Monthly Market Updates

The S&P 500 Index declined -1.6% in August but outperformed the Russell 2000 Index’s -5.1% decline. Energy was the only S&P 500 sector to trade higher, while

The S&P 500 Index gained +3.3% in July but underperformed the Russell 2000 Index’s +6.1% increase. All eleven S&P 500 sectors traded higher, led by the Energy

The S&P 500 gained +0.5% in May, outperforming the Russell 2000 -0.8% return. Tech was the top performer, gaining +8.9%. Energy was worst, performer returning

The S&P 500 Index gained +1.6% in April, outperforming the Russell 2000 Index’s -1.8% return. There was limited sector return dispersion, although defensive

The S&P 500 Index returned -2.5% in February, giving back some January gains and underperforming the Russell 2000 Index’s -1.7% return.

The S&P 500 Index returned +6.3% in January, underperforming the Russell 2000 Index’s +9.8% return. 2022’s underperforming sectors were the top performers in

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.