February 2025 Total Index Returns

In stocks (equities):

• Returns were negative for the global total stock market this month with the MSCI ACWI down -0.6%. US REITS had the highest monthly return (3.9%) while US small cap growth had the lowest (-6.8%).
• Returns outside of the U.S. were mostly positive with large cap developed and emerging markets returning 1.8% and 0.5% respectively last month. On a YTD basis, large cap developed returns have outpaced the S&P 500 by 5.4%.
• U.S. stocks, represented by the R3000, lost -1.9% during February with large-cap value stocks representing the only pocket of prosperity being up 0.4%.

In bonds (fixed income):

• All bond indexes were positive for February.
• Long-term U.S. treasuries posted the largest gain at 5.1% with municipals and corporate debt lagging behind.
• Overall, the US Agg was up 2.2% while the Global Agg ex-US (hedged USD) gained 0.4%.

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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.