Below I have listed the 2009 second quarter and year-to-date total returns for the iShares corresponding with various asset classes.
Risky assets (high volatility) posted extraordinarily high returns during the quarter. Foreign developed small cap rose 34.3%. Emerging markets increased 31.57%. Foreign developed real estate gained 38.48% and U.S. high yield corporate bonds added 17.05%
Commodities rebounded 19.2%. Treasuries, the best performers in 2008, declined in the second quarter.
Now market participants are watching economic and earnings reports to determine if prices have risen too far too fast.
| Symbol | Name | Total Return Q2 ‘09 | Total Return YTD ‘09 |
| Domestic Equity | |||
| ivv | iShares S&P 500 Index | 15.92% | 3.18% |
| ijh | iShares S&P MidCap 400 Index | 18.68% | 8.45% |
| ijr | iShares S&P SmallCap 600 Index | 21.03% | 0.70% |
| Foreign Equity | |||
| efa | iShares MSCI EAFE Index | 25.45% | 7.89% |
| scz | iShares MSCI EAFE Small Cap Index | 34.30% | 20.80% |
| eem | iShares MSCI Emerging Markets Index | 31.57% | 31.83% |
| Real Estate | |||
| iyr | iShares Dow Jones US Real Estate | 28.83% | -9.79% |
| wps | iShares S&P Developed ex-US Property Index | 38.48% | 15.98% |
| Commodity | |||
| gsg | iShares S&P GSCI Commodity-Indexed Trust | 19.20% | 8.76% |
| Bonds | |||
| agg | iShares Lehman Aggregate Bond | 1.66% | 1.34% |
| shy | iShares Lehman 1-3 Year Treasury Bond | -0.21% | -0.18% |
| iei | iShares Lehman 3-7 Year Treasury Bond | -2.95% | -3.27% |
| ief | iShares Lehman 7-10 Year Treasury Bond | -5.25% | -6.51% |
| tip | iShares Lehman TIPS Bond | 0.58% | 6.24% |
| csj | iShares Lehman 1-3 Year Credit Bond | 5.09% | 6.27% |
| ciu | iShares Lehman Intermediate Credit Bond | 6.98% | 6.62% |
| hyg | iShares iBoxx $ High Yield Corporate Bond | 17.05% | 18.56% |
| mub | iShares S&P National Municipal Bond | 1.66% | 4.91% |
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