by Wellvest | Dec 7, 2023 | Public Company INDEX
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...
by Wellvest | Dec 7, 2023 | Public Company INDEX
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...
by Wellvest | Nov 3, 2023 | Public Company INDEX
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...
by Wellvest | Aug 23, 2023 | Public Company 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...
by Wellvest | Aug 23, 2023 | Public Company INDEX
A.I. AND MACRO STORY DOMINATE What began as a promising start for the Wellvest Health and Wellness Public Company Index (“WVC H&W Index”) quickly faded as the calendar turned to late Spring with the index retreating from a 19.5% high in early February to a 1.0%...
by Wellvest | Jun 5, 2023 | Public Company INDEX
Wellvest Capital H&W Index April 2023 Performance Recap May 2023 up less than 1% YTD, which is slightly ahead of the Russell 2000 Index. While it’s unfortunate that the WVC H&W Index could not hold on to its impressive gains from earlier in the year, its...
