Market Recap

March 2023 Market Recap

The S&P 500® Index returned 7.50% in the first quarter of 2023 with monthly returns of 6.28%, -2.44% and 3.67% for January, February and March, ...
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February 2023 Market Recap

The S&P 500® Index returned -2.44% in February, bringing its year-to-date return to 3.69%. Investor euphoria in January, driven by persistently high inflation that appeared ...
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January 2023 Market Recap

The S&P 500® Index returned 6.28% in January. The advance was propelled by early and small signs of progress in the Federal Reserve’s (the Fed) ...
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December 2022 Market Recap

The S&P 500® Index returned 7.56% in the fourth quarter, bringing its calendar year return to -18.11%. With monthly returns of 8.10%, 5.59% and -5.76% ...
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November 2022 Market Recap

The S&P 500® Index returned 5.59% in November, bringing its year-to-date return to -13.10%. The market advance was driven by lower-than-expected inflation and hopes that ...
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October 2022 Market Recap

The S&P 500® Index returned 8.10% in October, bringing its year-to-date return to -17.70%. The month delivered thrills and chills in volatile trading sessions that ...
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September 2022 Market Recap

The S&P 500® Index returned -4.88% in the third quarter, bringing its year-to-date return to -23.87%. The market’s path during the quarter was even more ...
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August 2022 Market Recap

The S&P 500® Index returned -4.08% in August, bringing its year-to-date return to -16.14%. After a 22.99% drawdown from January 4 through June 16, the ...
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July 2022 Market Recap

The S&P 500® Index returned 9.22% for the month of July, bringing its year-to-date return to -12.58%. After a bruising June in which the S&P ...
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June 2022 Market Recap

The S&P 500® Index returned -16.10% for the second quarter of 2022, bringing its year-to-date return to -19.96%. There were few silver linings during the ...
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