STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (12210) -3.28% -6.86% -7.07% 8.88% 8.59%
S&P 500 (1361) -2.76% -6.46% -8.51% 5.49% 8.60%
NASDAQ 100 (1990) -2.07% -4.31% 4.47% 19.24% 10.84%
S&P 500/Citigroup Growth -1.92% -4.16% -2.52% 9.25% 7.64%
S&P 500/Citigroup Value -3.70% -8.93% -14.31% 2.03% 9.52%
S&P MidCap 400/Citigroup Growth -0.51% 3.72% 2.60% 13.55% 13.46%
S&P MidCap 400/Citigroup Value -1.29% 1.28% -7.46% 2.84% 14.29%
S&P SmallCap600/Citigroup Growth -1.04% -0.04% -4.87% 5.66% 13.70%
S&P SmallCap600/Citigroup Value -1.51% -1.39% -13.54% -5.19% 12.70%
MSCI EAFE -1.29% -3.83% -2.95% 11.76% 18.66%
MSCI World (ex US) -1.23% -2.92% -1.42% 13.04% 19.23%
MSCI World -1.84% -4.26% -4.35% 9.69% 13.76%
MSCI Emerging Markets -2.22% -4.19% 17.94% 39.23% 32.15%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 06/06/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary -3.29% -4.52% -20.19% -13.21% 3.82%
Consumer Staples -1.92% -2.95% 3.98% 14.36% 9.15%
Energy -0.27% 6.18% 22.80% 34.41% 28.23%
Financials -5.92% -19.01% -35.50% -18.52% 0.97%
Health Care -2.22% -10.38% -11.68% 7.32% 3.13%
Industrials -4.32% -5.86% -3.93% 12.04% 11.23%
Information Technology -2.12% -6.26% 1.06% 16.30% 8.60%
Materials -0.24% 6.92% 12.54% 22.53% 18.90%
Telecom Services -3.18% -9.50% -13.11% 11.88% 10.30%
Utilities -1.84% -3.80% 3.93% 19.38% 16.86%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 06/06/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate 0.74% 2.58% 10.32% 8.83% 3.56%
GNMA 30 Year -0.02% 1.81% 7.74% 6.97% 4.54%
U.S. Aggregate 0.30% 1.51% 7.54% 6.97% 3.87%
U.S. Corporate High Yield 0.29% 1.83% -0.72% 1.88% 8.07%
U.S. Corporate Investment Grade 0.68% 0.48% 4.24% 4.56% 3.30%
Municipal Bond: Long Bond (22+) 0.33% -0.07% 0.29% 0.46% 4.32%
Global Aggregate 0.39% 3.84% 12.71% 9.48% 5.69%
Returns include reinvested interest.The 5-yr.return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 06/06/08.
KEY RATES
As of 06/06
Fed Funds 2.00% 5-YR CD 3.61%
LIBOR (1-month) 2.46% 2-YR Note 2.39%
CPI - Headline 3.90% 5-YR Note 3.19%
CPI - Core 2.30% 10-YR Note 3.92%
Money Market Accts. 2.31% 30-YR T-Bond 4.63%
Money Market Funds 1.93% 30-YR Mortgage 6.00%
6-mo. CD 2.81% Prime Rate 5.00%
1-YR CD 3.12% Bond Buyer 40 5.13%
WEEKLY FUND FLOWS
Week of 06/04 Previous
Equity Funds $4.5 B $905 M
Including ETF activity, Domestic funds reporting net inflows of
$4.770 B and Non-domestic funds reporting net outflows of -$228 M.
Bond Funds $2 B $1.8 B
Large inflows are reported to International & Global Debt funds ($489 M),
Flex funds ($433 M), and High Yield Corporate Bond funds ($280 M).
Municipal Bond Funds $693 M $903 M
Money Markets $18.075 B -$6.084 B
FACTOIDS FOR THE WEEK OF JUNE 2ND- JUNE 6TH
Monday, June 2, 2008
Highly-rated companies sold 147 bond issues totaling $132.8 billion in May,
the most issues sold since January 2003 and the most dollars ever raised in
one month, according to Thomson Reuters. This is a good indication that the
credit crunch that began in the third quarter of 2007 is easing. Lower-rated
companies raised $12.1 billion, which is close to the midpoint of their $10
billion to $15 billion range.
Tuesday, June 3, 2008
In May, the dividend-payers (386) in the S&P 500 (equal weight) posted a
total return of 1.90%, vs. 4.75% for the non-payers (114), according to
Standard & Poor's. Year-to-date, the payers declined 1.80%, vs. a loss of
0.88% for the non-payers. For the 12-month period ended May '08, payers
fell 10.56%, vs. a decline of 11.07% for the non-payers. The number of
dividend increases (S&P 500) year-to-date totaled 141. That lagged the 153
increases over the same period in 2007 and the 162 increases registered in
2006. The dividend yield on the index was 2.07% at the end of May. The
average yield on taxable money market funds was 1.94%, according to
iMoneyNet.com.
Wednesday, June 4, 2008
So far in 2008, 33 IPOs were priced in the U.S., down 70% from this point
last year, according to data from Renaissance Capital's IPOHome.com.
There have been 95 IPOs filed to date, down 32% from last year’s pace. The
good news is this year’s IPOs have posted an average gain of 13%. The
S&P 500 and Russell 2000 indices are down 5.4% and 3.0%, respectively.
Over the past 12 months, the technology sector has been the most active
with 45 IPOs.
Thursday, June 5, 2008
Corn for ethanol production is expected to approach 4 billion bushels in
2009, up 30% from this year’s target, according to the U.S. Department of
Agriculture. Ethanol production will account for nearly 40% of domestic corn
consumption. The U.S. subsidizes 51¢ a gallon to ethanol producers,
according to Agriculture Secretary Ed Schafer. Ethanol for July delivery is
trading around $2.25 a gallon, according to MarketWatch.com.
Friday, June 6, 2008
Health care costs while in retirement could range from $64,000 to $122,000
for a 65-year old man (former employer pays insurance premiums) and
$86,000 to $140,000 for a woman of the same age with coverage, according
to a new study from the Employee Benefit Research Institute. That same
man not covered by an employer is looking at a range from $102,000 to
$196,000, while the woman’s range would spike to $137,000 to $224,000.
These figures do not include daily living expenses or nursing home costs. A
private room in a nursing home currently costs $77,745 a year, on average,
according to the Metropolitan Life Insurance Co.
The above was gathered by and posted from
FIRST TRUST ADVISORS L.P. • APPROVED FOR PUBLIC USE • 06/09/08
Web link to this and all previous weekly information is
here
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