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Gross Domestic Product (GDP) is the monetary value of all finished goods and services made within a country during a specific period.
GDP provides an economic snapshot of a country, used to estimate the size of an economy and its growth rate.
CPI
CPI
Why is CPI important?
Consumer Price Index (CPI) measures how much more expensive a set of goods and services has become over time.
If the investment return is less than inflation, the portfolio will lose purchasing power even if its nominal return is positive.
Unemployment
Unemployment
Why is unemployment important?
The unemployment rate is the proportion of the labor force that is not currently employed but could be.
When the economy is in poor shape and jobs are scarce, the unemployment rate can be expected to rise. When the economy grows at a healthy rate and jobs are relatively plentiful, it can be expected to fall.
Fed Funds Rate
Fed Funds Rate
Why is fed funds rate important?
The federal funds rate is the target interest rate range set by the Federal Open Market Committee (FOMC).
Federal funds rage impacts monetary and financial conditions, which in turn have a bearing on critical aspects of the broader economy including employment, growth, and inflation.
10-Year Treasury
10-Year Treasury
Why is 10-year treasury yield important?
The 10-year Treasury note is a debt obligation issued by the U.S. government with a maturity of 10 years upon initial issuance.
The 10-year T-note is the most widely tracked government debt instrument in finance.
A rising yield indicates investor confidence in the economy but also suggests higher borrowing costs, potentially slowing economic growth.
Oil Price
Oil Price
Why is oil price important?
Crude oil is a global commodity that trades in markets around the world, both as spot oil and via derivatives contracts.
Crude oil is the most important commodity in the world, as it is currently the primary source of energy production.
Asset Class Performance
Asset Class
1Y
3Y
5Y
Commodities
31.92%
16.28%
10.93%
Intl Developed Markets
17.04%
21.77%
9.09%
REIT
13.90%
15.29%
2.72%
US Stock Market
12.06%
23.37%
12.05%
Emerging Markets
4.59%
17.47%
5.51%
Short Treasuries
2.20%
4.30%
2.10%
Total Bond Market
-0.19%
5.41%
-0.18%
Intermediate Treasuries
-0.26%
4.55%
0.14%
Gold
-3.35%
24.56%
16.38%
Global Bonds
-3.50%
2.95%
-3.89%
Long Treasuries
-4.17%
4.35%
-6.72%
Style Indicators
Small vs. Large Cap
Small vs. Large Cap
Market Cap Style
While small-cap stocks can generate higher returns, they also have a higher risk profile. Conversely, large-cap stocks witness smaller growth but are more stable.
Value vs. Growth
Value vs. Growth
Value vs. Growth
Growth stocks are those of companies that are considered to have the potential to outperform the overall market over time because of their future potential. Value stocks are classified as companies that are currently trading below what they are really worth and will thus provide a superior return.
Sector Performance
Sector
1Y
3Y
5Y
Energy
63.41%
21.79%
23.74%
Health Care
30.29%
15.98%
8.42%
Materials
25.33%
13.66%
6.47%
Consumer Staples
20.45%
12.64%
7.45%
Technology
20.01%
30.65%
18.19%
Financial
9.59%
22.29%
8.86%
Real Estate
9.24%
13.04%
1.35%
Industrial
9.18%
21.06%
11.54%
Utilities
0.26%
16.73%
8.56%
Consumer Discretionary
-3.04%
15.85%
3.64%
Communication Services
-11.92%
16.90%
5.57%
Style Indicators
Small vs. Large Cap
Small vs. Large Cap
Market Cap Style
While small-cap stocks can generate higher returns, they also have a higher risk profile. Conversely, large-cap stocks witness smaller growth but are more stable.
Value vs. Growth
Value vs. Growth
Value vs. Growth
Growth stocks are those of companies that are considered to have the potential to outperform the overall market over time because of their future potential. Value stocks are classified as companies that are currently trading below what they are really worth and will thus provide a superior return.