US Growth companies went up while Value went down from the previous week. Mid companies did the best overall.
Mid Growth was up over 2%
Mid Value slipped less than Large and Small
If you reference the above graph, you can see that Mid Growth and Small Growth companies are neck and neck with their YTD returns.
With a gain of over 4% from the previous week, US REITS hit a milestone. They now show a YTD return of over 30%!
Foreign equities had a positive week, all gaining more than 2%. Foreign’s hanging right in there with US Equities for YTD returns.
Emerging Markets are all over the place! Last week they gained 4.1% which is interesting because this is the 3rd week in a row Emerging Markets have moved 4.1% either direction
Each week we’re baffled by bonds. Baffled because we don’t know what to say. They’re so boring we feel like a broken record. Last week was no different. We had upward movement for all except TIPS, but nothing moved more than 1%.
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
