Tag: investment performance

Investing October 31st, 2018

Third Quarter of 2018 Sees Steady Investment Performances

Public Funds and Foundations & Endowments each had median returns of 2.4% in the third quarter, with Corporate ERISA plans following at 1.9%, according to Northern Trust.

Investing May 9th, 2018

Plan Sponsor Returns Declined in First Quarter

This is the first dip since the third quarter of 2017, according to BNY Mellon

Data & Research March 29th, 2018

Americans Unsure How Long Recovery From Stock Market Volatility Would Take

A survey also revealed that among those Americans with access to using retirement savings vehicles, only 46% say they are contributing as much as they would like.

Investing February 6th, 2018

Institutional Investors See Ninth Consecutive Positive Quarter

The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median return of 3.59% for all plan types in the fourth quarter, the longest string of positive quarterly returns for all plan types since June 1998.

MARKET MIRROR

Friday, the Dow rose 123.95 points (0.49%) to use at 25,413.22, the NASDAQ shed 11.16 points (0.15%) to finish at 7,247.87, and the S&P 500 ticked up by 6.07 points (0.22%) to close at 2,736.27. The Russell 2000 inched upward by 3.41 points (0.22) to 1,527.53, and the Wilshire 500 rose by 47.32 points (0.17%) to 28,206.18. The price of the 10-year Treasury bond was up 12/32, decreasing its yield to 3.070%. The price of the 30-year Treasury bond was up 22/32, decreasing its yield to 3.325%. WEEK’S WORTH: For the week ending November 16, 2018, the Dow lost 2.21%, the S&P 500 was down 1.61% and the NASDAQ declined by 2.15%. The Russell 2000 lost 1.42% of its value, and the Wilshire 5000 was down 1.61%.

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