September 2025 Scorecard
- catherine2042
- Oct 28
- 2 min read
Anchor Pacific’s September 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 19 of 20 asset classes
Top 3
Gold 11.76% | Emerging Markets Broad 5.69% | Canadian Equities 4.77%
Bottom 3
Canadian Dollar (1.23%) | US REITs 0.06% | US Inflation Protected Bonds 0.42%
Canadian Markets
Equities 4.77% | Bonds 1.87% | IG Credit 1.59% | CAD (1.23%)
Past 3 months
Positive returns for 19 of 20 asset classes
Top 3
Gold 16.61% | US Small Cap Equities 12.45% | Canadian Equities 11.81%
Bottom 3
Canadian Dollar (2.01%) | Canadian Total Bond Market 1.78% | US Inflation Protected Bonds 2.05%
Canadian Markets
Equities 11.81% | Bonds 1.78% | IG Credit 2.14% | CAD (2.01%)
Past 12 months
Positive returns for 17 of 20 asset classes
Top 3
Gold 46.25% | Canadian Equities 27.77% | US Large Cap Equities 17.52%
Bottom 3
US Long Term Treasury Bonds (4.91%) | US REITs (2.42%) | Canadian Dollar (2.06%)
Canadian Markets
Equities 27.77% | Bonds 3.14% | IG Credit 5.44% | CAD (2.06%)
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 4.16% (7 bps lower)
30 year Government 4.73% (19 bps lower)
Yield Curve (3m-10y) 14 bps (further inverted by 14 bps)
High Yield spread 280 bps (tighter by 4 bps)
Volatility (VIX): 16.28 (5.99% M-O-M, (2.69%) from 3 months ago)
Oil: $62.37 ( (2.49%) M-O-M, (4.21%) from 3 months ago)
Gold: $3,873.20 (10.28% M-O-M, 17.10% from 3 months ago)
USD / EURO: € 0.85 (Euro stronger by 0.41% M-O-M, weaker by 0.46% from 3 months ago)
USD / Yen: ¥147.92 (Yen weaker by 0.59% M-O-M, weaker by 2.69% from 3 months ago)
*Information above is from 2025.09 Investment Scorecard
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