See our recap of April's key statistics and market commentary below. Noteworthy Numbers 14.98% The S&P 500 Value has outperformed the S&P 500 Growth by 14.98% through the first four months of 2022, a striking reversal from the trend seen in r...
Bobby Moyer, CFA®, CFP®, CAIA® and Jimmy Pickert, CFA®, CFP®, CRPS®
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See our recap of March's key statistics and market commentary below. Noteworthy Numbers -5.93% The Bloomberg Aggregate Bond Index lost 5.93% during the first quarter, the third worst return it has had since 1980. Bonds suffered as interest rates rose...
See our recap of February's key statistics and market commentary below. Noteworthy Numbers 100 The price of a barrel of oil crossed the $100 threshold in February for the first time since 2014 as the Russian invasion of Ukraine spiked commodity price...
See our recap of January's key statistics and market commentary below. Noteworthy Numbers 38.94 The Vix, a measurement of volatility in the S&P 500, reached as high as 38.94 in intraday trading during January, the highest it had been since Octobe...
See our recap of December's key statistics and market commentary below. Noteworthy Numbers 9.6 The FTSE NAREIT All Equity REIT index gained 9.6% in December, capping an excellent year for the real estate market in which the index gained 41.30%. 6.8 T...
See our recap of November's key statistics and market commentary below. Noteworthy Numbers 20.81The spot price for a barrel of crude oil fell by 20.81% in the month of November after hitting multiyear highs the previous month, due to concerns about t...
See our recap of August's key statistics and market commentary below. Noteworthy Numbers 10.94 The leading sector in the S&P 500 for October was Consumer Discretionary, with a 10.94% return. 9.53 The S&P 500 closed at a new all-time high on f...
See our recap of August's key statistics and market commentary below. Noteworthy Numbers -4.65 The S&P 500 Total Return had a -4.65% return in the month of September, its first negative return since January. The index is positive 15.92% year-to-d...
See our recap of August's key statistics and market commentary below. Noteworthy Numbers 50 Bitcoin topped $50,000 in August before finishing the month at $47,070. The flagship cryptocurrency (along with many other digital coins) has been on an impre...
See our recap of July's key statistics and market commentary below. Noteworthy Numbers -8.27% The energy sector was the worst performer in July, losing 8.27%. The decline was due both to the fears of future lockdowns caused by the Delta variant of Co...