Welcome to Buxton Investment Management.
"The four most dangerous words in investing are: 'this time it's different.'" Sir John Templeton
Equity Returns YTD Q3 2024 Fixed Income Returns YTD Q3 2024
S&P 500 22.08% BarCap Agg Bond 4.45%
Russell 2000 11.17% BarCap Municipal 1.96%
MSCI EAFE USD 13.10%
MSCI Emerging USD 16.86%
Equity Returns 2023 Fixed Income Returns 2023
S&P 500 26.29% BarCap Agg Bond 5.53%
Russell 2000 16.93% BarCap Municipal 6.24%
MSCI EAFE USD 17.94%
MSCI Emerging USD 9.83%
Equity Returns 2022 Fixed Income Returns 2022
S&P 500 -18.11% BarCap Agg Bond -13.01%
Russell 2000 -20.44% BarCap Municipal -8.10%
MSCI EAFE USD -14.29%
MSCI Emerging USD -20.09%
Equity Returns 2021 Fixed Income Returns 2021
S&P 500 28.71% BarCap Agg Bond -1.54%
Russell 2000 14.82% BarCap Municipal 1.52%
MSCI EAFE USD 12.62%
MSCI Emerging USD -2.54%
Equity Returns 2020 Fixed Income Returns 2020
S&P 500 18.40% BarCap Agg Bond 7.51%
Russell 2000 19.96% BarCap Municipal 5.21%
MSCI EAFE USD 7.59%
MSCI Emerging USD 18.31%
Equity Returns 2019 Fixed Income Returns 2019
S&P 500 31.49% BarCap Agg Bond 8.72%
Russell 2000 25.52% BarCap Municipal 7.62%
MSCI EAFE USD 22.49%
MSCI Emerging USD 18.42%
Equity Returns 2018 Fixed Income Returns 2018
S&P 500 -9.03% BarCap Agg Bond .01%
Russell 2000 -11.01% BarCap Municipal 1.28%
MSCI EAFE USD -13.79%
MSCI Emerging USD -16.64%
Equity Returns 2017 Fixed Income Returns 2017
S&P 500 21.83% BarCap Agg Bond 3.54%
Russell 2000 14.65 % BarCap Municipal 5.45%
MSCI EAFE USD 25.03%
MSCI Emerging USD 34.35%
Equity Returns 2016 Fixed Income Returns 2016
S&P 500 11.96% BarCap Agg Bond 2.65%
Russell 2000 21.31% BarCap Municipal 0.25%
MSCI EAFE USD 1.00%
MSCI Emerging USD 8.58%
Equity Returns 2015 Fixed Income Returns 2015
S&P 500 -1.38% BarCap Agg Bond .55%
Russell 2000 -4.41% BarCap Municipal 3.30%
MSCI EAFE USD -.89%
MSCI Emerging USD -16.96%
Equity Returns 2014 Fixed Income Returns 2014
S&P 500 13.69% BarCap Agg Bond 5.97%
Russell 2000 4.89% BarCap Municipal 9.05%
MSCI EAFE USD -4.90%
MSCI Emerging USD -4.63%
Equity Returns 2013 Fixed Income Returns 2013
S&P 500 32.39% BarCap Agg Bond - 2.02%
Russell 2000 38.82% BarCap Municipal - 2.55%
MSCI EAFE USD 22.78%
MSCI Emerging USD -2.02%
Equity Returns 2012 Fixed Incom Returns 2012
S&P 500 15.96% BarCap Agg Bond 4.21%
Russell 2000 16.30% BarCap Municipal 6.78%
MSCI EAFE USD 17.27%
MSCI Emerging USD 15.15%
Equity Returns 2011 Fixed Income Returns 2011
S&P 500 2.11% BarCap Agg Bond 7.84%
Russell 2000 -4.18% BarCap Municipal 10.70%
MSCI EAFE USD -12.14%
MSCI Emerging USD -20.41%
Data provided by Morningstar, Inc.
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