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Alternative Market Briefing

Wilshire 5000 Total Market Index reports best quarter in nearly a decade

Wednesday, April 03, 2019

Laxman Pai, Opalesque Asia:

The Wilshire 5000 Total Market Index gained 1.50% in March and 14.11% for the quarter, according to Wilshire Associates Incorporated, a global financial services firm.

Without dividends reinvested, the index had an estimated market value gain of $375bn for March and $3.7tn for the quarter. This quarter marked the best performing quarter for the Wilshire 5000 since third quarter 2009, nearly a decade ago.

"U.S. equities continued to rally to finish the first quarter despite concerns about slowing global growth," said Jason Schwarz, President of Wilshire Analytics and Wilshire Funds Management.

"This weighed on small-cap stocks in March, which underperformed large-cap," Schwarz added.

For the first time in 2019, large-cap beat small-cap for the month, as represented by the Wilshire US Large-Cap Index and Wilshire US SmallCap Index, with a 1.84% gain versus -1.74% loss, respectively; however, on a quarterly basis, small-cap continued to outperform large-cap with returns of 15.51 and 13.96%, respectively.

All size sectors positive for first quarter since 2013

For the first time in more the five years, all size sectors posted gains for the quarter. Information Technology built on its February top performance to finish March tied for best and end the quarter as top sector, gaining 4.21 and 20.82%, respectively.

Real Estate continued its volatile performance year-to-date moving from best to worst, then back ......................

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