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

2nd Quarter | 2025

Quarterly recap

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

Indexes rallied last week. The S&P 500 gained 2.4%, the NASDAQ shot up 3.9%, and the Russell 2000 rose 2.4%.

The major market indexes finished in the red as weak jobs data and rising uncertainty weighed on markets. The S&P 500 fell 2.34%, the NASDAQ Composite lost 2.16%, the Dow Jones Industrial Average declined 2.92%, and the Russell 2000 small-capitalization index decreased by 4.16%.

The second quarter of 2025 reminded investors just how quickly tides can turn.

The major market indexes finished mixed this week. The NASDAQ Composite climbed 1.51%, the S&P 500 Stock Index rose 0.59%, the Russell 2000 small-capitalization index gained 0.23%, and the Dow Jones Industrial Average lost 0.07%.

Equity markets fell broadly last week, with all major indexes posting modest losses. Energy was the top-performing sector, gaining 2.48%.

The major U.S. stock market indexes were up last week. The NASDAQ Composite returned 1.63%, the S&P 500 returned 1.75%, the Dow returned 2.34%, and the Russell 2000 returned 3.58%. The 10-year Treasury bond yield rose from 4.29% to 4.35%. Spot gold closed the week up 1.58%.

The major U.S. stock market indexes were up last week. The Russell 2000 returned 3.01%, the S&P 500 returned 3.45%, the Dow Jones Industrial Average returned 3.83%, and the NASDAQ Composite returned 4.25%. The 10-year Treasury bond yield fell from 4.38% to 4.29%. Spot gold closed the week down 2.79%.

Equity markets were mostly flat last week. The S&P 500 lost about 0.12%, the NASDAQ Composite edged up 0.22%, and the Dow Jones Industrial Average gained 0.07%.

The major U.S. stock market indexes were down last week. The Dow fell 1.3%, the NASDAQ Composite lost 0.61%, the S&P 500 declined by 0.36%, and the Russell 2000 was down 1.45%.

The major U.S. stock market indexes were up last week. The Dow Jones Industrial Average returned 1.23%, the S&P 500 returned 1.54%, the NASDAQ Composite returned 2.2%, and the Russell 2000 returned 3.23%. The 10-year Treasury bond yield rose from 4.41% to 4.51%. Spot gold closed the week up 0.64%.

Equity markets rallied broadly last week. All sectors posted gains except for Energy. The S&P 500 rose 1.90%, the NASDAQ Composite gained 2.02%, the Dow Jones Industrial Average climbed 1.67%, and the Russell 2000 added 1.32%.

The major U.S. stock market indexes declined last week. The Dow Jones Industrial Average returned -2.43%, the NASDAQ Composite returned -2.45%, the S&P 500 returned -2.58%, and the Russell 2000 returned -3.45%.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 5.33%, the NASDAQ Composite was up 7.21%, the Dow Jones Industrial Average gained 3.50%, and the Russell 2000 small-capitalization index rose 4.51%.

The major market indexes finished mostly down last week. The Dow Jones Industrial Average lost 0.16%, the NASDAQ Composite fell 0.27%, and the S&P 500 Index declined by 0.47%.

The first quarter of 2025 took investors on a roller-coaster ride, marked by sharp reversals and heightened uncertainty.

The major U.S. stock market indexes were mostly down last week. The Russell 2000 returned 1.11%, the S&P 500 returned -1.49%, the NASDAQ Composite returned -2.62%, and the Dow returned -2.66%.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 5.73%, the NASDAQ Composite was up 7.30%, the Dow Jones Industrial Average gained 4.97%, and the Russell 2000 small-capitalization index rose 1.83%.

Equity markets broadly retreated last week. The S&P 500 fell 9.05%, the NASDAQ Composite lost 9.99%, the Dow Jones Industrial Average declined by 7.82%, and the small-cap Russell 2000 dropped 9.64%.

The major U.S. stock market indexes were down last week. The Dow returned -0.96%, the S&P 500 returned -1.52%, the Russell 2000 returned -1.62%, and the NASDAQ Composite returned -2.59%.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 0.53%, the NASDAQ Composite was up 0.18%, the Dow Jones Industrial Average gained 1.21%, and the Russell 2000 small-capitalization index rose 0.65%.

Equity markets broadly retreated last week. The S&P 500 fell 2.23%, the NASDAQ Composite lost 2.40%, the Dow Jones Industrial Average dropped 2.98%, and the small-cap Russell 2000 declined 1.45%.

The major U.S. stock market indexes were down last week. The Dow returned -2.33%, the S&P 500 returned -3.06%, the NASDAQ Composite returned -3.43%, and the Russell 2000 returned -4.01%.

The major U.S. stock market indexes were mixed last week. The S&P 500 decreased by 0.95%, the NASDAQ Composite was down 3.45%, the Dow Jones Industrial Average gained 1.01%, and the Russell 2000 small-capitalization index fell 1.44%.

Market Update 2/24/25

Stocks made new highs early in the week but ended with losses after a two-day decline. The S&P 500 fell 1.7%, the NASDAQ Composite dropped 2.5%, and the Russell 2000 tumbled 3.7%.

Market Update 2/18/25

Equity markets moved higher last week. The S&P 500 gained 1.52%, the NASDAQ Composite rose 2.60%, the Dow Jones Industrial Average added 0.65%, and the small-cap Russell 2000 inched 0.05% higher.

Market Update 2/10/25

The major U.S. stock market indexes were down last week. The S&P 500 returned -0.23%, the Russell 2000 returned -0.33%, the NASDAQ Composite returned -0.53%, and the Dow returned -0.54%.

Market Update 2/3/25

The major U.S. stock market indexes were mixed last week. The S&P 500 decreased by 0.99%, the NASDAQ Composite was down 1.63%, the Dow Jones Industrial Average gained 0.27%, and the Russell 2000 small-capitalization index fell 0.86%.

The major U.S. stock market indexes were up last week. The Dow returned 2.19%, the S&P 500 returned 1.76%, the NASDAQ Composite returned 1.65%, and the Russell 2000 returned 1.40%.

What a year for the markets. The S&P 500 finished up more than 20%—something we’ve only seen four times since 1900. The fourth quarter stood out, with stocks hitting new highs thanks to strong company earnings, Federal Reserve rate cuts, and cooling inflation.

Stocks struggled last week and are down for the year. The S&P 500 lost 1.92%, the NASDAQ dropped 2.34%, the Dow Jones Industrial Average fell 1.83%, and the Russell 2000 declined by 3.49%.

The major U.S. stock market indexes were mixed last week. The Russell 2000 returned 1.13%, the S&P 500 returned -0.45%, the NASDAQ Composite returned -0.49%, and the Dow returned -0.59%.

This past week saw mild gains for the major stock market indexes. The S&P 500 rose 0.7%, the NASDAQ climbed 0.8%, and the Russell 2000 gained 0.1%. Bonds struggled.

The major U.S. stock market indexes were mixed last week. The Russell 2000 returned -2.55%, the Dow returned -1.78%, the NASDAQ Composite returned 0.36%, and the S&P 500 returned -0.61%.

The major U.S. stock market indexes were mixed last week. The S&P 500 increased by 0.99%, the NASDAQ Composite was up 3.36%, the Dow Jones Industrial Average lost 0.53%, and the Russell 2000 small-capitalization index fell 1.03%.

Markets inched higher during the short holiday week. The S&P 500 rose 1.08%, the NASDAQ increased by 1.14%, and the Dow Jones Industrial Average was up 1.44%.

The major U.S. stock market indexes moved higher last week. The Russell 2000 returned 4.49%, the Dow returned 2.03%, the NASDAQ Composite returned 1.77%, and the S&P 500 returned 1.72%.

The major U.S. stock market indexes were down last week. The S&P 500 decreased by 2.05%, the NASDAQ Composite was down 3.13%, the Dow Jones Industrial Average lost 1.17%, and the Russell 2000 small-capitalization index fell 3.96%.

Last week, markets performed very well following the presidential election. After declines in October, the S&P 500 rose 4.69% during the first full week of November, the NASDAQ gained 5.76%, the Dow Jones Industrial Average increased by 4.61%, and the Russell 2000 jumped 8.61%.

The major stock market indexes finished down last week. The Dow Jones Industrial Average lost 0.15%, the S&P 500 Index also tumbled 1.33%, and the NASDAQ Composite shaved 1.5% off its value.

The major U.S. stock market indexes mostly moved lower last week. The NASDAQ Composite returned 0.16%, the S&P 500 returned -0.96%, the Dow returned -2.66%, and the Russell 2000 returned -2.99%.

Equity markets continued to rise in the third quarter of 2024, building on the momentum from the first half of the year. Several key factors shaped market price action during this period, including economic data, geopolitical developments, shifting central bank policies, and the continued broadening of the AI-driven rally.

The major U.S. stock market indexes were up last week. The Dow Jones Industrial Average increased by 1.22%, the S&P 500 and NASDAQ Composite both gained 1.13%, and the Russell 2000 small-capitalization index rose 0.99%.

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 0.26%, the NASDAQ Composite was up 0.12%, the Dow Jones Industrial Average gained 0.13%, and the Russell 2000 small-capitalization index fell 0.48%.

Market Update 9/30/24

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 0.64%, the NASDAQ Composite was up 0.96%, the Dow Jones Industrial Average gained 0.59%, and the Russell 2000 small-capitalization index fell 0.13%.

Market Update 9/23/24

The major U.S. stock market indexes moved higher last week. The Russell 2000 returned 2.10%, the Dow returned 1.67%, the NASDAQ Composite returned 1.51%, and the S&P 500 returned 1.39%.

Market Update 9/16/24

The major U.S. stock market indexes were up last week. The S&P 500 increased by 4.06%, the NASDAQ Composite was up 5.98%, the Dow Jones Industrial Average gained 2.62%, and the Russell 2000 small-capitalization index rose 4.39%.

Market Update 9/9/24

The major U.S. stock market indexes fell significantly last week. The Dow Jones Industrial Average returned -2.90%, the S&P 500 returned -4.22%, the Russell 2000 returned -5.67%, and the NASDAQ Composite returned -5.75%.

Market Update 9/3/24

The major U.S. stock market indexes had mixed performance last week. The Dow Jones Industrial Average hit a new high with a 1.07% gain, the S&P 500 rose 0.27%, the Russell 2000 small-capitalization index lost 0.01%, and the NASDAQ Composite fell 0.91%.

The major U.S. stock market indexes moved higher last week. The Russell 2000 returned 3.62%, the NASDAQ Composite returned 1.41%, the S&P 500 returned 1.47%, and the Dow returned 1.29%.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 3.99%, the NASDAQ Composite was up 5.35%, the Dow Jones Industrial Average gained 3.02%, and the Russell 2000 small-capitalization index rose 2.98%.