Individual Investors


Q1 2016 Market Review


The first quarter of 2016 was reminiscent of a roller coaster ride at an amusement park with stocks down almost 10% in the first six weeks of the year only to finish the quarter with slightly positive returns (See chart: S&P 500® Performance). For the quarter, the S&P 500 Index eked out a small gain of 1.35%, but the Russell 2000® Index and the NASDAQ Composite declined 1.52% and 2.43%, respectively. Higher yielding stocks performed extremely well with the S&P 500 utilities and telecommunications sectors up over 15% for the quarter. Emerging market stocks also were particularly strong after a difficult 2015 with the MSCI Emerging Markets Index up 5.71%.
KAR Q1 2016

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Past performance is not a guarantee of future results.

Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates or its subadvisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.