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Market Benchmarks
(MONEY Magazine) – MARKET MEASURES % Total Return Level 3 Months 1 Year 3 Years[1] S&P 500 1239.2 7.9 22.3 26.4 Russell 2000 392.3 -0.2 -12.6 8.3 Morgan Stanley EAFE[2] 1348.2 1.2 2.2 5.7 Dow Jones Industrial Average 9340.0 3.6 13.5 21.5 Lehman Bros. Aggregate Bond Index 736.5 0.7 6.5 7.0 HOTTEST AND COLDEST SECTORS 3-MONTH PRICE CHANGE Cellular/Wireless Tele. 63.2% TV, Radio, Cable Broadcast. 39.2% Investment Banking/Brok. 37.2% Long-Distance Tele. 36.4% Specialty-Apparel Retail 33.6% Aerospace/Defense -19.9% Gold & Prec. Metals Mining -20.3% Metals Mining -20.5% Engineering & Construction -24.3% Tobacco -26.5% S&P 500 RATIOS P/E Current 32.1% A Year Ago 24.8% % Yield Current 1.4% A Year Ago 1.5% STOCK FUND AVERAGES % Total Return 3 Months 1 Year 3 Years[1] U.S. Diversified Equity 5.1 6.2 16.4 Large Company 6.3 15.2 20.4 Mid-Size Company 4.5 2.7 12.8 Small Company 0.7 -10.7 8.3 Hybrid 2.1 6.6 12.2 Overseas 0.7 -0.9 6.1 BOND FUND AVERAGES U.S. Government 0.2 5.5 6.2 Investment-Grade Corporate 0.8 4.6 6.3 High-Yield Corporate 2.2 -2.0 7.9 Tax-Exempt 1.3 5.0 6.0 World Income -0.2 5.7 5.8 MOST WIDELY HELD STOCKS % 3-Mo. Return P/E Price Lucent Technologies (LU) 19.0 48.6 $103.00 General Electric (GE) 8.7 35.9 100.38 AT&T (T) 36.0 24.5 85.75 Microsoft (MSFT) 30.0 62.9 147.75 Compaq Computer (CPQ) 21.0 -- 41.13 Intel (INTC) 14.3 37.1 128.06 Disney (DIS) 19.7 41.6 34.13 Merck (MRK) 4.7 36.7 79.00 SBC Communications (SBC) 4.2 25.5 51.69 Exxon (XON) -4.3 26.6 68.50 BEST-PERFORMING STOCKS Rank/Last Month % Return P/E Price 3 MONTHS 1 14 Ameritrade Holding (AMTD) 346.8 81.1 $43.00 2 -- Shop At Home (SATH) 324.0 -- 13.25 3 2 E*Trade Group (EGRP) 236.1 -- 40.13 4 24 United Intl. Holdings (UIHIA) 214.6 -- 47.00 5 -- Network Event Theater (NETS) 214.0 -- 16.88 6 76 MovieFone (MOFN) 194.1 -- 28.13 7 163 Security First Tech. (SONE) 184.6 -- 48.38 8 10 CMGI (CMGI) 181.7 100.9 109.00 9 156 Centennial Cellular (CYCL) 180.4 -- 34.00 10 -- Ampex A (AXC) 179.9 9.7 2.63 1 YEAR 1 8 Grand Union (GUCO) 1136.7 -- 12.75 2 2 CMGI (CMGI) 902.3 100.9 109.00 3 1 Amazon.com (AMZN) 866.4 -- 101.88 4 3 Yahoo! (YHOO) 744.0 1176.6 135.31 5 6 Verity (VRTY) 546.8 99.2 32.75 6 -- MessageMedia (MAIL) 511.5 -- 6.50 7 -- Navarre (NAVR) 489.6 -- 14.38 8 26 Ameritrade Holding (AMTD) 485.5 81.1 43.00 9 7 RF Micro Devices (RFMD) 455.2 218.0 69.75 10 4 MindSpring Enter. (MSPG) 437.3 199.9 81.94 3 YEARS 1 1 Dell Computer (DELL) 230.5 86.2 80.13 2 2 Amer. Eagle Outfitters (AEOS) 159.4 33.6 64.00 3 3 Ames Dept. Stores (AMES) 156.9 15.0 26.50 4 7 Jabil Circuit (JBL) 151.6 21.7 32.38 5 4 QLogic (QLGC) 149.5 26.9 62.13 6 5 Starwood Fin. Trust (APT) 149.4 46.0 45.50 7 13 Tarrant Apparel Group (TAGS) 128.9 26.5 37.50 8 21 Pacific Sunwear of Calif. (PSUN) 125.8 24.8 26.00 9 9 America Online (AOL) 125.6 203.0 80.19 10 6 Trans W. Entertain. (TWMC) 122.7 11.1 10.81 HIGHEST-YIELDING DOW STOCKS % Yield P/E Price Philip Morris (MO) 4.2 18.2 $39.94 J.P. Morgan (JPM) 3.5 23.5 110.63 Chevron (CHV) 3.2 25.7 76.94 3M (MMM) 2.9 26.5 76.75 Eastman Kodak (EK) 2.7 15.6 66.19 Du Pont (DD) 2.7 13.5 52.75 Caterpillar (CAT) 2.6 11.0 45.06 Goodyear Tire & Rubber (GT) 2.5 13.6 48.13 Exxon (XON) 2.4 26.6 68.50 International Paper (IP) 2.4 60.1 42.06 Notes and sources: Unless otherwise noted, all data are as of Feb. 19 from Morningstar, Chicago; 312-424-4288. Bond index data are from Lehman Bros. Dow Jones and Russell 2000 Market Measures and February 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. [1]Annualized [2]Price change only Compiled by Elyssa Yoon-Jung Lee |
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