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Russell 3000

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Historical Trends Suggest This Year's Stock Losers Could Rebound in November

Originally Published 2 months ago — by MarketWatch

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Source: MarketWatch

Despite this year's losses, many stocks are likely to outperform in November due to tax-loss harvesting strategies, with historical data supporting a potential rebound for underperformers after October. The article highlights the importance of stock-specific analysis and the impact of tax strategies on market movements, especially in a year where a significant portion of stocks are down but overall indices are up.

Contrasting Numbers: U.S. Stocks' Performance in 2023

Originally Published 2 years ago — by MarketWatch

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Source: MarketWatch

While the S&P 500 index shows a 11.2% year-to-date gain, indicating a good year for US stocks, the median return for shares in the index has only risen 1.1% in 2023, compared to a median gain of 16.2% in 2014. The Russell 3000, representing 98% of American equities, has a negative 2.2% median return this year, despite a 11.3% year-to-date gain. The S&P 1500, covering 90% of US stocks, has a mere 0.1% median year-to-date return. Investors are hoping for a fourth quarter rally to alleviate the recent market selloff.