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Quarterly Commentary, Q4 2021

Global equity markets finished the year with another strong quarter. Real Estate Investment Trusts (REITs) led the way, returning 17.14% (per the Wilshire REIT Index). This was followed by U.S. large company stocks, returning 11.03% (per the S&P 500).
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Quarterly Commentary, Q1 2021

The first quarter saw equity markets continue their strong run following the lows reached just over a year ago. Domestic small and small value stocks led the way again this quarter, returning 12.70% and 21.17%, respectively (per the Russell 2000 / 2000 Value).
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Quarterly Commentary, Q3 2020

The third quarter saw equity markets continue their recovery from the March 23rd lows. International small company stocks (per the MSCI EAFE Small Cap Index) led the way, returning 10.25% for the quarter, followed by emerging markets (per the MSCI EM Index) with a 9.56% return.
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Quarterly Commentary, Q2 2020

The second quarter 2020 saw a significant rebound in equity markets following the jolting declines in the first quarter. Domestic small company stocks (per the Russell 2000 Index) led the way with a return of 25.42%, followed by the S&P 500 with a return of 20.54%.
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Quarterly Commentary, Q1 2020

To say that equity markets had a challenging start to 2020 would be an understatement. The record highs reached in mid-February by the S&P 500 seem like a distant memory after the 30% drop in March – the quickest decline from a new high ever recorded.
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