Q4 2024 Returns By Asset Class

This post contains the usual returns by asset class for this past quarter (by representative ETF), total 2024, last five years, last ten years, and since the covid low (3/23/2020).  While there is still no predictive power in this data, I’ll continue to post this quarterly for those of you that are interested. 

Last Quarter (10/1/24-12/31/24)
Last year (1/1/24-12/31/24)
Since Covid Low (3/23/20-12/31/24)
Last 5 Years (1/1/20-12/31/24)
Last 10 Years (1/1/15-12/31/24)

A few notes:

Q4 2024 was an overall down quarter for most diversified portfolios as international markets struggled post-US election, the US Dollar rallied, and long-term interest rates spiked as the inflation stagnated and the Fed continued to cut overnight rates. US stocks had a solid quarter with Large Caps up 2.5% and Small Caps up 1.7%. All other asset classes that we track for this ongoing post were down though including High-Yield Bonds (-0.1%), Short-Term Corporate Bonds (-0.4%), Commodities (-0.5%), US Aggregate Bonds (-3.1%), Emerging Market Stocks (-5.7%), Emerging Market Bonds (-7.1%), US Real Estate Investment Trusts (-7.7%), and International Developed Stocks (-8.1%).

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