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February 2024 Scorecard

Anchor Pacific’s February 2024 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 14 of 20 asset classes

 

Top 3

  • US Small Cap Equities 5.63% | US Large Cap Equities 5.22% | Emerging Markets Broad (C$) 4.43%

 

Bottom 3

  • US Long Term Treasury Bonds (2.25%) | US IG Credit (1.93%) | US Total Bond Market (1.47%)

 

Canadian Markets

  • Equities 1.73% | Bonds (0.38%) | IG Credit 0.33% | CAD (0.69%)

 

 

Past 3 months

Positive returns for 20 of 20 asset classes

 

Top 3

  • US Small Cap Equities 13.81% | US Large Cap Equities 11.77% | International Developed Equities (EAFE) 7.31%

 

Bottom 3

  • Gold 0.30% | Canadian Dollar 0.59% | Canadian Total Bond Market 1.65%

 

Canadian Markets

  • Equities 6.29% | Bonds 1.65% | IG Credit 2.90% | CAD 0.59%

 

 

Past 12 months

Positive returns for 19 of 20 asset classes

 

Top 3

  • US Large Cap Equities 30.17% | International Developed Equities (EAFE) 13.88% | Gold 11.50%

 

Bottom 3

  • US Long Term Treasury Bonds (4.12%) | US Inflation Protected Bonds 2.35% | Canadian Dollar 2.77%

 

Canadian Markets

  • Equities 9.14% | Bonds 3.70% | IG Credit 6.31% | CAD 2.77%%



 

Macro Summary (Key Index Levels and Rates)


US Yields

  • 10 year Government 4.25% (26 bps higher)

  • 30 year Government 4.38% (16 bps higher)

  • Yield Curve (3m-10y) (120 bps) (further inverted by 23 bps)

  • High Yield spread 329 bps (tighter by 30 bps)

 

Volatility (VIX): 13.40 ( (6.62%) M-O-M, 3.72% from 3 months ago)

Oil: $78.26 (3.18% M-O-M, 3.03% from 3 months ago)

Gold: $2,054.70 ( (0.13%) M-O-M, 0.81% from 3 months ago)

USD / EURO: € 0.93 (Euro weaker by 0.12% M-O-M, weaker by 0.75% from 3 months ago)

USD / Yen: ¥149.98 (Yen weaker by 2.11% M-O-M, weaker by 1.21% from 3 months ago)

 

*Information above is from 2024.02 Investment Scorecard


 

Download the complete Monthly Investment Scorecard here:

2024.02 Investment Scorecard
.pdf
Download PDF • 652KB

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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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