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Tuesday, May 21, 2019 8:09:46 AM
YTD Total Returns Across Asset Classes
By: Bespoke Investment Group | May 20, 2019
With the S&P 500 set to open lower by 0.70% to start the new trading week, below is an updated look at recent asset class performance using our key ETF matrx. For each ETF, we show its performance (total return %) last week, quarter-to-date, and year-to-date. As shown, SPY is currently up 1.19% in Q2, but it's still up 14.87% year-to-date. The Dow 30 (DIA) is underperforming SPY by more than 3 percentage points on a YTD basis, while the Nasdaq 100 (QQQ) is outperforming SPY by 4 percentage points. Small-caps and mid-caps are in the midst of a rough patch with declines of 2%+ last week. However, the Russell 2,000 (IWM) is up nearly the same amount as the large-cap S&P 500 (SPY) for the entirety of 2019 so far.
Defensive sectors like Consumer Staples (XLP) and Utilities (XLU) have seen buying lately as investors rotate out of cyclicals a bit. Quarter-to-date, Communication Services and Financials are up the most with gains of more than 4%, while Health Care (XLV) and Energy (XLE) have been the biggest losers with declines of 3.5%+. Year-to-date, however, Technology is up the most with a 22% gain, followed by Communication Services (XLC) and Consumer Discretionary (XLY). Health Care is lagging badly in 2019 with a gain of just over 2%.
Outside of the US, we've seen quite a bit of divergence lately. Quarter-to-date, both Brazil (EWZ) and China (ASHR) are down more than 9%, while Hong Kong (EWH) and India (PIN) are pretty deep in the red as well. On the flip side, Germany (EWG) is up 4.2%, while Russia (RSX) is up 2.6% and Canada (EWC) is up 1.6%.
Oil (USO) is up the most of any asset class on a year-to-date basis with a gain of 35.4%, but natural gas (UNG), gold (GLD), and silver (SLV) are all in the red on the year. Fixed income ETFs rallied last week, leaving them all up roughly 3-4% year-to-date.
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• DiscoverGold
By: Bespoke Investment Group | May 20, 2019
With the S&P 500 set to open lower by 0.70% to start the new trading week, below is an updated look at recent asset class performance using our key ETF matrx. For each ETF, we show its performance (total return %) last week, quarter-to-date, and year-to-date. As shown, SPY is currently up 1.19% in Q2, but it's still up 14.87% year-to-date. The Dow 30 (DIA) is underperforming SPY by more than 3 percentage points on a YTD basis, while the Nasdaq 100 (QQQ) is outperforming SPY by 4 percentage points. Small-caps and mid-caps are in the midst of a rough patch with declines of 2%+ last week. However, the Russell 2,000 (IWM) is up nearly the same amount as the large-cap S&P 500 (SPY) for the entirety of 2019 so far.
Defensive sectors like Consumer Staples (XLP) and Utilities (XLU) have seen buying lately as investors rotate out of cyclicals a bit. Quarter-to-date, Communication Services and Financials are up the most with gains of more than 4%, while Health Care (XLV) and Energy (XLE) have been the biggest losers with declines of 3.5%+. Year-to-date, however, Technology is up the most with a 22% gain, followed by Communication Services (XLC) and Consumer Discretionary (XLY). Health Care is lagging badly in 2019 with a gain of just over 2%.
Outside of the US, we've seen quite a bit of divergence lately. Quarter-to-date, both Brazil (EWZ) and China (ASHR) are down more than 9%, while Hong Kong (EWH) and India (PIN) are pretty deep in the red as well. On the flip side, Germany (EWG) is up 4.2%, while Russia (RSX) is up 2.6% and Canada (EWC) is up 1.6%.
Oil (USO) is up the most of any asset class on a year-to-date basis with a gain of 35.4%, but natural gas (UNG), gold (GLD), and silver (SLV) are all in the red on the year. Fixed income ETFs rallied last week, leaving them all up roughly 3-4% year-to-date.
Read Full Story »»»
• DiscoverGold
Information posted to this board is not meant to suggest any specific action, but to point out the technical signs that can help our readers make their own specific decisions. Your Due Dilegence is a must!
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