This table shows portfolio performance across Equities, Fixed Income (FI), and Alternatives, broken down by sub-asset class with spark-bar charts for DTD, MTD, QTD, and YTD returns.
Top performer in Fixed Income: Sovereign — it has the largest NAV at 552M and the most prominent positive bar in the NAV column (showing 34.5% weight or allocation). Across the return columns, Sovereign and IG Credit both show modest positive green bars, while EM Debt and High Yield appear relatively flat or slightly negative.
In short, Sovereign debt is the standout in FI — both the largest holding and showing the best relative return profile across periods.
Great question! Yahoo Finance can cover most of this, though it's easiest for public market assets. Here's how you'd approach each FI category:
Sovereign
- Use ETF proxies like
IEF(US Treasuries),IGOV(international sovereigns), orTLT(long-duration) - For country-specific:
yfinancetickers like^TNX(10Y US yield), or sovereign bond ETFs
IG Credit
LQD(iShares IG Corp Bond ETF) is the standard proxy
EM Debt
EMB(USD-denominated EM bonds) orEMLC(local currency)
High Yield
HYGorJNK
Example with Python:
import yfinance as yf
tickers = {
"Sovereign": "IEF",
"IG Credit": "LQD",
"EM Debt": "EMB",
"High Yield": "HYG",
}
data = yf.download(list(tickers.values()), period="1y")["Close"]
returns = data.pct_change()From there you can compute DTD/MTD/QTD/YTD returns by slicing the date index appropriately. NAV figures would need to come from your own portfolio weights — Yahoo doesn't provide those, but you can apply weights manually to get a weighted return profile like what's shown in this table.
Summary
A fake portfolio breakdown using table charts
Description
Complex table example