For Your Viewing Pleasure

For Your Viewing Pleasure

Did you know the S&P 500 peaked at a year-to-date return of 9.6 percent in September? Harder to believe is the fact that the low point was February; when the S&P was at -3.6 percent. That spread isn’t abnormal. The chart below shows the difference between the max and min year-to-date return for each calendar year back to 2005.

Unfortunately, Global diversification has not helped investors this year. International and Emerging Market stocks have fared worse than their U.S. counterparts. The next chart depicts the 2018 data for various asset classes.

Price return only

Data through November 23, 2018

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market.


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