July 2026 Scorecard
- 10 hours ago
- 2 min read
Anchor Pacific’s July 2026 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 6 of 20 asset classes
Top 3
Commodities 12.03% | US REITs 2.61% | Canadian Equities 1.26%
Bottom 3
US Long Term Treasury Bonds (4.47%) | US Small Cap Equities (3.08%) | US IG Credit (2.24%)
Canadian Markets
Equities 1.26% | Bonds (1.62%) | IG Credit (1.29%) | CAD 1.18%
Past 3 months
Positive returns for 12 of 20 asset classes
Top 3
US Small Cap Equities 5.01% | Canadian Equities 4.32% | US Large Cap Equities 4.22%
Bottom 3
Gold (12.30%) | Commodities (6.83%) | Canadian Dollar (3.04%)
Canadian Markets
Equities 4.32% | Bonds 0.23% | IG Credit 0.36% | CAD (3.04%)
Past 12 months
Positive returns for 18 of 20 asset classes
Top 3
Commodities 40.53% | US Small Cap Equities 34.11% | Canadian Equities 32.22%
Bottom 3
US Long Term Treasury Bonds (1.06%) | Canadian Dollar (1.00%) | US IG Credit 1.85%
Canadian Markets
Equities 32.22% | Bonds 2.47% | IG Credit 2.96% | CAD (1.00%)
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 4.75% (31 bps higher)
30 year Government 5.27% (36 bps higher)
Yield Curve (3m-10y) 92 bps (further inverted by 35 bps)
High Yield spread 285 bps (wider by 10 bps)
Volatility (VIX): 15.99 ( (2.80%) M-O-M, (5.33%) from 3 months ago)
Oil: $84.67 (21.83% M-O-M, (19.42%) from 3 months ago)
Gold: $4,107.00 (1.70% M-O-M, (11.29%) from 3 months ago)
USD / EURO: € 0.87 (Euro stronger by 0.93% M-O-M, weaker by 1.77% from 3 months ago)
USD / Yen: ¥157.58 (Yen stronger by 3.07% M-O-M, weaker by 0.64% from 3 months ago)
*Information above is from 2026.07 Investment Scorecard
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