Visual Markets

Visual Markets

 

Futures Change

S&P 500
+0.0%
+1.75

|

3899.5

5/22/22 11:48AM EDT

VIX
+0.7%
+0.21

|

29.5

5/22/22 11:48AM EDT

Delayed 1-15 minutes and refreshed every minute


Index Change

S&P 500
3901.36
+0.57
+0.0%

5/20/22 5:03PM EDT

Dow
31261.9
+8.77
+0.0%

5/20/22 5:03PM EDT

NASDAQ
11354.62
-33.88
-0.3%

5/20/22 5:16PM EDT

VIX
29.43
+0.08
+0.3%

5/20/22 4:15PM EDT

US 10 Yr Yield
2.79
-0.07
-2.3%

5/21/22 6:50PM EDT

Index reference
Delayed 1-15 minutes and refreshed every minute
Graph is the trading range for the day: green current price > opening price and orange current price < opening price


Market Change (%)

Equity

US Large Cap
+0.1%

5/20/22 4:00PM EDT

US Small Cap
-0.1%

5/20/22 4:00PM EDT

Developed ex US
+0.7%

5/20/22 4:00PM EDT

Emerging Markets
+0.4%

5/20/22 4:00PM EDT

Rates

US Treasury 7-10yr
+0.5%

5/20/22 4:00PM EDT

US Treasury 20+yr
+1.1%

5/20/22 4:00PM EDT

TIPS
+0.0%

5/20/22 4:00PM EDT

Intl. Treasury
-0.3%

5/20/22 4:00PM EDT

Credit

Core Fixed
+0.3%

5/20/22 4:00PM EDT

US High Yield
-0.1%

5/20/22 4:00PM EDT

EMD USD
+0.7%

5/20/22 4:00PM EDT

EMD Local
+0.4%

5/20/22 3:59PM EDT

Commodities

Commodity Basket
+0.5%

5/20/22 4:00PM EDT

Crude Oil
+1.3%

5/20/22 4:00PM EDT

Gold
+0.0%

5/20/22 4:00PM EDT

Silver
-1.0%

5/20/22 4:00PM EDT

Market Notes
Colors scaled to +/-1.0%


Market Trading Range (%)

Market Notes
Graph is the trading range for the day in percentage: blue current price > opening price and red current price < opening price


Market Returns To Date

As Of Date 1 Day WTD MTD QTD YTD
Equity
US Large Cap 05/20/22 0.0% -3.0% -5.4% -13.7% -18.0%
US Small Cap 05/20/22 -0.3% -1.1% -4.8% -14.2% -20.8%
Developed ex-US 05/20/22 0.7% 1.2% -1.3% -7.9% -13.9%
Emerging Markets 05/20/22 0.4% 1.6% -2.8% -8.6% -15.2%
Rates
US Treasury 7-10 Yr 05/20/22 0.5% 1.2% 1.1% -3.2% -9.3%
US Treasury 20+yr 05/20/22 1.1% 2.2% -0.6% -10.0% -19.9%
TIPS 05/20/22 0.0% -0.1% -1.3% -3.4% -6.4%
International Treasury 05/20/22 -0.3% 1.1% -0.3% -7.9% -14.9%
Credit
Core Fixed 05/20/22 0.3% 0.6% 0.5% -3.4% -9.4%
High Yield 05/20/22 -0.1% -0.5% -2.3% -6.3% -10.8%
EMD Hard 05/20/22 0.7% 0.4% -1.0% -7.6% -17.8%
EMD Local 05/20/22 0.4% 2.3% -0.8% -5.5% -11.1%
Commodity
Commodity Basket 05/20/22 0.5% 1.0% 3.1% 7.8% 42.7%
Gold 05/20/22 0.0% 1.9% -2.8% -4.9% 0.7%
Silver 05/20/22 -1.0% 3.3% -4.6% -12.3% -6.7%

Market Returns To Date (Quarter End)

As Of Date Quarter YTD 1 Year 3 Year 5 Year
Equity
US Large Cap 03/31/22 -4.6% -4.6% 14.3% 18.5% 15.8%
US Small Cap 03/31/22 -7.5% -7.5% -7.0% 11.3% 9.6%
Developed ex-US 03/31/22 -6.5% -6.5% -1.7% 7.5% 6.0%
Emerging Markets 03/31/22 -7.2% -7.2% -13.1% 4.5% 5.4%
Rates
US Treasury 7-10 Yr 03/31/22 -6.8% -6.8% -4.0% 1.5% 1.8%
US Treasury 20+yr 03/31/22 -10.6% -10.6% -0.9% 2.9% 3.8%
TIPS 03/31/22 -3.1% -3.1% 1.3% 4.2% 3.7%
International Treasury 03/31/22 -7.6% -7.6% -10.6% -1.7% 0.5%
Credit
Core Fixed 03/31/22 -6.4% -6.4% -4.3% 1.2% 2.0%
High Yield 03/31/22 -4.7% -4.7% -2.9% 2.4% 3.3%
EMD Hard 03/31/22 -11.1% -11.1% -8.0% -1.0% 1.5%
EMD Local 03/31/22 -5.9% -5.9% -13.2% -4.2% -1.9%
Commodity
Commodity Basket 03/31/22 32.4% 32.4% 62.1% 12.8% 8.9%
Gold 03/31/22 5.8% 5.8% 13.3% 14.2% 9.0%
Silver 03/31/22 6.4% 6.4% 1.0% 17.3% 6.0%

Market Returns By Year

2021 2020 2019 2018 2017 2016 2015
Equity
US Large Cap 28.7% 17.5% 31.2% -4.6% 21.7% 12.4% 1.2%
US Small Cap 13.8% 20.8% 24.6% -11.1% 15.3% 21.6% -4.5%
Developed ex-US 9.3% 7.6% 22.0% -12.3% 25.1% 1.4% -2.7%
Emerging Markets -2.8% 20.5% 15.2% -14.9% 37.4% 10.3% -14.3%
Rates
US Treasury 7-10 Yr -3.9% 10.0% 8.1% 1.0% 2.6% 1.4% 1.0%
US Treasury 20+yr -5.1% 18.4% 13.5% -1.1% 9.3% 0.9% -1.8%
TIPS 2.1% 13.6% 5.8% -1.4% 2.9% 4.7% -1.8%
International Treasury -9.5% 11.2% 3.6% -2.6% 11.5% 0.7% -7.2%
Credit
Core Fixed -1.9% 6.7% 8.3% 1.2% 3.6% 2.3% 0.7%
High Yield 3.4% 4.8% 14.1% -2.0% 6.1% 13.4% -5.0%
EMD Hard -4.4% 6.1% 16.2% -5.8% 10.6% 8.9% 1.7%
EMD Local -13.3% 3.1% 6.4% -4.3% 12.5% 6.3% -12.1%
Commodity
Commodity Basket 39.1% -23.2% 14.3% -13.9% 3.9% 10.1% -34.1%
Gold -3.9% 25.4% 18.0% -1.8% 12.9% 8.3% -10.6%
Silver -12.5% 48.3% 14.1% -9.2% 5.8% 14.6% -12.4%

Market Notes
Updated daily 1 hour after the market close
Returns include dividends and interest income
Time periods greater than 1 year are annualized
Colors scaled to the greater/least of +/-1.5% or the highest/lowest return in each column


Market Total Return Path To Date

Market Notes
Return path is total cumulative return from starting point
Returns include dividends and interest income


US Sector Change


US Sector Returns To Date

As Of Date 1 Day WTD MTD QTD YTD
Equity
US Large Cap 05/20/22 0.0% -3.0% -5.4% -13.7% -18.0%
Energy 05/20/22 0.4% 1.2% 8.8% 7.0% 48.7%
Utility 05/20/22 0.3% 0.4% 0.7% -3.7% 0.9%
Technology 05/20/22 0.2% -3.5% -7.3% -17.5% -24.5%
Real Estate 05/20/22 1.2% -1.7% -9.1% -12.4% -17.8%
Communications 05/20/22 0.3% -1.7% -1.8% -15.6% -25.1%
Industrials 05/20/22 -1.1% -3.6% -5.7% -12.9% -14.9%
Financials 05/20/22 -0.2% -1.8% -4.6% -14.1% -15.4%
Health Care 05/20/22 1.2% 0.9% -0.4% -5.3% -7.6%
Materials 05/20/22 -0.2% -0.1% -3.1% -6.5% -8.7%
Consumer Discretionary 05/20/22 -1.7% -7.8% -13.8% -24.1% -31.2%
Consumer Staples 05/20/22 0.2% -8.1% -8.9% -6.8% -7.9%

US Sector Returns To Date (Quarter End)

As Of Date Quarter YTD 1 Year 3 Year 5 Year
Equity
US Large Cap 03/31/22 -4.6% -4.6% 14.3% 18.5% 15.8%
Energy 03/31/22 39.0% 39.0% 59.3% 9.7% 5.7%
Utility 03/31/22 4.7% 4.7% 19.8% 11.9% 11.1%
Technology 03/31/22 -8.4% -8.4% 20.1% 30.4% 25.8%
Real Estate 03/31/22 -6.2% -6.2% 23.2% 13.4% 12.1%
Communications 03/31/22 -11.2% -11.2% -5.7% 14.4% -
Industrials 03/31/22 -2.4% -2.4% 5.3% 12.8% 11.4%
Financials 03/31/22 -1.5% -1.5% 13.5% 16.3% 12.1%
Health Care 03/31/22 -2.5% -2.5% 17.3% 16.1% 14.8%
Materials 03/31/22 -2.3% -2.3% 13.8% 18.9% 13.0%
Consumer Discretionary 03/31/22 -9.4% -9.4% 10.7% 18.7% 17.2%
Consumer Staples 03/31/22 -1.1% -1.1% 11.1% 12.6% 9.6%

US Sector Returns By Year

2021 2020 2019 2018 2017 2016 2015
Equity
US Large Cap 28.7% 17.5% 31.2% -4.6% 21.7% 12.4% 1.2%
Energy 53.3% -33.5% 10.7% -18.8% -1.8% 29.3% -21.0%
Utility 15.0% 2.9% 24.0% 3.9% 12.0% 16.1% -4.9%
Technology 34.7% 43.6% 49.0% -1.3% 33.7% 15.0% 5.5%
Real Estate 44.9% -1.3% 28.7% -3.2% 10.7% 2.8% -
Communications 15.5% 26.7% 31.0% - - - -
Industrials 20.2% 10.9% 28.7% -12.7% 24.0% 20.0% -4.6%
Financials 34.2% -1.3% 31.9% -13.5% 22.0% 50.1% -1.3%
Health Care 24.6% 13.7% 20.4% 6.4% 21.8% -2.8% 6.8%
Materials 27.4% 20.5% 23.0% -14.1% 23.4% 16.8% -9.1%
Consumer Discretionary 27.9% 29.4% 28.2% 1.9% 22.6% 6.0% 9.6%
Consumer Staples 16.4% 10.9% 25.0% -6.9% 13.8% 5.0% 4.8%

Market Notes
Updated daily 1 hour after the market close
Returns include dividends and interest income
Time periods greater than 1 year are annualized
Colors scaled to the greater/least of +/-1.5% or the highest/lowest return in each column


US Style Returns To Date

As Of Date 1 Day WTD MTD QTD YTD
Equity
US Large Cap 05/20/22 0.0% -3.0% -5.4% -13.7% -18.0%
Multi-Factor 05/20/22 -0.0% -3.4% -5.2% -11.9% -15.5%
Size 05/20/22 -0.1% -2.2% -4.4% -11.2% -15.4%
Value 05/20/22 -0.0% -2.4% -2.0% -7.6% -11.1%
Quality 05/20/22 0.5% -3.5% -6.1% -13.9% -20.1%
Min Volatlity 05/20/22 0.7% -2.6% -4.2% -9.3% -12.8%
Momentum 05/20/22 -0.2% -3.7% -6.7% -18.6% -24.5%

US Style Returns To Date (Quarter End)

As Of Date Quarter YTD 1 Year 3 Year 5 Year
Equity
US Large Cap 03/31/22 -4.6% -4.6% 14.3% 18.5% 15.8%
Multi-Factor 03/31/22 -4.1% -4.1% 10.4% 14.3% 11.6%
Size 03/31/22 -4.7% -4.7% 9.3% 15.8% 13.3%
Value 03/31/22 -3.8% -3.8% 4.0% 12.1% 10.2%
Quality 03/31/22 -7.2% -7.2% 11.5% 16.7% 15.0%
Min Volatlity 03/31/22 -3.8% -3.8% 12.9% 11.7% 12.1%
Momentum 03/31/22 -7.2% -7.2% 4.9% 15.6% 16.4%

US Style Returns By Year

2021 2020 2019 2018 2017 2016 2015
Equity
US Large Cap 28.7% 17.5% 31.2% -4.6% 21.7% 12.4% 1.2%
Multi-Factor 25.0% 11.1% 25.3% -9.7% 21.1% 13.3% -
Size 24.7% 16.3% 29.0% -6.6% 18.8% 12.2% 1.6%
Value 27.1% -0.2% 27.2% -11.1% 22.0% 15.3% -2.8%
Quality 26.5% 17.0% 33.9% -5.7% 22.3% 9.2% 5.1%
Min Volatlity 20.0% 5.6% 27.7% 1.7% 18.9% 10.6% 5.0%
Momentum 13.4% 29.9% 27.3% -1.7% 37.5% 5.0% 8.9%

Market Notes
Updated daily 1 hour after the market close
Returns include dividends and interest income
Time periods greater than 1 year are annualized
Colors scaled to the greater/least of +/-1.5% or the highest/lowest return in each column


Market Notes

Delayed 1-5 minutes and refreshed every 1 minute
Denominated in USD unless otherwise stated
Markets are represented by passively managed ETFs


Market Reference

Market Name Asset Class Ticker Index Followed
US Large Cap Equity SPY S&P 500
US Small Cap Equity IWM Russell 2000
Developed ex US Equity EFA MSCI EAFE
Emerging Markets Equity IEMG MSCI EM
US Treasury 7-10yr Rates IEF ICE US Treasury 7-10 Yr
US Treasury 20+yr Rates TLT ICE USTreasury 20+ Yr
TIPS Rates TIP Bloomberg TIPS
Intl. Treasury Rates IGOV S&P Intl. Sovereign
Core Fixed Credit AGG Bloomberg Aggregate
US High Yield Credit HYG Mkt iBoxx USD Liquid HY
EMD USD Credit EMB JPM EMBI
EMD Local Credit LEMB JPM GBI-EM 15% Cap
Commodity Basket Commodities GSG S&P GSCI
Crude Oil Commodities USO West Texas Intermediate crude oil futures markets
Gold Commodities IAU Gold
Silver Commodities SLV Silver

Equity Sector Reference

Country Name Ticker Index Followed
US Consumer Staples XLP S&P 500 Consumer Staples
US Consumer Discretionary XLY S&P 500 Consumer Discretionary
US Materials XLB S&P 500 Materials
US Health Care XLV S&P 500 Health Care
US Financials XLF S&P 500 Financials
US Industrials XLI S&P 500 Industrials
US Communications XLC S&P 500 Communications
US Real Estate XLRE S&P 500 Real Estate
US Utility XLU S&P 500 Utility
US Technology XLK S&P 500 Technology
US Energy XLE S&P 500 Energy

Passively managed ETFs are used to proxy broad market returns


Index Reference

Index Short Name Asset Class Ticker Index Name
S&P 500 Equity GSPC S&P 500
Dow Equity DJI Dow Jones Industrial Average
NASDAQ Equity IXIC NASDAQ Composite
VIX Volatility VIX CBOE Volatility
US 10 Yr Yield Rates US10Y CBOE 10 Year Treasury Note Yield