What’s the S&P 500 Without Its FAANGs?

Given the sheer size of “mega cap stocks”—being Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG & GOOGL), Meta Platforms (FB), Tesla (TSLA), NVIDIA (NVDA), and formerly Netflix (NFLX)—most portfolios carry noteworthy exposure to these companies.  And so it’s worth asking: how would the S&P 500, and most of our portfolios, have performed without these … Continued

Q1 2022 Fund Flows: March Buyers Bring April Sellers?

2021 ended with double-digit returns by stocks for the sixth straight year in a row. Through one quarter of 2022, there is clearly a lot of ground to make up. The S&P 500 (^SPX) and Bloomberg US Aggregate (^BBUSATR) are off to a rocky start… A late Q1 rally by stocks lost steam in early … Continued

Can You Hedge a Stock Market Crash with an ETF?

The biggest stock market crashes of the 21st century are still etched into investors’ brains—the early 2000s Dot-Com bubble, the 2008 Financial Crisis, and the 2020 Coronavirus pandemic each rattled markets and our daily lives in unique ways. It seems that at any given moment, there are a number of reasons to expect a pull-back … Continued

2021 Fund Flows: Fixed Income & Large Blend Win, Growth Loses

After bouncing back from a Q3 dip and fighting through volatility all year, the S&P 500 (^SPX) ended 2021 just below its all-time high. The index’s 28.7% total return continues quite a streak for stocks, making 2021 the fifth time in the last 6 years that the S&P 500 has posted double-digit returns.  Meanwhile, in … Continued

Ben Carlson’s Favorite Charts of 2021

This post originally appeared on Ben Carlson’s A Wealth of Common Sense. Follow Ben on Twitter @awealthofcs for more!  —— The U.S. stock market as a whole was basically devoid of volatility this year: Download Visual | Modify in YCharts In fact, out of the past 94 years of data, this year ranks as the 9th lowest peak-to-trough drawdown … Continued

Scatter Plot: Dynamic Storytelling for Funds, ETFs & Portfolios

With YCharts’ new Scatter Plot, asset managers and advisors are empowered to take their visual analysis and presentations to the next level. Scatter Plots enable you to plot any of YCharts’ 4,000+ calculated metrics for funds, stocks, and portfolios, and also communicate to clients how funds or portfolios stack up against each other and their … Continued

3 Ways the Home Office Can Position Advisors for Growth

As the wealth management industry continues to grow, even the most successful advisory firms have to adapt to stay ahead of the competition. Whether implementing new technologies to streamline advisor processes, allocating more time to advisor and AUM growth, or ensuring seamless collaboration between teams and the home office, it’s crucial that your advisors in … Continued

Fund Flows Review: August 2021

Welcome to the first edition of Fund Flows Review from YCharts, a monthly series in which we’ll use asset flows to better understand market trends and momentum. As always, feel free to download and share any visuals with clients and colleagues, or on social media.  Watch our key takeaways from mutual fund and ETF flows … Continued

Use Client-Friendly Comp Table PDFs to Compare Funds & SMAs

YCharts users have a new way to share their investment insights with clients! Data views built in Comp Tables—a tool that creates clean, formatted data tables using securities, metrics, and custom scores of your choosing—are now exportable as client and printer-friendly PDFs. Best of all, you can now have your company logo and custom disclosures … Continued

Is the Market Back to Normal? Q2 2021 Fund Flows

With increasingly available vaccines, businesses reopening, and most people eager to get out of their homes, Q2 saw a dramatic rise in the S&P 500, up 15.25% in 2021 through June. Meanwhile, the Bloomberg Barclays US Aggregate moved higher from its 2021 low but was still down 3.21% at the midway point of the year. … Continued