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Year to Date Total Returns for S&P 500 and Other Benchmarks (July 2011)

By JLP | July 30, 2011

Well, another month goes into the history books. As you can see from the graphic I have put together (click on the graphic below to bring up a PDF version), it wasn’t a very good month. This most likely had to do with the looming debt ceiling deadline. July marked the third month in a row that the seven out of the ten indexes had a negative return. The last time that happened for the S&P 500 (the index that I have the most data for) was in 2008, when it happened twice.

Notice that I added a new column at the end for the weighted average return for all ten asset classes (assuming a ten percent stake in each asset class rebalanced monthly).

Topics: Index Funds, S&P 500 Index | No Comments »