YTD Asset Class Scoreboard

Quick… without looking – what asset class has done the best this year out of Managed Futures, Bonds, or Real Estate?  Would you believe managed futures?  We didn’t ourselves til we ran the data (and noted that real estate is a single ETF tracking real estate, not the equity in your actual home). But anyway, for all the negativity surrounding the asset class, it’s holding in there rather well, thank you.

The real story, of course, continues to be U.S. Stocks meteoric rise, posting another up month (their 9th out of 11) to sit at +26% YTD. Wow – maybe we should have listened to our sarcastic newsletter titled “Sell Everything and Buy stocks” last year.

Asset Class Performance(Disclaimer: Past performance is not necessarily indicative of future results)

Asset Class Chart(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

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