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Quarterly Market Reviews

2021

Q4 2021 Market Review

U.S. equity markets rallied to record highs in the fourth quarter, rising 9.3% (Russell 3000) on strong corporate profit growth. International equities rose to a lesser extent, posting a 1.8% gain over the quarter (MSCI ACWI ex U.S.).

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Q3 2021 Market Review

U.S. equity markets (Russell 3000) were essentially flat in the third quarter despite continued economic improvement and resurgent corporate profits. International equities declined modestly, posting a 3% loss over the quarter (MSCI ACWI ex U.S.).

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Q2 2021 Market Review

U.S. equity markets rose 8.2% (Russell 3000) in the second quarter on the wide-spread vaccine rollout and resurgent economic growth. International equities rose to a lesser extent, posting a 5.5% gain over the quarter (MSCI ACWI ex U.S.).

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Q1 2021 Market Review

U.S. equity markets rose 6.3% (Russell 3000) in the first quarter on continued improvement in economic and COVID-19 data, as well as a $1.9 trillion coronavirus relief package from Congress. International equities rose to a lesser extent, posting a 3.5% gain over the quarter (MSCI ACWI ex U.S.).

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2020

Q4 2020 Market Review

U.S. equity markets experienced a strong rally, up 14.7% (Russell 3000) in the fourth quarter on multiple COVID-19 vaccine approvals and a coronavirus relief package from Congress. International equities rose to a greater extent, posting a 17% gain over the quarter (MSCI ACWI ex U.S.).

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Q3 2020 Market Review

U.S. equity markets moved higher, up 9.2% (Russell 3000) in the third quarter as the economy continued to recover and markets benefitted from significant fiscal and monetary stimulus. International equities rose to a lesser extent, posting a 6.3% gain over the quarter (MSCI ACWI ex U.S.).

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Q2 2020 Market Review

U.S. equity markets rebounded sharply, up 22.0% (Russell 3000) in the second quarter as the economy started to reopen and markets benefitted from significant fiscal and monetary stimulus. International equities rose to a lesser extent, posting a 16.1% gain over the quarter (MSCI ACWI ex U.S.).

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Q1 2020 Market Review

U.S. equity markets declined sharply, down 20.9% (Russell 3000) in the first quarter on a global economic contraction from widespread COVID-19 lockdowns. Markets were simultaneously hampered by an oil price war between Russia and Saudi Arabia. International equities suffered as well, posting a 23.4% loss over the quarter (MSCI ACWI ex U.S.).

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2019

Q4 2019 Market Review

U.S. equity markets finished the year strong, up 9.1% (Russell 3000) in the fourth quarter on improving economic data and trade discussions between China and the U.S. International equities rallied as well, posting an 8.9% gain over the quarter (MSCI ACWI ex U.S.).

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Q3 2019 Market Review

U.S. equity markets rose 1.2% (Russell 3000) in the third quarter as uncertainty around trade negotiations continued to linger. International equities fell, losing 1.8% over the quarter (MSCI ACWI ex U.S.) as global growth slowed.

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