STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (12361) 3.43% -6.26% 1.53% 8.88% 10.81%
S&P 500 (1330) 3.23% -9.01% -5.52% 5.49% 10.71%
NASDAQ 100 (1752) 2.23% -15.88% -2.18% 19.24% 10.56%
S&P 500/Citigroup Growth 1.33% -10.50% -3.16% 9.25% 8.04%
S&P 500/Citigroup Value 5.26% -7.43% -7.58% 2.03% 13.52%
S&P MidCap 400/Citigroup Growth 0.17% -10.73% -4.66% 13.55% 13.07%
S&P MidCap 400/Citigroup Value 2.13% -9.31% -12.49% 2.84% 15.83%
S&P SmallCap600/Citigroup Growth 1.63% -9.80% -9.08% 5.66% 14.72%
S&P SmallCap600/Citigroup Value 3.44% -6.34% -13.77% -5.19% 15.90%
MSCI EAFE -2.64% -13.12% -7.15% 11.76% 20.27%
MSCI World (ex US) -3.03% -12.93% -5.76% 13.04% 20.68%
MSCI World -0.21% -11.12% -5.59% 9.69% 15.35%
MSCI Emerging Markets -4.23% -15.85% 15.81% 39.23% 32.70%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 03/21/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary 4.69% -4.40% -17.77% -13.21% 7.11%
Consumer Staples 3.13% -3.23% 7.98% 14.36% 10.51%
Energy -3.93% -10.13% 19.36% 34.41% 26.09%
Financials 11.94% -8.39% -24.55% -18.52% 6.96%
Health Care 2.47% -10.65% -6.23% 7.32% 4.92%
Industrials 3.39% -4.76% 4.15% 12.04% 14.42%
Information Technology 2.52% -14.84% -1.30% 16.30% 8.82%
Materials -5.59% -7.45% 3.83% 22.53% 18.18%
Telecom Services 5.50% -15.94% -12.22% 11.88% 12.01%
Utilities 0.13% -10.75% -1.99% 19.38% 19.49%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 03/21/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U S Treasury: Intermediate 0.78% 4.93% 12.35% 8.83% 4.56%
GNMA 30 Year 1.07% 2.79% 8.25% 6.97% 4.89%
U S Aggregate 1.35% 2.40% 7.64% 6.97% 4.82%
US Corporate High Yield 0.34% -3.98% -4.53% 1.88% 8.76%
US Corporate Investment Grade 1.06% 0.32% 2.89% 4.56% 4.67%
Municipal Bond: Long Bond (22+) 0.55% -4.14% -5.03% 0.46% 4.32%
Global Aggregate 0.06% 5.91% 14.01% 9.48% 7.58%
Returns include reinvested interest. The 5-yr.return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 03/21/08.
KEY RATES
As of 03/21
Fed Funds 2.25% 5-YR CD 3.22%
LIBOR (1-month) 2.54% 2-YR Note 1.59%
CPI - Headline 4.00% 5-YR Note 2.37%
CPI - Core 2.30% 10-YR Note 3.33%
Money Market Accts. 2.48% 30-YR T-Bond 4.16%
Money Market Funds 2.77% 30-YR Mortgage 5.37%
6-mo. CD 2.81% Prime Rate 5.25%
1-YR CD 2.90% Bond Buyer 40 5.21%
WEEKLY FUND FLOWS
Week of 03/19 Previous
Equity Funds $22.9 B -$1.4 B
Including ETF activity, Domestic funds reporting net inflows of $24.197 B
and Non-domestic funds reporting net outflows of -$1.260 B.
Bond Funds -$429 M $1.3 B
Municipal Bond Funds $219 M $677 M
Money Markets $3.696 B $9.832 B
FACTOIDS FOR THE WEEK OF MARCH 17TH - MARCH 21ST
Monday, March 17, 2008 — Health Care Sector
Since December 2007, the health care sector has added close to 60,000
jobs, while the rest of the private sector has lost 190,000, according to
BusinessWeek. Since March 2001, which marked the start of the last
recession, 49% of the 4 million jobs created in the private sector were health
care positions, according to data from the Bureau of Labor Statistics. In the
previous two business cycles (from the start of one recession to the start of
the next) the health care sector accounted for only 14% of job growth in the
private sector.
Tuesday, March 18, 2008 — Home Owners
The Mortgage Bankers Association reported that 34% of the 69.7 million
homeowners in the U.S., or 23.7 million, own their homes outright,
according to SeekingAlpha.com. The combination of people who own their
homes outright, have prime mortgages or have FHA loans totals 91.4% of
all homeowners. Subprime borrowers constitute the remaining 8.6% of
homeowners.
Wednesday, March 19, 2008 — Subprime Losses
Standard & Poor’s reported that it expects subprime losses to reach $285
billion domestically. Banks and others have already tallied over $200 billion
in writedowns and credit losses, according to Bloomberg. Hedge funds
have raised at least $20 billion in recent months for the sole purpose of
exploiting the worst housing collapse in 26 years, according to Bloomberg.
Thursday, March 20, 2008 — Mutual Fund Distributions
Lipper Senior Analyst Tom Roseen said that mutual fund shareholders will
pay more in taxes on their 2007 fund distributions than back in 2000 when
they shelled out a record $31.3 billion, according to Forbes. This despite
the fact that the S&P 500 was only up a modest 5.5% in 2007. Fund
distributions topped $500 billion in 2007, nearly $350 billion of which was
capital gains. The substantial capital losses booked in 2001 and 2002 and
then carried forward to offset future gains were largely depleted by the end
of 2005.
Friday, March 21, 2008 — Good Friday
No factoid.
The above was gathered by and posted from a subscription service provided by
FIRST TRUST ADVISORS L.P. • APPROVED FOR PUBLIC USE • 03/24/08
Web link to this and all previous weekly information is
hereI'll add the above link in these posts from now on, but I want to make it clear that I am NOT an employee of First Trust Portfolios, and while I am familiar with their products, various securities and programs, I am in no way endorsing them as a provider of investment services or securities. The individual investor is strongly cautioned to weigh all appropriate and potential risk and benefit factors before making an investment decision of any kind. Past performance is no guarantee of future results.
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