Rockbridge Institutional – March 2025 Market Review
Market Review Here are the recent returns from various market indices: Stocks Note that this quarter it’s international markets that are up, it’s domestic markets, especially the larger tech stocks, that are down – not what we’ve been used to. The S&P 500 was down 4% and the Russell 2000 down 9%, International developed markets […]
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 […]
Rockbridge Institutional – June 2024 Market Review
Market Review Stocks Returns of stock market indices over the last quarter were mixed. The S&P 500 Index was up above 4%. Stocks traded in Emerging Markets also turned in a good quarter, MSCI Index was up 5%. Domestic small cap stocks (Russell 2000 Index), on the other hand, were up over 3%. Stocks traded in […]