{"id":931,"date":"2016-01-04T09:30:09","date_gmt":"2016-01-04T14:30:09","guid":{"rendered":"https:\/\/envisionco.net\/?p=931"},"modified":"2016-01-06T09:05:37","modified_gmt":"2016-01-06T14:05:37","slug":"recap-for-decemberq42015","status":"publish","type":"post","link":"https:\/\/envisionco.net\/?p=931","title":{"rendered":"Recap for December\/Q4\/2015"},"content":{"rendered":"

Major market indexes finished just about flat in 2015, but that disguised some pain as many stocks and sub-indexes were in the red for the year. The SPY was the star performer, up 1.27% for the year (including dividends), the overall US market (VTI) gained 0.36%, and international markets (x-US) lost 4.20%. The aggregate bond index (AGG) managed a gain of 0.48%. <\/span><\/p>\n

For Q4, the SPY advanced 7.02%, VTI 6.24%, VXUS 2.57%. The bond index (AGG) fell 0.51% as the Fed raised interest rates in December. However, the year did not end on a good note despite the positive Q4 returns for equities. For December, the SPY dropped 1.73%, VTI -2.13%, VXUS -2.18% and the AGG -0.19%.<\/span><\/p>\n

The market topped out on May 21, and then suffered a 12.29% correction that ended on August 25.\u00a0 The market rallied from there but did fall 5.2% between November 13 and December 20<\/span>th<\/span><\/sup>.\u00a0 <\/span><\/span><\/p>\n

Underneath the positive SPY and VTI numbers, most equities were down. Take out eight large-cap out performers like MSFT, AMZN, FB and GOOGL\/GOOG, and the SP500 would have down by 4% according to Jessica Binder Graham of Goldman Sachs.<\/span><\/p>\n

For the year, the midcaps (VO) fell 1.35%. Small-caps as measured by the IWM fell 4.46%. Dividend growers fell (VIG) 1.92%.\u00a0 Emerging markets (VWO) were down 15.82%. The big winner was large cap growth as measured by the QQQ, up 9.43%. Materials (XLB) were down 8.65% and energy (XLE) was down 21.47%. Consumer discretionary (XLY) was up 9.93%.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Major market indexes finished just about flat in 2015, but that disguised some pain as many stocks and sub-indexes were in the red for the year. The SPY was the star performer, up 1.27% for the year (including dividends), the … Continue reading →<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-931","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/envisionco.net\/index.php?rest_route=\/wp\/v2\/posts\/931","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/envisionco.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/envisionco.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/envisionco.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/envisionco.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=931"}],"version-history":[{"count":3,"href":"https:\/\/envisionco.net\/index.php?rest_route=\/wp\/v2\/posts\/931\/revisions"}],"predecessor-version":[{"id":934,"href":"https:\/\/envisionco.net\/index.php?rest_route=\/wp\/v2\/posts\/931\/revisions\/934"}],"wp:attachment":[{"href":"https:\/\/envisionco.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=931"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/envisionco.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=931"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/envisionco.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=931"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}