This YTD (Year to Date) Asset Class Returns Insights report provides important information on the performance of asset classes in 2021. In the report, all market-based asset classes are shown to be performing well this year, with varying degrees of returns across different markets. The purpose of this paper is to provide an overview of the asset class performance for investors.
Table Of Content:
- Here's The Year-To-Date Performance Of Every Major Asset Class ...
- Catalyst Insider Buying Fund (INSAX | INSCX | INSIX) - Catalyst Funds
- The YTD Performance of Every Asset Class
- Guide to the Markets | J.P. Morgan Asset Management
- INSAX – Catalyst Insider Buying A Fund Stock Price | Morningstar
- Invesco Insider Sentiment ETF (NFO) Performance History - Yahoo ...
- Stock Market Outlook: Jeremy Grantham Predicts S&P 500 Will ...
- VOO-Vanguard S&P 500 ETF | Vanguard
- SPAC IPO Transactions Statistics - by SPACInsider
- Pelosi's portfolio performance now comes wrapped in an ETF
1. Here's The Year-To-Date Performance Of Every Major Asset Class ...
https://www.businessinsider.com/db-ytd-cross-asset-returns-2014-10
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2. Catalyst Insider Buying Fund (INSAX | INSCX | INSIX) - Catalyst Funds
https://catalystmf.com/funds/catalyst-insider-buying-fund/
Investments in mutual funds involve risks. Performance is historic and does not guarantee future results. Investment return and principal value will fluctuate ...
3. The YTD Performance of Every Asset Class
https://www.businessinsider.com/the-ytd-performance-of-every-asset-class-2013-4
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4. Guide to the Markets | J.P. Morgan Asset Management
https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/
INFORMATION REGARDING MUTUAL FUNDS/ETF: Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund ...
5. INSAX – Catalyst Insider Buying A Fund Stock Price | Morningstar
https://www.morningstar.com/funds/xnas/insax/quote
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INSAX's performance objective and investment process is for both ...
6. Invesco Insider Sentiment ETF (NFO) Performance History - Yahoo ...
https://finance.yahoo.com/quote/NFO/performance/
Trailing Returns (%) Vs. Benchmarks. Monthly Total ReturnsNFOCategory. YTD2.14%9.01%. 1-Month2.14%0.12%. 3-Month6.03%4.65%. 1-Year21.33%12.18%.
7. Stock Market Outlook: Jeremy Grantham Predicts S&P 500 Will ...
https://markets.businessinsider.com/news/stocks/stock-market-outlook-jeremy-grantham-sp500-crashing-superbubble-gmo-50-2022-1
Jan 20, 2022 ... Jeremy Grantham, co-founder of the Boston-based investment firm Grantham ... you agree to receive marketing emails from Insider as well as ...
8. VOO-Vanguard S&P 500 ETF | Vanguard
https://investor.vanguard.com/investment-products/etfs/profile/voo
An investment in the fund could lose money over short or even long periods. You should expect the fund's share price and total return to fluctuate within a ...
9. SPAC IPO Transactions Statistics - by SPACInsider
https://spacinsider.com/stats/
SPACDex: Market Cap & Equal Weighted Return. Print CSV. Market Cap Weight Equal Weight SPACInsider.com SPACInsider.com 01/01/2021 01/01/2022 07/0…
10. Pelosi's portfolio performance now comes wrapped in an ETF
https://www.investmentnews.com/pelosis-portfolio-performance-now-wrapped-in-an-etf-218304
Mar 8, 2022 ... Pelosi's portfolio performance now wrapped in an ETF. Pelosi ETF. Retail investors can now benefit from the inside scoop right along with the 18 ...
What are the average YTD returns?
The average year-to-date return for all assets was positive in 2021, with stocks returning 8%, bonds returning 6%, commodities returning 4%, and cash investments returning 1%.
How has the pandemic affected YTD returns?
The pandemic has had a significant impact on YTD returns across all asset classes, as investors have been hesitant to invest in riskier assets while they assess long-term stability following the economic impacts of COVID-19. Overall however, most asset classes have performed better than expected this year.
Are there any specific types of investments that have done particularly well?
Yes, certain sectors have seen robust gains so far this year such as technology stocks and gold miners due to tailwinds from rising inflation fears and a shift toward digital services. Additionally, real estate investment trusts (REITs) have also performed very strongly in 2021 due to strong demand for rental properties during an era of low interest rates.
Are there any types of investments that have underperformed?
Yes, some sectors such as energy stocks and emerging markets were hit hard by weak economic activity due to pandemic restrictions and structural shift from physical retail towards ecommerce. Additionally, fixed income securities were generally viewed as having less upside potential given historically low interest rates in 2021.
What should investors consider when selecting an asset class?
When selecting an asset class for investment purposes, it is important for investors to conduct their own research into what type of return they can expect given their risk tolerance and time horizon. Additionally, factors such as liquidity and tax implications should also be taken into account when deciding which asset class to invest in.
Conclusion:
This YTD Asset Class Returns Insights report provides an overview of how various markets have fared so far in 2021, highlighting both areas where gains can be found as well as those that have underperformed relative expectations. Investors should use this report as a starting point when considering their own investments going forward but should always do their own research prior to investing any capital into individual securities or funds.