Archives For MSCI EAFE

By far the worst performing asset class for 2015 followed by AFM was the MSCI Emerging Markets Index, which was down nearly 15%. Based on the numbers I found this morning, it’s a very volatile index:

MSCI Emerging Markets Index TR

Yet, even with all that volatility, it still performed a lot better than the S&P 500 over the same period. NOTE: The iShares MSCI Emerging Markets ETF (EEM) began trading on 4/14/2003. Since that day, it has had a 10.51% average annual rate of return vs. 8.95% for the iShares S&P 500 Index ETF (IVV).

Here is the up-to-date report through 2015 (click on the graphic to download the PDF).

Total Returns for Various Indexes - Dec 2015

I haven’t posted an update to the indexes I follow in quite awhile. Here is the latest installment (click on the graphic to download the PDF):

Total Returns for Various Indexes - Nov 2015

As you can see, for all the excitement 2015 has brought, the returns for indexes have been rather boring. The S&P 500 is only up 3.01% so far this year. If this holds, 2015 will be the worst performance for the year since 2011’s 2.11% (please note that these are total returns, which include dividends).

Good morning!

I meant to post this over the weekend but never got around to it.

Here are the updated year-to-date returns for the indexes I follow here at AFM:

YTD Performance for the S&P 500 and Other Indexes

March 2013’s 3.75% total return for the S&P 500 was its 21st best since 1926.

Here are the year-to-date returns for the Dow Jones Industrial Average, S&P 500, S&P Midcap 400, S&P Smallcap 600, MSCI EAFE, MSCI All World (ex-USA), MSCI Emerging Markets, Barclay’s Aggregate Bond, Crude Oil, and Gold.

Pretty boring month. The S&P 500 (the index I have the most data on) returned 1.36% for February. This was the lowest February return since 2009, when the index was down 10.65% (OUCH!).

You can download the results here:

Index Performance - February 2013

NOTE: I’m planning to add Brent Crude to the indexes next month because its more closely tied to gas prices than Crude oil.

Week in Review

October 13, 2012

Here is something new I’m going to try to do here at AFM. I want to track the indexes on a weekly basis. Here is this week’s installment:

Index Weekly Update Week of 10 08 2012