December 2024 Scorecard
- catherine2042
- Jan 22
- 2 min read
Anchor Pacific’s December 2024 investment scorecard. See asset class performance, 3-year asset class risk and return, macro summary (key index levels and rates), and yield curves.
To download the complete Monthly Investment Scorecard, please click on the link below:
Summary of Returns
Month-over-Month
Positive returns for 3 of 20 asset classes
Top 3
Commodities 2.98% | Canadian IG Credit (0.16%)Â | Canadian Total Bond Market (0.71%)
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Bottom 3
US Small Cap Equities (8.37%)Â | US REITs (8.37%)Â | US Long Term Treasury Bonds (6.38%)
Canadian Markets
Equities (3.26%) | Bonds (0.71%) | IG Credit (0.16%)Â | CAD (2.51%)
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Past 3 months
Positive returns for 7 of 20 asset classes
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Top 3
Canadian Equities 3.75% | Commodities 3.67% | US Large Cap Equities 2.49%
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Bottom 3
US Long Term Treasury Bonds (9.73%)Â | International Developed Equities (EAFE) (8.09%)Â | US REITs (7.68%)
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Canadian Markets
Equities 3.75% | Bonds (0.07%) | IG Credit 0.98% | CAD (5.66%)
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Past 12 months
Positive returns for 18 of 20 asset classes
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Top 3
Gold 26.66% | US Large Cap Equities 24.89% | Canadian Equities 21.53%
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Bottom 3
US Long Term Treasury Bonds (8.06%)Â | Canadian Dollar (5.97%)Â | US IG Credit 0.85%
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Canadian Markets
Equities 21.53% | Bonds 4.12% | IG Credit 6.83% | CAD (5.97%)
Macro Summary (Key Index Levels and Rates)
US Yields
10 year Government 4.58% (40 bps higher)
30 year Government 4.78% (42 bps higher)
Yield Curve (3m-10y) 21 bps (further inverted by 61 bps)Â
High Yield spread 292 bps (wider by 18 bps)
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Volatility (VIX): 17.35 (28.42% M-O-M, 3.71% from 3 months ago)
Oil: $71.72 (5.47% M-O-M, 5.21% from 3 months ago)
Gold: $2,641.00 ( (1.05%)Â M-O-M, (0.26%) from 3 months ago)
USD / EURO: € 0.97 (Euro weaker by 2.16% M-O-M, weaker by 7.54% from 3 months ago)
USD / Yen: ¥157.18 (Yen weaker by 4.96% M-O-M, weaker by 9.44% from 3 months ago)
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*Information above is from 2024.12 Investment Scorecard
