ETF ‘Rotation’ Roundup – Asset Classes, Sectors, etc. (8/08/2009)

Posted by RIA analyst on 8/08/09 • Categorized as ETF Rotation

Asset class ETFs: Over the last month (20 days), our moderate-allocation benchmark, WRLD 60/40 (PCA) was up 9.6%. The best recent performer has been REIT (IYR), up 38.7%, followed by EMERG (EEM), up 18.1%. The worst recent performer has been US TRSRY (PLW), down -4%, followed by US DOLLAR (UUP), down -1.7%. For the past year (260 days), the WRLD 60/40 benchmark (PCA) was up 9.2%. The best trailing twelve month performer has been EMERG (EEM), up 55.4%, followed by GOLD (GLD), up 23.3%. The worst 52wk performer has been CMDTY (GSG), down -23.1%, followed by US DOLLAR (UUP), down -9.8%. Charts for asset class, equity sectors, equity countries, equity styles, bond types and commodities below, charts w/ data tables in attached PDF. Click images for full-size view.