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Quarterly index report · 2026-Q2

Investment Grade Index fell 39.5% in Q2 2026, led by Chanel Classic Flap jumbo

Closing value 92.30; sharp pullback against an annualized realized volatility of 62.7%.

Bagonomics Research· Published 2026-07-10· 895 words· Confidence: high
Abstract

The Investment Grade Index ended the second quarter of 2026 at 92.30, declined steeply -39.5% over the quarter (opening 152.45, intra-quarter high 153.29 on 2026-04-15, low 91.96 on 2026-05-12). Realized daily-return volatility annualized to 62.7%. Year-over-year Quarter-end composition includes 36 components across 4 brands. Largest weighted contribution came from Chanel Classic Flap jumbo (+3.2% on the quarter). Largest drag was Chanel Classic Flap medium (-4.8%).

Daily index value — Investment Grade Index

Key findings

  • 01Investment Grade Index closed Q2 2026 at 92.30 (-39.5% QoQ).
  • 02Intra-quarter range 91.96–153.29; annualized realized volatility 62.7%.
  • 03Top contributor: Chanel Classic Flap jumbo (+3.2%).
  • 04Largest drag: Chanel Classic Flap medium (-4.8%).
  • 05Closing vs prior-quarter close: -39.42%.

Trading through the second quarter of 2026 took the Investment Grade Index declined steeply 39.5%, with the quarter-end reading at 92.30.

Three-month range was 91.96–153.29, with the floor on May 12, 2026 and the ceiling on April 15, 2026.

Daily-return standard deviation translated to 62.7% annualized.

On a quarter-on-quarter close basis the index moved -39.42% (from 152.34 at the prior quarter-end to 92.30 at this quarter's last trading session).

Quarterly weakness of -39.5% translates to a meaningful real-terms loss against CPI; the Investment Grade Index lost ground both nominally and against inflation.

Quarter overview

The Investment Grade Index tracks 36 components across 4 brands, weighted by 12-month traded volume in our observation set (with a 12% single-component cap and 35% single-brand cap, both enforced at every quarterly rebalance). The full methodology is published at volume-weighting methodology.

The advance was broad: 23 of 36 components closed positive, 13 negative. Median component return: 0.34%.

Top weighted contributors

Components ranked by contribution to the index this quarter (component return × current weight). Materials and color codes follow Bagonomics conventions; see glossary for definitions.

VariantWeightQ returnContribution
Chanel Classic Flap — jumbo · Lambskin · Black2.23%+3.17%+0.07%
Hermès Birkin — 30 · Togo · Étoupe3.53%+1.88%+0.07%
Chanel Classic Flap — jumbo · Caviar · Black2.23%+2.94%+0.07%
Hermès Birkin — 30 · Epsom · Noir (Black)3.53%+1.65%+0.06%
Hermès Kelly — 28 · Epsom · Noir (Black)3.16%+1.59%+0.05%

Pole position went to Chanel Classic Flap jumbo, advancing 3.2% on the quarter. Behind it, Hermès Birkin 30 added 1.9%. Chanel Classic Flap jumbo contributed 2.9% in second.

Largest drags

Components weighing on the index — ranked by negative contribution (component return × current weight).

VariantWeightQ returnContribution
Chanel Classic Flap — medium · Caviar · Black2.23%-4.80%-0.11%
Christian Dior Lady Dior — medium · Cannage Lambskin · Black1.37%-3.81%-0.05%
Hermès Birkin — 25 · Epsom · Noir (Black)3.53%-1.24%-0.04%
Chanel Classic Flap — jumbo · Caviar · Black2.23%-1.70%-0.04%
Hermès Kelly — 28 · Togo · Étoupe3.16%-1.19%-0.04%

Macro context

Setting the Investment Grade Index's -39.5% quarter against headline financial-market benchmarks over the same window: the S&P 500 returned 0.0%, spot gold 0.0%, and US CPI moved 0.0% on the quarter. The Investment Grade Index thus trailed inflation for the period; in real terms, the index lost purchasing power against the dollar.

The investable interpretation runs through the cross-asset framing: on a single-quarter basis the Investment Grade Index is more correlated with luxury-spending dynamics than with broad equity beta, so quarter-to-quarter divergence vs the S&P is expected. The cleaner comparison is multi-quarter — over rolling 12-month windows the Investment Grade Index family has historically delivered returns within the same band as the S&P with materially lower realized volatility. See Bag vs S&P 500 for the interactive comparator.

Volatility regime

Realized annualized volatility of 62.7% places this quarter in the stressed band for the Investment Grade Index. For benchmark reference, the S&P 500 typically realizes 12–18% annualized over comparable quarters; gold realizes 10–15%; the broader Bagonomics universe averages 8–14% across the index family. Lower realized volatility in our indexes reflects the longer cadence of secondary-market price discovery on luxury handbags compared with continuously-traded financial instruments — a structural feature, not a defect of the data.

In risk-adjusted terms, the quarter's 39.5% absolute move on 62.7% annualized vol implies a per-unit-of-risk return of 0.63 — useful as a quick filter for comparing across the index family.

What to watch in the next quarter

Pullbacks of this size in the Investment Grade Index have historically been followed by sample-stabilization phases — narrowing breadth in the next quarter is the most common pattern. The leader-to-laggard return spread this quarter was 8.0 percentage points — within the typical 6-12 point range; component-level dispersion is normal.

Methodology

Component-level returns use the 90-day rolling median price ending at the quarter boundary (with a ±30 day tolerance for boundary alignment). Index values are computed daily via a chained Laspeyres-style divisor that absorbs composition changes at quarterly rebalance dates; the chain preserves continuity through additions, removals, and weight changes. Square-root volume weighting compresses the gap between high-volume and low-volume components. Single-component cap is 12%; single-brand cap is 35%. Confidence label is low when fewer than 30 sales feed the underlying aggregate; high from 100. Full write-up at volume-weighting methodology and median and IQR methodology.


*Data snapshot frozen at publication. Underlying aggregations may revise as new sales feed the 90-day window; see the Investment Grade Index live page at live Investment Grade Index page for current values. This report is statistical analysis, not investment advice — Bagonomics is not an investment advisor.*

Methodology note

Per-component returns computed from the 90-day median price aggregate at quarter start (within ±30 days of the boundary) versus quarter end. Index value series follows the chained-divisor methodology with quarterly rebalance and square-root volume weighting described at /methodology/topics/volume-weighting. Volatility is the standard deviation of daily index returns, annualized by √252.

Cite as: Bagonomics Research (2026). "Investment Grade Index fell 39.5% in Q2 2026, led by Chanel Classic Flap jumbo." Bagonomics Research. Available at bagonomics.com/research/investment-grade-index-q2-2026.

Reproducibility: The data snapshot used to write this article is frozen at publication. Download CSV · Download JSON · Live data may differ — see source data on the linked variant / index / brand pages.

DisclaimerIndexes and statistical metrics shown here are research tools, not investment recommendations. Luxury handbags are not regulated financial instruments. Historical appreciation is not guaranteed to continue. Bagonomics provides no warranty as to the accuracy, completeness, or suitability of this data for any particular purchase or sale decision. Consult a licensed financial advisor for investment advice.
Investment Grade Index fell 39.5% in Q2 2026, led by Chanel Classic Flap jumbo — Bagonomics