Topic

Reg the Asset Class Trends as of 4/2/2021

Hi - I noticed that the 1 week return for Real Estate is shown as 3.00%. From Morningstar site, I see that the 1 week return for VNQ is only 0.72%. Could you please explain how the 3.00% return is computed?

Thanks 
rptrader1 asked · 04/04/2021
Re.
  • #1
  • Likewise US Stocks return is shown as 3.0% but SPY was up 1.17% and QQQ 2.71%
    rptrader1 · 04/04/2021 19:36:34
  • #2
  • There is indeed something wrong here. We are looking into this. 
    Admin · 04/05/2021 14:40:33
  • #3
  • Somehow we couldn't reproduce the problem since they have been updated. In general, we use (mostly Vanguard) index funds as benchmarks for asset classes in the Asset Class Trends table. For example, we use VGSIX to represent Real Estate. It's easier and more up to date to use 360 Asset Overview page on those funds. We'll continue to monitor...
    Admin · 04/06/2021 13:22:17
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