2009 Third Quarter and Year-to-Date Asset Class Returns

by Sam Olesky on October 6, 2009

Below I have listed the 2009 third quarter and year-to-date total returns for the iShares corresponding with various asset classes.

Risky assets (high volatility) continued to post extraordinarily high returns during the quarter. Foreign developed small cap rose 21.6%. Emerging markets increased 20.3% and U.S. high yield corporate bonds added 13.16%.

Arguably, the most notable gains were in real estate with U.S. real estate rising 32.64% and foreign real estate adding 21.26%.

Municipal bonds gained 7.04% giving the index a 12.33% gain in 2009. In contrast, commodities declined 1.84%.

Symbol Name Total Return Q3 ‘09 Total Return    YTD ‘09
       
       
       
Domestic Equity    
       
ivv iShares S&P 500 Index 15.57% 19.25%
ijh iShares S&P MidCap 400 Index 19.92% 30.05%
ijr iShares S&P SmallCap 600 Index 18.59% 19.42%
iwc iShares Russell MicroCap Index 20.57% 25.48%
       
Foreign Equity      
       
efa iShares MSCI EAFE Index 19.17% 28.57%
scz iShares MSCI EAFE Small Cap Index 21.60% 46.89%
eem iShares MSCI Emerging Markets Index 20.30% 58.60%
       
       
Real Estate      
       
iyr iShares Dow Jones US Real Estate 32.64% 19.66%
wps iShares S&P Developed ex-US Property Index 21.26% 40.64%
       
       
Commodity      
       
gsg iShares S&P GSCI Commodity-Indexed Trust -1.84% 6.76%
       
       
Bonds      
       
agg iShares Lehman Aggregate Bond 3.61% 4.99%
shy iShares Lehman 1-3 Year Treasury Bond 0.73% 0.55%
iei iShares Lehman 3-7 Year Treasury Bond 2.13% -1.21%
ief iShares Lehman 7-10 Year Treasury Bond 2.67% -4.02%
tip iShares Lehman TIPS Bond 3.08% 9.49%
csj iShares Lehman 1-3 Year Credit Bond 3.00% 9.46%
ciu iShares Lehman Intermediate Credit Bond 6.02% 13.03%
hyg iShares iBoxx $ High Yield Corporate Bond 13.16% 34.16%
mub iShares S&P National Municipal Bond 7.04% 12.33%
       

 

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