S&P 500 Index July 26 to Date Total Return (White) Against REITS (Orange) Utilities (Yellow) US Bonds (Red) and Franco-Nevada (FNV) (Green) Source Bloomberg REITs continue to fare well because of their solid, real assets which generate dependable revenue flows which in turn fuels ample dividend income. For the general REIT market — the easy-peasy way to gain crisis protection can by found in the Vanguard Real Estate ETF (NYSEARCA:). Core PCE Source Bloomberg U.S. bonds continue to perform well with the lower inflation and improving supply-and-demand conditions noted above.