Page 1 - Market Update 1-31-2022.xlsx
P. 1
Asset Class Snapshot 1/31/22 Equity Style Snapshot 1/31/22
1 Year
Asset Class Return 1 Year Value Blend Growth
U.S. Real Estate 28.03%
U.S. Stock 18.80%
Global Stock Ex U.S. 3.63% Large 26.22% 20.86% 16.46%
U.S. Bond -2.97%
Global Bond -5.83%
Region Snapshot 1/31/22
1 Year Mid 25.73% 15.35% 5.95%
Region Return
U.S. Stock 18.80%
Europe Stock 12.61%
Latin America Stock 5.80%
Global Stock Ex U.S. 3.63% Small 19.95% 6.09% -9.70%
Emerging Markets -7.23%
Asia Pacific Stock -7.61%
Asset Class Summary 1/31/22
Asset Class 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock 2.20% -5.88% -3.67% -5.88% 18.80% 19.93% 16.11%
Global Stock Ex U.S. -0.06% -3.69% -4.22% -3.69% 3.63% 9.09% 8.04%
U.S. Bond -0.29% -2.15% -2.12% -2.15% -2.97% 3.67% 3.08%
Global Bond -0.93% -2.05% -2.47% -2.05% -5.83% 2.36% 2.70%
U.S. Real Estate 1.04% -8.14% -1.74% -8.14% 28.03% 11.84% 10.39%
Region Summary 1/31/22
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock 2.20% -5.88% -3.67% -5.88% 18.80% 19.93% 16.11%
Global Stock Ex U.S. -0.06% -3.69% -4.22% -3.69% 3.63% 9.09% 8.04%
Emerging Markets -1.13% -1.89% -4.13% -1.89% -7.23% 7.19% 8.30%
Europe Stock 1.89% -4.58% -3.52% -4.58% 12.61% 10.74% 8.67%
Asia Pacific Stock -2.78% -4.34% -6.12% -4.34% -7.61% 8.03% 7.88%
Latin America Stock 4.48% 7.38% 10.37% 7.38% 5.80% -4.56% 1.43%
Equity Style Summary 1/31/22
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Large Growth 3.36% -9.35% -7.31% -9.35% 16.46% 26.68% 21.52%
Large Blend 2.45% -5.71% -3.02% -5.71% 20.86% 20.81% 16.87%
Large Value 1.40% -1.02% 2.60% -1.02% 26.22% 14.61% 12.16%
Mid Growth 1.33% -12.83% -13.61% -12.83% 5.95% 19.41% 15.97%
Mid Blend 1.19% -7.86% -6.68% -7.86% 15.35% 17.17% 13.34%
Mid Value 1.06% -2.57% 1.14% -2.57% 25.73% 14.44% 10.57%
Small Growth 0.74% -12.62% -16.59% -12.62% -9.70% 13.81% 13.18%
Small Blend 0.31% -7.90% -8.81% -7.90% 6.09% 13.70% 11.27%
Small Value 0.03% -4.42% -2.73% -4.42% 19.95% 12.65% 9.15%
©2020 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory
authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer or in any other capacity, and does not purport to provide investment advice
or make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended
solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation
of an offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this
report, please go to: ycharts.com/about/disclosure. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member
FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.