ETF Report Card

Here's how various ETFs that we follow did during the first quarter.  This is a representative sample of different asset classes.  You can double-click on each chart to make it larger.  The S&P 500 was up a bit less than 1% in the quarter.  It's the first box to the left below.

International and REITs led the way in the chart above.  International corporate bonds fared the worst both here and in the chart below.

Above we can see that long term US Treasuries did surprisingly well.  

Below are the various sectors of the S&P 500 by their ETFs.  Healthcare and cyclicals lead the way.  Utilities and financials underperformed.  Surprisingly, energy was not the worst performer in the index.

Charts are from Stockcharts.com.

*We are long various sectors depicted above via ETFs or via ETFs related to the S&P 500 in client and or personal accounts.  Positions can vary in accounts depending on account strategy and the unique risk/reward characteristics of our clients.