STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (11289) -0.48% -13.82% -14.79% 8.88% 6.87%
S&P 500 (1263) -1.18% -13.07% -15.56% 5.49% 7.04%
NASDAQ 100 (1817) -2.12% -12.68% -7.88% 19.24% 8.51%
S&P 500/Citigroup Growth -1.21% -9.32% -8.46% 9.25% 6.22%
S&P 500/Citigroup Value -1.16% -17.09% -22.47% 2.03% 7.77%
S&P MidCap 400/Citigroup Growth -4.51% -5.06% -6.63% 13.55% 11.04%
S&P MidCap 400/Citigroup Value -4.33% -10.07% -17.97% 2.84% 11.69%
S&P SmallCap600/Citigroup Growth -4.58% -8.84% -14.60% 5.66% 11.15%
S&P SmallCap600/Citigroup Value -4.37% -11.77% -23.13% -5.19% 9.93%
MSCI EAFE -2.00% -12.74% -13.40% 11.76% 16.09%
MSCI World (ex US) -2.02% -11.60% -11.70% 13.04% 16.73%
MSCI World -1.75% -12.06% -13.19% 9.69% 11.75%
MSCI Emerging Markets -4.67% -16.12% -3.71% 39.23% 27.26%
Returns are total returns. The 5-yr. return is an average annual.
One-week, YTD, 12-mo. and 5-yr. performance returns calculated through 07/03/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary -2.39% -14.52% -28.97% -13.21% 1.67%
Consumer Staples 1.25% -6.31% 1.25% 14.36% 8.31%
Energy -1.38% 5.54% 18.48% 34.41% 28.80%
Financials -2.78% -30.20% -43.50% -18.52% -1.74%
Health Care 1.26% -12.37% -12.52% 7.32% 2.34%
Industrials -0.97% -15.25% -15.58% 12.04% 9.25%
Information Technology -2.31% -14.23% -10.82% 16.30% 6.42%
Materials -5.74% -4.27% -1.42% 22.53% 16.70%
Telecom Services 0.30% -19.59% -22.47% 11.88% 7.06%
Utilities 1.56% -3.44% 4.25% 19.38% 16.96%
Returns are total returns. The 5-yr. return is an average annual.
One-week, YTD, 12-mo. and 5-yr. performance returns calculated through 07/03/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate 0.31% 2.61% 10.02% 8.83% 3.65%
GNMA 30 Year -0.25% 1.44% 7.59% 6.97% 4.42%
U.S. Aggregate -0.05% 1.01% 7.02% 6.96% 3.89%
U.S. Corporate High Yield -0.78% -2.08% -2.95% 1.87% 6.74%
U.S. Corporate Investment Grade 0.04% -0.81% 3.07% 4.56% 3.20%
Municipal Bond: Long Bond (22+) 1.39% -1.36% -0.37% 0.45% 4.19%
Global Aggregate -0.36% 3.29% 12.09% 9.48% 5.84%
Returns include reinvested interest. The 5-yr.return is an average annual.
One-week, YTD, 12-mo. and 5-yr. performance returns calculated through 07/03/08.
KEY RATES
As of 07/03
Fed Funds 2.00% 5-YR CD 3.96%
LIBOR (1-month) 2.46% 2-YR Note 2.52%
CPI - Headline 4.20% 5-YR Note 3.27%
CPI - Core 2.30% 10-YR Note 3.98%
Money Market Accts. 2.39% 30-YR T-Bond 4.53%
Money Market Funds 1.87% 30-YR Mortgage 6.19%
6-mo. CD 2.99% Prime Rate 5.00%
1-YR CD 3.37% Bond Buyer 40 5.14%
WEEKLY FUND FLOWS
Week of 07/02 Previous
Equity Funds $1.7 B -$13.5 B
Including ETF activity, Domestic funds reporting net inflows of
$3.277 B and Non-domestic funds reporting net outflows of -$1.538 B.
Bond Funds -$995 M -$1.3 B
Municipal Bond Funds $330 M $461 M
Money Markets $1.988 B -$11.754 B
FACTOIDS FOR THE WEEK OF JUNE 30TH - JULY 4TH
Monday, June 30, 2008
As of the close of today’s trading session, commodities will likely have
posted their best first half in 35 years, according to Bloomberg. The 29% sixmonth
gain (through June 27) by the Reuters/Jefferies CRB Index also tops
any second-half gain registered in the past five decades. There is some
evidence, however, that the appetite for commodities may be shrinking.
Second-quarter net inflows into European exchange-traded products linked
to commodities declined nearly 58% from the first quarter’s take. Michael
Aronstein, president of Marketfield Asset Management and proponent of
commodities for the past seven years, believes that commodity prices could
be vulnerable to a “dramatic secular reversal” that extends beyond a typical
pullback.
Tuesday, July 1, 2008
The combination of a 46% surge in the price of crude oil to $140 per barrel,
growing inflation concerns and the continued write down of billions of dollars
in mortgage-related losses by financial institutions helped push the DJIA,
S&P 500 and Russell 2000 down 13.4%, 11.9% and 9.4%, respectively, in
the first half of 2008. The total value of the U.S. stock market fell $2.1 trillion
over the past six months – $1.4 trillion in June alone, according to USA
TODAY. Bob Doll, CIO at Blackrock, believes the market has seen the worst
and should grind higher over the next six months.
Wednesday, July 2, 2008
In June, the dividend-payers (386) in the S&P 500 (equal weight) posted a
total return of -9.77%, vs. -10.49% for the non-payers (114), according to
Standard & Poor's. Year-to-date, the payers declined 13.39%, vs. a loss of
11.27% for the non-payers. For the 12-month period ended June '08, payers
fell 17.58%, vs. a decline of 19.70% for the non-payers. The number of
dividend increases (S&P 500) year-to-date totaled 158. That lagged the 165
increases over the same period in 2007 and the 179 increases registered in
2006. Due to the broad sell-off in the market, the dividend yield on the index
jumped from 2.07% at the end of May to 2.26% at the end of June.
Thursday, July 3, 2008
The Q2'08 edition of the Investment Manager Outlook, a survey of
investment managers conducted by Russell Investment Group, says that
money managers continue to be most bullish on U.S. Large-Cap Growth
stocks over all other asset classes (including debt groups). Fifty-seven
percent of those managers polled are bullish, down from 64% in Q1'08.
Rounding out the top five are U.S. Mid-Cap Growth stocks and Emerging
Market equities (both at 49%), Non-U.S. Developed Market equities (42%)
and U.S. Small-Cap Growth stocks (40%). The top three sectors that
managers are most bullish on are Technology (68%), Other (ex Integrated
Oils) Energy (57%) and Health Care (54%).
Friday, July 4, 2008
Holiday, no factoid.
The above was gathered by and posted from
FIRST TRUST ADVISORS L.P. • APPROVED FOR PUBLIC USE • 07/07/08
Web link to this and all previous weekly information is
here
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