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1 week returns for medium-term momentum, short-term momentum, size, value, and volatility within large and small cap universes

Weekly Factor Returns

Medium-term momentum (MTM) was sharply negative. The stocks that outperformed the most over the previous six months underperformed last week. The MTM spread was -5.39% in the Russell 1000 and -5.65% in the Russell MidCap. Each spread was two standard deviations below their averages. The small cap MTM spread was greater than one standard deviation below average.

Brian

45 minutes ago

Major Asset Class Returns for the Month Ending January 31, 2026

Monthly Market Data - February 2026

All eight asset classes have a positive twelve month return. The asset class returns depict a "risk-on" sentiment. Non-U.S. Equities have outperformed in the past year. Emerging Market Equities are the leading asset class over the past year. EM has gained 46.2%.

Brian

3 days ago

Weekly Factor Returns

Medium-term momentum (MTM) was negative among large and mid cap stocks. MTM was very positive in the small cap space. MTM declined by over 1.00% in the Russell 1000 and Russell MidCap. MTM rose by 3.04% in the Russell 2000. Stocks that had outperformed the most over the previous six months continued to outperform last week. The small cap MTM spread was greater than one standard deviation above average.

Brian

7 days ago

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