WVC H&W Public Co. Index

HIGHLIGHTS The S&P500 keeps grinding higher with a 3.10% gain for the month bring the YTD return to 10.16%, excluding dividends. The Wellvest H&W Index rebounded smartly for the month, returning 5.45% to bring the YTD loss to 0.91%. The headline news over the...

HIGHLIGHTS The S&P500 continued its strong start to the year with a 5.17% gain for the month bring the YTD return to 6.84%, excluding dividends. The Wellvest H&W Index delivered a modest gain, bringing the YTD loss to 6.41%, up 1.11% for the month. Two...

HIGHLIGHTS It’s been an interesting start to 2024. The S&P500 came out of the gate down for the first six trading days of the year only to rally into month end to close with a 1.59% gain, excluding dividends. The Wellvest H&W Index stumbled out of the box and never...

Roller Coaster Ride Continued in Second HalfINTEREST RATE OUTLOOK LIFTS ALL SHIPS The Wellvest Health and Wellness Public Company Index (“WVC H&W Index”) was heavily influenced by the interest rate outlook. By year end the index experienced a modest uptick from...

HIGHLIGHTS The macro narrative around interest rates, inflation, employment, and geo-political concerns pivoted to fuel a strong market rally in November. The downward trend that started in August reversed course generating an 8.9% increase to the S&P500 for the...

HIGHLIGHTS September is living up to its reputation as the worst performing month for the stock market since 1945. This year was no exception with the S&P500 down 4.87% for the month leaving the index up 12.13% year to date, excluding dividends. The WVC H&W...

HIGHLIGHTS In August, the WVC H&W Index gave back much of the ground it had gained relative to the S&P500. The WVC H&W Index returned a negative 6.45% for the month, dropping the YTD performance to a positive 0.57%, excluding dividends. The S&P500 lost...

HIGHLIGHTS The downward trend that started in August continued in October characterized by a significant underperformance to the S&P500. The S&P500 was down 2.2% for the month leaving the index up 9.7% year to date, excluding dividends. The WVC H&W Index...

HIGHLIGHTS The WVC H&W Index gained ground in July relative to the S&P500. The WVC H&W Index returned 5.48% for the month, raising the YTD performance to 6.64%, excluding dividends. The S&P500 gained 3.11% in July rounding out the YTD gain of 20.0% for...