All US Value was up – from Small companies to Large! While all US Growth – from Small to Large and Technology were down.
Small Value is now within a whisper of Small Growth YTD: 13.39% & 13.67%
Small Value has closed a 35% gap in < 8 weeks – from the end of 2020 to last Friday.
Mid Growth and Mid Value have also closed a huge gap since year’s end. That small spread is now just 10.50% to 8.58% respectively YTD
Both US and Foreign REITS are down again (-0.90% & -0.61%), but still positive YTD!
All Foreign Equities went down
Emerging Markets were down the least -0.59%
Followed by Value and Growth (-0.67% & -1.29%)
Bonds continued their boring bubbling and – all negative except for Short Term Corporate – which just broke even.
TIPS were down the most -1.31%
Have a great weekend!
All performance reported in this video are from the following index list: DJ Industrial Average TR USD, S&P 500 TR, DJ US TSM Large Cap Growth TR USD, NASDAQ 100, Technology NTTR TR USD, DJ US Health Care TR USD, DJ US TSM Large Cap Value TR USD, DJ US TSM Mid Cap Growth TR USD, DJ US TSM Mid Cap Value TR USD, DJ US TSM Small Cap Growth TR USD, DJ US TSM Small Cap Value TR USD, FTSE NAREIT All Equity REITs TR, DJ Gbl Ex US Select REIT TR USD, Bloomberg Commodity TR USD, MSCI EAFE NR USD, MSCI EAFE Growth NR USD, MSCI EAFE Value NR USD, MSCI EAFE Small Cap NR USD, MSCI EM NR USD, BBgBarc US Corporate High Yield TR USD, FTSE WGBI NonUSD USD, JPM EMBI Plus TR USD, BBgBarc US Govt 1-3 Yr TR USD, ICE BoafAML 1-3Y US Corp TR USD, BBgBarc Intermediate Treasury TR USD, BBgBarc Interm Corp TR, BBgBarc US Treasury US TIPS TR USD. This material has been prepared solely for informational purposes based upon data generally available to the public from sources believed to be reliable. All performance reporting is for indexes, not specific securities. Performance of specific securities will vary from indexes. Past performance is not an assurance of future results. Indexes cited are provided to illustrate market trends for certain asset classes. It is not possible to invest directly in an index. Indexes do not reflect individual investor costs of trading, expense ratios & advisory or other fees.
