Anchor Pacific’s June 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 17 of 20 asset classes
Top 3
US Large Cap Equities (C$) +5.56% | US Long Term Treasury Bonds +4.42% | Commodities +4.08%
Bottom 3
Gold -7.15% | Canadian Dollar -2.61% | International Developed Equities (EAFE) -0.92%
Canadian Markets
Equities +2.46% | Bonds +1.07% | IG Credit +0.99% | CAD -2.61%
Past 3 Months
Positive returns for 20 of 20 asset classes
Top 3
Commodities +15.18% | US REITs +11.60% | Canadian Equities +8.60%
Bottom 3
Canadian Dollar +1.27% | Hedge Funds +1.45% | Canadian IG Credit +1.47%
Canadian Markets
Equities +8.60% | Bonds +1.70% | IG Credit +1.47% | CAD +1.27%
Past 12 Months
Positive returns for 16 of 20 asset classes
Top 3
US Small Cap Equities +61.86% | Commodities +55.16% | US Large Cap Equities +40.89%
Bottom 3
US Long Term Treasury Bonds -10.68% | Canadian Total Bond Market -2.46% | Gold -1.04%
Canadian Markets
Equities +33.86% | Bonds -2.66% | IG Credit +0.05% | CAD +9.04%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 1.45% (13.0 bps lower)
30 year Government 2.06% (20.0 bps lower)
Yield Curve (2-30) 181 bps (flatter by 31 bps)
High Yield spread 304 bps (wider by 25.0 bps)
Volatility (VIX): 15.83 (-5.55% M-O-M, -18.40% from 3 months ago)
Oil: $73.47 (9.72% M-O-M, 24.19% from 3 months ago)
Gold: $1757.80 (-7.12% M-O-M, 4.30% from 3 months ago)
USD / Euro: €0.84 (Euro weaker by 3.13% M-O-M, stronger by 1.07% from 3 months ago)
USD / Yen: ¥109.81 (Yen weaker by 1.42% M-O-M, weaker by 0.36% from 3 months ago)
Download the complete Monthly Investment Scorecard here:
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
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