Again, as the week before, all equities – US and Foreign gained significantly.
US Growth and Value stocks both moved more in tandem this week with Mid Cap Growth streaking ahead of all others – ahead for the week by over 3.0%! Large Growth companies remain ahead of Large Value YTD. Each of the other US benchmarks were up between just under 1.5% and 2.0%
US Equity REITS surged another 3.5% on top of last week’s 4.2% while Foreign REITS increased but, at smaller pace.
Commodities took a breather from its climb, slipping 1.25%.
Foreign Growth Stocks are catching up with Value and, Emerging Markets are starting to look like they may post gains for the year – ahead last week .75%
Bonds were all slightly off except for US TIPS, barely ahead by .15%.
October may actually overcome all, if not more than September’s slide, recapturing the upward march of stocks.
Have a great week!
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