2015 Was Not a Great Year for Stocks

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

Updated Index Performance Through November

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).

Index Performance Update for the S&P 500 and Other Indexes

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.

Year-to-Date Total Returns for the S&P 500 and Other Indexes Through February

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.