Posted with many thanks to DU'r
Make7 for helping me with the HTML coding.
STOCK INDEX PERFORMANCE
Index Week YTD 12-Mo 2007 5-Yr
DOW JONES 30 (12800) -4.20% -3.47% 4.92% 8.88% 10.75%
S&P 500 (1412) -4.50% -3.84% 1.42% 5.49% 11.21%
NASDAQ 100 (1964) -6.81% -5.82% 10.04% 19.24% 14.15%
S&P 500/Citigroup Growth -4.55% -3.71% 5.08% 9.25% 9.40%
S&P 500/Citigroup Value -4.46% -3.99% -1.97% 2.03% 13.09%
S&P MidCap 400/Citigroup Growth -4.84% -4.17% 8.23% 13.55% 13.85%
S&P MidCap 400/Citigroup Value -5.71% -5.29% -3.23% 2.84% 15.28%
S&P SmallCap600/Citigroup Growth -5.50% -4.68% 1.07% 5.66% 14.83%
S&P SmallCap600/Citigroup Value -6.72% -6.17% -11.25% -5.19% 14.00%
MSCI EAFE -1.99% -1.96% 9.23% 11.76% 21.23%
MSCI World (ex US) -2.07% -1.95% 10.78% 13.04% 21.74%
MSCI World -3.21% -2.85% 6.49% 9.69% 16.26%
MSCI Emerging Markets -1.74% -1.63% 37.81% 39.23% 35.23%
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 01/04/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-Mo 2007 5-Yr
Consumer Discretionary -6.40% -6.15% -18.86% -13.21% 6.80%
Consumer Staples -3.21% -2.20% 11.02% 14.36% 9.50%
Energy -2.73% -1.48% 40.19% 34.41% 28.46%
Financials -5.16% -5.80% -23.37% -18.52% 6.46%
Health Care -2.18% -1.30% 4.75% 7.32% 6.42%
Industrials -4.39% -3.69% 7.61% 12.04% 13.63%
Information Technology -7.76% -6.67% 6.31% 16.30% 11.18%
Materials -3.07% -2.22% 21.32% 22.53% 17.93%
Telecom Services -4.07% -2.41% 9.82% 11.88% 11.41%
Utilities -1.56% -0.70% 18.42% 19.38% 20.55%
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 01/04/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-Mo 2007 5-Yr
U.S. Treasury: Intermediate 1.22% 0.97% 9.48% 8.83% 3.91%
GNMA 30 Year 1.06% 0.77% 7.24% 6.97% 4.59%
U.S. Aggregate 1.23% 0.91% 7.37% 6.96% 4.75%
U.S. Corporate High Yield -0.65% -0.71% 0.87% 1.87% 10.69%
U.S. Corporate Investment Grade 1.29% 0.94% 4.89% 4.56% 5.20%
Municipal Bond: Long Bond (22+) 1.32% 1.05% 1.19% 0.45% 5.63%
Global Aggregate 1.78% 1.59% 1.34% 9.48% 6.99%
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 01/04/08.
KEY RATES
As Of 01/04
Fed Funds 4.25%
LIBOR (1-month) 4.60%
CPI - Headline 4.30%
CPI - Core 2.30%
Money Market Accts. 3.40%
Money Market Funds 4.06%
6-mo. CD 4.20%
1-YR CD 4.32%
5-YR CD 4.30%
2-YR Note 2.73%
5-YR Note 3.18%
10-YR Note 3.87%
30-YR T-Bond 4.37%
30-YR Mortgage 5.96%
Prime Rate 7.25%
Bond Buyer 40 4.79%
Sources: Bankrate.com, iMoneyNet.com and Bloomberg
The above was gathered by and posted from a subscription service provided by First Trust Advisors, LP
Approved for public use 01/07/08