the RIA analyst

Executive Summary – Asset class ETFs:Over the last month (20 days), our moderate-allocation benchmark, WRLD 60/40 (PCA) was down -1.9%.  The best recent performer has been CMDTY (GSG), up 8.7%, followed by GOLD (GLD), up 5.2%.  The worst recent performer has been REIT (IYR), down -5.6%, followed by EMERG (EEM), down -2.8%.  For the past year (260 days), the WRLD 60/40 benchmark (PCA) was up 10.7%.  The best trailing twelve month performer has been EMERG (EEM), up 58.9%, followed by REIT (IYR), up 31.9%.  The worst 52wk performer has been US DOLLAR (UUP), down -10.1%, followed by US TRSRY (PLW), down -6.3%.

Field of Dreams movie download Executive Summary – Sector ETFs: Sleepers move Spoiler trailer Over the last month (20 days), our equity benchmark, SP500 (SPY) was down -2.3%.  The best recent performer has been Cons Staple (XLP), up 1.7%, followed by Oil&Gas (IYE), up 1.3%.  The worst recent performer has been Telecom (IYZ), down -8.4%, followed by Transport (IYT), down -6.4%.  For the past year (260 days), the SP500 benchmark (SPY) was up 21.2%.  The best trailing twelve month performer has been Basic Materials (IYM), up 47.5%, followed by Technology (IYW), up 45.7%.  The worst 52wk performer has been Utilities (XLU), up 0.8%, followed by Telecom (IYZ), up 8.8%.

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
Charts w/ data tables: Formatted PDF
Previous rotation posts: “ETF Rotation” Category