…WOAH! What a week!
US Equities, with exception of Health Care surged ahead. You can see the illustration above for just how much, but look at the numbers below:
- Large Growth up 2.84%
- Large Value up 2.08%
- Mid Growth Up 2.49%
- Mid Value up 3.81%
- Small Growth up 5.31%
- Small Value up 7.05%
Yes, you read that right, and we double checked, Small Cap Value companies were up over 7% from last week and now touts a YTD return of nearly 35%. Technology is the only other US Equity that beats that at a YD return barely over 35%. Not too shabby if you ask us.
REITs, both US And Global were up around 2% from last week, while Commodities slipped a little.
Foreign Equities were all up, but it was growth that took the cake with the largest week to week gain at over 2.5% from last week.
Bonds were all up!
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