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May 2024 Scorecard

Anchor Pacific’s May 2024 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.


April 2024 Asset Class Returns
To download the complete Monthly Investment Scorecard, please click on the link below:

 

Summary of Returns


Month-over-Month

Positive returns for 19 of 20 asset classes

 

Top 3

  • US Large Cap Equities 5.06% | US Small Cap Equities 5.04% | International Developed Equities (EAFE) 4.66%

 

Bottom 3

  • Commodities (1.44%) | Emerging Markets Broad (C$) 1.15% | Canadian Dollar 1.23%

 

Canadian Markets

  • Equities 2.71% | Bonds 1.80% | IG Credit 1.50% | CAD 1.23%

 

 

Past 3 months

Positive returns for 17 of 20 asset classes

 

Top 3

  • Gold 13.73% | International Developed Equities (EAFE-C$H) 6.45% | Emerging Markets Broad 5.12%

 

Bottom 3

  • US Long Term Treasury Bonds (3.00%) | US REITs (1.87%) | US Total Bond Market (0.25%)

 

Canadian Markets

  • Equities 5.09% | Bonds 0.14% | IG Credit 0.51% | CAD 0.19%

 

 

Past 12 months

Positive returns for 19 of 20 asset classes

 

Top 3

  • US Large Cap Equities 28.04% | International Developed Equities (EAFE-C$H) 21.65% | US Small Cap Equities 20.04%

 

 

Bottom 3

  • US Long Term Treasury Bonds (8.85%) | US Total Bond Market 1.02% | US Inflation Protected Bonds 1.36%

 

 

Canadian Markets

  • Equities 17.47% | Bonds 2.43% | IG Credit 5.71% | CAD 1.98%



 

Macro Summary (Key Index Levels and Rates)


US Yields

  • 10 year Government 4.51% (18 bps lower)

  • 30 year Government 4.65% (14 bps lower)

  • Yield Curve (3m-10y) (95 bps) (flatter by 18 bps)

  • High Yield spread 320 bps (wider by 2 bps)

 

Volatility (VIX): 12.92 ( (17.44%) M-O-M, (3.58%) from 3 months ago)

Oil: $76.99 ( (6.03%) M-O-M, (1.62%) from 3 months ago)

Gold: $2,347.80 (1.49% M-O-M, 14.26% from 3 months ago)

USD / EURO: € 0.92 (Euro stronger by (1.63%) M-O-M, stronger by (0.35%) from 3 months ago)

USD / Yen: ¥157.31 (Yen stronger by (0.31%) M-O-M, weaker by 4.89% from 3 months ago)

 

*Information above is from 2024.05 Investment Scorecard


 

Download the complete Monthly Investment Scorecard here:

2024.05 Investment Scorecard
.pdf
Download PDF • 568KB

ความคิดเห็น


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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