Rockbridge Institutional – July 2025 Market Review
Stocks provide solid results to investors – diversification is important. Here’s the data: Note especially: Recent stock market returns International Market returns – Developed and Emerging Returns of the S&P 500 Index Results of a diversified equity portfolio Stocks While recent days remind us that stocks are volatile, even with ongoing political uncertainty and the […]
Rockbridge Institutional – June 2025 Market Review
Market Review Markets continue to shrug off any turmoil. Here’s the data for periods ending June 30, 2025: Note especially: The positive stock market returns this quarter That equity risk was rewarded in all periods Recent nondomestic market returns Inflation Stocks Stocks continue to look beyond today’s uncertainties for now. In the June quarter both […]
Rockbridge Institutional – February 2025 Market Review
Market Review Here are the recent returns from various market indices: Stocks Stocks are volatile this month. Returns of the six AI companies that have driven the S&P 500 recently are not as dominant. Note in the above chart that domestic stocks are down while international stocks have picked up the slack. The returns in […]
Rockbridge Institutional – January 2025 Market Review
Market Review Here are the recent returns from various market indices: Stocks The above numbers show a consistently positive environment for domestic stocks, especially the large cap tech stocks, which are a significant percentage (30%) of the S&P 500 index. While remaining in negative territory over the trailing three months, international stocks have come back […]
Rockbridge Institutional – December 2024 Market Review
Market Review Here are the recent returns from various market indices: Market Quarter Year 5 years 10 Years US Large Cap (S&P 500) 2% 25% 14% 13% US Small Cap (Russell 2000) 0% 12% 7% 8% Int’l Developed (EAFE) -8% 4% 5% 5% Emerging Markets (MSCI Index) -8% 8% 1% 4% Short-term Bonds (Treasury 1-3 […]
Rockbridge Institutional – November 2024 Market Review
Market Review Here are the recent returns for indices representing various stock and bond markets: These numbers present a generally positive period for stocks. Domestic stocks stand out. The results for the S&P 500 are driven by the extraordinary performance of the few (six) largest US Tech companies expected to benefit from the development of […]
Rockbridge Institutional – October 2024 Market Review
Market Review Here’s a snapshot of recent returns for indices representing various stock and bond markets: Market Trailing 3 Months Year to Date Trailing 12 Months Trailing 5 Years US Large Cap (S&P 500) 7% 21% 37% 15% US Small Cap (Russell 2000) 4% 10% 33% 8% Int’l Developed (EAFE) 2% 7% 22% 6% Emerging […]
Rockbridge Institutional – September 2024 Market Review
Stocks The September quarter was good for stocks. While there was a brief bout of indiscriminate selling at the beginning of the month, this was quickly turned around by the enthusiasm for the ½% drop in the Federal Funds rate. This quarter’s returns ranged from 5% for domestic large cap stocks (S&P 500) to 9% […]
Rockbridge Institutional – August 2024 Market Review
Market Review Stocks In August, a globally diversified portfolio fell 5.6% in the first five days only to snap back to earning nearly 2% by month end. Domestic small cap stocks (Russell 2000) were down 1% in the month, giving back much of their July results. Other stock indices, however, ended up between 2% and […]
Rockbridge Institutional – July 2024 Market Review
Market Review Stocks After being up 16% last quarter, the half-dozen Tech stocks that are expected to benefit from AI (Alphabet, Amazon, Apple, Meta, Microsoft and Nvidia) gave back 4% in July. These six stocks are about 27% of the S&P 500 and explain its subdued (1.2%) return in July. While the impact of AI […]
