(PUB) Investing 2015
12
U.S. Stocks Fall Market Overview | Robert Goldsborough
Benchmark Performance
Total Return % Through
A N N U A L I Z E D
01-31-15
1Mo YTD 3Yr
5Yr
10Yr
Large Growth Large Blend Large Value
-1.8 -1.8 16.4 14.8 7.8 -3.0 -3.0 15.9 14.0 6.9 -3.6 -3.6 15.3 13.3 6.4 -2.0 -2.0 14.9 15.3 8.4 -2.6 -2.6 15.5 14.9 7.9 -2.7 -2.7 16.5 14.9 8.1 -3.0 -3.0 14.4 15.9 8.1 -3.6 -3.6 13.9 14.5 7.5 -4.3 -4.3 13.4 13.5 7.2 -1.3 -1.3 11.2 10.5 5.9 0.2 0.2 6.1 7.0 4.9 -0.8 -0.8 10.0 9.6 6.0 -0.9 -0.9 12.4 11.7 5.1 -6.0 -6.0 14.9 9.2 2.0 3.7 3.7 12.9 12.0 5.9 3.0 3.0 29.7 22.1 13.1 -3.2 -3.2 -3.8 2.2 5.5 13.7 13.7 -24.7 -9.7 2.7 5.7 5.7 15.0 18.8 9.0 -2.6 -2.6 15.5 14.7 8.9 0.2 0.2 14.7 13.2 9.1 -2.9 -2.9 17.4 15.6 7.6 -1.1 -1.1 17.0 17.0 9.9 -3.3 -3.3 15.3 15.7 7.9 1.8 1.8 8.7 6.8 6.1 0.3 0.3 1.5 3.0 7.6 0.6 0.6 10.8 7.6 5.9 0.5 0.5 8.2 6.2 4.7 0.7 0.7 8.9 7.3 5.4 0.2 0.2 7.5 5.3 3.7 0.3 0.3 11.2 10.5 7.6 -0.6 -0.6 9.3 7.2 5.4 -1.0 -1.0 11.7 10.2 6.3 0.6 0.6 9.0 6.4 4.4 -1.8 -1.8 12.9 10.7 6.1 -0.7 -0.7 -0.5 2.3 7.6 0.0 0.0 10.2 6.6 4.8 -6.3 -6.3 -14.2 -7.4 5.8 1.5 1.5 7.9 6.3 4.5 0.3 0.3 6.4 7.7 6.4 2.6 2.6 0.0 3.5 3.8 1.8 1.8 3.5 4.8 4.5 1.8 1.8 4.5 5.6 4.3
Mid-Cap Growth Mid-Cap Blend Mid-Cap Value
January was a tough month for U.S. stock markets, as the continued slide in oil prices and a series of disappointing corporate earnings reports were to blame. Gross domestic product growth for the fourth quarter was 2 . 6% , which was well below expec- tations. Crude oil ended the month at $48 a barrel. Utilities companies had a strong month, with the category posting a 4 . 5% gain. The health-care sector also outperformed nicely, returning 3 . 3% , and Gold-rated Vanguard Health Care VGHAX did better still, returning 3 . 7% . Not surprisingly, the energy sector brought up the rear, declining more than 5 . 5% . Foreign stocks were a mixed bag in January. The MSCI EAFE Index gained 2 . 2% for the month. Japanese stocks did even better, returning 4 . 3% . That spelled good news for Matthews Asia Dividend Investor MAPIX , which devotes more than a fourth of its portfolio to Japanese com- panies and returned 3 . 4% . Emerging markets had a solid month, with the MSCI Emerging Markets Index gaining 2 . 1% in the month. India stocks had a terrific month, with Matthews India Investor MINDX returning 9 . 5% on the heels of a 64% return in 2014 that was fueled by investors’ optimism in India’s new government. Chinese stocks put a poor 2014 in the rear-view mirror, returning 2 . 9% in January. Matthews China MCHFX topped its category, returning 3 . 9% . The U.S. bond market rallied, as the yield on the benchmark 10 -year Treasury note slid in January to 1 . 7% , reaching its lowest level since May 2013 . Municipal bonds participated in the rally, with the intermediate-term muni category gaining 1 . 38% . K
Small Growth Small Blend Small Value
Aggressive Allocation Conservative Allocation Moderate Allocation
Communications
Financial
Global Real Estate
Health
Natural Resources
Equity Precious Metals
Real Estate Technology
Utilities
S&P 500
S&P MidCap 400
Russell 2000
Diversified Pacific/Asia Diversified Emerging Mkts
Europe Stock
Foreign Large Blend Foreign Large Growth Foreign Large Value
Foreign Small/Mid Growth Foreign Small/Mid Value
World Stock
MSCI EAFE MSCI World
MSCI Emerging Markets
MSCI Europe
MSCI Latin America
MSCI Pacific
High Yield Bond
Inflation-Protected Bond Intermediate-Term Bond
Muni National Long
World Bond 0.3 0.3 1.9 3.5 4.1 BarCap US Agg Bond TR USD 2.1 2.1 3.0 4.4 4.7 BofAML US HY Master II TR 0.7 0.7 7.6 8.7 7.7 BarCap Municipal TR USD 1.8 1.8 4.1 5.4 4.8
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