Weekly Key Asset Class Returns (Oct 10, 2008)
Source: http://www.qvmgroup.com/investPosted on Saturday, October 11th, 2008 | In Market Commentary
Rough week for investors. US, non-US developed and emerging markets were down 19% to 21% for the week, and down 41% to 54% for 52-weeks through their proxies VTI, EFA and VWO.
Bonds suffered too. The Lehman Aggregate Bond index, national municipals and 7-10 year intermediate Treasuries were down for the week through their proxies, AGG, MUB and IEF. Of those three categories, only intermediate Treasuries were up for 52-weeks.
Commodities and real estate were down for the week and year through their proxies VNQ and DJP.
At least Treasury Bills (proxy SHV) remain positive .
click images to enlarge
BRIC is still broke:
Brazil, Russia, India and China were down 15% to 28% for the week and down 55% to 65% for the year through their proxies EWZ, RSX, INP and FXI.
Fixed Income In the Red:
Expanding the view of bonds, we see they were down across the spectrum, except for Treasury Bills and 1-3 year Treasury Bonds (SHY):
More Return Tables Available:
Many other weekly updated tables are available on our website. Here is a list of those tables:
Richard Shaw
QVM Group LLC
Last 5 posts by Richard Shaw
- Hoped for Stocks Bottom Pierced - November 19th, 2008
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- Lower Prices Now - Massive Inflation Later? - November 12th, 2008
Brazil, China, India, Lehman, Market Commentary, QVM Group LLC, Real Estate, Richard Shaw, Russia, United States
 About Richard Shaw (http://www.QVMgroup.com)
Richard is a principal of QVM Group LLC, a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make their own decisions. His investment approach is based on value, asset allocation, benchmarking, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and performance. The QVM Group team also provides municipal refinance services, strategic business planning and financial analysis service for new ventures, private acquisition analysis, and custom investment research. Richard's extensive experience, includes serving on the Board of Directors of Aberdeen Asset Management PLC (London Stock Exchange: ADN), membership on the Board of Directors of Phoenix Investment Counsel (renamed Virtus Investment Advisors), a U.S. pension manager and investment advisor to the Phoenix Funds (renamed Virtus Funds), as well as serving as Managing Director of a series of offshore investment funds based in Luxembourg. He has led institutional asset management sales and had overall responsibility for management of a U.S. mutual funds broker-dealer. He was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree prior to its IPO. He is a graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website http://www.qvmgroup.com/QVMinvest/ |
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