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Q3 2020 Market Review – U.S. Equity
 Q3 2020 Market Review - U.S. Equity








 U.S. EQUITY

 •  The broad U.S. equity market, as measured by the Russell 3000 Index, was up 9.2% for the quarter.
 •  The best performing U.S. equity index for the quarter was Russell 1000 Growth, returning a positive 13.2%.
 •  The worst performing U.S. equity index for the quarter was Russell 2000 Value, returning a positive 2.6%.


 INDEX PERFORMANCE (sorted by trailing quarterly performance)  GROWTH VS. VALUE

   50%                                  Grow th Outperforms
 40%  37.5%
   40%
 30%
   30%
 20%  15.7%
 13.2%  15.0%  20%
 10%  9.2%  7.2%  5.6%  10%
 2.6%
 0%  0%
 -10%  -5.0%  10%
 -20%  -14.9%  20%                       Value Outperforms
 QTR  1 Yr  QTR  1 Yr  QTR  1 Yr  QTR  1 Yr  QTR  1 Yr  2008  2009  2010  2011  2012  2013  2014  2015  2016  2017  2018  2019
 QTR  YTD  1 Yr  3 Yr  5 Yr  10 Yr  Over the last year, growth stocks outperformed value stocks by 42.5%.
 Russell 1000 Growth  13.2  24.3  37.5  21.7  20.1  17.3  For the trailing quarter, growth stocks outperformed value stocks by 7.6%.
 Russell 3000  9.2  5.4  15.0  11.6  13.7  13.5
 Russell 2000 Growth  7.2  3.9  15.7  8.2  11.4  12.3  The graph above is plotted using a rolling one-year time period. Growth stock
 Russell 1000 Value  5.6  -11.6  -5.0  2.6  7.7  9.9  performance is represented by the Russell 1000 Growth Index. Value stock
 Russell 2000 Value  2.6  -21.5  -14.9  -5.1  4.1  7.1  performance is represented by the Russell 1000 Value Index.

 SECTOR (sorted by trailing quarterly performance)


                                   QTR       YTD      1 Yr      3 Yr     5 Yr     10 Yr
 15.0%  Consumer Discretionary      15.0     21.2      27.0     18.8     15.9      17.4
 12.0%  Materials                   12.0      2.7       9.3      4.5     11.6       9.3
 12.0%  Industrials                 12.0     -4.4       1.2      4.5     11.0      11.8
 11.6%  Information Technology      11.6     26.9      44.9     27.0     26.5      20.0
 10.3%
 Consumer Staples                   10.3      4.1       7.9      8.9       9.3     11.8
 8.8%
 Telecommunication Svcs.             8.8      8.2      17.8      9.2     10.5       9.3
 5.8%
 Health Care                         5.8      5.2      20.1     11.3     12.1      15.7
 5.1%
 Utilities                           5.1     -7.5      -7.1      6.7     10.2      10.7
 3.6%
 Financials                          3.6    -21.1     -13.2     -0.8       7.4      9.5
 1.1%
 Real Estate                         1.1    -11.6     -11.4      4.0       6.7      9.5
 -19.2%
 Energy                            -19.2    -48.5     -45.5    -21.4     -10.7     -3.9
 -20.00  -15.00  -10.00  -5.00  0.00  5.00  10.00  15.00
                                                      Source: S&P 1500 Sector Indices






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