STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (12210) 0.83% -6.09% -6.48% 8.88% 8.62%
S&P 500 (1361) -0.01% -6.47% -8.45% 5.49% 8.57%
NASDAQ 100 (1990) -1.22% -5.48% 3.24% 19.24% 10.74%
S&P 500/Citigroup Growth 0.55% -3.63% -1.73% 9.25% 7.70%
S&P 500/Citigroup Value -0.65% -9.52% -14.94% 2.03% 9.37%
S&P MidCap 400/Citigroup Growth -0.48% 3.23% 2.89% 13.55% 13.36%
S&P MidCap 400/Citigroup Value -1.29% -0.02% -7.61% 2.84% 14.13%
S&P SmallCap600/Citigroup Growth -0.50% -0.54% -4.64% 5.66% 13.63%
S&P SmallCap600/Citigroup Value -1.00% -2.38% -13.48% -5.19% 12.59%
MSCI EAFE -4.69% -8.34% -5.53% 11.76% 17.25%
MSCI World (ex US) -4.46% -7.25% -3.88% 13.04% 17.88%
MSCI World -2.42% -6.58% -5.63% 9.69% 13.05%
MSCI Emerging Markets -5.28% -9.24% 12.80% 39.23% 30.27%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 06/13/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary 1.28% -3.30% -18.46% -13.21% 4.02%
Consumer Staples 0.81% -2.17% 5.19% 14.36% 9.23%
Energy 0.45% 6.66% 23.15% 34.41% 28.08%
Financials -0.49% -19.40% -36.08% -18.52% 0.90%
Health Care -0.86% -11.15% -11.64% 7.32% 2.84%
Industrials -0.51% -6.35% -5.19% 12.04% 10.92%
Information Technology -0.13% -6.38% 0.79% 16.30% 8.77%
Materials 0.73% 7.70% 13.46% 22.53% 19.13%
Telecom Services -3.70% -12.85% -15.42% 11.88% 9.64%
Utilities 2.18% -1.70% 7.02% 19.38% 17.21%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 06/13/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate -0.02% 0.85% 9.07% 8.83% 0.03%
GNMA 30 Year -0.02% 0.27% 7.24% 6.97% 0.04%
U.S. Aggregate -0.02% -0.16% 6.79% 6.97% 0.03%
U.S. Corporate High Yield -0.01% 1.25% -0.34% 1.88% 0.08%
U.S. Corporate Investment Grade -0.02% -1.39% 3.58% 4.56% 0.03%
Municipal Bond: Long Bond (22+) -0.02% -1.59% 0.27% 0.46% 0.04%
Global Aggregate -0.03% 1.10% 11.55% 9.48% 0.05%
Returns include reinvested interest. The 5-yr.return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 06/13/08.
KEY RATES
As of 06/13
Fed Funds 2.00% 5-YR CD 3.74%
LIBOR (1-month) 2.48% 2-YR Note 3.02%
CPI - Headline 4.20% 5-YR Note 3.72%
CPI - Core 2.30% 10-YR Note 4.25%
Money Market Accts. 2.33% 30-YR T-Bond 4.63%
Money Market Funds 1.92% 30-YR Mortgage 6.25%
6-mo. CD 2.81% Prime Rate 5.00%
1-YR CD 3.18% Bond Buyer 40 5.24%
WEEKLY FUND FLOWS
Week of 06/011 Previous
Equity Funds $7.9 B $4.5 B
Including ETF activity, Domestic funds reporting net outflows of
-$1.257 B and Non-domestic funds reporting net inflows of $9.108 B.
Bond Funds $16.7 B $2 B
The largest inflows are reported to Investment Grade Corporate Bond funds
($6.034), International & Global Debt Funds ($2.301 B), and High Yield
Corporate Bond funds ($1.822 B).
Municipal Bond Funds $5.540 B $693 M
This is the largest monthly net inflow to the sector on record (Jan.92).
Money Markets $94.047 B $18.075 B
FACTOIDS FOR THE WEEK OF JUNE 9TH - JUNE 13TH
Monday, June 9, 2008
The Japanese are currently sitting on household savings that exceed the
$13.2 trillion U.S. economy, have pension fund assets that approach $1.6
trillion and possess $988 billion of currency reserves, according to
Bloomberg. Its public debt level, however, was estimated to be 194.4% of
GDP in 2007, according to The World Fact Book. The U.S., which is often
cited for placing little or no emphasis on savings, carries a public debt level
estimated to be 36.8% of GDP. The Nikkei Index posted its high of 38,915.87
on December 29, 1989. Since then, it has declined 63% (USD), compared to
a 468% gain for the S&P 500.
Tuesday, June 10, 2008
The global speculative-grade default rate stood at 2.0% in May, up from
1.7% in April, according to Moody's. The rate was 1.5% a year ago. Moody’s
is now forecasting the rate will rise to 5.0% by the end of 2008. The U.S.
speculative-grade default rate stood at 2.3% in May, up from 2.1% in April.
The rate was 1.6% a year ago. Moody’s is now forecasting the rate will rise
to 5.8% by the end of 2008. The default rate on senior loans rose from
1.95% in April to 2.51% in May (56-month high), according to Standard &
Poor's LCD. The rate was 0.26% (record-low) at the end of 2007. The
historical average is 2.97%.
Wednesday, June 11, 2008
The U.S. Department of Agriculture (USDA) cut its estimate for this year’s
corn crop yesterday due to excessive rain and flooded fields in the Midwest.
It is estimated that 20% of the Midwest corn crop was underwater after last
week’s storms, according to Allendale. The USDA predicts that U.S. farmers
will harvest 10% less corn than last year. It now pegs this year’s production
at 11.7 billion bushels. Contracts for July delivery reached $6.73 per bushel,
while prices further out topped $7.25 – more than double the price in 2006.
Consumer food inflation is running at a 6.9% annual rate in 2008, up from
4.9% in 2007.
Thursday, June 12, 2008
The combination of a sluggish economy, higher food and energy prices, and
tighter lending standards is forcing some Americans to tap their 401(k)
savings to make ends meet. Currently, 401(k) assets total approximately $3
trillion, up from $1.6 trillion in 2002, according to The Boston Globe.
Vanguard reported a 16% jump in early withdrawals last year to 47,197. That
figure was 29,253 in 2003.
Friday, June 13, 2008
Foreign companies acquired 531 U.S. companies worth a combined $92.9
billion in the first five months of 2008, the strongest activity since 2000 in
terms of number of companies, according to Dealogic. Another 36 foreign
deals have been announced in June worth an estimated $6.8 billion. From
2000 through 2007, 413 deals were done per year, on average, totaling $79
billion.
The above was gathered by and posted from
FIRST TRUST ADVISORS L.P. • APPROVED FOR PUBLIC USE • 06/16/08
Web link to this and all previous weekly information is
hereNote: 5-Year Bond Index total return figures must be an error on the part of the source, as they are too low to be correct, based on previous data.
Edited to correct the date in the subject line.
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