February marked another robust month for US stocks, with many of the trends observed in January persisting. Growth stocks maintained their outperformance over value stocks, while large caps outpaced small caps. Internationally, the US continued to lead, with Japan and Europe showing strong performance among developed markets, and China witnessing a reversal in its downturn within emerging markets. Real estate rebounded, halting its decline and moving upward. Bonds were lower nearly across the board as interest rates continued to move higher (the 10-year treasury yield rose from 3.99% at the end of January to 4.25% at the end of February), as hope for Fed rate reductions continue to get pushed further out into the year. See the tables below for more details on segment performance within the market.
Disclosures:
The tables above do not depict specific funds, but rather the index representation of certain asset classes. You cannot invest directly in an index. Returns above are total returns, which include interest/dividends. Past performance is not a guarantee of future results. The figures come from Morningstar Direct, a source believed to be reliable, but the accuracy of which cannot be guaranteed. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication.
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