Rockbridge Institutional – October 2025 Market Review
Stocks continue to provide extraordinary returns – bond returns above averages. Here’s the data: Note especially: Stocks Stocks continued their upward trajectory in October – our global portfolio earned above 2% (30% annualized). While there remains plenty of uncertainty – inflation, tariff implementation, political dysfunction to name a few – it has had little impact […]
Rockbridge Institutional – September 2025 Market Review
Note especially: Stocks Stocks continue to reward investors. Look at the returns from our equity portfolio – 19% year-to-date. Diversification across several markets contributed to these positive results. Yet, uncertainties remain, including the implementation and impact of tariffs, stock valuations, eventual payoff from massive AI investments, turmoil at the Fed, the path of interest rates, […]
Rockbridge Institutional – August 2025 Market Review
This month stocks are up; bond yields are down, shrugging off uncertainty. Here’s the data: Note especially: Stocks Stocks continue to do well. Volatility remains subdued. The positive results in international markets have contributed to the equity portfolio. Notice that the S&P 500 did not lead the way this month. Small cap stocks face more […]
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 […]