Tue, Feb 25, 2020
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
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 ......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. PE/VC: Venture debt: Is it a loan? Is it equity? Is it an pportunity?, PE, VC investments in India hit all-time high in 2019[more]

    Venture debt: Is it a loan? Is it equity? Is it an pportunity? From Forbes: Venture Capital is usually the default option for fast-growth startups looking for a cash injection, thanks to our willingness to take risks in return for equity, and with no need to pay anything back - at least

  2. Other Voices: Evolution of shrinking hedge fund fees - what do investors and managers need to know?[more]

    By Don Steinbrugge, Founder and CEO, Agecroft Partners (DonSteinbrugge@agecroftpartners.com): Hedge funds fees remain under extreme pressure across the industry. This strong trend is driven by declining return expectations from investors, inc

  3. COVID-19: Investors track ships, chase rumours to get edge on COVID-19 risks, Coronavirus risk puts the bull run on pause, China was wise to let markets stumble[more]

    Investors track ships, chase rumours to get edge on COVID-19 risks From Reuters: As investors crunch numbers to determine how the coronavirus will hit China's economy, hedge fund manager Nathaniel Polachek has tied much of his outlook to the fate of a ship anchored near Weihai, China.

  4. Bruce Berkowitz is back!, Coatue's new quant fund lost money in the fourth quarter[more]

    Bruce Berkowitz is back! From Institutional Investor: Famed value investor Bruce Berkowitz has hit hard times over the past decade, with big bets on losers like Eddie Lampert's Sears Holdings. In fact, over the past 10 years, his Fairholme Fund's annualized return is only 4.89 percent -

  5. Are all ESG Indexes as green as you want them to be?[more]

    From Beyond Investing: When Laurence Fink, chief executive of BlackRock, with nearly US$7 trillion under management, vows to put sustainability at the core of the firm's new investment approach, markets and investors sit up and liste