Stocks have done well this year and the past 90-days. Which would you rather have owned the past 90-days and Year to date, the S&P 500 or Bond fund ZROZ (ZROZ)? Below is a look at the performance of the S&P and ZROZ over the past 90-days.

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Over the past 90-days, bond ETF ZROZ has nearly doubled the returns of the S&P 500. Despite the S&P doing well this year to date, ZROZ has done even better than the S&P 500, gaining around 3% more. Below is a look at the Stock/Bond Ratio (SPX/ZROZ) over the past few years.

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Does it matter that bonds are stronger than stocks? Do bond traders know something that stock traders don’t?

Maybe it doesn’t matter until it matters applies to stock & bond performance of late! So far, the bond strength the past 90-days, doesn’t seem to matter to the stock market. If the stock/bond ratio would happen to keep heading south, in time I humbly feel it will matter and will send an important message, if it does.