Nate Geraci, president of The ETF Store, provided a comprehensive overview of various asset class performances for the year-to-date. In a post on X on Thursday, October 1, 2026, at 00:51:29 UTC, Geraci listed the total returns for a range of investments, noting "Year-to-date total return… PDBC (commodities) +46% IEMG (emerging markets) +22% QQQ (nasdaq 100) +21% IWM (us small caps) +14% SPY (s&p 500) +13% IEFA (developed international) +10% VNQ (reits) +4% SHY (1-3yr treasuries) 0% AGG (broad us bonds) -3% GLD (gold) -4% IBIT (bitcoin) -5% TLT (20+yr treasuries) -8%".
Commodities lead the performance chart, while longer-duration bonds and gold show negative returns. Bitcoin, represented by IBIT, is down 5% year-to-date, contrasting with its recent strong performance in Q3. Bitcoin posted a 43% gain in Q3, reaching $84,000 on a $2.39 billion ETF inflow surge, according to recent coverage. Bitcoin ETFs have extended their inflow streak to eight days. BTC is currently trading at $83,413, up 0.1% over the past 24 hours.
Geraci's compilation highlights significant divergence in market performance across asset types this year. His data suggests a robust environment for commodities and emerging markets, while fixed income, particularly longer-term treasuries, has faced headwinds. The inclusion of Bitcoin's year-to-date return provides a broader market perspective, indicating that despite recent gains, the digital asset's overall yearly performance trails many traditional equities and commodities. This data offers a snapshot for investors assessing relative asset performance for portfolio considerations.
