U.S. Performance Dashboard – July 2024

By | August 1st, 2024|General, Quarterly Market Review|

  • Propelled by weakness in Big Tech coupled with expectations of potential Fed rate cuts, the market witnessed a significant rotation toward smaller-cap stocks in July. The S&P MidCap 400® and the S&P SmallCap 600® were up 6% and 11%, respectively, outperforming the S&P 500® by a significant margin.
  • Real Estate and Utilities led among large-cap sectors, while Information Technology and Communication Services were the laggards.
  • Most of our reported factor indices posted gains, led by dividend and value strategies, another sign of the market’s rotation away from Growth and Momentum, which have been the leaders YTD.dashboard-us-2024-07

U.S. Performance Dashboard – May 2024

By | June 4th, 2024|Markets, Quarterly Market Review|

  • Despite weakness in the final trading week of May, U.S. large-cap equities posted their best monthly performance since February, with the S&P 500 up 5%, thanks to AI-related optimism boosting Information Technology and Utilities stocks.
  • Mid and small caps fared similarly to their large-cap peers, with the S&P MidCap 400 and the S&P SmallCap 600 up 4% and 5%, respectively.
  • Except for Energy, all sectors posted gains, led by Information Technology, up 10%.   dashboard-us-2024-05

Quarterly Market Review – Q2 2023

By | July 13th, 2023|Markets, Quarterly Market Review|

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. ” Let the Compounding Commence!”

 

Click HERE to download this quarter’s breakdown!

U.S. Performance Dashboard – April 2023

By | May 1st, 2023|General, Markets, Quarterly Market Review|

  • Lingering concerns around inflation, coupled with recession jitters stemming from continued turmoil within the banking space, led to uncertainty over the Fed’s future rate hike trajectory. Despite the ambiguity, better than expected Big Tech corporate earnings managed to sustain the U.S. market in April.
  • Boosted by the strength of mega caps, the S&P 500® posted a gain of 2% in April, outpacing smaller caps, with the S&P MidCap 400® down 1% and the S&P SmallCap 600® down 3%.
  • A return to defense meant that Communication Services and Consumer Staples were the best-performing sectors for the month, both up 4%. Momentum and Low Volatility led among factors, while High Beta was the laggard.
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U.S. Performance Dashboard – March 2023

By | April 3rd, 2023|Markets, Quarterly Market Review|

  • Accompanied by shock waves from the demise of Silicon Valley Bank, Signature Bank and Credit Suisse, the first quarter was characterized by turbulent swings in inflation and rate hike expectations.
  • Despite the surrounding chaos, the market managed to rebound in March. Boosted by Information Technology, the S&P 500® posted a gain of 7.5% in Q1, outpacing smaller caps, with the S&P MidCap 400® up 4% and the S&P SmallCap 600® up 3%.
  • A flight to quality sentiment meant that Information Technology and Communication Services were the best-performing sectors for the quarter, up 22% and 21%, respectively. Financials was, unsurprisingly, the sectoral laggard. High Beta and Growth led among factors, while defensive strategies lagged.
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Quarterly Market Review – Q4 2021

By | January 10th, 2022|Dimensional Fund Advisors, Markets, Quarterly Market Review|

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. “All-Time High Anxiety”.

Click HERE  to download a full copy of the report.

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U.S. Performance Dashboard – November 2021

By | December 1st, 2021|Markets, Quarterly Market Review|

  • It was not entirely smooth sailing for U.S. equities in November, as concerns about the Omicron strain coupled with less-than-transitory inflation and accelerated tapering by the Fed roiled markets during the last three days of the month. The S&P 500® posted a loss of 1%, outperforming mid and small caps, as the S&P MidCap 400® and S&P SmallCap 600® declined 3% and 2%, respectively. Volatility spiked, as the VIX® closed at 27.19.
  • Growth led among factors, followed by a number of defensive strategies, including Quality, Low Volatility, and Dividend Aristocrats.
  • Among sectors, IT led, followed by Consumer Discretionary, while Financials lagged.

 

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Quarterly Market Review – Q3 2021

By | October 6th, 2021|Dimensional Fund Advisors, Markets, Quarterly Market Review|

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 ,”The 50-Year Battle for a Better Way to Invest.

Click HERE to download a copy of the report. 

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Quarterly Market Review – Q4 2019

By | January 14th, 2020|Dimensional Fund Advisors, Quarterly Market Review|

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!

Quarterly Market Review Q3 – 2019

By | October 8th, 2019|DFA, Dimensional Fund Advisors, Markets, Quarterly Market Review|

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!

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