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Below is a table showing how different asset classes performed in terms of different currencies. This table shows year-to-date (February 28, 2007) returns for each asset class.
|
YTD 28Feb07 |
In USD |
In AUD |
In CAD |
In EURO |
In JPY |
In GBP |
In CHF |
In INR |
|
Asset Held |
||||||||
|
US Bonds |
1.42% |
1.62% |
1.74% |
1.17% |
0.92% |
1.11% |
1.41% |
1.38% |
|
US Prop |
5.90% |
6.10% |
6.22% |
5.65% |
5.40% |
5.59% |
5.89% |
5.86% |
|
US Equity |
0.23% |
0.43% |
0.55% |
-0.02% |
-0.27% |
-0.08% |
0.22% |
0.19% |
|
AUS Bonds |
2.28% |
2.49% |
2.60% |
2.04% |
1.78% |
1.97% |
2.27% |
2.24% |
|
AUS Prop |
0.32% |
0.52% |
0.64% |
0.07% |
-0.18% |
0.01% |
0.31% |
0.27% |
|
AUS Equity |
4.68% |
4.89% |
5.00% |
4.43% |
4.18% |
4.37% |
4.67% |
4.64% |
|
CAN Bonds |
0.26% |
0.46% |
0.58% |
0.01% |
-0.24% |
-0.05% |
0.25% |
0.22% |
|
CAN Prop |
9.85% |
10.06% |
10.17% |
9.60% |
9.35% |
9.54% |
9.84% |
9.81% |
|
CAN Equity |
2.66% |
2.86% |
2.98% |
2.41% |
2.16% |
2.35% |
2.65% |
2.61% |
|
Euro Bonds |
0.15% |
0.36% |
0.47% |
-0.10% |
-0.35% |
-0.16% |
0.14% |
0.11% |
|
Euro Prop. |
6.28% |
6.49% |
6.60% |
6.04% |
5.79% |
5.97% |
6.27% |
6.24% |
|
Euro Equity |
0.53% |
0.74% |
0.85% |
0.28% |
0.03% |
0.22% |
0.52% |
0.49% |
|
Japan Bnds |
0.80% |
1.00% |
1.11% |
0.55% |
0.30% |
0.48% |
0.78% |
0.75% |
|
Japan Prop |
1.17% |
1.37% |
1.49% |
0.92% |
0.67% |
0.86% |
1.16% |
1.13% |
|
Japan Eqty |
3.87% |
4.08% |
4.19% |
3.62% |
3.37% |
3.56% |
3.86% |
3.83% |
|
UK Bonds |
0.22% |
0.42% |
0.53% |
-0.03% |
-0.28% |
-0.10% |
0.21% |
0.17% |
|
UK Prop. |
1.85% |
2.05% |
2.17% |
1.60% |
1.35% |
1.54% |
1.84% |
1.81% |
|
UK Equity |
-0.81% |
-0.61% |
-0.49% |
-1.06% |
-1.31% |
-1.12% |
-0.82% |
-0.86% |
|
World Bnds |
0.93% |
1.13% |
1.24% |
0.68% |
0.43% |
0.61% |
0.91% |
0.88% |
|
World Prop. |
2.87% |
3.07% |
3.19% |
2.62% |
2.37% |
2.56% |
2.86% |
2.83% |
|
World Eqty |
0.63% |
0.83% |
0.94% |
0.38% |
0.13% |
0.31% |
0.61% |
0.58% |
|
Commod |
3.23% |
3.43% |
3.55% |
2.98% |
2.73% |
2.92% |
3.22% |
3.18% |
|
Timber |
3.04% |
3.25% |
3.36% |
2.79% |
2.54% |
2.73% |
3.03% |
3.00% |
|
EqMktNtrl |
0.45% |
0.66% |
0.77% |
0.20% |
-0.05% |
0.14% |
0.44% |
0.41% |
|
Volatility |
33.39% |
33.60% |
33.71% |
33.14% |
32.89% |
33.08% |
33.38% |
33.35% |
|
Currency |
||||||||
|
AUD |
-0.20% |
0.00% |
0.11% |
-0.45% |
-0.70% |
-0.52% |
-0.22% |
-0.25% |
|
CAD |
-0.32% |
-0.11% |
0.00% |
-0.57% |
-0.82% |
-0.63% |
-0.33% |
-0.36% |
|
EUR |
0.25% |
0.45% |
0.57% |
0.00% |
-0.25% |
-0.06% |
0.24% |
0.20% |
|
JPY |
0.50% |
0.70% |
0.82% |
0.25% |
0.00% |
0.19% |
0.49% |
0.46% |
|
GBP |
0.31% |
0.52% |
0.63% |
0.06% |
-0.19% |
0.00% |
0.30% |
0.27% |
|
USD |
0.00% |
0.20% |
0.32% |
-0.25% |
-0.50% |
-0.31% |
-0.01% |
-0.04% |
|
CHF |
0.01% |
0.22% |
0.33% |
-0.24% |
-0.49% |
-0.30% |
0.00% |
-0.03% |
|
INR |
0.04% |
0.25% |
0.36% |
-0.20% |
-0.46% |
-0.27% |
0.03% |
0.00% |
*Results are derived from the performance of Exchange Traded Funds for each country, the Pimco Commodities Fund for commodities, published indexes for country bonds, and exchange rates, and, for world equity and bonds, the performance of a mix of different index funds held in constant proportions. This methodology reflects the pre-tax returns to retail investors in actual index funds, and therefore will differ somewhat from the results published for the underlying indexes themselves.