Last week…ended with quite the rally for equities.
Of course, if you’ve been watching the markets this week, you’ve noted that most of that rally has already been undone. Nevertheless, last week US Equities were all up anywhere from 2 to nearly 4.5%. Growth companies overall rallied more than value companies but not by much. And mid-size companies outdid Large and Small in both Growth and Value.
US Reits were up over 3% and even Global Reits nudged up a bit. Commodities slipped down slightly yet still remains our only asset class in the positive YTD.
Foreign Equities were up as well, but as we have seen most of the year, they are still trailing US Equities.
Bonda were down with an exception of High Yield and Emerging Market Bonds. US High Yield was up over 1% and Emerging Market Bonds weren’t far behind, up .81%.
Have a great weekend!
All performance reported in the graph and performance references 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