May 2025 Scorecard
- catherine2042
- 11 minutes ago
- 2 min read
Anchor Pacific’s May 2025 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 16 of 20 asset classes
Top 3
US Large Cap Equities 6.28% | Canadian Equities 5.57% | US Small Cap Equities 5.24%
Bottom 3
US Long Term Treasury Bonds (3.21%) | US Inflation Protected Bonds (0.63%) | US Total Bond Market (0.61%)
Canadian Markets
Equities 5.57% | Bonds 0.00% | IG Credit 0.69% | CAD 0.52%
Past 3 months
Positive returns for 10 of 20 asset classes
Top 3
Gold 15.32% | International Developed Equities (EAFE) 9.33% | Canadian Dollar 5.63%
Bottom 3
US Long Term Treasury Bonds (5.68%) | Commodities (4.60%) | US Small Cap Equities (4.25%)
Canadian Markets
Equities 3.07% | Bonds (0.96%) | IG Credit 0.19% | CAD 5.63%
Past 12 months
Positive returns for 18 of 20 asset classes
Top 3
Gold 41.01% | Canadian Equities 20.02% | US Large Cap Equities 13.18%
Bottom 3
Commodities (3.55%) | US Long Term Treasury Bonds (0.62%) | Canadian Dollar 0.59%
Canadian Markets
Equities 20.02% | Bonds 7.17% | IG Credit 8.89% | CAD 0.59%
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 4.41% (24 bps higher)
30 year Government 4.92% (26 bps higher)
Yield Curve (3m-10y) 5 bps (further inverted by 19 bps)
High Yield spread 394 bps (tighter by 0 bps)
Volatility (VIX): 24.67 ( (0.12%) M-O-M, 25.67% from 3 months ago)
Oil: $63.73 (9.48% M-O-M, (8.64%) from 3 months ago)
Gold: $3,248.21 ( (2.14%) M-O-M, 14.03% from 3 months ago)
USD / EURO: € 0.90 (Euro weaker by 1.43% M-O-M, stronger by 7.11% from 3 months ago)
USD / Yen: ¥147.74 (Yen weaker by 3.26% M-O-M, stronger by 1.90% from 3 months ago)
*Information above is from 2025.05 Investment Scorecard
Comments