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Monthly Market Report January 2026



Index

1 Month %

Year To date %

One Year %

S&P 500 Total Return

1.45

1.45

16.35

NASDAQ Composite**

0.95

0.95

20.99

S&P Developed Ex-US BMI*

6.15

6.15

36.96

Dow Jones Commodity (DJCI)

9.25

10.66

19.87

S&P US Aggregate Bond*

0.23

0.23

6.79

 

January Market Recap: Resilience Amidst Rising Volatility


The first month of 2026 proved to be a high-stakes rollercoaster for U.S. equities. January was defined by a sharp dichotomy: while the S&P 500® reached new all-time highs and closed the month up 1.45%, the path was marked by significant turbulence and a palpable shift in market leadership.


A Turbulent Start

Market stability was tested early as the VIX® spiked above the 20 mark. Much of this anxiety centered around January 20th, which saw the S&P 500® suffer its largest single-day decline since October 2025. This volatility was fueled by a "perfect storm" of macro pressures, including:

  • Tariff Tensions: Renewed geopolitical friction created immediate headwinds for global trade sentiment.

  • International Bond Turmoil: A significant sell-off in Japanese government bonds sent ripples through domestic markets.

  • Leadership Transitions: Investor jitters were heightened by fresh inflation data and the announcement of a new Federal Reserve Chair.


The Great Rotation: A Regime Shift

While the broader index finished in positive territory, the internal mechanics of the market suggested a "regime shift." The dominance of Big Tech faced a reckoning as disappointing earnings reactions dampened enthusiasm for the sector.

In its place, investors pivoted toward dividend-yielding and defensive strategies. This rotation was most evident in the performance of traditional "old economy" sectors:

 

 

Source: S&P Dow Jones Indices LLC and/or its affiliates. Data as of  January 30, 2026, except * as of  January 29, 2026. Index performance based on total return (USD). Past performance is no guarantee of future results.

**NASDAQ  Data as of  January 30, 2026  Overview for COMP


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

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