STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (12099) -3.98% -8.66% -1.50% 8.88% 9.56%
S&P 500 (1325) -5.40% -9.67% -5.32% 5.49% 9.99%
NASDAQ 100 (1844) -3.59% -11.55% 3.31% 19.24% 13.03%
S&P 500/Citigroup Growth -5.16% -9.77% -2.21% 9.25% 8.30%
S&P 500/Citigroup Value -5.64% -9.56% -8.18% 2.03% 11.73%
S&P MidCap 400/Citigroup Growth -5.05% -11.59% 1.11% 13.55% 12.29%
S&P MidCap 400/Citigroup Value -4.97% -12.08% -9.83% 2.84% 14.01%
S&P SmallCap600/Citigroup Growth -3.58% -10.19% -4.11% 5.66% 13.87%
S&P SmallCap600/Citigroup Value -4.05% -12.18% -16.17% -5.19% 12.80%
MSCI EAFE -10.81% -14.03% -4.40% 11.76% 18.66%
MSCI World (ex US) -10.96% -14.18% -3.29% 13.04% 19.08%
MSCI World -8.81% -12.11% -4.29% 9.69% 14.47%
MSCI Emerging Markets -12.15% -14.05% 21.71% 39.23% 31.78%
Source: Bloomberg. Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 01/18/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary -1.88% -9.68% -24.10% -13.21% 5.75%
Consumer Staples -4.02% -5.22% 6.30% 14.36% 8.56%
Energy -8.37% -12.36% 25.79% 34.41% 26.07%
Financials -7.76% -12.64% -29.02% -18.52% 4.60%
Health Care -4.85% -1.52% 2.11% 7.32% 6.78%
Industrials -4.04% -10.41% -1.60% 12.04% 12.52%
Information Technology -3.13% -12.35% 1.21% 16.30% 10.30%
Materials -6.39% -10.02% 9.03% 22.53% 16.14%
Telecom Services -8.11% -13.67% -2.68% 11.88% 9.47%
Utilities -7.75% -6.11% 14.46% 19.38% 19.45%
Source: Bloomberg. Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 01/18/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate 0.77% 2.15% 11.13% 8.83% 4.11%
GNMA 30 Year 0.34% 1.61% 8.57% 6.97% 4.69%
U.S. Aggregate 0.49% 1.68% 8.65% 6.96% 4.81%
U.S. Corporate High Yield -0.78% -2.46% -1.51% 1.87% 9.60%
U.S. Corporate Investment Grade 0.45% 1.11% 5.51% 4.56% 5.04%
Municipal Bond: Long Bond (22+) 0.44% 1.97% 2.57% 0.45% 5.88%
Global Aggregate 0.38% 2.03% 12.86% 9.48% 6.76%
Source: Lehman Bros. Returns include reinvested interest.The 5-yr.return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 01/18/08.
KEY RATES
As of 01/18
Fed Funds 4.25%
LIBOR (1-month) 4.02%
CPI - Headline 4.10%
CPI - Core 2.40%
Money Market Accts. 3.21%
Money Market Funds 3.98%
6-mo. CD 4.00%
1-YR CD 4.12%
5-YR CD 4.04%
2-YR Note 2.34%
5-YR Note 2.86%
10-YR Note 3.63%
30-YR T-Bond 4.28%
30-YR Mortgage 5.53%
Prime Rate 7.25%
Bond Buyer 40 4.73%
Sources: Bankrate.com, iMoneyNet.com and Bloomberg
The above was gathered by and posted from a subscription service provided by First Trust Advisors, LP
Approved for public use 01/22/08