Most risky assets staged a dramatic recover in the second quarter of 2020.
The S&P 500 index (large U.S. stocks), MSCI EAFE index (developed markets international stocks) and the MSCI Emerging Markets index all bounced of year-to-date lows set on March 23. The Russell 2000 index (small U.S. stock) shined among the equity indices by delivering a 25% return over the quarter.
Among fixed income investments, government bonds led the way in Q1, but riskier corporate bonds charged ahead over the past 3 months with the intermediate investment-grade bonds delivering a stunning 10% return.
Among alternative investments, REITs and Gold delivered solid quarterly returns. But Oil has continued to struggle—posting abysmal returns so far in 2020.
QUARTER IN REVIEW
| EQUITY INDICIES | Q2 RETURN | YTD RETURN |
| S&P 500 TR RUSSELL 2000 TR MSCI EAFE MSCI EMERGING MARKETS |
20% 25% 14% 17% |
(4%) (14%) (13%) (11%) |
| BOND INDICIES | Q2 RETURN | YTD RETURN |
| U.S. AGGREGATE BOND INTER. TERM (3-10 YR) TREASURIES INTER. TERM INVESTMENT GRADE* |
3% 1% 10% |
6% 8% 5% |
* BloomBarc US 5-10 Year Corp Index
| ALTERNATIVES | Q2 RETURN | YTD RETURN |
| MSCI US REIT INDEX OIL (USO) GOLD (GLD) |
12% (17%) 10% |
(18%) (73%) 16% |
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