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Asset Class Scoreboard – July
Long Only Commodity Investments lost their spot at the top of the asset class scoreboard, losing -3.63% on the month, but still up 6% on the year. Meanwhile, U.S. Stocks made its most gains since January, to take the top spot on the year, up 6.32%.
World Stocks managed to rebound slightly but are still in the red on the year. Finally, Managed Futures lost 73 basis points, down -5.37% on the year.
Source: All ETF performance data from
Morningstar.com
Sources: Managed Futures = SocGen CTA Index, Cash = 13 week T-Bill rate,
Bonds = Vanguard Total Bond Market ETF (NYSEARCA:
BND
),
Hedge Funds = IQ Hedge Multi-Strategy Tracker ETF (NYSEARCA:
QAI
)
Commodities = iShares S&P GSCI Commodity-Indexed Trust ETF (NYSEARCA:
GSG
);
Real Estate = iShares U.S. Real Estate ETF (NYSEARCA:
IYR
);
World Stocks = iShares MSCI ACWI ex-U.S. ETF (NASDAQ:
ACWX
);
US Stocks = SPDR S&P 500 ETF (NYSEARCA:
SPY
)
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