Our monthly look at how various asset classes are performing Year To Date (YTD) finds US Stocks well ahead of the pack once again, while managed futures unfortunately dipped into the red for the first time this year, with the investments comprising the bulk of retiree’s net worth (Real Estate and Bonds) bringing up the rear. Read ‘em and rejoice/weep, depending on your asset allocation:
Disclaimer: past performance is not necessarily indicative of future results.
Sources: Managed Futures = Newedge CTA Index, Cash = 13 week T-Bill rate,
Bonds = Vanguard Total Bond Market ETF (BND), Hedge Funds= DJCS Broad Hedge Fund Index;
Commodities = iShares GSCI ETF (GSG); Real Estate = iShares DJ Real Estate ETF (IYR);
World Stocks = iShares MSCI ACWI ex US Index Fund ETF (ACWX); US Stocks = S&P 500