Visual Markets

Visual Markets

 

Futures Change

S&P 500
+0.0%
+0.38

|

3393.88

10/27/20 4:14AM EDT

Dow
-0.0%
-4.0

|

27577.0

10/27/20 4:14AM EDT

VIX
-0.8%
-0.26

|

31.07

10/27/20 4:14AM EDT

Delayed 1-15 minutes and refreshed every minute


Index Change

S&P 500
3400.97
-64.42
-1.9%

10/26/20 5:17PM EDT

Dow
27685.38
-650.19
-2.3%

10/26/20 4:14AM EDT

NASDAQ
11358.94
-189.34
-1.6%

10/26/20 5:15PM EDT

VIX
31.87
-0.59
-1.8%

10/27/20 3:59AM EDT

US 10 Yr Yield
0.8
-7.61
-90.5%

10/26/20 2:59PM EDT

US 2 Yr Yield
0.15
+0.0
+1.3%

10/27/20 4:07AM 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
-1.8%

10/26/20 4:00PM EDT

US Small Cap
-2.1%

10/26/20 4:00PM EDT

Developed ex US
-1.7%

10/26/20 4:00PM EDT

Emerging Markets
-1.2%

10/26/20 4:00PM EDT

Rates

US Treasury 7-10yr
+0.3%

10/26/20 4:00PM EDT

US Treasury 20+yr
+0.9%

10/26/20 4:00PM EDT

TIPS
+0.1%

10/26/20 4:00PM EDT

Intl. Treasury
-0.3%

10/26/20 4:00PM EDT

Credit

Core Fixed
+0.1%

10/26/20 4:00PM EDT

US High Yield
-0.8%

10/26/20 4:00PM EDT

EMD USD
-0.4%

10/26/20 4:00PM EDT

EMD Local
-0.0%

10/26/20 3:59PM EDT

Commodities

Commodity Basket
-1.5%

10/26/20 4:00PM EDT

Crude Oil
-2.8%

10/26/20 4:00PM EDT

Gold
-0.1%

10/26/20 4:00PM EDT

Silver
-1.4%

10/26/20 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 09/17/20 -0.9% 0.5% -3.9% 8.9% 5.4%
US Small Cap 09/17/20 -0.7% 3.0% -1.1% 7.3% -6.6%
Developed ex-US 09/17/20 0.1% 1.3% 1.0% 7.9% -4.1%
Emerging Markets 09/17/20 -0.3% 2.2% 0.9% 12.9% 0.9%
Rates
US Treasury 7-10 Yr 09/17/20 0.0% -0.2% 0.3% 0.2% 11.4%
US Treasury 20+yr 09/17/20 0.3% -0.2% 1.3% 0.4% 22.4%
TIPS 09/17/20 0.1% 0.1% -0.3% 2.9% 9.1%
International Treasury 09/17/20 0.4% 0.6% 0.2% 5.0% 6.6%
Credit
Core Fixed 09/17/20 0.0% -0.0% 0.2% 0.7% 7.0%
High Yield 09/17/20 -0.1% 0.1% -0.2% 4.8% -0.6%
EMD Hard 09/17/20 -0.4% -0.4% -0.4% 4.2% 1.2%
EMD Local 09/17/20 0.1% 1.2% 1.2% 4.9% -2.5%
Commodity
Commodity Basket 09/17/20 1.3% 3.9% -2.4% 5.9% -32.3%
Gold 09/17/20 -0.6% 0.2% -1.0% 9.4% 28.2%
Silver 09/17/20 0.0% 1.3% -3.8% 48.3% 51.3%

Market Returns To Date (Quarter End)

As Of Date Quarter YTD 1 Year 3 Year 5 Year
Equity
US Large Cap 06/30/20 20.2% -3.2% 7.3% 10.6% 10.6%
US Small Cap 06/30/20 25.5% -12.9% -6.6% 2.0% 4.3%
Developed ex-US 06/30/20 15.5% -11.1% -5.0% 0.6% 2.0%
Emerging Markets 06/30/20 18.7% -10.6% -4.5% 1.2% 2.4%
Rates
US Treasury 7-10 Yr 06/30/20 0.6% 11.2% 12.7% 6.7% 5.0%
US Treasury 20+yr 06/30/20 -0.2% 21.9% 25.9% 12.1% 9.5%
TIPS 06/30/20 4.7% 6.0% 8.3% 5.0% 3.7%
International Treasury 06/30/20 3.2% 1.5% 0.3% 2.3% 2.9%
Credit
Core Fixed 06/30/20 3.1% 6.3% 8.9% 5.3% 4.3%
High Yield 06/30/20 7.3% -5.1% -1.5% 2.5% 3.7%
EMD Hard 06/30/20 14.2% -2.9% 0.8% 3.4% 4.8%
EMD Local 06/30/20 8.9% -7.1% -7.9% -0.7% 0.9%
Commodity
Commodity Basket 06/30/20 11.5% -36.0% -33.7% -9.6% -13.3%
Gold 06/30/20 12.7% 17.2% 25.9% 12.5% 8.4%
Silver 06/30/20 30.3% 2.0% 18.7% 2.7% 2.5%

Market Returns By Year

2019 2018 2017 2016 2015 2014
Equity
US Large Cap 31.2% -4.6% 21.7% 12.0% 1.2% 13.5%
US Small Cap 25.4% -11.1% 14.6% 21.6% -4.5% 5.0%
Developed ex-US 22.0% -13.8% 25.1% 1.4% -1.0% -6.2%
Emerging Markets 17.8% -14.9% 37.4% 10.3% -14.3% -3.4%
Rates
US Treasury 7-10 Yr 8.0% 1.0% 2.6% 1.0% 1.5% 9.1%
US Treasury 20+yr 14.1% -1.6% 9.2% 1.2% -1.8% 27.3%
TIPS 8.3% -1.4% 2.9% 4.7% -1.8% 3.6%
International Treasury 3.8% -2.6% 11.4% 1.0% -7.2% -2.2%
Credit
Core Fixed 8.5% 0.1% 3.6% 2.4% 0.5% 6.0%
High Yield 14.1% -2.0% 6.1% 13.4% -5.0% 1.9%
EMD Hard 15.5% -5.5% 10.3% 9.3% 1.0% 6.0%
EMD Local 6.4% -4.3% 12.5% 6.3% -12.1% -2.9%
Commodity
Commodity Basket 15.6% -13.9% 3.9% 10.1% -34.1% -33.0%
Gold 18.0% -1.8% 12.9% 8.3% -10.6% -2.1%
Silver 14.9% -9.2% 5.8% 14.6% -12.4% -19.5%

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 09/17/20 -0.9% 0.5% -3.9% 8.9% 5.4%
Energy 09/17/20 0.1% 4.2% -4.7% -10.2% -41.4%
Utility 09/17/20 -0.8% 1.1% 0.5% 5.6% -6.1%
Technology 09/17/20 -0.8% 0.7% -8.0% 8.8% 25.0%
Real Estate 09/17/20 -2.2% 2.2% 0.2% 4.3% -4.6%
Communications 09/17/20 -1.8% -0.8% -6.2% 9.8% 11.1%
Industrials 09/17/20 0.2% 2.7% 2.4% 16.0% -1.0%
Financials 09/17/20 -1.0% 0.1% -1.3% 6.9% -18.5%
Health Care 09/17/20 -0.3% 1.1% -2.4% 5.6% 4.7%
Materials 09/17/20 0.7% 2.8% 6.2% 18.7% 10.2%
Consumer Discretionary 09/17/20 -1.4% -0.1% -2.8% 14.3% 17.2%
Consumer Staples 09/17/20 -0.6% -0.6% -2.0% 9.6% 3.4%

US Sector Returns To Date (Quarter End)

As Of Date Quarter YTD 1 Year 3 Year 5 Year
Equity
US Large Cap 06/30/20 20.2% -3.2% 7.3% 10.6% 10.6%
Energy 06/30/20 31.9% -34.7% -35.4% -12.2% -9.2%
Utility 06/30/20 2.7% -11.1% -2.1% 6.3% 10.0%
Technology 06/30/20 30.4% 14.9% 35.8% 25.8% 22.2%
Real Estate 06/30/20 13.2% -8.6% -2.2% 6.1% -
Communications 06/30/20 22.4% 1.3% 10.8% - -
Industrials 06/30/20 16.9% -14.6% -9.3% 2.4% 7.1%
Financials 06/30/20 11.9% -23.7% -14.0% -0.0% 5.3%
Health Care 06/30/20 13.4% -0.9% 10.6% 10.1% 8.0%
Materials 06/30/20 25.8% -7.1% -1.5% 3.7% 5.3%
Consumer Discretionary 06/30/20 30.5% 2.6% 8.6% 14.0% 12.4%
Consumer Staples 06/30/20 8.5% -5.6% 3.8% 5.1% 7.1%

US Sector Returns By Year

2019 2018 2017 2016 2015 2014
Equity
US Large Cap 31.2% -4.6% 21.7% 12.0% 1.2% 13.5%
Energy 11.7% -18.2% -0.9% 28.0% -21.5% -8.7%
Utility 25.9% 3.9% 12.0% 16.1% -4.9% 28.7%
Technology 49.9% -1.7% 34.3% 15.0% 5.5% 17.8%
Real Estate 28.7% -2.4% 10.7% 2.8% - -
Communications 31.0% - - - - -
Industrials 29.1% -13.2% 24.0% 20.0% -4.3% 10.4%
Financials 31.9% -13.1% 22.0% 22.6% -20.2% 41.2%
Health Care 20.5% 6.3% 21.8% -2.8% 6.8% 25.1%
Materials 24.1% -14.9% 24.0% 16.8% -8.7% 7.2%
Consumer Discretionary 28.4% 1.6% 22.8% 6.0% 9.9% 9.5%
Consumer Staples 27.4% -8.1% 13.0% 5.0% 6.9% 15.7%

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 09/17/20 -0.9% 0.5% -3.9% 8.9% 5.4%
Multi-Factor 09/17/20 -0.5% 1.4% -2.7% 7.0% -2.6%
Size 09/17/20 -0.6% 1.9% -0.9% 8.9% -1.1%
Value 09/17/20 -100.0% -100.0% -100.0% -100.0% -100.0%
Quality 09/17/20 -100.0% -100.0% -100.0% -100.0% -100.0%
Min Volatlity 09/17/20 -100.0% -100.0% -100.0% -100.0% -100.0%
Momentum 09/17/20 -100.0% -100.0% -100.0% -100.0% -100.0%

US Style Returns To Date (Quarter End)

As Of Date Quarter YTD 1 Year 3 Year 5 Year
Equity
US Large Cap 06/30/20 20.2% -3.2% 7.3% 10.6% 10.6%
Multi-Factor 06/30/20 18.0% -9.0% -0.1% 5.1% 6.7%
Size 06/30/20 23.2% -9.1% -2.0% 6.1% 8.0%
Value 06/30/20 15.4% -18.1% -8.2% 2.1% 4.6%
Quality 06/30/20 18.8% -4.2% 6.7% 10.8% 10.7%
Min Volatlity 06/30/20 12.8% -6.5% 0.4% 9.6% 10.8%
Momentum 06/30/20 23.4% 5.1% 12.1% 15.3% 14.4%

US Style Returns By Year

2019 2018 2017 2016 2015 2014
Equity
US Large Cap 31.2% -4.6% 21.7% 12.0% 1.2% 13.5%
Multi-Factor 26.1% -9.7% 21.1% 13.0% - -
Size 29.0% -6.6% 18.8% 12.2% 1.6% 16.1%
Value 27.2% -11.1% 22.0% 15.3% -3.5% 12.8%
Quality 33.9% -5.7% 22.3% 9.2% 5.4% 11.7%
Min Volatlity 27.7% 1.3% 18.9% 10.6% 5.4% 16.3%
Momentum 27.3% -1.7% 37.5% 5.0% 8.9% 14.6%

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 TNX CBOE 10 Year Treasury Note Yield
US 2 Yr Yield Rates US2Y U.S. 2 Year Treasury