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.

Q4 quarterly-market-review

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.

 

dashboard-us-2021-11

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!

QUARTERLY MARKET REVIEW – Q1 2019

By | April 10th, 2019|DFA, Dimensional Fund Advisors, Quarterly Market Review|

Click on the link below for a detailed analysis of quarterly performance of the global equity and fixed income markets.

CLICK HERE TO READ THE 1ST QUARTER 2019- QUARTERLY MARKET REVIEW

Quarterly Market Review: Q3-2018

By | October 8th, 2018|DFA, Dimensional Fund Advisors, Markets, Quarterly Market Review|

Click on the link below for a detailed analysis of quarterly performance of the global equity and fixed income markets.

CLICK HERE TO READ THE 3RD QUARTER 2018- QUARTERLY MARKET REVIEW

Quarterly and Annual Market Review for Q4-2017

By | January 8th, 2018|General, Markets, Quarterly Market Review|

News concept: circuit board with Growth Graph icon, 3d render

Click on the link below for a detailed analysis of quarterly and annual performance of the global equity and fixed income markets.

CLICK HERE TO READ THE 4th QUARTER 2017 –  QUARTERLY/ANNUAL MARKET REVIEW

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