2020 CFA S&P 
FineMark
JANUARY 17, 2024
The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. This regime ended in 2020 as yields on the 10-year Treasury bottomed at nearly 0.60%. To put this in perspective, over the last decade the S&P 500 has annualized at 12.03%.
FineMark
JULY 13, 2023
The stark differences in index performance, specifically the effects of mega-cap technology listings and their disproportionately large weights in the S&P 500, are also worth highlighting. Some of this weightiness can be seen in the performance disparity to date between the S&P 500 and the Dow Jones Industrial Average.
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