That’s right! We’re switching things up this week, starting with our fixed income report. Even though the movement in bonds was little, it was still nice seeing them all inch up a bit. The two that are down most YTD were up the most last week:
Foreign Bonds: +.46%)
Emerging Market Bonds: +.34%
Now, for equities it was a mixed bag both U.S. and Foreign. We can report the children have vacated the teeter totter for US Equities. For the first time in a few weeks, growth and value did not switch places with their performance. Growth outdid value once again in all but small caps. Interesting facts we noted this week about YTD returns:
Large Growth (16.88) and Large Value (16.83) companies’ performance are almost equal
Mid Value (19.75) is out performing Mid Growth (9.20) more than double
Small Value (25.25) is out performing Small Growth (10.96) more than double
It seems 2021 may be the year for Value; 2020 was certainly a year for Growth.
Foreign Equities were all down with the exception of Growth which didn’t move either way. And because we bragged on Commodities last week, it just had to slip down a little and take the YTD return less than 20%…only to 19.81 though.
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