We noted lately Large Growth and Value beginning to close the gap between their performance this year after riding teeter totter for several week. Now, that path has merged with Growth slipping nearly 2% and Value moving up .75% bringing them both to 17.6% YTD.
All other US Equities continued climbing with Mid Cap Growth gaining .22% and Mid Value strutting a 1.3% increase. Small Caps showed the same pattern with Value jumping 1.7% leaving Small Growth further behind with just a .6% gain.
Global Equity REITS moved ahead with Foreign REITS outdoing US REITS for a change. Commodities continued expanding by .75% bringing YTD gains to 23.4%.
Foreign Stocks all gained except for Emerging Markets with slipped more than 2.5% While Small gained 1.4% and Large caps moved up .67%
Last but not least, Bonds saw another very slight increase this week across the board. Increases for all bonds was less than 1%, but – increased nonetheless!
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