Market Newsletters

July was another good month for equities worldwide. The S&P’s 500 total return index rose by 2.05% and the Small Cap Russell 2000 rose .74%.

In June the S&P’s 500 total return index rose by .62% and the Russell Mid-Cap index by 1.00%. The Small Cap Russell 2000 rose a more impressive 3.46% but remains well behind its mid-cap and large-cap counterparts on a Year To Date (YTD) basis, as illustrated in our chart below.

In May the S&P’s 500 total return index rose by 1.41% and the Russell Mid-Cap index by .91%. Somewhat more surprisingly, the Small Cap Russell 2000 dropped by 2.03%.

In April both the S&P’s 500 total return index and the Russell Mid-Cap index rose by a little over 1%. The Small Cap Russell 2000 caught up a bit with its larger brethren and rose by 2.54%.

In March the S&P’s 500 total return index rose a meager .12%, the Russell Mid-Cap index was marginally down by -.15% and the Small Cap Russell 2000 rose .13%.

In February the S&P’s 500 total return index rose 3.97%, the Russell Mid-Cap index was up 3.10% and the Small Cap Russell 2000 rose 1.93%.

In January the S&P’s 500 total return index rose 1.90%, the Russell Mid-Cap index was up 2.15% and the Small Cap Russell 2000 rose a more sedate .39%.

In December the S&P’s 500 total return index rose 1.98%, the Russell Mid-Cap index was up 1.63% and the Small Cap Russell 2000 went up a greater 2.80%.

In November the S&P’s 500 total return index rose 3.70%, the Russell Mid-Cap index a larger 5.30% and the Small Cap Russell 2000 an eye-popping 11.15%. These sharp advances mirrored a historic rout in the US …

In October the S&P’s 500 total return index dropped 1.74%, the Russel MidCap index lost a larger 3.50% and the small cap Russell 2000 an even more painful 4.75%

In September, the S&P’s 500 total return index was flat while the small cap Russell 200 climbed 1.10%. This compares to a positive performance of 1.24%

In August, the S&P’s 500 total return index inched up .14% while the small cap Russell 2000 rose 1.8%. This compares to a slight loss of .24% for international developed markets (EPAC BMI index