Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

  October 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were negative in October, as the Wilshire 5000 Total Market IndexSM returned -2.03% and the S&P 500 Index returned -1.82%. Market volatility increased in October, with the CBOE Volatility Index (VIX) ending the month at 17.06, up from 13.29 at the end of September 2016.

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  Third Quarter 2016 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market Index, was up for the third quarter of 2016 by 4.29%. This marks the fourth straight quarterly gain, although most of the pricing activity occurred during roughly the first dozen trading days of the quarter. Interestingly, strong equity returns this year have coincided with a drop in corporate earnings. However, a major contributor to that decline is performance within the Energy sector due to depressed oil prices.

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  August 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in August, as the Wilshire 5000 Total Market IndexSM returned 0.25% and the S&P 500 Index returned 0.14%. Market volatility increased in August, with the CBOE Volatility Index (VIX) ending the month at 13.07, up from 11.87 at the end of July 2016. Performance across GICS sectors was mixed for the month, with the Financials and Information Technology sectors leading the group, returning 3.31% and 2.06%, respectively. On the other hand, Utilities was the worst performing sector in August, falling -5.41%. Small cap stocks outperformed their large cap counterparts this month, with the Wilshire U.S. Large Cap IndexSM and the Wilshire U.S. Small Cap IndexSM returning 0.14% and 1.25%, respectively. U.S. manufacturing activity, as measured by the Institute for Supply Management’s PMI, registered 49.4% in August, down from the July reading of 52.6%. Generally a reading above 50% indicates expansion.

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  July 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in July, as the Wilshire 5000 Total Market IndexSM returned 3.93% and the S&P 500 Index returned 3.69%. Market volatility decreased in July, with the CBOE Volatility Index (VIX) ending the month at 11.87, down from 15.63 at the end of June 2016. Performance across GICS sectors was mixed for the month, with the Information Technology and Materials sectors leading the group, returning 7.79% and 5.64%, respectively. On the other hand, Energy was the worst performing sector in July, falling -1.99%.

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  Second Quarter 2016 Market Commentary

GDP: Real GDP growth continued to slow during the first quarter of 2016, expanding 1.1% on an annualized basis. Weak business spending continues to act as a drag on growth as private investment shrank for the third quarter in a row. The U.S. actually exported more goods and services despite the strong dollar, adding to growth. Consumer spending continues to be the main point of strength in the economy, although government spending grew for the fourth straight quarter.

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  May 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in May, as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index both returned 1.80%. Market volatility decreased in May, with the CBOE Volatility Index (VIX) ending the month at 13.94, down from 15.70 at the end of April. Performance across GICS sectors was mixed for the month, with the Information Technology and Health Care sectors leading the group, returning 5.44% and 2.51%, respectively. In a reversal from last month, Energy was the worst performing sector in May, falling -0.74%.

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First Quarter 2016 Market Commentary

GDP: Real GDP growth continued to slow during the fourth quarter of 2015, expanding 1.4% on an annualized basis. Economic growth for the entire year was equal to 2.4%, the same growth rate as 2014. One concerning trend from 2015 is a weakening in business spending. Fixed investment has been slowing and businesses are being cautious about adding to inventory. Personal consumption remains strong and accounted for nearly all of the growth during the fourth quarter.

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  February 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were modestly down in February, as the Wilshire 5000 Total Market IndexSM returned -0.05% and the S&P 500 Index returned -0.13%. Market volatility increased slightly in February, with the CBOE Volatility Index (VIX) ending the month at 20.55, up from 20.20 at the end of January 2015.

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  January 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were negative in January, as the Wilshire 5000 Total Market IndexSM returned -5.46% and the S&P 500 Index returned -4.96%. Market volatility increased in January, with the CBOE Volatility Index (VIX) ending the month at 20.20, up from 18.21 at the end of December.

 

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