1st Quarter 2015 Asset Class Returns

1st Quarter 2015 Asset Class Returns

Asset returns for the first quarter of 2015 were largely a microcosm of 2014, with long U.S. Treasury Bonds and Real Estate among the highest returns, exceeding 4% for the quarter. International stocks, however, began a reversal from last year’s negative returns and posted the highest return in the first quarter at 5.46%.

Nearly all other asset classes posted unremarkable but nicely positive returns, while commodities continued a long-term decline, losing over 8.5%.

The following lists each of the primary asset classes and total returns for 2015 Q1, using the market price total return of the corresponding iShares ETF:

Asset ClassTickerReturn
MSCI EAFE (International Stocks)EFA5.46%
20+ Year Treasury BondTLT4.18%
U.S. Real EstateIYR4.07%
Core S&P U.S. Small-CapIJR3.90%
10-20 Year Treasury BondTLH2.77%
MSCI ACWI (U.S. and Global Stocks)ACWI2.58%
MSCI Emerging MarketsEEM2.14%
Core U.S. Aggregate BondAGG1.50%
TIPS Bond (Inflation-Protected Bonds)TIP1.48%
Core S&P Total U.S. Stock MarketITOT1.36%
National AMT-Free Muni BondMUB0.65%
S&P GSCI Commodity-Indexed TrustGSG-8.57%
Source: Barclays Capital