EQUITY INDEX SCORECARD

MONTH-TO-DATE PERFORMANCE THROUGH NOVEMBER 8
(Ranked in descending order)

Capitalization/Style (total returns)
Russell 2000 Growth Index 1.99% <-- An early sign of growth's rebound?
Russell Midcap Growth Index 1.73 <-- Midcap growth rolling as well
Russell 2000 Index 1.52
Russell Microcap Index 1.5
Russell 1000 Growth Index 1.35 <--Large cap growth looking good too
Russell 1000 Index 1.07
Russell 2000 Value Index 1.05 <-- The start of value's stumble?
Russell Midcap Index 0.95
Russell 1000 Value Index 0.8 <--Large cap value looks tired
Russell Midcap Value Index 0.22
S&P 500 Sectors (total returns)
Information Technology 2.53% <--Tech continues to rebound in Nov
Consumer Discretionary 1.73 <--Who says consumer spending is history?
Financials 0.99
Industrials 0.92
Energy 0.82 <--Energy stocks still cooling off
Materials 0.74
Health Care 0.49
Telecommunications Services 0.42
Consumer Staples -0.24
Utilities -2.14 <--Interest-rate sensitive stocks take a hit
* * *
S&P Equity REIT 2.1% <--Yield sensitive but still holding up
* * *
S&P 500 0.96
International (price change, in US$)
MSCI JAPAN 3.2% <--Equities are still hot in Japan
MSCI EMERGING MARKETS 3.0% <--Emerging markets continue to climb
MSCI LATIN AMERICA 2.9%
MSCI EASTERN EUROPE 2.6%
MSCI PACIFIC 2.5%
MSCI CHINA 1.7%
MSCI EAFE 1.1%
MSCI EUROPE 0.4% <--Sluggish economic growth takes its toll
Sources: Frank Russell Co., Standard & Poor’s, and MSCI

One Response to EQUITY INDEX SCORECARD

  1. muckdog says:

    On consumer spending? The malls were packed here (SAC CA) over the weekend. I thought folks might come to blows fighting for parking spots.
    On the stock market? Wall of worry didn’t materialize. Gas prices falling. GDP at 3.8%. Majority of companies beating earnings estimates. The bears were wrong.

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