U.S. Performance Dashboard – June 2021

By | July 1st, 2021|Markets|

  • U.S. equities ended Q2 with strength, with the S&P 500® posting a gain of 9%, despite inflation concerns and uncertainty over the future course of the Fed’s stimulus efforts. In a reversal from Q1, mid- and small-caps underperformed, with the S&P MidCap 400® and S&P SmallCap 600® up 4% and 5%, respectively. Volatility declined, with the VIX closing at 15.83.
  • All factors posted gains, with Momentum in the lead, after its disappointing performance in Q1. In another reversal, Growth outpaced Value.
  • All sectors except Utilities posted gains, with Real Estate in the lead, up 13%.
June 2021 market update pdf

US Equity Performance Dashboard – November 2020

By | December 2nd, 2020|Markets|

  • A major reversal in the U.S. markets occurred in November, thanks to promising developments on COVID-19 vaccines along with a putatively benign outcome of the Presidential and Congressional elections. The S&P 500® gained 11%, its best performance since April, while smaller caps outperformed, with the S&P MidCap 400® and the S&P SmallCap 600® rising 14% and 18%, respectively. Volatility declined, as VIX® closed the month at 20.57.
  • All factor indices gained, as High Beta and Enhanced Value strategies topped the factor league table. Consistent with the reversal theme, Equal Weight outperformed, while Value outperformed Growth.
  • Not surprisingly, sector dispersion widened in November, as history shows that sectors tend to be especially important during the Novembers when Presidential elections take place. Energy, up a remarkable 28%, was the month’s top performing sector after years of underperformance.

Quarterly Market Review – Q3 2020

By | October 7th, 2020|DFA, Dimensional Fund Advisors, Markets|

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Click HERE to download this quarter’s breakdown!

What History Tells Us About US Presidential Elections and the Market

By | October 2nd, 2020|Markets|

It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. But a look at history underscores that shareholders are investing in companies, not a political party.

What History Tells Us About US Presidential Elections and the Market

How Much Impact Does the President Have on Stocks?

By | October 2nd, 2020|Markets|

How Much Impact Does the President Have on Stocks



Click HERE to download this interactive exhibit that examines market and economic data for nearly 100 years of US presidential terms.


Park + Elm ADV

By | August 5th, 2020|Markets|

Form ADV 2A & 2B - 2.13.20

Park + Elm Privacy Policy

By | August 5th, 2020|Markets|

Privacy Policy - 2.13.20 (1)

U.S. Equity Performance Dashboard – July 2020

By | August 5th, 2020|Markets|

  • In spite of weak macroeconomic data and fears of a resurgence of COVID-19, U.S. equities continued their rally in July, aided by Fed stimulus and strong earnings results  The S&P 500® gained by 6%, while the S&P MidCap 400® and the S&P SmallCap 600® gained by 5% and 4%, respectively. The total return for the S&P 500 is now modestly positive year to date. Volatility declined, with the VIX® closing the month at 24.46.
  • International markets also gained, with especially strong performance in the emerging markets. The S&P Developed Ex-U.S. BMI and S&P Emerging BMI were up 3% and 8%, respectively.
  • With the exception of Enhanced Value, all factor indices posted gains, with Momentum and Low Volatility in the lead. Consumer Discretionary and Utilities were the top performing sectors.



U.S. Performance Dashboard – April 2020

By | May 4th, 2020|Markets|

  • After March’s carnage, U.S. equities roared back in April, driven by fiscal stimulus and the apparent slowing of the spread of COVID-19. The S&P 500® gained by 13%, the best monthly performance since January 1987. In a reversal from the recent past, mid-caps performed even better, with the S&P MidCap 400® up 14%. While still relatively high, volatility calmed, with the VIX® closing the month at 34.15.
  • International markets also recovered, with the S&P Developed Ex-U.S. BMI and S&P Emerging BMI up 8% and 10%, respectively.
  • All factors and sectors posted gains, with High Beta and Growth in the lead, followed by Equal Weight, thanks to the recovery of smaller-caps.  After suffering this year and in spite of the volatility of oil prices,  Energy made a comeback as the top performing sector.

U.S. Performance Dashboard – March 2020

By | April 2nd, 2020|Markets|

  • Global markets in Q1 were devastated by the coronavirus pandemic. U.S. equities posted their worst quarter since 2008, with the S&P 500® down 20%; smaller-caps performed even worse, with the S&P MidCap 400® and the S&P SmallCap 600® down 30% and 33%, respectively. Volatility rose, with the VIX® closing at a record high of 82.69 on March 16th.
  • International markets were not spared, with the S&P Developed Ex-U.S. BMI and S&P Emerging BMI down 24% and 25%, respectively.
  • While all factors and sectors posted losses, Momentum, Growth, Quality and Low Volatility managed to outperform the market.  Info Tech and Health Care were the top performing sectors, while Energy was the laggard, down an astonishing 50% as a result of the plunge in oil prices.


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