Past performance is not a reliable indicator of future returns.
Cumulative Total Returns | 1W | 1M | YTD | 1Y | 3Y | 5Y | Yield | P/E Ratio |
STOCK MARKETS | ||||||||
World Large & Mid Cap | -2.5% | -4.6% | 11.2% | 3.1% | 21.2% | 40.7% | 2.4% | 15.9 |
US | -2.1% | -4.2% | 14.7% | 2.8% | 30.2% | 60.4% | 1.7% | 19.0 |
Eurozone | -2.3% | -3.5% | 11.7% | 10.3% | 32.0% | 29.4% | 3.9% | 11.8 |
UK | -3.4% | -1.8% | -0.1% | -1.4% | 30.7% | 12.4% | 4.6% | 10.3 |
EM | -2.8% | -4.5% | 2.2% | -3.6% | -5.0% | 11.4% | 3.2% | 12.1 |
Japan | -3.0% | -1.2% | 20.7% | 14.7% | 48.3% | 50.4% | 2.5% | 14.6 |
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BOND MARKETS | ||||||||
UK Government | -1.3% | -2.8% | -6.4% | -17.3% | -33.0% | -22.6% | 4.8% | |
US Treasuries | -0.4% | -2.2% | -0.3% | -4.3% | -15.5% | 0.2% | 4.6% | |
Euro Government | -0.2% | -1.5% | 1.4% | -7.6% | -18.5% | -10.0% | 3.4% | |
Global Corporate | -0.8% | -2.7% | 2.2% | -0.9% | -14.5% | 1.0% | 5.5% | |
Global High Yield | -1.2% | -1.5% | 5.5% | 5.2% | -0.9% | 9.9% | 9.3% | |
EM Sovereign Hard | -2.0% | -2.8% | 2.5% | 1.7% | -14.9% | -0.6% | 8.3% | |
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COMMODITIES (USD) | ||||||||
Gold | -1.3% | -4.5% | 3.6% | 7.4% | -5.6% | 59.5% | ||
Brent Crude Oil | -2.3% | 6.7% | 2.7% | -3.2% | 65.9% | 32.3% | ||
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CURRENCIES | ||||||||
GBP EUR | 1.0% | 0.9% | 3.7% | -1.0% | 5.6% | 5.1% | ||
GBP USD | 0.3% | -2.3% | 5.4% | 6.7% | -3.8% | -0.1% | ||
EUR USD | -0.7% | -3.2% | 1.6% | 7.8% | -8.9% | -4.9% |
Data as of 18/08/2023. The Yield and P/E figures for stock markets respectively use 12m forward dividends and earnings divided by the index’s last price. For bond markets, the yield to maturity is used.
Source: Bloomberg Index Services Limited. BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). Bloomberg or Bloomberg’s licensors own all proprietary rights in the Bloomberg Indices. Bloomberg does not approve or endorse this material or guarantee the accuracy or completeness of any information herein, nor does Bloomberg make any warranty, express or implied, as to the results to be obtained therefrom, and, to the maximum extent allowed by law, Bloomberg shall not have any liability or responsibility for injury or damages arising in connection therewith Note: Past performance is not a reliable indicator of future returns.
