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:
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).
I can sum up August 2015’s market performance for you in one word:
In the eight indexes I follow (plus crude and oil), only two were up during August: crude oil and gold.
The S&P 500 Indexâ€”the index I follow most closely and have the most data onâ€”was down 6.03%. That was its worst August performance since 2002.
Year-to-date, everything is down except the Barclay’s Aggregate Bond Index.
You can see the results for yourself by downloading the latest PDF: S&P 500, MidCap 400, SmallCap 600, & 1500 Performance History (01-2011 – 08-2015)
Here are January’s returns along with with the monthly history that I have so far.
January’s 5.18% return for the S&P 500 was its best for January since 1997 and ranks as the 20th best for the month of January going all the way back to 1926.
HAPPY NEW YEAR! I hope 2013 is a great year for all the AFM readers out there!
Here are the total returns for 2012 for the S&P 500 Index, S&P Midcap 400, S&P Smallcap 600, and other indexes I follow here at AFM.
December’s .91% return for the S&P 500 Index was the 58th best for the month going back to 1926.
The geometric monthly return for all 1,044 months going back to 1926 is .779%
Here is the November update for the index returns I follow here on AFM:
November’s .58% total return for the S&P 500 was its best since November 2009.
Flying through the year…
October was a not-so-good month for stocks, as you can see from the graphic (click on the graphic to download the PDF version):
Because I like stats, I thought I would share with you this graphic I put together that shows a different way of looking at the S&P 500 Index’s history: