{"id":3590,"date":"2025-09-30T03:12:53","date_gmt":"2025-09-30T03:12:53","guid":{"rendered":"http:\/\/blog.valuengine.com\/?p=3590"},"modified":"2025-09-30T03:14:24","modified_gmt":"2025-09-30T03:14:24","slug":"09-29-2025-valuengine-weekly-market-summary-commentary","status":"publish","type":"post","link":"http:\/\/blog.valuengine.com\/index.php\/09-29-2025-valuengine-weekly-market-summary-commentary\/","title":{"rendered":"09\/29\/2025 ValuEngine Weekly Market Summary & Commentary"},"content":{"rendered":"

Weekly Market Recap \u2013 Week Ending September 26, 2025<\/span><\/h3>\n

The markets are in the process closing out the month September on a stronger note than its reputation would suggest, with gains across most major equity indexes and sector ETFs. Energy and utilities outperformed as defensive sectors found strength, while technology and growth pulled back modestly. Gold continued to shine as a hedge, significantly outpacing equities, while select global and US stocks delivered sharp gains.<\/p>\n

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Current ValuEngine reports on all covered stocks and ETFs can be viewed at\u00a0HERE<\/a><\/p>\n

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Current ValuEngine reports on all covered stocks and ETFs can be viewed at\u00a0HERE<\/a><\/p>\n

Strategy Note<\/span><\/strong><\/h1>\n
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Despite September being historically the worst month of the year for the S&P 500 Index, every index ETF followed regularly in this strategy note provided positive returns between the August 29 close and the September 26 close.<\/p>\n

Among domestic strategy index ETFs,\u00a0QQQM<\/strong> (Invesco Nasdaq-100 Index ETF)\u00a0led the way with a\u00a04.5% gain, followed by\u00a0VUG<\/strong> (Vanguard US Equity Growth ETF)\u00a0at\u00a03.9%,\u00a0VPU<\/strong> (Vanguard Utilities ETF)\u00a0at\u00a03%, and\u00a0IWM<\/strong> (iShares Russell 2000 Small Cap ETF)\u00a0at\u00a02.6%, tying with\u00a0SPLG<\/strong> (SPDR S&P 500 ETF)\u00a0which also gained\u00a02.6%.<\/p>\n

The laggard among domestic strategy indexes this month was\u00a0MDY<\/strong> (S&P 400 MidCap Index Trust)\u00a0with only\u00a00.3%, while US Value Stocks, represented by\u00a0VTV<\/strong> (Vanguard US Value Equity Index ETF), also underperformed with a modest\u00a01.8%\u00a0return. Developed foreign markets, as tracked by\u00a0EFA<\/strong> (iShares MSCI EAFE ETF), gained\u00a01.5%, trailing the stronger US growth and technology sectors.<\/p>\n

Two ETFs outpaced QQQM<\/strong>. The first was\u00a0EEM<\/strong> (iShares Emerging Markets Index ETF), up a robust\u00a05.7% month-to-date. Beating all of our equity index ETFs was the\u00a0SPDR Gold Mini-Trust (GLDM<\/strong>), which soared\u00a09%. This margin of nearly\u00a0640 basis points\u00a0over QQQM<\/strong> further cements GLDM<\/strong>\u2019s year-to-date, decade-to-date, and even century-to-date performance edge over S&P 500 index ETFs.<\/p>\n

As mentioned last week and still true now, current all-time high levels for the spot price of gold do not deter us from considering it no more overvalued than equities in today\u2019s \u201chedged risk-on\u201d market environment. Less volatile but attractively valued stocks recently upgraded by our models include\u00a0Travelers (TRV<\/strong>)\u00a0and\u00a0Allstate (ALL<\/strong>).<\/p>\n

Current ValuEngine reports on all covered stocks and ETFs can be viewed at\u00a0HERE<\/a><\/p>\n

______________________________________________________________________________________________<\/p>\n

www.ValuEngine.com<\/a>\u00a0(Valuengine, Inc) is a stock valuation and forecasting service founded by Ivy League finance academics. VE utilizes the most advanced quantitative techniques and analysis available to analyze over 4,200 US stocks, 700 US ETfs, and 1,000 Canadian stocks. Fair market valuations, forecasted target prices, and buy\/hold\/sell recommendations are updated DAILY.<\/p>\n

www.ValuEngineCapital.com<\/a>\u00a0(ValuEngine Capital Management, LLC) is a Registered Investment Advisory firm that trades a variety of different portfolios based upon the ValuEngine.com research models. Each portfolio has a different risk\/return profile, so clients can be placed in strategies that fit their specific investment needs.<\/p>\n

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BLOG.VALUENGINE.COM\u00a0<\/a>for the full history of ValuEngine.com financial blog posts<\/p>\n

_______________________________________________________________________________________________<\/p>\n

Existing subscribers alert: ValuEngine has launched a completely redesigned and new website! Please check it out at\u00a0www.Valu<\/a>E<\/a>ngine.com<\/a><\/p>\n

Free trials available for new subscribers. Over 4,200 stocks and 600 ETFs covered.<\/p>\n

Full Two Week Free Trial\u00a0HERE<\/a><\/p>\n

5,000 stocks, 600 ETFs, 16 sector groups, and 140 industries updated on\u00a0www.ValuEngine.com<\/a>.<\/p>\n

Financial Advisory Services based on ValuEngine research available through\u00a0www.ValuEngineCapital.com<\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Weekly Market Recap \u2013 Week Ending September 26, 2025 The markets are in the process closing out the month September on a stronger note than its reputation would suggest, with gains across most major equity indexes and sector ETFs. Energy and utilities outperformed as defensive sectors found strength, while technology and growth pulled back modestly. … Read more<\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[130,1,39],"tags":[2178,2721,2716,2715,2286,2682,1452,2717,2720,2719,1776,1731,50,2718,1834,1488,1833,2703,2708,2006,1510,1713,1748,2290,93,54,2660,1659,63,2356,2406,2462,2403,2684,2121,2085,2277,1849,2279,1887,1814,2707,1900,2276,2278],"_links":{"self":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts\/3590"}],"collection":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/comments?post=3590"}],"version-history":[{"count":3,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts\/3590\/revisions"}],"predecessor-version":[{"id":3595,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts\/3590\/revisions\/3595"}],"wp:attachment":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/media?parent=3590"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/categories?post=3590"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/tags?post=3590"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}