Anchor Pacific’s July 2021 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 15 of 20 asset classes
Top 3
US REITs +4.42% | US Long Term Treasury Bonds +3.72% | US Large Cap Equities (C$) +2.89%
Bottom 3
Emerging Markets Broad -5.89% | Emerging Markets Broad (C$) -5.39% | US Small Cap Equities -3.63%
Canadian Markets
Equities +0.81% | Bonds +1.02% | IG Credit +0.94% | CAD -0.66%
Past 3 Months
Positive returns for 16 of 20 asset classes
Top 3
US Long Term Treasury Bonds +8.30% | US REITs +8.04% | Commodities +7.95%
Bottom 3
Emerging Markets Broad -3.02% | Emerging Markets Broad (C$) -1.90% | Canadian Dollar -1.60%
Canadian Markets
Equities +6.89% | Bonds +2.71% | IG Credit +2.35% | CAD -1.60%
Past 12 Months
Positive returns for 15 of 20 asset classes
Top 3
Commodities +51.63% | US Small Cap Equities +51.56% | US Large Cap Equities +36.30%
Bottom 3
US Long Term Treasury Bonds -11.30% | Gold -8.42% | Canadian Total Bond Market -2.85%
Canadian Markets
Equities +29.28% | Bonds -3.05% | IG Credit -0.87% | CAD +6.88%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 1.24% (21.0 bps lower)
30 year Government 1.89% (17.0 bps lower)
Yield Curve (2-30) 170 bps (flatter by 11 bps)
High Yield spread 326 bps (wider by 22.0 bps)
Volatility (VIX): 18.24 (15.22% M-O-M, -1.99% from 3 months ago)
Oil: $73.95 (0.65% M-O-M, 16.31% from 3 months ago)
Gold: $1828.25 (4.01% M-O-M, 3.36% from 3 months ago)
USD / Euro: €0.84 (Euro stronger by 0.12% M-O-M, weaker by 1.26% from 3 months ago)
USD / Yen: ¥109.70 (Yen stronger by 1.26% M-O-M, weaker by 0.39% from 3 months ago)
