2010 Monthly Stock Index Performance

 |  Includes: DIA, QQQ, SPY
by: Paul Zimbardo

With the tumultuous 2008 and 2009 stock markets in the rear-view mirror, 2010 finished with modestly positive results. The major averages all appreciated by more than ten percent but you may have noticed that your personal portfolio had drastically different results (especially if you held some of 2010’s biggest winners and losers), even if you held ETFs that tracked these markets. The reason for this is timing. For example, did you know that September was the best month for the market this year while May was the worst?

It is nice to know where you stand on a more frequent basis than face a shock on December 31st; therefore, I keep track of the monthly performance for each of the three major indices. Unfortunately, I have yet to find one sole website that consistently publishes the stock markets returns for each month. I am sure that there are many other investors such as myself who could benefit from monthly data so I have decided to share. This information is for informative purposes only and should not be used to predict future monthly performance.

2010 Monthly Performance

I have gathered this data throughout 2010 from the following sources: Wall Street Journal, New York Times, Washington Post, CNN Money, Bloomberg, and Yahoo Finance!.

Remember that if you would like to compare your own performance with a benchmark that you need to remove any non-stock transactions from the equation to get a clearer picture of your performance. For example, when you deposit your paycheck or withdraw money to pay bills, those transactions can distort your performance. Fortunately this information is often prominently displayed on your monthly statements or searchable online.

Good luck with the investing in 2011! If I receive enough positive feedback, I will continue to post this type of information.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.