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Market Benchmarks
(MONEY Magazine) – MARKET MEASURES % Total Return Level 3 Months 1 Year 3 Years[2] S&P 500 1225.2 14.0 29.1 28.3 Russell 2000 422.4 15.6 0.3 13.0 Morgan Stanley EAFE[1] 1390.1 9.4 12.0 6.9 Dow Jones Industrial Average 9120.7 7.3 20.0 23.0 Lehman Bros. Aggregate Bond Index 744.5 1.5 8.0 7.3 HOTTEST AND COLDEST SECTORS 3-month price change Cellular/Wireless Tele. 72.5% Computer Networking 71.3% Semiconductors 50.6% Investment Banking/Brok 49.2% Specialty-Apparel Retail 43.2% Domestic Integrated Oil -11.5% Metals Mining -13.9% Aerospace/Defense -14.5% Leisure Time Products -15.9% Oil & Gas (Expl. & Prod.) -19.5% S&P 500 Ratios P/E Current 32.2 A year ago 23.9 % Yield Current 1.3 A year ago 1.6 STOCK FUND AVERAGES % Total Return 3 Months 1 Year 3 Years[2] U.S. Diversified Equity 16.1 15.7 19.3 Large Company 15.0 23.6 22.6 Mid-Size Company 18.2 14.0 16.4 Small Company 18.0 2.2 12.9 Hybrid 8.2 12.0 13.6 Overseas 10.1 6.7 7.8 BOND FUND AVERAGES U.S. Government 1.2 7.3 6.2 Investment-Grade Corporate 1.9 6.2 6.3 High-Yield Corporate 6.6 -1.4 8.3 Tax-Exempt 1.2 5.4 6.0 World Income 2.3 8.3 6.5 MOST WIDELY HELD STOCKS % 3-Mo. Return P/E Price Lucent Technologies (LU) 33.0 139.8 $103.31 General Electric (GE) 13.5 37.2 97.88 AT&T (T) 38.9 26.0 88.25 Microsoft (MSFT) 46.9 59.0 156.25 Compaq Computer (CPQ) 60.0 -- 46.19 Intel (INTC) 47.8 37.9 128.88 Disney (DIS) 23.0 39.3 34.13 Merck (MRK) 6.8 33.1 139.00 SBC Communications (SBC) 34.0 27.4 56.63 Exxon (XON) 0.8 24.1 71.38 BEST-PERFORMING STOCKS Rank/Last Rank3 % Return P/E Price 3 Months 1 14 Multiple Zones Intl. (MZON) 439.6 -- $16.19 2 439 E*Trade Group (EGRP) 384.2 886.1 78.38 3 20 Data Broadcasting (DBCC) 364.1 -- 18.56 4 -- Digital River (DRIV) 348.5 -- 37.00 5 105 DoubleClick (DCLK) 323.0 -- 101.00 6 15 Verity (VRTY) 301.4 105.7 35.38 7 -- eBay (EBAY) 292.5 -- 196.75 8 2 Creative Computers (MALL) 290.3 -- 32.69 9 1 Books-A-Million (BAMM) 285.4 50.0 11.56 10 117 CMGI (CMGI) 247.2 -- 94.63 1 YEAR 1 1 Amazon.com (AMZN) 1145.6 -- 123.00 2 3 CMGI (CMGI) 1009.1 -- 94.63 3 2 Yahoo! (YHOO) 826.3 1356.5 286.00 4 5 MindSpring Enter. (MSPG) 690.5 305.4 90.88 5 6 Metromedia Fiber Net. (MFNX) 688.1 -- 45.69 6 23 Verity (VRTY) 611.9 105.7 35.38 7 119 RF Micro Devices (RFMD) 527.7 214.1 65.13 8 14 Grand Union (GUCO) 525.0 -- 12.50 9 9 America Online (AOL) 489.8 478.7 140.44 10 34 VisX (VISX) 473.4 121.8 56.63 3 YEARS[2] 1 2 Dell Computer (DELL) 264.1 91.3 83.00 2 8 Amer. Eagle Outfitters (AEOS) 177.0 32.9 61.38 3 6 Ames Dept. Stores (AMES) 175.9 16.1 28.88 4 5 QLogic (QLGC) 168.0 66.4 139.50 5 3 Starwood Financial Trust (APT) 149.1 51.0 51.06 6 1 Trans W. Entertain. (TWMC) 148.1 13.6 14.00 7 46 Jabil Circuit (JBL) 147.4 50.0 70.00 8 11 Compuware (CPWR) 144.6 50.8 65.81 9 16 America Online (AOL) 137.4 478.7 140.44 10 75 CMGI (CMGI) 136.2 -- 94.63 HIGHEST-YIELDING DOW STOCKS % Yield P/E Price J.P. Morgan (JPM) 3.7 22.1 $103.13 Philip Morris (MO) 3.6 17.9 46.38 3M (MMM) 3.1 23.2 71.31 Chevron (CHV) 3.1 21.8 80.00 Eastman Kodak (EK) 2.7 17.0 65.50 Caterpillar (CAT) 2.6 10.0 43.94 Du Pont (DD) 2.5 42.1 54.31 Goodyear Tire & Rubber (GT) 2.5 13.8 48.00 International Paper (IP) 2.4 60.1 41.00 Exxon (XON) 2.3 24.1 71.38 Notes and sources: Unless otherwise noted, all data are as of Jan. 22 from Morningstar, Chicago; 312-424-4288. Bond index data are from Lehman Bros. Dow Jones and Russell 2000 Market Measures and January Performance Update data are from Bloomberg. Hottest and Coldest Sectors and S&P 500 Ratios are from Standard & Poor's; ranking is limited to sectors with at least three companies. List of Most Widely Held Stocks is ranked by largest number of accounts at Merrill Lynch as of Dec. 2. Best-Performing Stocks are limited to companies with market capitalization of at least $200 million. P/Es are based on trailing 12 months. Stock prices are from Baseline and Bloomberg. [1]Price change only [2]Annualized [3]In money's January 1999 issue with data as of Nov. 27 |
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