📊 Performance and Volatility Report as of 2024-06-30

This report presents the price performance and volatility of major asset classes, economic sectors, global regions and fixed income duration segments.

Jul 02, 2024

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Grouped By Asset Class

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Grouped By Sector and Region

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Grouped By Duration Exposure

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Created by Joseph Lu, CFA®

Joseph is the founder, CEO and Chief Investment Officer of Conscious Capital Advisors, and a CFA® Charterholder.

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Conscious Capital Research

📊 Performance and Volatility Report as of 2024-06-30

This report presents the price performance and volatility of major asset classes, economic sectors, global regions and fixed income duration segments.

Grouped By Asset Class

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Grouped By Sector and Region

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Grouped By Duration Exposure

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.