

Monthly Market Data - August 2025
Most asset classes were positive; Treasury yields moved lower Asset Class Returns Major Asset Class Returns for the Month Ending August...

Brian
Sep 18, 2025


Quarterly Market Data - June 2025
Global equities had strong performances in the second quarter of 2025. Non-U.S. market edged out U.S. Large Cap for the top two spots.
U.S. Mid and U.S. Small Cap had the lowest equity returns at just under 8.50% each.
Fixed Income generated a small positive return in the three-month period. Interest rate moves at the short and long durations (see below) hindered bond returns.
Hard assets were lower. The Real Estate class declined 1.15%. A broad basket of commodities declined

Brian
Jul 18, 2025


Monthly Market Data - February 2025
Domestic equities were among the worst performing asset classes in February. U.S. Small Cap stocks had the largest decline, followed by ...

Brian
Mar 7, 2025


2024 Q4 & FY Small Cap Factor Review
Medium-term momentum (MTM) was the leading factor in the Jackson Creek small cap universe (among our five key factors). MTM was very strong

Brian
Jan 31, 2025


Quarterly Market Overview - Q4 2024
U.S. Large Cap stocks were the only equities to make any real gains. Mid & Small Caps were barely positive. Developed markets outside of ...

Brian
Jan 23, 2025


Monthly Market Data - November 2024
Major asset classes were mixed during November. Domestic equities were positive, along with Real Estate and Fixed Income. Non-US equity ...

Brian
Dec 13, 2024


Quarterly Market Overview - Q3 2024
Real Estate was the best performing asset class in the quarter. An improving interest rate environment (see below) was supportive for the...

Brian
Oct 18, 2024


Monthly Market Data - August 2024
Small Cap stocks produced negative returns for the Core, Value, and Growth styles. Growth and Value leadership was mixed across the capital

Brian
Sep 12, 2024


Monthly Market Data
Seven of eight major asset classes were positive. Small Cap equities had the highest return, while Commodities were the lone asset class ...

Brian
Aug 22, 2024


Monthly Market Data
U.S. Large Cap and International Developed markets had the highest returns for the month ending May 31, 2024. U.S. Small cap was a close sec

Brian
Jun 7, 2024


Top Posts of 2023
Top ten posts that piqued our readers' interests More than half our most popular blog posts were focused on factor returns. Not...

Brian
Jan 4, 2024


Third Quarter Factor Update
Through the end of September, Value has the best year-to-date performance, with a spread of 11%. This means the average return of the...

Brian
Oct 12, 2023


Shutdown Rundown
The U.S. government is facing a shutdown this weekend due to Congress’ inability to pass appropriations bills to keep funding the government

Brian
Sep 28, 2023


Value Has A Pulse
In case you missed it, Value is peeping it’s head up from the depths of despair. We have written a couple times this year on Value’s unde...

Brian
Sep 14, 2023


Is it Time for Small Caps to Shine?
Since the Federal Reserve initiated its rate hiking schedule, the Russell 2000 has not kept pace with the larger stock S&P 500 and tech-...

Brian
Aug 17, 2023


Halftime Update
As of June 30th, Volatility’s positive spread ranks among the top four years going back to 2000. 2009 led all years with a 95% spread, ...

Brian
Jul 20, 2023


Banking Boondoggle
It was an interesting week in bank stocks, to put it mildly. When equity markets opened on Monday, traders were reacting to the news that...

Brian
Mar 17, 2023


2022 Factor Recap
The large cap Russell 1000 declined 19% and the small cap Russell 2000 declined 20%. It's no surprise that 2022 was not a good year for ...

Brian
Jan 13, 2023


Top Posts of the Year
As the year comes to a close, we’d like to share some of the top blog posts from Jackson Creek this year. Thank you to all of our followers.

Brian
Dec 15, 2022


Weekly Factor Returns
Stocks in the highest decile of Volatility underperformed the least volatile by 5.20% among large caps and by 4.45% among small caps.

Brian
Dec 12, 2022
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