Markets were essentially flat for the month with a year to date return of 6.21% on the S&P 500. For the last 12 months, the market was up a little over 10% at 10.08%. The yield on the ten year US Treasury was 1.58%, down a full 69 basis points for the trailing 12 months.[…]
In July, markets again had outstanding performance. For the month the S&P500 Index was up +3.56%, YTD was up +6.34%, and TTM registered +3.32%. YTD sector leaders include Telecom, Utilities, and Energy. The 10 Year Treasury yield for the month was down 1 basis point to 1.50%. Download the PDF for the full review.
Markets across the board had great returns for the month of March 2016. The S&P 500 was up +5.73%, the Dow +6.28%, and the NASDAQ +6.09. The energy sector was the clear winner for March and pharmaceuticals largely were the worst performers. The 10 year Treasury was flat for the month, up 3bps to yield[…]
The markets continue to be volatile for the year and performance remains negative. The S&P 500 Index is down -5.47% for the two months. At month-end, the 10 Year Treasury was yielding 1.73%. Check out the PDF for the balance of February’s market summary.
What the market gave in October it took away in November. The S&P 500 index was down slightly for the month, registering a return of negative -.48%. For the year, the S&P 500 is up a meager +1.04%, but positive nonetheless. We’ve said all along that if the markets can be no worse that flat[…]
The markets were up substantially during October as the S&P 500 registered a gain of +8.30%. This managed to push the year-to-date return slightly positive at +.99%. Trailing 12 gains were a less than respectable +3.04%. Check the PDF for all the details.
The markets continued their downward trajectory during September with the S&P 500 Index registering a return of -2.64%, bringing the year to date decline to negative -6.74%. For the trailing 12 months, the S&P 500 is down -2.65%. Year-over-year, crude oil is down from about $95.00/bbl to ~ $45.00/bbl, or a decline of almost 53%[…]
The markets were rough in August, with all major indexes ending down significantly. For the month the Dow was off -6.57%, the S&P 500 was down -6.26%, and the tech-heavy NASDQ was down -6.86%. Volatility continues unabated. Download the entire PDF summary of market performance for August 2015.