During the last quarter, the best performing asset classes were short-term bonds, U.S. small value stocks, and U.S. small stocks. The following chart shows the year-to-date, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index:Market Returns for the period ending September 30, 2022DFA Fund / IndexYear-To-Date Return10 Year Return*20 Year Return*S&P […]
Quarterly Market Review – Q3 2022
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review:About Christopher JonesChristopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris was a management consultant for Deloitte Monitor. He graduated […]
Client Letter – Q2 2022
During the second quarter of 2022, the best performing asset classes were bonds and emerging markets stocks. The following chart shows the 3-month, year-to-date (YTD), and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index:Market Returns for the period ending June 30, 2022DFA Fund / Index3 Month ReturnYear to Date Return20 Year Return*S&P […]
Quarterly Market Review – Q2 2022
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review:About Christopher JonesChristopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris was a management consultant for Deloitte Monitor. He graduated […]
Client Letter – Q1 2022
During the first quarter of 2022, the best performing asset classes were international large stocks, U.S. large value stocks, and U.S. small value stocks. The following chart shows the 3-month, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index:Market Returns for the period ending March 31, 2022DFA Fund / Index3 Month […]
Quarterly Market Review – Q1 2022
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review:About Christopher JonesChristopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris was a management consultant for Deloitte Monitor. He graduated summa cum […]
Client Letter – Q4 2021
During the past quarter, the best performing asset classes were real estate and U.S. small value stocks. The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index:Market Returns for the period ending December 31, 2021DFA Fund / Index1 Year Return10 Year Return*20 Year Return*S&P 500 Index28.7116.559.52DFA […]
Quarterly Market Review – Q4 2021
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review:About Christopher JonesChristopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris was a management consultant for Deloitte Monitor. He graduated summa cum […]
Quarterly Market Review – Q3 2021
For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review:About Christopher JonesChristopher Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm. Before entering the investment field, Chris was a management consultant for Deloitte Monitor. He graduated summa cum […]
Client Letter – Q3 2021
During the last quarter, the best performing asset classes were U.S. large stocks, international small value stocks, and inflation-protected bonds. The following chart shows the 3-month, 1-year, and 20-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Index:Market Returns for the period ending September 30, 2021DFA Fund / Index3 Month Return1 Year Return20 Year […]
