Monthly Market Updates

Stocks traded higher for a second consecutive month after another encouraging inflation report.

Stock markets remained volatile in October, changing direction as investors shifted their views. After declining -9.2% during September, the S&P 500 gained +8.1

The S&P 500 produced a -4.1% return during August, but the headline number doesn’t tell the full story. Equity markets initially rallied during the first half

The S&P 500 Index produced a +9.2% total return during July, underperforming the Russell 2000 Index’s +10.6% total return.

The S&P 500 Index produced a +0.2% total return during May, in line with the Russell 2000 Index’s +0.2% total return.

The S&P 500 Index produced a -8.8% total return during April, slightly outperforming the Russell 2000 Index’s -9.9% total return.

The S&P 500 Index produced a -3.0% total return during February, underperforming the Russell 2000 Index’s +1.0% total return.

The S&P 500 Index produced a -5.3% total return during January, outperforming the Russell 2000 Index’s -9.5% total return

The S&P 500 Index of large cap stocks produced a -0.8% total return during November, outperforming the Russell 2000 Index’s -4.3% total return

The S&P 500 Index generated a +7% total return during October, outperforming the Russell 2000 Index’s +4.3% return.