If US Large Cap stocks outperformed Small Caps over 4Q15 and 1-, 5- and 10-year time frames, why is the S Fund still TSP Strategy's best pick for its 100% buy-and-hold-for-the-long-term approach?
Capital Markets Review (As of 12/31/2015)
Chart of the Week for January 8, 2016 - January 14, 2016
Capital market returns were mixed in the fourth quarter of 2015, with fixed income returns negative and stock returns positive as shown in the graph above. Over the last year, U.S. Bonds and U.S. Large-Cap Stocks provided positive returns while U.S. High Yield Bonds, U.S. Small-Cap Stocks, International Developed Market Stocks, and Emerging Markets Stocks all produced negative returns. Over the trailing 5- and 10-year periods, the only negative return was Emerging Market Stocks for the 5-year period. Over all periods noted on the chart, U.S. Large-Cap Stocks was the best performing sector.
For the fourth quarter of 2015, U.S. Large-Cap Stocks returned 7.04% and U.S. Small-Cap Stocks returned 3.59% as U.S. economic reports were generally positive. Both Developed Market Stocks (4.71%) and Emerging Markets Stocks (0.66%) had positive returns. Developed Market Stocks returns were led by Australia and Japan, while Indonesia and Malaysia had the best returns in the Emerging Markets Stocks. U.S. Bonds (-0.57%) and U.S. High Yield Bonds (-2.07%) posted negative returns, as interest rates generally rose and lower oil prices hurt many energy companies that issued high yield bonds.
Posted by: JM Bud <jmbud2@gmail.com>
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