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How dynamic, risk-managed investment solutions are performing in the current market environment

3rd Quarter | 2024

Quarterly recap

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Current market environment performance of dynamic, risk-managed investment solutions.

The major U.S. stock market indexes pushed higher again last week. The S&P 500 gained 1.0%, the NASDAQ rose 0.9%, and the Russell 2000 small-capitalization index climbed 0.5%.

The major U.S. stock market indexes were up last week due to a confluence of positive factors and investor confidence. The Russell 2000 small-capitalization index rose 5.42%, the NASDAQ Composite increased by 2.37%, the S&P 500 Index was up by 2.24%, and the Dow Jones Industrial Average gained 1.94%.

The major U.S. stock market indexes were mixed last week. The Dow Jones Industrial Average gained 0.65%, the Russell 2000 small-capitalization index dropped 3.15%, the S&P 500 increased by 1.31%, and the NASDAQ Composite was up 2.37%.

The major U.S. stock indexes made substantial gains last week. The Russell 2000 small-capitalization index jumped 7.56%, the NASDAQ advanced 6.61%, the S&P 500 gained 5.85%, and the Dow Jones Industrial Average increased by 5.07%.

The market endured another challenging week. Last week, the S&P 500 declined by 2.5%, the NASDAQ fell by 2.6%, and the Russell 2000 decreased by 2.61%. This occurred despite bonds showing a mild recovery.

The major U.S. stock market indexes were down last week. The Dow Jones Industrial Average lost 1.61%, the Russell 2000 small-capitalization index dropped 2.26%, the S&P 500 decreased by 2.39%, and the NASDAQ Composite was down 3.16%.

In the third quarter, the U.S. economy demonstrated impressive resilience, fueling optimism for a “soft-landing” scenario (reining in inflation without causing a recession). However, financial markets faced challenges during this time, adjusting to the potential of prolonged higher interest rates.

The major U.S. stock indexes had mixed performance last week. The NASDAQ led performance with a 1.60% gain, the S&P 500 advanced 0.48%, the Dow Jones Industrial Average fell 0.30%, and the Russell 2000 small-cap index lost 2.22%.

The major U.S. stock market indexes had mixed performance last week. The Russell 2000 small-capitalization index rose 0.48%, the NASDAQ Composite gained 0.06%, the S&P 500 fell 0.74%, and the Dow Jones Industrial Average was down by 1.34%.

Market Update 9/25/23

The major U.S. stock market indexes fell significantly last week, keeping in line with the seasonal trend for September. The Russell 2000 fell by 3.82%, the NASDAQ Composite lost 3.62%, the S&P 500 declined by 2.93%, and the Dow Jones Industrial Average was down by 1.89%.

Market Update 9/18/23

The major U.S. stock market indexes were mostly down last week. The S&P 500 decreased by 0.16%, the Dow Jones Industrial Average gained 0.12%, the NASDAQ Composite was down 0.39%, and the Russell 2000 small-capitalization index dropped 0.24%.

Market Update 9/11/23

The major U.S. stock indexes declined last week. The drop was led by the Industrials sector, which lost 2.92%. The Russell 2000 small-capitalization index lost 3.61%, the NASDAQ declined 1.93%, the S&P 500 dipped 1.29%, and the Dow Jones Industrial Average fell 0.75%.

Market Update 9/5/23

The major U.S. stock market indexes gained back some of August’s losses last week. The Russell 2000 small-capitalization index rose 3.63%, the NASDAQ Composite climbed 3.25%, the S&P 500 gained 2.50%, and the Dow Jones Industrial Average increased by 1.43%.

The major U.S. stock market indexes finished mixed last week. The S&P 500 Stock Index rose 0.80%, the NASDAQ rallied 2.26%, and the Russell 2000 lost 0.31%. Bonds rallied after the sharp sell-offs of the previous week.

The major U.S. stock market indexes continued their sell-off last week. The Russell 2000 small-capitalization index fell 3.41%, the NASDAQ Composite lost 2.59%, the Dow Jones Industrial Index was down 2.21%, and the S&P 500 dropped 2.11%.

The major U.S. stock indexes were mostly down last week. The NASDAQ, despite a 3.54% gain in Energy stocks, lost 1.90%; the Russell 2000 Index dropped 1.65%; the S&P 500 fell 0.31%; and the Dow Jones Industrial Average experienced the only gain, climbing 0.62%.

The major U.S. stock market indexes took a breather from recent gains last week. The Dow Jones Industrial Average fell 1.11%, the Russell 2000 small-capitalization index dropped 1.21%, the S&P 500 Index lost 2.27%, and the NASDAQ Composite was down 2.85%.

The major market indexes finished up last week. The S&P 500 Stock Index rose 1.0%, the NASDAQ rallied 2.0%, and the Russell 2000 gained 1.1%. Bonds struggled.

The second quarter of 2023 saw continued gains in equities, while safe-haven assets such as gold and long-term government Treasurys declined.

The major U.S. stock indexes rose last week on strong economic data. The Russell 2000 small-cap index added 3.56%, technology stocks pushed the NASDAQ to a 3.32% gain, the S&P 500 increased by 2.42%, and the Dow Jones Industrial Average rose 2.29%.

The major U.S. stock market indexes were down last week. The S&P 500 decreased by 1.16%, the Dow Jones Industrial Average lost 1.96%, the NASDAQ Composite was down 0.92%, and the Russell 2000 small-capitalization index dropped 1.27%.

The major U.S. stock market indexes were down last week. The S&P 500 decreased by 1.39%, the Dow Jones Industrial Average lost 1.67%, the NASDAQ Composite was down 1.44%, and the Russell 2000 small-capitalization index dropped 2.87%.

The major U.S. stock indexes finished with strong gains last week. The Technology sector led performance, rising 4.44% for the week.

The major market indexes finished up last week. The Dow Jones Industrial Average gained 0.34%, the S&P 500 Stock Index rose 0.37%, the NASDAQ Composite climbed 0.14%, and the Russell 2000 small-capitalization index gained 1.83%.

The major U.S. stock market indexes were up last week. The Russell 2000 rose 3.26%, the NASDAQ Composite gained 2.04%, the Dow Jones Industrial Average increased by 2.02%, and the S&P 500 was up 1.83%.

The performance of the major U.S. stock market indexes was mixed last week.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 1.65%, the Dow Jones Industrial Average gained 0.38%, the NASDAQ Composite was up 3.04%, and the Russell 2000 small-capitalization index was up 1.89%.

The major market indexes finished mostly down last week. The Dow Jones Industrial Average lost 1.11%, the S&P 500 Index fell 0.29%, the Russell 2000 small-capitalization index slid 1.08%, and the NASDAQ Composite climbed 0.40%.

The major U.S. stock indexes were mostly down last week. The S&P 500 Index decreased by 0.80%, the Dow Jones Industrial Average lost 1.24%, the NASDAQ Composite gained 0.07%, and the Russell 2000 small-capitalization index lost 0.51%.

The major U.S. stock market indexes mostly rose last week. The S&P 500 increased by 0.87%, the Dow Jones Industrial Average gained 0.86%, the NASDAQ Composite was up 1.28%, and the Russell 2000 small-capitalization index lost 1.26%.

The major U.S. stock indexes were mostly down last week. The S&P 500 Index decreased by 0.10%, the Dow Jones Industrial Average lost 0.23%, the NASDAQ Composite dipped 0.42%, and the Russell 2000 small-capitalization index added 0.58%.

The first quarter of 2023 saw mixed performance across equities, bonds, and gold.

The major U.S. stock market indexes mostly declined last week. The S&P 500 decreased by 0.10%, the Dow Jones Industrial Average gained 0.63%, the NASDAQ Composite was down 1.10%, and the Russell 2000 small-capitalization index lost 2.66%.

The major U.S. stock market indexes were up last week. The Russell 2000 small-capitalization index rose 3.89%, the S&P 500 was up 3.48%, the NASDAQ Composite gained 3.37%, and the Dow Jones Industrial Average increased by 3.22%.

The major U.S. stock indexes were up last week despite some volatility. The S&P 500 Index finished up 1.39%, the Dow Jones Industrial Average gained 1.18%, the NASDAQ Composite rose an impressive 1.66%, and the Russell 2000 small-capitalization index added 0.52%.

Last week, major U.S. stock market indexes were mixed. The NASDAQ Composite Index gained 4.41%, the S&P 500 Index rose 1.43%, the Dow Jones Industrial Average fell 0.15%, and the Russell 2000 Index lost 2.64%.

Last week, the major U.S. stock market indexes experienced a significant decline. The S&P 500 lost 4.55%, the NASDAQ Composite fell by 4.71%, the Dow Jones Industrial Average dropped 4.44%, and the Russell 2000 lost 8.07%. Mid-cap and small-cap stocks were hit the hardest.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 2.10%, the Dow Jones Industrial Average gained 1.75%, the NASDAQ Composite was up 2.58%, and the Russell 2000 small-capitalization index rose 2.00%. The 10-year Treasury bond yield rose 1 basis point to 3.95%, taking Treasury bonds lower for the week. Spot gold closed the week at $1,856.48, up 2.51%.

Market Update 2/27/23

The major U.S. stock indexes declined last week. The S&P 500 dipped 2.67%, the Dow Jones Industrial Average lost 2.99%, the NASDAQ Composite dropped 3.33%, and the Russell 2000 small-capitalization index lost 2.87%. The 10-year Treasury bond yield moved up 13 basis points to 3.94%. Spot gold closed the week at $1,811.04, down 1.70%.

Market Update 2/23/23

The major market indexes finished mixed last week. The S&P 500 Index slipped 0.3%, the NASDAQ Composite gained 0.6%, and the Russell 2000 small-capitalization index rose 1.5%. The 10-year Treasury bond yield increased 7 basis points to 3.812% and bonds weakened in price. The U.S. Aggregate Bond ETF (AGG) dropped 0.4%, and the 20-year Treasury bond ETF (TLT) tumbled 1%. Gold futures closed at $1,851.80, down $22.70 per ounce, or 1.2%.

Market Update 2/13/23

The market fell across different sectors and market capitalizations last week. The Dow Jones Industrial Average, the leader for the week, was down 0.17%. In the middle of the pack, the tech-heavy NASDAQ Composite fell 2.41%, and the S&P 500 lost 1.11%. Small-cap stocks experienced the steepest decline with the Russell 2000 falling 3.36%.

Market Update 2/6/23

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 1.62%, the Dow Jones Industrial Average lost 0.15%, the NASDAQ Composite was up 3.31%, and the Russell 2000 small-capitalization index rose 3.88%. The 10-year Treasury bond yield rose 2 basis points to 3.52%, taking Treasury bonds lower for the week. Spot gold closed the week at $1,864.97, down 3.27%.

The major U.S. stock indexes posted strong gains last week. The S&P 500 was up 2.47%, the Dow Jones Industrial Average gained 1.81%, the NASDAQ Composite rose 4.32%, and the Russell 2000 small-capitalization index added 2.36%. The 10-year Treasury bond yield moved up 2 basis points to 3.50%. Spot gold closed the week at $1,928.04, up 0.10%.

The major U.S. equity indexes were mixed last week. The NASDAQ Composite, the only winner for the week, gained 0.55%. The Dow Jones Industrial Average fell 2.70%, the S&P 500 lost 0.66%, and the Russell 2000 dropped 1.04%. The spreads between index performance seemed to widen over the week, both on days when the indexes fell and as they recovered.

Inflation was a major concern for the market in 2022. The second and third quarters saw aggressive interest-rate increases in response, sending broad prices crashing. But inflation played a different role in market returns in the fourth quarter. The Federal Reserve’s actions appeared to have started working and inflation began to slow.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 1.45%, the Dow Jones Industrial Average gained 1.46%, the NASDAQ Composite was up 0.98%, and the Russell 2000 small-capitalization index rose 1.79%. The 10-year Treasury bond yield fell 32 basis points to 3.56%, taking Treasury bonds higher for the week. Spot gold closed the week at $1,865.69, up 2.28%.

The major market indexes finished mostly lower last week. The S&P 500 Index slipped 0.1%, the NASDAQ Composite declined 0.3%, and the Russell 2000 small-capitalization index rose 0.02%. The 10-year Treasury bond yield rose 236 basis points to 3.88% and bonds struggled. The U.S. Aggregate Bond ETF (AGG) dropped 1.0%, and the 20-year Treasury Bond ETF (TLT) tumbled 2.55%. Gold futures closed at 1,826.20, up $30.30 per ounce, or 1.7%.

The major U.S. equity indexes were mixed last week. The Dow Jones Industrial Average was the only index with gains, rising 0.86%. The tech-heavy NASDAQ Composite lost the most, falling 1.94%. The S&P 500 and Russell 2000 Indexes fell 0.2% and 0.14%, respectively.

The major U.S. stock market indexes finished down last week. The Dow Jones Industrial Average lost 1.7%, the S&P 500 Index slipped 2.1%, the NASDAQ Composite tumbled 2.7%, and the Russell 2000 small-capitalization index fell 1.9%. The 10-year Treasury bond yield gave up 9 basis points to yield 3.488%, and most bonds increased slightly in value. Gold futures closed at $1,802.50, down $8.20 per ounce, or 0.45%.

The major U.S. stock indexes declined last week. The S&P 500 fell 3.37%, the Dow Jones Industrial Average lost 2.77%, the NASDAQ Composite dropped 3.99%, and the Russell 2000 small-capitalization index took the largest hit with a 5.08% loss. The 10-year Treasury bond yield rose 9 basis points to 3.58%, taking bond prices lower for the week. Spot gold closed the week at $1,797.63, down 0.02%.