http:\/\/www.bespokeinvest.com\/thinkbig\/2014\/6\/27\/first-half-coming-to-an-end.html<\/p>\n
Click on the above link from Bespoke and you will see all the various returns by asset class for year-to-date, 2014.<\/p>\n
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.<\/p>\n
Ute’s and Energy are the two leading SP 500 sectors this year with ETF returns of 15% and 12% respectively.<\/p>\n
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%.<\/p>\n
Ironically, both Utility’s and Energy underperformed last year, but are crushing it this year.<\/p>\n
We will be out with our regular earnings update later tonight or tomorrow morning.<\/p>\n
By the way, one minor distinction: Bespoke uses the sector SPDR’s\u00a0and their returns, while the actual SP 500\u00a0sector index returns could be slightly different. However there should be reasonable proximity in both relative and absolute returns.<\/p>\n
Trinity Asset Management, Inc. by:<\/p>\n
Brian Gilmartin, CFA<\/p>\n
Portfolio manager<\/p>\n
<\/p>\n
<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
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