Monthly Market Report

Monthly Market Report

Index	1 Month	Quarter to date	Year to date
S&P 500	2.03%	4.32%	10.79%
NASDAQ**	3.9		11.11%
S&P Developed Ex-US BMI*	4.47%	3.73%	24.78
Dow Jones Commodity (DJCI)	1.27%	2.15	7.46
S&P US Aggregate Bond	1.2%	1.05%	4.97%

It was another strong month for stocks, both U.S. and foreign, as well as bonds. They posted solid gains in August. Nearly all sectors were up except for Utilities. Mid- and Small-Cap stocks rallied, possibly due to the run-up in Large-Cap stocks for the year, as investors become leery of Large-Cap valuations and look for better pricing elsewhere.

The two best-performing sectors in August were Health Care, up 0.47%, and Financials, up 0.43%. There does seem to be a rotation happening not only out of Large-Cap stocks but also out of Growth and into Value, as the S&P Enhanced Value index was up 7.28% for the month, and the S&P Growth was up 0.83% 

Bond prices got a lift with the expectation of a 0.25% rate cut by the Fed very soon. All eyes will be on the next FOMC meeting, scheduled for September 16-17. Producer Price Index numbers will be reported on September 10, and Consumer Price Index on September 11. Both help measure inflation in the economy.   

Source: S&P Dow Jones Indices LLC and/or its affiliates. Data as of August 29, 2025, except * as of August 28, 2025. Index performance based on total return (USD). Past performance is no guarantee of future results.

**NASDAQ Yahoo Finance.

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors and Synergy Wealth Management are separate entities.

The information contained in this market commentary reflects the opinions of Synergy Wealth Management. These opinions do not reflect the views of others and are subject to change without notice. Content in this material is intended for general information purposes only and should not be construed as specific investment advice or recommendations for any individual. Please contact your advisor with any questions or for specific recommendations regarding your own circumstances. Investing involves risks, including possible loss of principal. "