STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (12892) 0.33% -2.10% 0.81% 8.88% 11.69%
S&P 500 (1398) 0.55% -4.21% -4.67% 5.49% 11.25%
NASDAQ 100 (1919) 0.96% -7.86% 2.48% 19.24% 12.53%
S&P 500/Citigroup Growth 0.11% -3.84% -0.45% 9.25% 9.22%
S&P 500/Citigroup Value 1.02% -4.61% -8.70% 2.03% 13.33%
S&P MidCap 400/Citigroup Growth 1.16% -0.98% 1.42% 13.55% 15.00%
S&P MidCap 400/Citigroup Value 1.04% -1.54% -8.75% 2.84% 16.71%
S&P SmallCap600/Citigroup Growth 1.09% -3.11% -5.83% 5.66% 15.52%
S&P SmallCap600/Citigroup Value -0.45% -3.08% -13.50% -5.19% 15.66%
MSCI EAFE 1.12% -3.93% -1.61% 11.76% 21.66%
MSCI World (ex US) 0.95% -3.51% -0.15% 13.04% 22.15%
MSCI World 0.77% -3.75% -2.08% 9.69% 16.42%
MSCI Emerging Markets 1.16% -4.03% 23.54% 39.23% 35.68%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 04/25/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary 0.90% -1.29% -17.47% -13.21% 6.67%
Consumer Staples -0.45% -2.53% 4.49% 14.36% 10.90%
Energy -0.84% 3.77% 28.21% 34.41% 30.25%
Financials 2.13% -6.68% -25.59% -18.52% 6.10%
Health Care 0.45% -9.26% -10.79% 7.32% 4.83%
Industrials 0.37% -1.94% 4.33% 12.04% 14.12%
Information Technology 0.80% -8.71% 1.28% 16.30% 10.50%
Materials -0.88% 5.99% 14.51% 22.53% 20.82%
Telecom Services 3.61% -10.90% -8.15% 11.88% 12.90%
Utilities -0.84% -4.63% -2.11% 19.38% 19.47%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 04/25/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate -0.58% 2.32% 9.32% 8.83% 3.88%
GNMA 30 Year -0.21% 1.77% 6.85% 6.97% 4.57%
U.S. Aggregate -0.24% 1.17% 6.18% 6.97% 4.27%
U.S. Corporate High Yield 0.72% 0.58% -1.37% 1.88% 8.59%
U.S. Corporate Investment Grade -0.13% -0.44% 2.00% 4.56% 3.95%
Municipal Bond: Long Bond (22+) -0.68% -1.74% -2.37% 0.46% 4.64%
Global Aggregate -0.39% 4.24% 11.38% 9.48% 6.73%
Returns include reinvested interest. The 5-yr.return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 04/25/08.
KEY RATES
As of 04/25
Fed Funds 2.25% 5-YR CD 3.37%
LIBOR (1-month) 2.90% 2-YR Note 2.41%
CPI - Headline 4.00% 5-YR Note 3.16%
CPI - Core 2.40% 10-YR Note 3.86%
Money Market Accts. 2.29% 30-YR T-Bond 4.59%
Money Market Funds 2.16% 30-YR Mortgage 5.82%
6-mo. CD 2.74% Prime Rate 5.25%
1-YR CD 2.96% Bond Buyer 40 5.03%
WEEKLY FUND FLOWS
Week of 04/23 Previous
Equity Funds $3.8 B -$9.9 B
Including ETF activity, Domestic funds reporting net inflows of
$3.204 B and Non-domestic funds reporting net inflows of $626 M.
Bond Funds $1.8 B $928 M
Inflows are reported to all sectors except funds investing in High Quality
Corporate Bonds (-$85 Mil; 0.22% Assets) and Mortgage-backed
securities (-$290 Mil; 0.84% Assets). High Yield Corporate Bond funds
report the fourth consecutive week of net inflows ($211 Mil) for the first
time since 10/17/07.
Municipal Bond Funds $854 M $450 M
The largest inflows into the sector since 8/7/02.
Money Markets $1.166 B -$35.513 B
FACTOIDS FOR THE WEEK OF APRIL 21ST- APRIL 25TH
Monday, April 21, 2008
In Q1’08, there were only 22 IPOs priced in the U.S., down from 53 in Q1’07,
according to data from Renaissance Capital's IPOHome.com. Total volume
was $22.2 billion, up from $9.8 billion a year ago. Visa’s IPO priced on
March 18 raised $17.86 billion, so it accounted for 80% of the total volume.
IPO filings totaled 75 y-t-d through April 18, down 14.8% from the 88 filed a
year ago.
Tuesday, April 22, 2008
China's Shanghai Composite has been in a bear market for 166 days,
according to SeekingAlpha.com. The index has declined 49.2% since its
peak on October 16, 2007, or -45.4% (USD). The index was up an eyepopping
502% during its latest bull market (7/11/05-10/16/07). There have
been nine bear markets since 1995. The average length was 166 days with
an average decline of 32.9%. There have been ten bull markets since 1995.
The average length was 320 days with an average gain of 101.2%.
Wednesday, April 23, 2008
U.S. private equity firms raised $58.5 billion spread over 81 funds in the first
quarter of 2008, up 32% from the $44.3 billion spread over 68 funds in
Q1’07, according to Dow Jones Private Equity Analyst. LBO funds raised
$27.6 billion spread over 33 funds, down 22% from a year ago due to the
tough climate in the credit markets. In Europe, private equity firms raised
$17.3 billion spread over 38 funds, up 23.6% from the roughly $14 billion
spread over 47 funds in Q1’07.
Thursday, April 24, 2008
More than 1.15 billion mobile phones were sold in 2007, up 16% from the
990.9 million sold in 2006, according to Gartner. It sees sales growth
decelerating to 10% in 2008. Semiconductor sales for handsets are expected
to remain strong, especially overseas. The Asia-Pacific region is expected to
ship 540 million units in 2008, over three times more than the 161.6 million
units expected to be sold in the U.S.
Friday, April 25, 2008
It is estimated that sovereign wealth funds will total $12 trillion by 2015, up
from $1.9 to $2.9 trillion today, according to Forbes. These funds are already
a source of capital for the U.S. Morgan Stanley estimates that sovereign
wealth funds invested $45 billion into Western financial institutions in the
fourth quarter of 2007. The largest fund is Abu Dhabi Investment Authority
with $875 billion under management.
The above was gathered by and posted from
FIRST TRUST ADVISORS L.P. • APPROVED FOR PUBLIC USE • 04/28/08
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