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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
Monthly Market Data - July 2025
Major asset classes were mixed in July. Domestic equities were positive while International Developed equities were negative. Emerging Market equities posted small gains.
Rising yields pressured Fixed Income securities (more below). The broad bond ETF declined by 0.26%.
The two physical assets had diverging returns. Commodities produced the best return in July with Gold up 1% and the price of Oil up over 6%. Real Estate had the second-worst return with a 0.97% decline.
Brian Harvey
Aug 21
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
Quarterly Market Overview - Q1 2025
Domestic equities declined while other major asset classes were positive. International Developed equities had the best performance. U.S....
Brian
Apr 11
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
Monthly Market Data - January 2025
All major asset classes were positive in the first month of 2025. International Developed equities had the best performance. Commodities ...
Brian
Feb 14
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