Friday, August 1, 2014

Key Asset Class (Proxied by ETF's) Performance in July and YTD

From Bespoke Investment Group:
Below is a look at the performance of various asset classes using key ETFs from our daily ETF Trends report published at Bespoke Premium.  For each ETF, we highlight its performance yesterday, in July, and year-to-date.

Stocks took a tumble yesterday both domestically and internationally, and the declines left US markets down for the month of July.  The Dow's (DIA) move lower yesterday actually left it down on the year as well.  Some bubble!

Smallcaps underperformed once again in July, with the Russell 2,000 (IWM) falling 6.4%.  For the year, the Russell 2,000 is down 3.6%.  In terms of sectors, Energy, Health Care, Financials and Industrials all fell more than 2% yesterday.  For the month of July, Industrials got hit the hardest of the cyclical sectors with a decline of 4.13%, but Utilities actually fell more at -6.8%.  For the year, though, Utilities is still up more than 8%....MORE