Asset Class Performance MTD, QTD, YTD (Bespoke)

This note/chart is a guest contribution by Bespoke Investment Group.

Below is a table with performance numbers through the end of the third quarter for the key ETFs across all asset classes.  For each ETF, we provide its 1-month, 3-month, and year-to-date percentage change.  In the 3rd quarter, the only ETF in the entire list across all asset classes that was down was the Natural Gas ETF (UNG).  Nearly all ETFs were up 10% or more.  In the US, midcaps outperformed largecaps and smallcaps, while growth outperformed value.  Telecom (IYZ) was up the most of the ten S&P 500 sectors in the 3rd quarter with a gain of 16.77%.  The Financial sector (XLF) was up the least.  Internationally, Brazil (EWZ), France (EWQ), Hong Kong (EWH), Italy (EWI), and the UK (EWU) were all up more than 20% in Q3.  Japan (EWJ) and China (FXI) were the only country ETFs shown that didn't gain 10% for the quarter.

While gold got all the headlines in Q3, the GLD ETF only gained 5.12%.  Silver (SLV) was up more at 17.02%.  Fixed Income ETFs were all up as well in Q3, although they mostly fell in September.

Looking at the year-to-date numbers, silver (SLV) is up the most out of all asset classes with a gain of 28.85%.  The India ETF (INP) is up the second most YTD with a gain of 18.26%.  Natural Gas (UNG) is down the most at -38.81%, followed by Oil (USO) with a decline of 11.30%, and Italy (EWI) with a decline of 13.89%.

To track these ETFs on a daily basis, subscribe to Bespoke Premium today.

Copyright (c) Bespoke Investment Group

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