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Investments and Planning

First Quarter 2016 Sector ETF Returns

 

BIA Tracked ETF and Fund Performance
Q1
2016 2015
S&P500 SPY 1.33% 1.24%
Dow Jones DIA 2.17% 0.09%
Nasdaq 100 QQQ -2.09% 9.43%
S&P Midcap MDY 3.74% -2.51%
Russell 2000 IWM -1.47% -4.48%
Dow Transports IYT 5.96% -16.92%
10 yr Treasury Yield ^TNX -22.47% 2.27%
30yr Treasury Yield ^TYX -12.58% 3.02%
MSCI – International EFA -2.66% -0.99%
Japan EWJ -5.86% 9.19%
Currency Hedged Japan HEWJ -11.89% 9.65%
Europe VGK -2.73% -1.95%
Curreny Hedged Europe HEDJ -3.51% 5.78%
Germany EWG -1.76% -2.78%
Euro FXE 4.49% -10.69%
Yen FXY 6.68% -0.71%
Emerging Market VWO 5.72% -15.83%
Currency Hedged Emerging Mkt HEEM 3.40% -10.07%
Aggregate Bond AGG 3.03% 0.48%
Short Term Treasury SHY 0.90% 0.43%
3-7 yr Tsy IEI 2.95% 1.63%
7-10 yr Tsy IEF 4.80% 1.51%
20 yr Tsy TLT 8.73% -1.79%
Inflation Protected TSY TIP 4.52% -1.76%
Short Term Municipal SHM 0.29% 1.20%
Municipal MUB 1.23% 2.91%
Municipal TFI 1.56% 3.39%
Investment Grade Corp LQD 4.84% -1.26%
1-3 yr corporate CSJ 1.02% 0.63%
Hi Yield JNK 2.12% -6.76%
Gold GLD 15.95% -10.67%
Gold Miners GDX 45.55%
Junior Gold Miners GDXJ 44.98%
Silver SLV 11.30%
Hard Asset HAP -5.50% -19.89%
Agriculture MOO 0.19% -8.91%
Energy XLE 3.34% -21.50%
Financials XLF -5.06% -1.77%
Natural Resources IGE 6.14% -24.56%
Utilities XLU 15.50% -4.92%
Materials XLB 3.56% -8.69%
Consumer Staples XLP 5.63% 6.88%
Consumer Discretionary XLY 1.62% 9.90%
Healthcare XLV -5.49% 6.84%
Industrial XLI 5.18% -4.33%
Metals & Miners XME 36.86% -50.53%
REITs (Real Estate Inv Trsts) VNQ 5.10% 2.43%
MLPs (Mastr Lmtd Prt) AMLP -6.10% -27.32%
China FXI -4.31% -12.91%
China A shares ASHR -12.26%
Hong Kong EWH -0.25% -1.20%
Brazil EWZ 27.18% -41.45%
Russia RSX 11.67% 3.75%
India EPI -1.71% -8.90%
Ivy Asset Strategy – Inst. -5.01% -8.20%
Pimco All Asset – Inst. 5.10% -14.35%
Pimco All Asset All Auth – Inst. 4.71% -10.54%
James Golden Rainbow Fd 0.80% -0.91%
Vanguard SP500 Index Fd 0.80% 1.23%
Vanguard Balanced Fd 1.47% -0.20%
Catalyst Macro Strategy – Inst. -12.41% 49.92%
Cognios Market Nuetral Fd 6.70% 5.56%
Hull Tactical US ETF 2.79%
Chiron Capital Allocation Fd 1.93%

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DISCLAIMER: Nothing in this article should be construed as a personal recommendation or advice. Nor should anything in this article be construed as an offer, or a solicitation of an offer, to sell or buy any investment security. Barnhart Investment Advisory Principal and clients may hold positions in securities mentioned above, and subject to change without notice. Consult your investment professional before investing.

Data retrieved from Yahoo Finance, Barnhart Investment Advisory makes no representation and/or guarantee as to accuracy.

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