Performance Year-To-Date {Broad Indices}

We are going to do a series of posts over the next week or so looking at year to date performance covering different parts of the market based on our own unique view of asset allocation.  Today we're kicking off looking at broad market indices through October 4th 2017.  You can click on the chart above if you want to make it larger.  Performance chart is from Stockcharts.com, although the ETF selection is my own.  Also I believe the performance data shown above does not include dividends.  If I am correct then the total returns on these indices is actually better than what is shown above.

A lot of performance comparisons usually is against the S&P 500.  If you just owned that you'd be sitting pretty this year with an almost 15% return as of October 4th.  Using that index versus those I've shown above would actually put you in about the middle of the pack in terms of performance.  More growth oriented indices, such as those on the Nasdaq have significantly outperformed as have those companies in the mega cap space.  It's been a year where growth and international exposure have done particularly well and the nasdaq and mega cap world surely reflect that.

*Long in client and personal accounts in some manner the indices listed above.  Short S&P 500 in a personal account as part of a separate individual strategy.  Positions can change at any time without notice on this blog or via any other form of electronic communication.