Common Cents

by | Jan 19, 2022 | WWC WorthWhile Reading


Last week…was another choppy week at sea.



US Equities continued their trend from the previous report with value outperforming growth across the board. In the US only Large, Mid & Small Value are positive YTD.


REITS, both US & Global were down again from the previous week.  We have Commodities shining yet again up over 2% from the previous week showcasing a YTD return of over 4%.  Will this finally be the year we see the 10 and/or 15-year trailing return move out of the red?? We sure hope so.


Once again, Foreign Equities mirrored the US with Value outperforming growth.  And, same as last week, Value was up over 2.5%.


Emerging Markets was the only EQUITY asset class to end in the red in 2021, but so far, 2022 is looking better. They were up over 2.5% from the previous week bringing this asset into a positive YTD return.


Bonds seemed to have missed the memo to set a resolution for 2022 because they remain pretty boring! Foreign Bonds did move up over 1% last week bringing its YTD return positive. But the rest of bonds are down YTD.


Have a great weekend!



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