Market Performance as of the 1st quarter 2018

As the current bull market turned nine-years old in March, the first quarter snapped a streak of nine consecutive quarters of positive returns for U.S. stocks. The Dow, S&P 500, and Nasdaq ended the quarter with -2%, -0.78% and 2.59% returns including dividends, respectively.

Market Measures*       % Change     % Change     % Change
     1Q Ending   6Mo Ending     1Yr Ending
      3/31/2018     3/31/2018     3/31/2018
  Dow Jones Industrial Avg           -2.00%          8.70%       19.20%
  S&P 500(Cap Wtd)           -0.78%          5.79%       13.92%
  NYSE Composite           -2.79%          1.99%         8.35%
  NASQAD Composite            2.59%          9.31%        20.76%
  Russell 1000 Large Cap           -0.69%          5.85%        13.98%
  Russell 2000 Small Cap           -0.08%          3.25%        11.79%
  Russell 1000 Growth            1.42%          9.39%         21.25%
  Russell 1000 Value           -2.83%          2.34%           6.95%
  S&P Citigroup Growth            1.93%          8.86%         19.69%
  S&P Citigroup Value           -3.57%          2.53%          7.69%
  Lipper Large Cap Value           -2.46%          3.98%          8.77%
  Barclays Capital Int Bond           -0.98%         -1.18%           0.35%
  U.S. T-Bills (90 days)            0.38%          0.66%           1.13%
  Consumer Price Index            1.30%          1.18%           2.44%
* Including Dividends

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