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Year-To-Date Asset Class Performance

Published 06/27/2014, 04:39 PM
Updated 07/09/2023, 06:31 AM
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Click on this link from Bespoke to see all the various returns by asset class for year-to-date, 2014.

It would have been helpful to get the data as of Monday night, but as the old saying goes, it is close enough for government work.

Ute’s and Energy are the two leading S&P 500 sectors this year with ETF returns of 15% and 12% respectively.

The S&P 500 is about 6% year-to-date and the 10-year Treasury is up about 4.5% year-to-date. The Barclay’s iShares Core Total US Bond Market (ARCA:AGG), which is the bond market equivalent of the S&P 500 – per the Bespoke data – is up 2.81%.

Ironically, both Utility’s and Energy underperformed last year, but are crushing it this year.

We will be out with our regular earnings update later tonight or tomorrow morning.

By the way, one minor distinction: Bespoke uses the sector SPDR’s and their returns, while the actual S&P 500 sector index returns could be slightly different. However there should be reasonable proximity in both relative and absolute returns.

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