Introduction

While economies generally kept humming, investment market performance was mixed in the second quarter. Increasing interest rates, a strong dollar, and threatened tariffs weighed heavily on emerging markets, especially China. Both U.S. stocks (led by small caps) and Real Estate came back from their weak standings in the first quarter. Bonds were mostly flat. Longer term, U.S. stocks are still the clear winners with Real Estate in a distant second place.

Asset Class12nd
Quarter
12 Months5 Years
(annualized)
10 Years
(annualized)
U.S. Stocks (Russell 3000)
3.89%14.78%
13.29%
10.23%
International Developed (MSCI World ex U.S.)
-0.75% 7.04%
6.23%
2.63%
Emerging Markets (MSCI EM)
-7.96% 8.20% 5.01% 2.26%
Real Estate Investment Trusts (MSCI World REITs)
4.94%4.24% 6.84%4.92%
Taxable Bonds (Barclays 1-5 Yr Gov)
0.12% -0.38% 0.79% 1.81%
Municipal Bonds (Barclays Muni 1-5 Yr)
0.71%0.54% 1.42% 2.47%


References

1. Return data and charts are from Morningstar Direct.

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