STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (11221) -2.69% -13.82% -13.44% 8.88% 5.80%
S&P 500 (1242) -3.10% -14.14% -13.84% 5.49% 5.96%
NASDAQ 100 (1768) -5.57% -14.90% -10.90% 19.24% 5.79%
S&P 500/Citigroup Growth -4.17% -12.97% -10.51% 9.25% 4.62%
S&P 500/Citigroup Value -1.87% -15.37% -17.13% 2.03% 7.29%
S&P MidCap 400/Citigroup Growth -4.39% -7.35% -5.43% 13.55% 9.02%
S&P MidCap 400/Citigroup Value -2.92% -7.65% -10.26% 2.84% 10.52%
S&P SmallCap600/Citigroup Growth -3.04% -4.04% -7.33% 5.66% 10.06%
S&P SmallCap600/Citigroup Value -2.11% -3.45% -9.42% -5.19% 9.76%
MSCI EAFE -7.83% -23.38% -20.05% 11.76% 11.96%
MSCI World (ex US) -7.79% -22.46% -18.81% 13.04% 12.55%
MSCI World -5.59% -18.42% -16.19% 9.69% 9.11%
MSCI Emerging Markets -8.62% -28.68% -17.64% 39.23% 20.35%
Returns are total returns. The 5-yr. return is an average annual.
One-week, YTD, 12-mo. and 5-yr. performance returns calculated through 09/05/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary -0.70% -7.16% -16.19% -13.21% 1.93%
Consumer Staples 0.90% -0.85% 8.34% 14.36% 9.25%
Energy -7.41% -13.70% -4.48% 34.41% 22.79%
Financials 1.75% -24.21% -33.04% -18.52% -0.60%
Health Care -2.77% -8.92% -6.33% 7.32% 4.18%
Industrials -3.91% -13.89% -13.39% 12.04% 7.85%
Information Technology -6.47% -17.96% -15.36% 16.30% 2.98%
Materials -5.85% -10.91% -3.65% 22.53% 12.69%
Telecom Services -2.59% -21.43% -21.69% 11.88% 7.73%
Utilities -5.88% -15.30% -6.28% 19.38% 14.42%
Returns are total returns. The 5-yr. return is an average annual.
One-week, YTD, 12-mo. and 5-yr. performance returns calculated through 09/05/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate 0.60% 4.54% 8.42% 8.83% 4.30%
GNMA 30 Year 0.55% 3.67% 7.30% 6.97% 4.99%
U.S. Aggregate 0.62% 2.63% 6.02% 6.97% 4.61%
U.S. Corporate High Yield -0.14% -2.42% -1.53% 1.88% 6.48%
U.S. Corporate Investment Grade 0.59% -0.29% 1.94% 4.56% 3.81%
Municipal Bond: Long Bond (22+) 1.07% -1.03% 1.05% 0.46% 4.98%
Global Aggregate -0.49% 1.46% 6.69% 9.48% 6.08%
Returns include reinvested interest. The 5-yr.return is an average annual.
One-week, YTD, 12-mo. and 5-yr. performance returns calculated through 09/05/08.
KEY RATES
As of 09/05
Fed Funds 2.00% 5-YR CD 4.17%
LIBOR (1-month) 2.49% 2-YR Note 2.23%
CPI - Headline 5.60% 5-YR Note 3.91%
CPI - Core 2.50% 10-YR T-Bond 3.65%
Money Market Accts. 2.43% 30-YR T-Bond 4.27%
Money Market Funds 1.86% 30-YR Mortgage 6.21%
6-mo. CD 3.15% Prime Rate 5.00%
1-YR CD 3.69% Bond Buyer 40 5.35%
WEEKLY FUND FLOWS
Week of 09/03 Previous
Equity Funds $4.7 B -$3.7 B
Including ETF activity, Domestic funds reporting net inflows of
$5.621 B and Non-domestic funds reporting net outflows of -$889 M.
Bond Funds $1.7 B $895 M
Municipal Bond Funds $252 M $432 M
Money Markets $19.323 B -$3.779 B
FACTOIDS FOR THE WEEK OF SEPTEMBER 1ST - SEPTEMBER 5TH
Monday, September 1, 2008
Holiday. NO FACTOID.
Tuesday, September 2, 2008
In August, the dividend-payers (384) in the S&P 500 (equal weight) posted a
total return of 2.49%, vs. 3.81% for the non-payers (116), according to
Standard & Poor's. Year-to-date, the payers declined 9.69%, vs. a loss of
8.09% for the non-payers. For the 12-month period ended August '08, payers
fell 12.18%, vs. a decline of 12.45% for the non-payers. The number of
dividend increases (S&P 500) year-to-date totaled 189. That lagged the 210
increases over the same period in 2007 and 214 increases registered in
2006. The dividend yield on the index stood at 2.24% at the end of August.
Wednesday, September 3, 2008
So far in 2008, 43 IPOs were priced in the U.S., down 74.9% from this point
last year (171), according to data from Renaissance Capital's IPOHome.com.
Total volume was $27.8 billion. At this pace, total volume for the year will
approach $42 billion, below last year’s take of $59.7 billion and more than
half off the $97.4 billion raised in 2000. The average IPO has gained 3% to
date, versus a decline of 11.9% for the S&P 500.
Thursday, September 4, 2008
The Environmental Protection Agency estimates that as much as $1 trillion
will need to be spent on upgrading U.S. water infrastructure over the next
few years, according to SeekingAlpha.com. Here at home, the demand for
water has tripled in the past 30 years, while the population has expanded by
just 50%. The U.S. has 650,000 miles of water pipes and sub stations in
need of attention. Approximately 30% of the underground pipes in New York
City were installed during the Lincoln Administration. Water is a $450 billion
industry that is growing globally at a double-digit pace. China, for example, is
expected to spend $280 billion on water systems over the next five years.
Friday, September 5, 2008
Stocks tend to perform well during the transition period at the end of a two-term
presidency. The S&P 500 rallied in four out of the five most recent instances,
with the one exception being the disputed election in 2000, according to
Markethistory.com. The S&P 500 gained an average of 10.5% in the 58 days
following the four elections where results were not disputed, but declined 4%
in 2000.
The above was gathered by and posted from
FIRST TRUST ADVISORS L.P.• APPROVED FOR PUBLIC USE • 09/08/08
Web link to this and all previous weekly information is
here
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