May 2021 Index Returns

Good morning!  We hope everyone enjoyed their Memorial Day weekend and the unofficial beginning of summer.

In equities:

  • International equities generally outperformed their US counterparts in May with Frontier Markets (4.0%) and MSCI EAFE (3.3%) leading the way.  MSCI EAFE Small Cap (2.0%) also outperformed domestic small cap as represented by the R2000 (0.2%).
  • The R2000V (3.1%) was the highest performing US equity index during the month and has been, by far, the highest returning index over the last 1 year period (79.4%).
  • The R1000G (-1.4%) and R2000G (-2.9%) were the only two equity indexes shown that had negative returns for May.
  • REITs have quietly staged a bit of a comeback, with global REITs gaining 1.3% for the month and 16.8% YTD.

In fixed income:

  • All indexes shown had positive returns for May.
  • The ICE BoA 1-5 Yr Inflations Linked Treasury Index has had some of the best returns in fixed income over the last 1 month, 3 months, and YTD periods.
  • Corporates outperformed similarly dated Treasuries and Munis during May; though YTD it has been munis that have been strongest.

Please contact with any questions.


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