January 2025 Index Returns

Hope everyone is enjoying winter as Punxsutawney Phil forecasted there will be six more weeks of winter. If you are like me and prefer warmer temps, let's hope Phil's forecasts as are precise as many market and economic forecasts.

In stocks (equities):

• Returns were positive across all equity indexes for the month.
• The MSCI ACWI gained 3.4% in January with the MSCI World ex-US improving by 5.0% while the Russell 3000 was up 3.2%.
• Large cap stocks beat their small cap counterparts in both the US and ex-US during the month.

In bonds (fixed income):

• All bond indexes were also positive for January.
• High yield led fixed income returning 1.4% while long term munis were flat.
• Overall, the US Agg was up 0.5% while the Global Agg ex-US (hedged USD) gained 0.3%.

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As an additional note, please keep in mind that these reflect historical performance of the current models, not necessarily how accounts were invested in the past.