Stock Index, S&P Sector & Bond Index performance numbers, week ending 02/22/2008

[A HERETIC I AM]

                          STOCK INDEX PERFORMANCE         

Index                              Week     YTD     12-mo.     2007     5-yr.
DOW JONES 30 (12381)               0.35%   -6.27%   -0.10%    8.88%    11.57%
S&P 500 (1353)                     0.29%   -7.55%   -5.29%    5.49%    11.81%
NASDAQ 100 (1773)                 -0.36%  -14.87%   -3.48%   19.24%    12.20%
S&P 500/Citigroup Growth           0.61%   -8.93%   -2.93%    9.25%     9.35%
S&P 500/Citigroup Value           -0.04%   -6.11%   -7.37%    2.03%    14.39%
S&P MidCap 400/Citigroup Growth    1.10%   -6.75%   -1.98%   13.55%    14.76%
S&P MidCap 400/Citigroup Value     0.36%   -6.18%  -10.77%    2.84%    16.71%
S&P SmallCap600/Citigroup Growth  -0.48%   -7.28%   -7.77%    5.66%    15.72%
S&P SmallCap600/Citigroup Value   -0.05%   -5.70%  -15.15%   -5.19%    16.11%
MSCI EAFE                          1.03%   -9.98%   -3.37%   11.76%    20.66%
MSCI World (ex US)                 1.09%   -9.50%   -1.71%   13.04%    21.19%
MSCI World                         0.71%   -8.56%   -3.33%    9.69%    16.29%
MSCI Emerging Markets              1.46%   -7.57%   24.30%   39.23%    34.74%
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 02/22/08.


                            S&P SECTOR PERFORMANCE

Index                     Week     YTD     12-mo.     2007     5-yr.
Consumer Discretionary   -0.21%   -2.52%  -18.76%   -13.21%    8.81%
Consumer Staples          0.35%   -4.41%    6.78%    14.36%   10.44%
Energy                    2.72%   -6.04%   27.18%    34.41%   27.90%
Financials                1.01%   -7.10%  -26.26%   -18.52%    7.76%
Health Care              -0.58%   -5.89%   -2.04%     7.32%    6.74%
Industrials              -0.13%   -5.88%    1.87%    12.04%   15.05%
Information Technology    0.01%  -15.38%   -4.34%    16.30%    9.59%
Materials                 2.09%   -1.02%   10.29%    22.53%   20.15%
Telecom Services         -6.17%  -16.45%  -10.42%    11.88%   12.39%
Utilities                -0.80%   -7.59%    5.69%    19.38%   21.25%
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 02/22/08.


                         BOND INDEX PERFORMANCE

Index                             Week     YTD     12-mo.     2007    5-yr.
U S Treasury: Intermediate       -0.04%    2.71%   11.16%    8.83%    4.07%
GNMA 30 Year                     -0.31%    0.77%    7.02%    6.97%    4.44%
U S Aggregate                    -0.19%    0.64%    6.85%    6.97%    4.41%
US Corporate High Yield          -0.02%   -2.81%   -3.64%    1.88%    9.59%
US Corporate Investment Grade    -0.09%    0.15%    3.58%    4.56%    4.58%
Municipal Bond: Long Bond (22+)  -1.28%   -2.70%   -2.91%    0.46%    4.67%
Global Aggregate                  0.17%    2.09%   12.02%    9.48%    6.52%
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 02/22/08.

 
                         KEY RATES

                          As of 02/22                      
Fed Funds                3.00%          5-YR CD          3.33%
LIBOR (1-month)          3.11%          2-YR Note        2.02%
CPI - Headline           4.30%          5-YR Note        2.84%
CPI - Core               2.50%          10-YR Note       3.80%
Money Market Accts.      2.73%          30-YR T-Bond     4.57%
Money Market Funds       3.20%          30-YR Mortgage   5.97%
6-mo. CD                 3.08%          Prime Rate       6.00%
1-YR CD                  3.11%          Bond Buyer 40    5.01%
Sources: Bankrate.com, iMoneyNet.com and Bloomberg


                          WEEKLY FUND FLOWS

                    Week of 02/20          Previous  
Equity Funds          -$4.2 B             -$7.6 B
Including ETF activity,Domestic funds reporting net outflows of -$5.853 B
and Non-domestic funds reporting net inflows of $1.656 B.
Bond Funds             $2.1 B              $2.8 B
Municipal Bond Funds   $182 M              $383 M
Money Markets       $18.282 B           $19.627 B
Assets in this sector are a record $3.4 Trillion.
Source: AMG Data Services


                      FACTOIDS FOR THE WEEK OF
                    FEBRUARY 18TH - FEBRUARY 22ND

Monday, February 18, 2008 — President’s Day
No factoid.

Tuesday, February 19, 2008 — Banks
Smaller banks with tighter lending standards, particularly with respect to
residential mortgages, have fared much better than their larger counterparts.
Of the 707 banks tracked by Standard & Poor’s Capital IQ, 31 mostly smaller
institutions have stock prices down 6% or less from their 52-week highs,
according to USA TODAY. The S&P Banks Index is down 33.4% over that
same span.

Wednesday, February 20, 2008 — Earnings Growth
Earnings growth (y-o-y) for the S&P 500 is expected to decline by 1.4% in
Q1 and 0.7% in Q2 due to severe weakness in financials, according to
SeekingAlpha.com. Earnings growth for the financial sector is expected to
fall 24.1% in Q1 and 22.3% in Q2. Earnings growth for the S&P 500 is
expected to rebound strong (+16.1%) in Q3. Technology, Energy,
Industrials and Consumer Staples currently have the best growth prospects
for Q2.

Thursday, February 21, 2008 — Consumer Sentiment
The Reuters/University of Michigan index of consumer sentiment declined
from a reading of 78.4 in January to 69.6 in February. Economists had
forecast a drop to 76, according to Bloomberg. The last time the index was
this weak was February 1992. The index has dropped below a reading of
70 on five previous occasions after having been above 70 for more than
three months. In 1990, an economic climate somewhat similar to this one,
the S&P 500 rose 13.3% in the three-month period following a reading of
63.9, according to Bespoke Investment Group. In November 1991, when
the index registered a 69.1, the S&P 500 advanced 9.99% over the
following three months.

Friday, February 22, 2008 — Prescription Drugs
The inflation rate for prescription drugs fell to a 34-year low of 1.4% in
2007, well below the 6.28% average posted over that span, according to
SeekingAlpha.com. Competitive pricing at drug retailers and an increase in
the use of generics are keeping price increases down. Generics accounted
for 63% of all prescriptions in 2006, up from 50% in 2005.

The above was gathered by and posted from a subscription service provided by
FIRST TRUST ADVISORS L.P. APPROVED FOR PUBLIC USE • 02/25/08

[swag]

1. Those EAFE, emerging markets, and other int'l returns:

are those US dollar-based returns, happen to know off hand?

I kind of think so, since a lot of the outperformance would be an effect of the weak dollar, but wondered if you happened to know.

Thanks.

[A HERETIC I AM]

2. Yes, to my knowledge, all the info is in US $

Here is the website for First Trust Portfolios. The information I've posted here is available on that website in a .pdf format.

You can find it by clicking the link to the left next to the picture of Brian Westbury, their Chief Economist.
When that page opens, look again to the left and click the top hyperlink under "Market Commentary" & "Weekly Updates" titled "Key economic and market indicators as well as sector and index performance."

The report with the above info is the one on top - titled http://www.ftportfolios.com/Commentary/MarketCommentary/2008/2/25/Week_Of_February_25th">Week of February 25th as well as the .pdf's of all the previous versions of these threads. I have only just started to include the Fund Flows portion as well as the "Factoids for the week" as I thought they were pertinent and interesting.


I think I should make clear that do not work for nor do I endorse First Trust Portfolios as a provider of investment vehicles. I am familiar with their Unit Investment Trust strategies, but I make no claim either positive or negative about the performance of their securities. I do not stand to personally profit in any way if an anonymous individual invests with them. Their Legal Disclaimer contains all the typical boilerplate.

[swag]

3. good stuff. thx.

me, i'm a boglehead.

[Common Sense Party]

4. Look at the huge flows into money markets.

(And, to a much smaller degree, bond funds.)

That's a lot of cash on the sidelines. I wonder what the average percentage that equity mutual funds have in cash now would be?