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A Vivid Illustration Of How Portfolio Theory Worked In 2017

Global snapshot

Weekly and 12-month performance of selected assets


WeekYTD12 MonthsDiv. Yield
U.S. Large Caps0.60%2.80%16.20%1.90%
U.S. Small Caps0.40%1.00%12.60%1.20%
Non-U.S. World0.10%1.60%21.60%3.10%
Non-U.S. Developed-0.40%0.90%20.10%3.30%
Asia ex-Japan1.50%3.40%32.20%2.50%


WeekYTD12 MonthsYield
U.S. Treasuries0.00%-2.20%-0.50%2.90%
U.S. TIPS0.10%-1.90%-0.20%2.90%
U.S. Investment Grade-0.10%-2.60%2.50%3.70%
U.S. High Yield-0.10%-0.50%4.10%6.20%
U.S. Municipals0.10%-1.50%2.90%2.60%
Non-U.S. Developed-0.80%2.70%11.70%0.90%
Emerging Market $ Bonds-0.10%-2.20%4.40%5.70%


WeekYTD12 MonthsLevel
Brent Crude Oil3.80%0.70%19.00%$67.31


WeekYTD12 MonthsLevel

Source: Bloomberg. As of Feb. 23, 2018.Notes: Weekly data through Friday. Equity and bond performance are measured in total index returns in U.S. dollars. U.S. large caps are represented by the S&P 500 Index; U.S. small caps are represented by the Russell 2000 Index; Non-U.S. world equity by the MSCI ACWI ex U.S.; non-U.S. developed equity by the MSCI EAFE Index; Japan, Emerging and Asia ex-Japan by their respective MSCI Indexes; U.S. Treasuries by the Bloomberg Barclays U.S. Treasury Index; U.S. TIPS by the U.S. Treasury Inflation Notes Total Return Index; U.S. investment grade by the Bloomberg Barclays U.S. Corporate Index; U.S. high yield by the Bloomberg Barclays U.S. Corporate High Yield 2% Issuer Capped Index; U.S. municipals by the Bloomberg Barclays Municipal Bond Index; non-U.S. developed bonds by the Bloomberg Barclays Global Aggregate ex USD; and emerging market $ bonds by the JP Morgan EMBI Global Diversified Index. Brent crude oil prices are in U.S. dollars per barrel, gold prices are in U.S. dollar per troy ounce and copper prices are in U.S. dollar per metric ton. The Euro/USD level is represented by U.S. dollar per euro, USD/JPY by yen per U.S. dollar and Pound/USD by U.S. dollar per pound. Index performance is shown for illustrative purposes only. It is not possible to invest directly in an index. Past performance is not indicative of future results.