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3 month returns for U.S. Equities, International Developed and Emerging Market equities, Real Estate, Fixed Income and Commodities for Q3 2026

Quarterly Market Data - September 2026

Commodities were the best performing asset class, aided by the price of oil, which rose 30% during the quarter. Geopolitical tension in the Middle East propped up energy markets. U.S. Large Cap (+2.12%) were the only other asset class with a real gain. International Developed was technically positive (+0.01%) but essentially unchanged from Q2. U.S. Small Cap stocks led to the downside. The iShares Russell 2000 ETF declined by 7.51%. Real Estate also lost more than 7.0%. The r

Brian

Oct 22

3 month returns for U.S. Equities, International Developed and Emerging Market equities, Real Estate, Fixed Income and Commodities for Q2 2026

Quarterly Market Data - June 2026

Equities provided robust returns in Q2, with leadership transitioning away from the mega-cap index heavyweights. Smaller capitalized outfits, particularly those providing specialized components and infrastructure needs within the AI supply chain, offered superior returns. U.S. Small Caps led Q2 with a 21.15% return for the iShares Russell 2000 ETF. Emerging Market stocks were a close second, posting a 20.46% return.

Brian

Jul 24

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