… 2020 finally came to an end and proved a curiously good year for both Stocks and Bonds alike.
Year-end benchmarks witnessed 18 of 24 asset classes and sub-classes ahead from 2.7% to 47.3%. Here are some Highlights:
- Technology finished as a whopping 47.32% – the highest it has been many years.
- Healthcare is still stellar as well ending up +15.96%
- US REITS limped across the year end finish line down -5.12% and Foreign REITS at -10.79%
- US Small Caps came in just under 30% while Small Value finished behind -6.1%
- And Bonds….drumroll…. BOUNDED into very solid returns after all that barely bubbling.
- All Fixed Income benchmarks finished positive from 3.2% to nearly 11%
All in all, a very positive performance given the incredible hit the market and economy took on the chin for 2020. We see good prospects for less volatility this year – which isn’t really saying that much.
Have a great weekend!
Indexes are listed in respective order to their reference above: 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. These materials have been prepared solely for informational purposes based upon data generally available to the public from sources believed to be reliable. All performance references are to benchmark indexes. Performance of specific funds will vary from respective benchmarks. Past performance is not an assurance of future results. Each index cited is provided to illustrate market trends for various asset classes. It is not possible to invest directly in an index. Neither do Indexes reflect individual investor costs, e.g. trading, expense ratios & potential advisory fee.