Midyear Asset Class Scoreboard – ValueWalk Premium
Asset Class Scoreboard

Midyear Asset Class Scoreboard

Article by RCM Alternatives

Long-only Commodities are the first class to hit double-digit returns in 2018, standing alone at the top of the asset class scoreboard. U.S. stocks gave away early June gains towards the end of the month off the fear of trade wars. World Stocks struggled off global uncertainty. Real Estate is in the positive for the first time in 2018, coming back from a -9.48% drawdown. Finally, Managed Futures was able to put together a positive month in June but remains down -4.77% YTD (Disclaimer: Past performance is not necessarily indicative of future results).

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Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid?

Asset Class Scoreboard

Asset Class Scoreboard

Source: All ETF performance data from Morningstar.com

Sources: Managed Futures = SocGen CTA Index, Cash = 13 week T-Bill rate,

Bonds = Vanguard Total Bond Market ETF (BND),

Hedge Funds= IQ Hedge Multi-Strategy (QAI)

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 = SPDR S&P 500 ETF (SPY)


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