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U.S. Performance Dashboard – April 2026

By |2026-05-04T18:34:27+00:00May 4th, 2026|Markets|

  • U.S. equities rallied in April, shaking off geopolitical concerns, oil price volatility and inflation jitters, thanks to strong corporate earnings and robust economic growth. In a dramatic turnaround from approaching the precipice of correction territory to subsequently reaching seven record closing highs, the S&P 500® gained 10%, marking its best monthly performance since November 2020.
  • The rebound was broad based, with the S&P MidCap 400® and S&P SmallCap 600® rising 8% and 10%, respectively.
  • Large-cap sector performance reversed from Q1, with Communication Services and Information Technology in the lead, up 19% and 17%, respectively. Meanwhile, S&P 500 Energy declined by 3%.dashboard-us-2026-04
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U.S. Performance Dashboard – March 2026

By |2026-04-02T16:19:03+00:00April 2nd, 2026|Markets|

  • U.S. equities navigated a turbulent first quarter, buffeted by a trifecta of tariff-related anxiety, renewed AI concerns, and private credit worries. Jitters escalated in March as the conflict in the Middle East reignited stagflation fears, and hopes for Fed rate cuts dissipated. Optimism returned to the market on the final trading day of the quarter, accompanied by a strong relief rally. Still, the S&P 500® closed the quarter down 4%, the worst quarterly performance since Q3 of 2022.
  • Despite the ongoing rotation toward smaller stocks, mid- and small-caps were not spared during March’s selloff, though both finished the quarter in positive territory. The S&P MidCap 400® and S&P SmallCap 600® gained by 3% and 4%, respectively.
  • Sector performances varied during the quarter. Driven by soaring oil prices, Energy led in Q1, up 38%, and was the only sector to post a gain in March. By contrast, Big Tech sectors Information Technology, Communication Services, and Consumer Discretionary all posted heavy losses, with Financials as the laggard.dashboard-us-2026-03
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U.S. Performance Dashboard – February 2026

By |2026-03-02T19:24:49+00:00March 2nd, 2026|Markets|

  • February was a challenging month for U.S. equities as growing scrutiny of AI-related capital expenditures and their associated impact on business models took a toll on large-caps, leading to the third weekly decline for the S&P 500. A worse than expected producer-price reading on the final trading day created renewed inflation jitters and dampened hopes for Fed rate cuts, with The 500 closing down 0.8% for the month.
  • Market leadership shifted toward smaller companies, with the S&P MidCap 400 and the S&P SmallCap 600 up 4% and 2%, respectively, outperforming their large-cap peers.
  • Large-cap sector performance was mixed, reflecting a retreat from Big Tech optimism and a return to defensive sentiment. Utilities led, rising 10%, while Communication Services and Consumer Discretionary declined.dashboard-us-2026-02
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U.S. Performance Dashboard – January 2026

By |2026-02-04T16:59:59+00:00February 4th, 2026|General, Markets|

  • It was a rollercoaster start to the year for U.S. equities. A sell-off in Japanese government bonds coupled with tariff-related tensions on January 20th contributed to the S&P 500’s worst single-day drop since October 2025 while the VIX® rose above the 20 mark. Still, the market marched upwards, with The 500® hitting all-time highs and closing the month up 1%, despite a pullback during the final two trading days of the month. Disappointing reactions to Big Tech earnings, fresh inflation jitters and concerns over the announcement of the new Federal Reserve chair put a damper on sentiment.
  • Fueled by robust economic data and strong earnings, the rally broadened beyond large-caps, with the S&P MidCap 400 and S&P SmallCap 600 advancing 4% and 6%, respectively.
  • Most large-cap sectors finished higher, led by a rotation toward Energy and Materials, up 14% and 9%, respectively.dashboard-us-2026-01
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U.S. Performance Dashboard – December 2025

By |2026-01-06T16:33:57+00:00January 6th, 2026|Markets|

  • U.S. equity markets capped 2025 with double-digit gains for the third year in a row, witnessing one of the most rapid recoveries on record after approaching the precipice of bear market territory in early April. Regardless of the poor prospects of a Santa Claus rally, the S&P 500® gained 18% and posted 39 record closing highs, amid geopolitical, tariff and inflation-related tensions coupled with a government shutdown and labor market concerns.
  • The market’s comeback was powered by mega-cap strength and unrelenting AI-related optimism, with the S&P 500 Top 50 up 20%. Enthusiasm for Fed rate cuts also propelled the rally to broaden towards mid and small-caps. The S&P MidCap 400® and S&P SmallCap 600® gained 8% and 6%, respectively, though underperforming their large-cap peers for the third consecutive year.
  • All large-cap sectors ended 2025 higher, led by Communication Services and Information Technology, up 34% and 24%, respectively.dashboard-us-2025-12
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U.S. Performance Dashboard – November 2025

By |2025-12-02T18:46:54+00:00December 2nd, 2025|Markets|

  • A record-long government shutdown, concerns over elevated Big Tech valuations, and hawkish sentiment from the Fed initially rattled U.S. equity markets in November. Consumer sentiment fell to its lowest level since 2022 and VIX® soared to its highest reading since April. But there was plenty to be thankful for, most prominently a sharp rise in expectations for a December rate cut, which led to a strong turnaround for the S&P 500® in the last week of the month. As a result, the index finished November up 0.25%.
  • Smaller caps outperformed versus their large-cap peers, with the S&P MidCap 400® and S&P SmallCap 600® up 2% and 3%, respectively.
  • Performance among large-cap sectors was mixed. Health Care had a banner month, surging 9%, its strongest monthly gain since April 2020. In contrast, Information Technology shed 4% as AI-bubble fears grew heightened, although the sector subsequently staged a dramatic comeback towards the end of the month.dashboard-us-2025-11
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U.S. Performance Dashboard – October 2025

By |2025-11-04T15:43:35+00:00November 4th, 2025|General, Markets|

  • U.S. equities finished October on a strong note, with the S&P 500® up 2%, thanks to blockbuster earnings from Big Tech on the final trading days of the month. Optimism surrounding a potential trade deal between the U.S. and China and anticipation of the Fed’s recent rate cut propelled risk-on sentiment through the month, although Fed Chair Powell’s recent hawkish remarks spooked markets.
  • Gains were powered by mega-cap strength, with the S&P 500 Top 50 up 4%. Meanwhile, smaller-caps had a challenging time, with the S&P MidCap 400® and S&P SmallCap 600® down 0.5% and 1% respectively.
  • Information Technology led among sectors while Financials and Materials lagged.dashboard-us-2025-10
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U.S. Performance Dashboard – September 2025

By |2025-10-06T17:26:29+00:00October 6th, 2025|Markets|

  • U.S. equity markets closed out the final trading day of the quarter with a slight gain amid government shutdown concerns. It was a stellar Q3, thanks to optimism surrounding Fed rate cuts, Big Tech strength and robust consumer spending, with the S&P 500® up 8%. Despite ongoing trade negotiations coupled with inflation and labor market worries, The 500™ notched 23 record closing highs, also marking its best September performance in 15 years.
  • Bolstered by the tailwind of recent and expected Fed rate cuts, the rally broadened to mid and small caps, with the S&P MidCap 400® up 6% and the S&P SmallCap 600® up 9%.
  • Most sectors outperformed in Q3, led by Information Technology and Communication Services, while Consumer Staples lagged.dashboard-us-2025-09
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U.S. Performance Dashboard – August 2025

By |2026-02-11T18:53:32+00:00September 3rd, 2025|General, Markets|

  • Despite a sharp sell-off on the final trading day of the month, U.S. equities finished their fourth consecutive month of gains, with the S&P 500® up 2% in August. While tariff-related uncertainty and geopolitical tensions continued to weigh on the market, optimism surrounding potential upcoming Federal Reserve rate cuts and Big Tech strength helped propel The 500™ to a new all-time closing high on August 28.
  • The rally broadened in August, with mid and small caps outperforming their large-cap peers. The S&P MidCap 400® and S&P SmallCap 600® gained 3% and 7%, respectively, as Fed Chair Powell’s dovish remarks during the Jackson Hole symposium reignited hopes for Fed rate cuts, boosting rate-sensitive small-cap stocks.
  • Most sectors posted gains, led by Materials and Health Care, the latter of which reversed its losses from July. Utilities was the sole decliner.
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U.S. Performance Dashboard – July 2025

By |2026-02-11T18:53:32+00:00August 6th, 2025|General, Markets|

  • Despite ongoing tariff-related trade tensions and macroeconomic uncertainty affecting markets, U.S. equities maintained their upward momentum in July, with the S&P 500® increasing by 2%. Propelled by strong corporate earnings and renewed consumer sentiment, The 500™ reached 10 all-time highs, demonstrating resilience amid economic challenges. However, as the month ended, the rally lost momentum as the tariff deadline neared and the Fed’s post-meeting commentary hinted at potential challenges ahead.
  • The market rally extended beyond large caps, with mid- and small-cap equities advancing alongside their larger counterparts. The S&P MidCap 400® and S&P SmallCap 600® concluded July with increases of 2% and 1%, respectively.
  • Information Technology, Utilities and Industrials were the leading sectors in July, while overall sector returns were mixed. Health Care experienced the weakest performance, declining by 3%.
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