Asset Class Performance During the Current Bull Market

by Bespoke

Last week we posted a number of charts to note the 5-year anniversary of the current bull market for stocks.  Below we take a further look at asset-class performance during the current bull market using our key ETF matrix, which regular readers have seen here a number of times.  In the matrix, we highlight each ETF's performance over the last week, year-to-date, and since the close on 3/9/09, which was the bear-market low for stocks during the Financial Crisis. 

As you can see, US equity ETFs have posted the largest gains since March 9th, 2009.  The Consumer Discretionary ETF (XLY) is up the most of any ETF in our matrix with a 5-year gain of 318%.  The Smallcap Growth ETF (IJT) is up the second most with a gain of 288%, followed by the Smallcap 600 ETF (IJR) with a gain of 272%.  Of the country ETFs highlighted, Mexico (EWW) is up the most over the last five years with a gain of 180.6%.  The Brazil ETF (EWZ) is up the least at just +22.9%. 

Looking at the commodity ETFs, silver (SLV) is up the most over the last 5 years with a gain of 57%, followed by gold (GLD) at 42.5% and then DBC at 37.7%.  Oil (USO) is up 28% since 3/9/09, but natural gas (UNG) is down sharply with a decline of 79.8%.  Finally, the fixed income ETFs are all up in price since 3/9/09, but not by much.  The aggregate bond ETF (AGG) is up 8.5% during the current bull market for stocks, while the TIPS ETF (TIP), providing inflation protection, is up 15.5%.

We've certainly had a nice run over the last five years, but as always, the question remains -- where do we go from here?  Sign up for a 5-day free trial to our Bespoke Premium service to find out where Bespoke thinks the market is headed.  For the next few days, you can use "birthdaybull" in the coupon code section of our Subscribe page to receive a 10% discount on your membership!

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