STOCK INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
DOW JONES 30 (12849) 4.30% -2.42% 2.77% 8.88% 11.52%
S&P 500 (1390) 4.33% -4.73% -3.70% 5.49% 11.25%
NASDAQ 100 (1900) 5.65% -8.74% 4.22% 19.24% 12.30%
S&P 500/Citigroup Growth 4.84% -3.94% 1.06% 9.25% 9.27%
S&P 500/Citigroup Value 3.78% -5.57% -8.16% 2.03% 13.30%
S&P MidCap 400/Citigroup Growth 4.15% -2.11% 1.59% 13.55% 14.96%
S&P MidCap 400/Citigroup Value 4.70% -2.55% -8.09% 2.84% 16.92%
S&P SmallCap600/Citigroup Growth 4.32% -4.16% -5.62% 5.66% 15.47%
S&P SmallCap600/Citigroup Value 4.63% -2.65% -12.06% -5.19% 15.91%
MSCI EAFE 1.62% -5.00% -2.50% 11.76% 21.32%
MSCI World (ex US) 1.93% -4.42% -0.85% 13.04% 21.85%
MSCI World 3.03% -4.48% -2.01% 9.69% 16.30%
MSCI Emerging Markets 1.38% -5.13% 23.05% 39.23% 34.32%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 04/18/08.
S&P SECTOR PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
Consumer Discretionary 3.93% -2.17% -17.41% -13.21% 6.52%
Consumer Staples 0.73% -2.09% 6.37% 14.36% 10.74%
Energy 7.68% 4.65% 32.32% 34.41% 30.38%
Financials 5.21% -8.63% -26.30% -18.52% 5.73%
Health Care 0.58% -9.66% -9.93% 7.32% 5.14%
Industrials 4.75% -2.30% 5.76% 12.04% 14.30%
Information Technology 6.32% -9.43% 2.68% 16.30% 10.16%
Materials 5.55% 6.93% 17.73% 22.53% 21.16%
Telecom Services 1.12% -14.01% -11.05% 11.88% 13.36%
Utilities 3.38% -3.83% 1.23% 19.38% 20.26%
Returns are total returns. The 5-yr. return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 04/18/08.
BOND INDEX PERFORMANCE
Index Week YTD 12-mo. 2007 5-yr.
U.S. Treasury: Intermediate -1.20% 2.92% 10.14% 8.83% 4.08%
GNMA 30 Year -0.83% 1.99% 7.17% 6.97% 4.63%
U.S. Aggregate -1.00% 1.42% 6.57% 6.97% 4.43%
U.S. Corporate High Yield 1.18% -0.14% -1.62% 1.88% 8.71%
U.S. Corporate Investment Grade -1.04% -0.31% 2.31% 4.56% 4.17%
Municipal Bond: Long Bond (22+) -0.83% -1.06% -1.62% 0.46% 4.87%
Global Aggregate -1.66% 4.65% 12.15% 9.48% 6.94%
Returns include reinvested interest.The 5-yr.return is an average annual.
One-week,YTD, 12-mo. and 5-yr. performance returns calculated through 04/18/08.
KEY RATES
As of 04/18
Fed Funds 2.25% 5-YR CD 3.31%
LIBOR (1-month) 2.72% 2-YR Note 2.12%
CPI - Headline 4.00% 5-YR Note 2.89%
CPI - Core 2.40% 10-YR Note 3.71%
Money Market Accts. 2.31% 30-YR T-Bond 4.50%
Money Market Funds 2.20% 30-YR Mortgage 5.68%
6-mo. CD 2.74% Prime Rate 5.25%
1-YR CD 2.90% Bond Buyer 40 4.99%
WEEKLY FUND FLOWS
Week of 04/16 Previous
Equity Funds -$9.9 B $901 M
Including ETF activity, Domestic funds reporting net outflows of
-$9.275 B and Non-domestic funds reporting net outflows of -$652 M.
Bond Funds $928 M $2.9 B
Municipal Bond Funds $450 M $345 M
International & Global Debt funds report inflows of $657 Mil and High
Yield Corporate Bond funds report inflows ($22 Mil) for the third
consecutive week.
Money Markets -$35.513 B $32.032 B
Due to seasonal outflows (4/15)
FACTOIDS FOR THE WEEK OF APRIL 14TH - APRIL 18TH
Monday, April 14, 2008
World grain production is expected to rise 2.6% to a record 2.16 billion tons
in 2008, but experts say it will do little to curb rising prices due to strong
demand, according to MSNBC.com. Prices of wheat and rice have doubled
over the past year. Developing nations are being pinched the most as food
costs account for 60-80% of consumer spending, compared to just 10-20%
in industrialized countries, according to the Food and Agriculture
Organization.
Tuesday, April 15, 2008
In April 2001, the average price of gasoline was a $1.55 per gallon, or about
$1.86 in 2008 dollars, according to the Energy Information Administration
(EIA). As of yesterday, the EIA reported the average price is up to $3.39, an
82% increase even after factoring in inflation. According to a USA
TODAY/Gallup Poll conducted March 14-16, 63% of Americans report that
the surge in gas prices has caused them financial hardship, up from 47%
when the survey was conducted in May 2001. A study by CCH found that
47% of Americans due to receive a tax rebate plan to use it to pay down
debt, while 32% plan to save it. Only 21% of those polled intend to spend it.
Wednesday, April 16, 2008
Baby boomers are expected to roll some $13 trillion in retirement assets in
the coming years and some surveys have found that more than 90% of
boomers intend to seek professional advice when they do so, according to
SmartMoney.com. The Bureau of Labor Statistics expects the number of
financial advisers to increase by about 40% by 2016. Today, there are close
to 100 colleges and universities that offer undergraduate programs in
financial planning.
Thursday, April 17, 2008
Worldwide PC shipments grew 14.6% (y-o-y) in the first quarter of 2008,
topping the 13.2% estimate, according to IDC's Worldwide Quarterly PC
Tracker. Total shipments in Q1 totaled 69.5 million units. HP was the top
vendor at 13.25 million units followed by Dell's 10.91 million. Microsoft’s
release of Windows Vista Service Pack 1 (SP1 contains changes focused on
addressing specific reliability and performance issues, supporting new types
of hardware, and adding support for several emerging standards) could
boost corporate PC sales moving forward.
Friday, April 18, 2008
The five REIT bear markets since 1972 have lasted 18 months on average,
with average price declines of about 25%, according to Jonathan Litt, analyst
at Citigroup. The current bear market is 14 months old and REITs are down
24% from their peak, according to Forbes.
The above was gathered by and posted from
FIRST TRUST ADVISORS L.P. • APPROVED FOR PUBLIC USE • 04/21/08
Web link to this and all previous weekly information is
here
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