6.27.14: Year-to-date Asset Class Performance


Click on the above link from Bespoke and you will see all the various returns by asset class for year-to-date, 2014.

It would have been helpful to get the data as of Monday night, but as the old saying goes, it is close enough for government work.

Ute’s and Energy are the two leading SP 500 sectors this year with ETF returns of 15% and 12% respectively.

The SP 500 is about 6% year-to-date and the 10-year Treasury is up about 4.5% year-to-date. The Barclay’s AGG, which is the bond market equivalent of the SP 500 – per the Bespoke data – is up 2.81%.

Ironically, both Utility’s and Energy underperformed last year, but are crushing it this year.

We will be out with our regular earnings update later tonight or tomorrow morning.

By the way, one minor distinction: Bespoke uses the sector SPDR’s and their returns, while the actual SP 500 sector index returns could be slightly different. However there should be reasonable proximity in both relative and absolute returns.

Trinity Asset Management, Inc. by:

Brian Gilmartin, CFA

Portfolio manager




Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.