May 2020 Scorecard

Anchor Pacific’s May 2020 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


May 2020 Investment Snapshot
To download the complete Monthly Investment Scorecard, please click on the link below:

May 2020 Investment Scorecard


Summary of Returns

Month-over-Month

Positive returns for 19 of 20 asset classes

Top 3

  • Commodities +15.80% | US Small Cap Equities +6.59% | International Developed Equities (EAFE) +5.58%

Bottom 3

  • US Long Term Treasury Bonds -1.76% | Canadian Total Bond Market +0.37% | US Inflation Protected Bonds +0.65%

Canadian Markets

  • Equities +2.76% | Bonds +0.37% | IG Credit +0.88% | CAD +1.04%


Past 3 Months

Positive returns for 9 of 20 asset classes

Top 3

  • Gold +9.79% | US Large Cap Equities (C$) +6.24% | US Long Term Treasury Bonds +5.78%

Bottom 3

  • Commodities -26.50% | US REITs -10.64% | Emerging Markets Broad -7.63%

Canadian Markets

  • Equities -5.90% | Bonds +2.13% | IG Credit +0.30% | CAD -2.55%


Past 12 months

Positive returns for 11 of 20 asset classes

Top 3

  • Gold +32.09% | US Long Term Treasury Bonds +26.66% | US Large Cap Equities (C$) +14.92%

Bottom 3

  • Commodities -34.58% | US REITs -7.62% | Emerging Markets Broad -4.91%

Canadian Markets

  • Equities -2.26% | Bonds +6.84% | IG Credit +4.79% | CAD -1.29%


Macro Summary (Key Index Levels and Rates)

US Yields

  • 10 year Government 0.65% (1 bp higher)

  • 30 year Government 1.41% (13 bp higher)

  • Yield Curve (2-30) 125 bp (steeper by 17 bp)

  • High Yield spread 671 bp (tighter by 92 bp)

Volatility (VIX): 27.51 (-19.44% M-O-M, -31.41% from 3 months ago)

Oil: $35.49 (88.38% M-O-M, -20.71% from 3 months ago)

Gold: $1725.65 (0.52% M-O-M, 6.11% from 3 months ago)

USD / Euro: €0.90 (Euro stronger by 1.27% M-O-M, stronger by 0.65% from 3 months ago)

USD / Yen: ¥107.79 (Euro weaker by 0.57% M-O-M, stronger by 0.27% from 3 months ago)



Download the complete Monthly Investment Scorecard here:

2020.05 Investment Scorecard
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Download PDF • 543KB

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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