The Second Quarter 2013 returns remained positive for a majority of the equity markets, and for the year investors remain ahead of our target annual returns. U.S. Stocks: All major U.S. asset classes maintained positive performance in the second quarter, with the broad market returning 2.69%. Asset class returns ranged from 3.74% for Small stocks to 2.06% for Large Growth stocks. Year-to-date Small and Small Value stocks outperformed U.S. Large, while U.S. Large Value returned the best at over 18.14%……
After a flat 2011, the US stock market posted a strong first quarter as the US economy showed signs of improvement and perceptions of the European debt crisis improved. The S&P 500 had its best first-quarter rally in 14 years, closing near a four-year high and a 12.6% total return. When the second quarter began, markets retreated as Europe’s debt crisis returned to center stage and signs of slowing global growth emerged—especially in China, where lower world demand had begun…
During the third quarter of 2012 investors rode a rising tide as equities mounted a comeback from a disappointing second quarter. Almost all investment categories advance during the quarter and surprised those expecting a repeat of the painful summer of 2011. The average US diversified stock fund gained 5.3% during the quarter while the Dow was up 5.0%. International stocks also enjoyed a strong quarter with their index (MSCI EAFE) advancing 6.14%… Read our Third Quarter Newsletter for 2012.
Any investor should be willing to admit 2011 was a pretty crazy year for the markets. They were churned through the year by a weather and nuclear disaster in Japan, a deadlock over finances in Congress that led to a downgrade of U.S. debt, and a major crisis in Europe that threatened to blow apart the European Union and end the Euro as a currency… Read our First Quarter Newsletter for 2012.
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