Recent Asset Class Performance (Bespoke)

by Bespoke Investment Group

Below is an updated look at the performance of key ETFs across all asset classes since the month, quarter and year began.  Looking first at month-to-date numbers, equities are now up pretty much across the board with the exception of China (FXI) and Japan (EWI).  Spain (EWP) and Italy (EWI) are up the most of the country ETFs so far in September, while smallcaps (IWM, IJS, IJT), Telecom (IYZ) and Financials (XLF) are up the most MTD here in the US.  Long-term Treasuries (TLT) and commodities (with the exception of the precious metals) have done poorly since the month began.

Since the third quarter began, the S&P 500 tracking SPY ETF is now up 5.63%.  The Nasdaq 100 (QQQ) is up 8.37%, while the Dow (DIA) is up just 3.40%.  Energy (XLE), Technology (XLK) and Telecom (IYZ) have been the best performing sectors quarter to date, while Utilities (XLU) is the only sector that is in the red.  Germany (EWG) and Spain (EWP) have been the best country ETFs this quarter, and surprisingly, Japan (EWJ) has been the worst performing ETF on the entire list with a decline of 4.89%.

Finally, the Nasdaq 100 (QQQ) is up the most of any ETF listed so far in 2012 with a big gain of 24.50%.

 

Copyright © Bespoke Investment Group

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