ETF ‘Rotation’ Roundup – Asset Classes, Sectors, etc. (8/29/2009)

Posted by RIA analyst on 8/29/09 • Categorized as ETF Rotation

Asset class ETFs: Over the last month (20 days), our moderate-allocation benchmark, WRLD 60/40 (PCA) was up 3.6%. The best recent performer has been REIT (IYR), up 14.6%, followed by DVLPD (EFA), up 5.3%. The worst recent performer has been JUNK (JNK), down -1.3%, followed by US DOLLAR (UUP), down -0.2%.

For the past year (260 days), the WRLD 60/40 benchmark (PCA) was up 12.7%. The best trailing twelve month performer has been EMERG (EEM), up 57.9%, followed by GOLD (GLD), up 30.3%. The worst 52wk performer has been US DOLLAR (UUP), down -13.5%, followed by CMDTY (GSG), down -11%.

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.