Posting their 7th consecutive month of gains, the Dow (+2.2%) and the S&P500 (+0.6%) eked out a small profit in May despite a significant 4% sell-off in the middle of the month. However, the Nasdaq and Russell each declined 1.5% in May.
INDEX | CLOSE (Fri 5/28/21) | %CHG WEEK | %CHG MONTH | %CHG YTD |
S&P 500 | 4204 | 1.2% | 0.6% | 12% |
NASDAQ | 13,749 | 2% | (-1.5%) | 6% |
DOW JONES | 34,529 | 1% | 2.2% | 13% |
RUSSELL 2K | 2269 | 2.5% | (-1.5%) | 15% |
A $500 Investment in any of the 4 main Equity Index ETFs made on January 4, 2021 would show a profit at the end of May. The S&P 500 was the best performer - a $5000 Investment at the beginning of 2021 would now be worth $5,461.
INDEX | ETF | 2021 YTD %Chg | Price per Share 1/4/2021 | Price per Share 5/31/2021 | $ GAIN |
RUSSELL 2K | IWM | 15% | 196.06 | 225.50 | 29.44 |
S&P 500 | SPY | 12% | 373.88 | 420.04 | 46.16 |
DOW JONES | DIA | 13% | 305.79 | 345.64 | 39.85 |
NASDAQ 100 | QQQ | 6% | 313.75 | 333.93 | 20.18 |