A Recovery for the Ages

yelling man

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%
Rule of 72Target Date Retirement Funds

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