Key Stats: Q3 Market Performance. The Morningstar US Market Index lost 4.6% during the third quarter. Stocks hit a new bear market low on the quarter's final day, down 24.9% so far in 2022.

As we speak in mid-2025, the U.S. equity market continues to show modest gains. The NASDAQ exchange is up 4.44% YTD, while ...

The U.S. market exceeded expectations in 2023, delivering a 26% return for the S&P 500. Click here to read more about the portfolio and our stock picks.

Part 1: 5 Stock Portfolios And Their Performance Vs. The S&P 500 Since 2018, And A Huge Gap Nov. 24, 2023 11:59 AM ET ARKK , BLUE , FNGA , GME , HMC , HNDAF , HYT , REIT , SKYW , SPCE , SPY , TREX ...

Key findings of portfolio trading performance analysis. The following charts illustrate key dynamics in PT performance. Monthly Performance: Chart 1 shows PT’s strong outperformance in January ...

The higher the Treynor measure, the better the portfolio. If the portfolio manager (or portfolio) is evaluated on performance alone, manager C seems to have yielded the best results (a 15% return).