[TSP_Strategy] Capital Markets Review

 

Capital Markets Review (As of 12/31/2016)

Chart of the Week for January 6, 2017 - January 12, 2017

Capital market returns were mixed in the fourth quarter of 2016, with U.S. Bonds and Non-U.S. Stocks having negative returns and U.S. High Yield Bonds and U.S. Stocks having positive returns as shown in the graph above. Over the trailing 1-, 5-, and 10-year periods, all five asset classes posted positive returns, with U.S. Small-Cap Stocks being the most consistently strong performing asset class over those periods.

For the fourth quarter of 2016, U.S. Small-Cap Stocks returned 8.83%, U.S. Large-Cap Stocks returned 3.82%, and U.S. High Yield Bonds returned 1.75% as U.S. economic reports were generally positive and improving energy prices helped issuers of securities in the High Yield sector. Both International Developed Market Stocks (-0.71%) and Emerging Markets Stocks (-4.16%) had negative returns in U.S. dollars as the continued strength of the U.S. dollar hampered those returns. U.S. Bonds fell (-2.98%) as the U.S. Federal Reserve raised the target rate range of the federal funds rate in December and interest rates rose across all maturities during the quarter.

In the chart above:

• U.S. Bonds are represented by the Bloomberg Barclays U.S. Aggregate Bond Index.
• U.S. High Yield Bonds are represented by the Bloomberg Barclays U.S. Corporate High Yield Index.
• U.S. Large-Cap Stocks are represented by the S&P 500 Index.
• U.S. Small-Cap Stocks are represented by the Russell 2000 Index.
• International Developed Market Stocks are represented by the MSCI EAFE (Net) Index.
• Emerging Market Stocks are represented by the MSCI Emerging Markets (Net) Index.

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Posted by: sarah_oz@yahoo.com

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