YTD Investment Results Through June 2026

Ron Surz
Ron Surz
CEO and author of Fixing Target Date Funds •

Commodities led year-to-date returns through June 2026 as U.S. stocks lost their long-standing dominance.

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Asset Classes

Commodities have performed well this year. Gold was also performing well, until the second quarter when it lost 14%. Unlike the previous 15 years, US stocks are not the best perfrormers this year so far.

Portfolios

Diversifying beyond US stocks and bonds has improved returns.

Conclusion

How does your performance stack up?

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