The first quarter of 2025 started off on a positive note, with most major markets posting gains. Leading the way were International Developed Stocks, up 6.20%, followed by Emerging Market Stocks at 2.93%, the U.S. Bond Market at 2.78%, and Global Real Estate at 1.37%. On the downside, the Global Bond Market (ex-U.S.) dipped slightly by -0.17%, and the U.S. Stock Market experienced the largest decline at -4.72%.
The good news is that—aside from the 5-Year U.S. Bond Market—all of these markets have shown positive performance over the past 1, 5, and 10 years.
CLICK HERE to download the PDF.