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Monthly Market Updates

Market Update for the Month Ending May 31, 2022

Markets sold off in early- and mid-May due to concerns of slowing economic growth before a late-month rally brought them close to even. The month-end rally led to mixed results for the three major U.S. equity indices. The S&P 500 gained 0.18 percent while the Dow Jones Industrial Average (DJIA) notched a 0.33 percent return. The Nasdaq Composite was unable to rebound, with the index down 1.93 percent in May.

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Market Update for the Month Ending April 30, 2022

It was a rocky start to the spring for markets, with all three major U.S. indices ending the month in the red. The S&P 500 lost 8.72 percent in April while the Dow Jones Industrial Average (DJIA) dropped 4.82 percent. The Nasdaq Composite saw the largest drop as the index’s heavy weighting toward technology companies led to a 13.24 percent decline in April.

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Market Update for the Month Ending February 28, 2022

Markets sold off in February, driven first by continued concerns about inflation and then by the Russian invasion of Ukraine. The S&P 500 dropped 2.99 percent while the Dow Jones Industrial Average was down 3.29 percent. The Nasdaq Composite Index was hit the hardest and its heavy weighting toward technology companies led to a 3.35 percent decline. This result marks two consecutive months with losses to start the year for all three indices.

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Market Update for the Month Ending January 31, 2022

Equity markets had a rough start to the year, with concerns about inflation and rising case growth in the first half of January leading to sell-offs for all three major U.S. indices. The S&P 500 lost 5.17 percent in January despite a late-month rally that helped offset declines from earlier in the month. The Dow Jones Industrial Average (DJIA) and the technology-heavy Nasdaq Composite also experienced a partial rebound at month-end, but they still lost 3.24 percent and 8.96 percent, respectively.

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Market Update for the Quarter Ending December 31, 2021

Markets rallied to finish out the year, with all three major U.S. indices notching gains for the month, quarter, and year. The S&P 500 gained 4.48 percent in December, which contributed to an 11.03 percent return for the quarter and a strong 28.71 percent gain for the year. The Dow Jones Industrial Average (DJIA) returned 5.53 percent in December, 7.87 percent for the quarter, and 20.95 percent for the year. The Nasdaq Composite experienced some turbulence, but the technology-heavy index managed a 0.74 percent return in December. It posted an 8.45 percent return for the quarter, and a 22.18 percent gain for the year.

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Market Update for the Month Ending November 30, 2021

Equity market returns were mixed in November as concerns about the COVID-19 Omicron variant led to late-month declines that largely wiped out earlier gains. The S&P 500 declined 0.69 percent while the Dow Jones Industrial Average (DJIA) experienced a 3.50 percent decline. The Nasdaq Composite held up the best during the month and was able to eke out a 0.33 percent return.

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Market Update for the Month Ending October 31, 2021

Markets rebounded from September’s pullback with strong results in October, driven by improving economic conditions and a better-than-expected start to earnings season. The Dow Jones Industrial Average gained 5.93 percent during the month, while the S&P 500 saw a 7.01 percent gain. The Nasdaq Composite led the way with a strong 7.29 percent return. These positive results helped all three indices to record highs in October.

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Market Update for the Quarter Ending September 30, 2021

Markets pulled back sharply in September after setting record highs in August. Rising medical risks hit growth expectations at the same time as concerns about inflation and rising interest rates weighed heavily on sentiment in a sort of perfect storm. All three indices dropped during the month, wiping out most or all of the quarter’s gains. The S&P 500 declined by 4.65 percent in September but managed to gain 0.58 percent for the quarter. The Dow Jones Industrial Average fell 4.20 percent for the month and 1.46 percent for the quarter. The Nasdaq Composite fared worst, with a decline of 5.27 percent in September, but its quarterly loss was just 0.23 percent.

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Market Update for the Month Ending August 31, 2021

Markets continued to rally in August, with all three major U.S. indices setting new record highs. While there was some mid-month volatility, markets were able to bounce back swiftly toward month-end. The Dow Jones Industrial Average gained 1.50 percent while the S&P 500 notched a 3.04 percent return. The Nasdaq Composite led the way with a 4.08 percent return.

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Market Update for the Month Ending July 31, 2021

July was a positive month for most markets despite rising medical risks. The three major U.S. indices saw all-time highs as the Nasdaq Composite gained 1.19 percent, the Dow Jones Industrial Average notched a 1.34 percent gain, and the S&P 500 led the way with a 2.38 percent return.

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Market Update for the Quarter Ending June 30, 2021

Equity markets rallied in June, which capped off a positive month and quarter for all three major U.S. indices. Both the S&P 500 and Nasdaq Composite hit record highs in June before pulling back slightly toward month-end. The S&P 500 gained 2.33 percent in June and 8.55 percent for the quarter. The Nasdaq rose by 5.55 percent during the month and 9.68 percent for the quarter. The Dow Jones Industrial Average was held back by poor results from a few constituents during the month, but it managed to gain 0.02 percent in June and 5.08 percent for the quarter.

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Market Update for the Month Ending May 31, 2021

Equity markets started off strong in May, but volatility later in the month led to a partial pullback. The early gains brought the S&P 500 and Dow Jones Industrial Average (DJIA) to all-time highs. The Nasdaq Composite suffered from additional volatility due to its heavy technology weighting. The S&P 500 gained 0.70 percent, and the DJIA saw a 2.21 percent return. The Nasdaq Composite fell by 1.44 percent.

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Market Update for the Month Ending April 30, 2021

April was a strong month for U.S. equity markets, with the three major indices setting all-time highs. The Dow Jones Industrial Average gained 2.78 percent, and the S&P 500 saw a 5.34 percent increase. The Nasdaq Composite led the way with a strong 5.43 percent gain. Markets were supported by public health improvements and the most recent round of federal stimulus.

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Market Update for the Quarter Ending March 31, 2021

U.S. stock markets saw gains for the month and quarter, but not all stocks did well. Higher interest rates led to some volatility, especially for growth and technology companies. The Nasdaq Composite gained 0.48 percent during March, with the heavy technology weighting dragging down the index’s performance. The S&P 500 and Dow Jones Industrial Average (DJIA) saw stronger results, up by 4.38 percent and 6.78 percent, respectively. On a quarterly basis, the Nasdaq Composite gained 2.95 percent, and the S&P 500 managed a 6.18 percent gain. The DJIA led the way with an 8.29 percent return.

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Market Update for the Month Ending February 28, 2021

After a weak January, equity markets rebounded in February, despite some late-month volatility driven by a spike in U.S. interest rates. The S&P 500 gained 2.76 percent in February, while the Dow Jones Industrial Average increased by 3.43 percent. The heavily technology-weighted Nasdaq Composite gained 1.01 percent.

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Market Update for the Month Ending January 31, 2021

Markets took a bit of a break to start the year, as volatility at month-end, driven by fears of a more contagious variant of the COVID-19 virus, pulled back earlier gains. The S&P 500 ended the month down 1.01 percent, and the Dow Jones Industrial Average dropped 1.95 percent. The Nasdaq Composite did better, finishing the month with a 1.44 percent gain, but even this technology-heavy index was hit by late-month volatility.

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Market Update for the Quarter Ending December 31, 2020

Markets continued to rally in the final month of 2020. The Nasdaq Composite led the way with a 5.71 percent gain for the month. The S&P 500 gained 3.84 percent, and the Dow Jones Industrial Average (DJIA) rose by 3.41 percent. These results contributed to a strong quarter for markets.

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Market Update for the Month Ending November 30, 2020

November was a strong month for markets, as news about developmental vaccines for the coronavirus caused markets to surge. The S&P 500 gained 10.95 percent in November, and the Nasdaq Composite rose by 11.91 percent. The Dow Jones Industrial Average led the way with a 12.14 percent gain. These strong results brought the three indices to all-time highs.

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Market Update for the Month Ending October 31, 2020

October was a challenging month for markets. The strong start to the month was offset by rising COVID-19 case counts, which led to a sell-off at month-end. The S&P 500 lost 2.66 percent in October, while the Nasdaq Composite declined by 2.26 percent. The Dow Jones Industrials Average (DJIA) suffered the largest decline, losing 4.52 percent.

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