higher)

  • Yield Curve (2-30) 202 bps (steeper by 26 bps)

  • High Yield spread 352 bps (tighter by 27.0 bps)

Volatility (VIX): 27.95 (-15.53% M-O-M, 35.88% from 3 months ago)

Oil: $61.50 (17.82% M-O-M, 35.64% from 3 months ago)

Gold: $1765.10 (-4.73% M-O-M, -0.39% from 3 months ago)

USD / Euro: €0.83 (Euro weaker by 0.50% M-O-M, stronger by 1.21% from 3 months ago)

USD / Yen: ¥106.58 (Yen weaker by 1.82% M-O-M, weaker by 2.22% from 3 months ago)


 

Download the complete Monthly Investment Scorecard here:

2021.02 Investment Scorecard
.pdf
Download PDF • 428KB

 

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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