Posts Tagged ‘Ewi’
Tuesday, May 15th, 2012
The second quarter of 2012 has so far been a complete reversal of the first quarter. As of earlier this morning, just one stock-related ETF in our matrix below was up for the quarter — Utilities (XLU). Major US index ETFs are all down 4-5% for the quarter, while sectors like Energy (XLE) and Financials (XLF) are down 7%+.
International markets have done much worse than the US. Brazil (EWZ), France (EWQ), Germany (EWG), India (INP), Italy (EWI), Spain (EWP) and Russia (RSX) are all down double digit percentages since the start of April, and they’re down 5%+ over the last week alone. The only asset class that is solidly in the green for the quarter is fixed income, which many investors shunned like the plague as recently as March. Oh how quickly things change.
Tags: asset class, Brazil, Etf Performance, Ewg, Ewi, Ewp, Ewq, Ewz, First Quarter, Inp, International Markets, Investment Group, Percentages, Plague, Qtd, Rsx, Second Quarter, Sectors, Us Brazil, Xle, Xlf
Posted in Markets | Comments Off
Wednesday, October 5th, 2011
Below is a table that shows the performance of a large number of ETFs across all asset classes over the last month, quarter and year to date. Over the last month, every ETF shown was down except for 4 fixed income ETFs. Silver (SLV) was down the most of all ETFs with a decline of 28.53%, while Materials (XLB) was down more than any other sector at -16.94%. Outside of the US, Russia (RSX) actually fell the most in September with a decline of 24.25%, while Japan (EWJ) held up the best with a decline of 3.96%. You know it was a bad month when a decline of 3.96% was the BEST performance number. Even gold (GLD) was down more than 10% in September.
For the third quarter, Europe took the trophy for the most miserable performance numbers. Russia (RSX) was down the most at -34.35%, followed by Italy (EWI) at -32.54%, Germany (EWG) at -32.06%, and France (EWQ) at -31.08%. These were the only ETFs across all asset classes that fell more than 30% during the quarter.
In the US, the Nasdaq 100 ETF (QQQ) held up the best among the index ETFs in Q3 with a decline of 7.99%. The Russell 2000 (IWM) was the worst performing US index ETF in Q3 with a decline of 22.34%. The S&P Midcap 400 (IJH) and S&P Smallcap 600 (IJR) weren’t far behind, though, with declines of 20.17% and 20.16% respectively. Surprisingly, the S&P 500 Growth ETF (IVW) outperformed the S&P 500 Value ETF (IVE) in the third quarter by about 500 basis points.
Four sectors here in the US fell more than 20% in the third quarter — Energy (XLE), Financials (XLF Materials (XLB), and Industrials (XLI). On the other hand, Utilities (XLU) actually gained in the third quarter!
In terms of commodities and currencies, the yen (FXY) and gold (GLD) both gained during the third quarter, while everything else highlighted fell. The euro (FXE) fell 7.62% during the quarter, oil (USO) and natural gas (UNG) were both down 18%, and silver (SLV) was down 14.57%.
As noted earlier, the one asset class that has done extremely well in 2011 is fixed income. And the best performing fixed income ETF has been the 20-Year+ Treasury ETF (TLT). As shown below, it was up 12.87% in September, 28.37% in the third quarter, and it’s up 28.35% year to date.
Copyright © Bespoke Investment Group
Tags: Asset Classes, Basis Points, Commodities, ETF, ETFs, Ewg, Ewi, Ewj, Ewq, GLD, Gold, Investment Group, Iwm, Midcap 400, Miserable Performance, Nasdaq 100, Performance Number, Performance Numbers, Russell 2000, Slv, Smallcap, Xlf
Posted in Commodities, ETFs, Gold, Markets | Comments Off
Tuesday, September 13th, 2011
Below we highlight the performance of key ETFs across all asset classes over the last week, month, and quarter-to-date. As you can see, equities have painted the globe red over all three time periods, while the only asset classes that have gained have been precious metals and fixed income.
France, Germany and Italy have seen by far the biggest declines. Just over the last week, the ETFs that track these three markets (EWQ, EWG, EWI) are all down more than 15%!
Gold probably comes to mind immediately when thinking about the top performing asset class this quarter, and while it is up 20.38%, the 20-Year+ Treasury ETF (TLT) is actually up even more at 20.99%! Pretty amazing.
Copyright © Bespoke Investment Group
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Tags: asset class, Asset Classes, Copyright, Declines, ETFs, Ewi, Fixed Income, France Germany, Globe, Gold, Investment Group, Italy, precious metals, Time Periods, Tlt, Treasury
Posted in ETFs, Gold, Markets | Comments Off
Friday, August 5th, 2011
Below is a table showing the recent performance of key ETFs across all asset classes. The moves that we have seen over the last day, week, and month for many of these ETFs are in a lot of cases moves that you would expect to see in a year. It has been bad here in the US recently, but as you’ll see below, it has been even worse overseas. France (EWQ), Germany (EWG), and Italy (EWI) were all down more than 8% today alone. Italy (EWI) is down 24.37% over the last month. The only area of strength has been in fixed income, gold and silver, although silver sold off sharply today. The 20-Year+ Treasury ETF (TLT) is now up 12.53% over the last month!
Copyright © Bespoke Investment Group
Monday, October 4th, 2010
This note/chart is a guest contribution by Bespoke Investment Group.
Below is a table with performance numbers through the end of the third quarter for the key ETFs across all asset classes. For each ETF, we provide its 1-month, 3-month, and year-to-date percentage change. In the 3rd quarter, the only ETF in the entire list across all asset classes that was down was the Natural Gas ETF (UNG). Nearly all ETFs were up 10% or more. In the US, midcaps outperformed largecaps and smallcaps, while growth outperformed value. Telecom (IYZ) was up the most of the ten S&P 500 sectors in the 3rd quarter with a gain of 16.77%. The Financial sector (XLF) was up the least. Internationally, Brazil (EWZ), France (EWQ), Hong Kong (EWH), Italy (EWI), and the UK (EWU) were all up more than 20% in Q3. Japan (EWJ) and China (FXI) were the only country ETFs shown that didn’t gain 10% for the quarter.
While gold got all the headlines in Q3, the GLD ETF only gained 5.12%. Silver (SLV) was up more at 17.02%. Fixed Income ETFs were all up as well in Q3, although they mostly fell in September.
Looking at the year-to-date numbers, silver (SLV) is up the most out of all asset classes with a gain of 28.85%. The India ETF (INP) is up the second most YTD with a gain of 18.26%. Natural Gas (UNG) is down the most at -38.81%, followed by Oil (USO) with a decline of 11.30%, and Italy (EWI) with a decline of 13.89%.
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Copyright (c) Bespoke Investment Group
Tags: 3rd Quarter, Asset Classes, Bespoke Investment Group, Brazil, China, Class Performance, Daily Basis, ETF, ETFs, Ewh, Ewi, Ewj, Ewq, Ewu, Ewz, Fxi, Gld Etf, India, India Etf, Iyz, Natural Gas, Natural Gas Etf, oil, Performance Numbers, Silver, Slv, Value Telecom
Posted in Brazil, China, Energy & Natural Resources, ETFs, Gold, India, Markets, Oil and Gas, Silver | Comments Off
Tuesday, November 17th, 2009
November 13, 2009
By Jeff Reckseit
The following article is provided courtesy of Elliott Wave International (EWI). For more insights that challenge conventional financial wisdom, download EWI’s free 118-page Independent Investor eBook.
Large banks and more recently pension funds have suddenly become infatuated with gold. They chant the mantras that gold bugs have known for years: gold is a store of value; owning gold is financial insurance; an ounce of gold will always buy a good suit. The idea is that if the economy continues to weaken and share prices decline, a strategic allocation of the precious metal will hedge and offset some of the losses in the financial sector.
On the surface it seems to make sense and it’s hard to argue with the logic. Even so, logic can sometimes get twisted, whereas facts cannot. The evidence is found in the chart we describe as “All the Same Market.” Gold, stocks, currencies (versus the dollar), oil, grains, meats, softs, all decline in a deflationary environment. As liquidity dries up and credit contracts, people, businesses, and institutions sell everything to get dollars. Cash is once again king. This is bearish for gold.
Looked at another way: as the dollar advances from its lows, things denominated in dollars lose value against the dollar. As long as the dollar remains the global senior currency, assets will depreciate: not just stocks and commodities but residential and commercial property, works of art, collectible cars, pretty much everything. Of course, this outlook presumes a deflationary environment and that’s been our view for quite some time. But that’s another conversation. The topic here is stocks down/gold up – or not.
The long-time editor of the Elliott Wave Financial Forecast Short Term Update, Steven Hochberg summed it up succinctly in a recent issue:
“The other important aspect to a dollar bottom is the implication to all the other markets that have been moving opposite to this senior currency. The start of a major dollar rally should roughly coincide with a turn down in stocks, commodities, oil and the precious metals. So there are likely to be important trend reversals across nearly all major markets.”
Don’t fall into the trap of group-think. If investing was that easy we’d all have (insert your own private fantasy).
For more information, download Robert Prechter’s free Independent Investor eBook. The 118-page resource teaches investors to think independently by challenging conventional financial market assumptions.
Tags: Collectible Cars, Commodities, Credit Contracts, Currency Assets, Elliott Wave, Ewi, Financial Forecast, Financial Insurance, Financial Sector, Financial Wisdom, Gold, Gold Bugs, gold stocks, Hochberg, Independent Investor, Infatuated, Mantras, oil, Ounce Of Gold, Pension Funds, Precious Metal, Stocks And Commodities, Time Editor
Posted in Energy & Natural Resources, Gold, Markets, Outlook | Comments Off