the RIA analyst

Executive Summary – Asset class ETFs: Over the last month (20 days), our moderate-allocation benchmark, WRLD 60/40 (PCA) was up 1.1%.  The best recent performer has been JUNK (JNK), up 5.6%, followed by EMERG (EEM), up 5.2%.  The worst recent performer has been CMDTY (GSG), down -3.3%, followed by US DOLLAR (UUP), down -1.9%.  For the past year (260 days), the WRLD 60/40 benchmark (PCA) was up 21.6%.  The best trailing twelve month performer has been EMERG (EEM), up 61.1%, followed by JUNK (JNK), up 38%.  The worst 52wk performer has been US DOLLAR (UUP), down -13.1%, followed by US TRSRY (PLW), down -7.3%.

Executive Summary – Sector ETFs: Over the last month (20 days), our equity benchmark, SP500 (SPY) was up 1%.  The best recent performer has been Basic Materials (IYM), up 5.6%, followed by Transport (IYT), up 3.3%.  The worst recent performer has been Utilities (XLU), down -1.2%, followed by Financial Services (IYG), down -1.2%.  For the past year (260 days), the SP500 benchmark (SPY) was up 16.7%.  The best trailing twelve month performer has been Basic Materials (IYM), up 49%, followed by Technology (IYW), up 44.4%.  The worst 52wk performer has been Utilities (XLU), up 2.4%, followed by Cons Staple (XLP), up 8%.

Spoiler film

Charts for asset class, equity sectors, equity countries, equity styles, bond types and commodities below, charts w/ data tables in attached PDF.  Click image to open file.

Data source: Barchart.com Harry Potter and the Sorcerer’s Stone movie download
Charts w/ data tables: Formatted PDF
Previous rotation posts: “ETF Rotation” Category