Stock Market performance for first half of 2026

[Al18]

The SP500 was up 9.80% for the first 1/2 of 2026.

Just over half of the mutual funds and ETF's I own performed at least 10% better. I don't think that's happened before!

The list of these outperforming funds, NAV and YTD performance:

RSP	212.77	11.15%
FFNOX	73.88	11.17%
VYMI	98.20	11.36%
FPURX	28.91	11.38%
VYM	158.03	11.45%
DVY	156.30	11.77%
VT	156.95	11.93%
SCHF	27.70	14.02%
FSGGX	21.42	14.79%
FSMDX	42.58	15.30%
VTV	217.93	15.31%
SCHD	31.71	15.94%
FDGFX	49.65	16.94%
FSSNX	37.87	22.61%
FSELX	71.42	80.07%

 

[38Chevy454]

I'm 90% stocks, and YTD up 15.4% which is great, but I really need to consider reducing stocks. Every time I do a little rebalancing to fixed income side, the stocks go up and I am back at higher stock allocation. It's nice, but I wonder how long the ride will last?

 

[RetiredHappy]

Our portfolio has consistently outperformed S&P 500 since we started tracking in 2022 when we took back management of our investments.

 

[dunkelblau]

2026 gain thus far exceeds its total market value when I retired at YE 2022

 

[Koolau]

I'm 90% stocks, and YTD up 15.4% which is great, but I really need to consider reducing stocks. Every time I do a little rebalancing to fixed income side, the stocks go up and I am back at higher stock allocation. It's nice, but I wonder how long the ride will last?

If I may ask, what has given you a 15+% return?

My portfolio is much less than 90% stocks and (of course) it has limited my overall % portfolio yield.

I agree that it might be a good time to reduce stocks though I'm no expert on the subject. Congrats on your great results.

 

[jazz4cash]

I just completed my quarterly update and I am speechless. Somehow I managed to match the SP500 performance with a 70% equity allocation. I tend to get tunnel vision focusing on the total and % change. Looking at $ change is what makes me speechless. I was down at the end of Q1. Fidelity ruined the analysis tools on their website so it was extremely frustrating to figure out how to edit external accounts.

 

[marko]

My Equity Income Fund is up 14.1% ytd while my S&P Index fund is "only" up ~10%. Go figure.

7.1% ytd on 75/25.

 

[38Chevy454]

If I may ask, what has given you a 15+% return?

My portfolio is much less than 90% stocks and (of course) it has limited my overall % portfolio yield.

I agree that it might be a good time to reduce stocks though I'm no expert on the subject. Congrats on your great results.

Nothing that special or any individual stock that was a huge gainer. Mostly 88% domestic, and wide diversified funds (FZROX, FNCMX, FDGRX, FELV, FZIPX, FAGIX, SPY) and a bit of some leveraged 3x funds (UPRO, TQQQ). I have one individual stock that has done well (ET). I recently sold several individual stocks that were not doing so good, to try and rebalance some by buying some more of the CEFs. But stocks keep going up.....

 

[Al18]

My current asset allocation is 51/49 and I'm up 10.1% YTD.

I'm going to trim my SP500 fund FXAIX and buy one or more of the funds listed in my first post.

 

[jfn111]

Up 11.6% for the year. My allocation has been all over the board this year as I've been tinkering.

 

[Koolau]

Just multiplying my stash by my increase (over 10%) I think I can live on that! Now, if the gains can hold, I'm gonna have to pull a BTD!

 

[NomDeER]

The Russell 2000 is up much more than the S&P 500 so far this year, so that is resulting in an overall higher return for me than the S&P 500 so far this year. But, if I compare the last five years, it's not even close and the return on my S&P 500 index fund has been soooo much better than my return on the small cap fund.

 

[Al18]

FSSNX I listed above is the small cap index fund - up 22.61% YTD. The only fund that did better was FSELX Semiconductors up 80.07%

 

[Koolau]

Sounds like what I learned here a long time ago.

Diversify!

Thanks ER Forum!