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Fund Spy

The Year in U.S. Stock Funds

Value is back.

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U.S. equity markets rose in 2021’s final quarter for a strong close to a year marked by continued uncertainty. The emergence of the coronavirus delta and omicron variants led to steep pullbacks in late September and December. At the same time, strong demand, pandemic-related supply-chain woes, and increasing energy prices drove inflation to its highest levels in nearly four decades, leaving markets on edge awaiting the Fed’s policy response. All told, the Morningstar U.S. Market Index gained 9.4% in the fourth quarter and 25.8% for the year. Other major indexes posted similar results.

Energy Rebounds

Eric Schultz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.