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Market Benchmarks
(MONEY Magazine) – % total return MARKET MEASURES Level 3 1 3 months year years[1] S&P 500 897.7 7.5 -17.1 -10.3 Nasdaq 1331.1 7.3 -25.0 -22.1 Russell 2000 372.6 -1.1 -13.3 -3.2 Morgan Stanley EAFE2 929.7 -5.6 -17.3 -15.2 Dow Jones industrial average 8444.0 3.7 -9.0 -6.1 Lehman Brothers aggregate bond index 980.6 1.6 6.0 9.3 HOTTEST AND COLDEST SECTORS THREE-MONTH PRICE CHANGE Wireless telecom services 40.5% Broadcasting & cable TV 35.6% Movies & entertainment 32.0% Health-care distributors & services 23.9% Systems software 21.5% Computer & electronics retail -16.5% Steel -16.9% Department stores -17.5% Paper packaging -24.0% IT consulting & services -29.6% S&P 500 RATIOS Current One year ago P/E 33.5 29.5 % yield 1.8 1.4 % total return STOCK FUND AVERAGES 3 months 1 year 3 years[1] U.S. diversified equity 3.0 -16.6 -7.9 Large company 4.1 -17.9 -10.8 Mid-size company 3.1 -14.7 -5.9 Small company -0.5 -13.5 0.5 Hybrid 2.1 -7.4 -2.0 Overseas -3.7 -13.1 -11.3 BOND FUND AVERAGES U.S. government 1.6 5.5 7.9 Investment-grade corporate 1.0 2.8 6.0 High-yield corporate -1.2 -5.6 -4.1 Tax-exempt -0.5 3.5 6.4 % 3-mo. WIDELY HELD STOCKS return P/E Price General Electric (GE) -5.0 17.6 $26.24 Cisco Systems (CSCO) -0.3 47.1 11.78 Microsoft (MSFT) 16.2 37.4 52.68 Pfizer (PFE) 8.7 24.5 31.90 Intel (INTC) -6.7 43.7 16.59 Lucent Technologies (LU) -37.3 N.A. 0.96 Agere Systems B (AGRB) -53.9 N.A. 1.01 ExxonMobil (XOM) 0.7 22.8 35.11 AT&T Wireless Services (AWE) 43.6 N.A. 6.79 AOL Time Warner (AOL) 34.9 N.A. 14.70 BEST-PERFORMING STOCKS Rank/last month % return P/E Price THREE MONTHS 1 1 Nextel Communications (NXTL) 125.8 N.A. $10.23 2 1821 Alkermes (ALKS) 119.5 N.A. 8.78 3 1208 Qwest Communications (Q) 117.3 N.A. 3.26 4 2 Nextel Partners (NXTP) 110.1 N.A. 6.89 5 -- LeapFrog Enterprises (LF) 100.0 N.A. 27.00 6 10 Inveresk Research Group (IRGI) 89.4 N.A. 20.08 7 4 InterMune (ITMN) 84.5 N.A. 36.67 8 1721 Computer Associates (CA) 83.6 N.A. 14.87 9 765 Sprint (FON) 80.2 N.A. 12.55 10 5 Amylin Pharmaceuticals (AMLN) 76.8 N.A. 17.68 ONE YEAR 1 1 Jo-Ann Stores A (JASA) 463.8 27.9 26.50 2 14 Centerpulse[3] (CEP) 249.5 8.2 15.53 3 6 Cobalt (CBZ) 223.2 29.6 16.87 4 2 Boyd Gaming (BYD) 216.2 25.0 13.50 5 8 Hovnanian Enterprises (HOV) 215.0 11.2 37.48 6 18 Cumulus Media (CMLS) 196.7 N.A. 19.02 7 25 Crown Cork & Seal (CCK) 193.7 N.A. 6.08 8 5 Tractor Supply (TSCO) 178.5 27.6 38.57 9 16 Petsmart (PETM) 162.3 31.7 19.99 10 10 Jefferson Smurfit Group[3](JSMFY) 159.1 28.2 35.00 THREE YEARS[1] 1 1 FTI Consulting (FCN) 132.1 35.5 36.48 2 3 Panera Bread (PNRA) 112.2 58.1 32.85 3 5 Ultra Petroleum (UPL) 112.1 41.5 8.30 4 4 Alliance Gaming (ALLY) 111.6 13.8 17.70 5 6 Christopher & Banks (CBK) 106.7 20.3 29.00 6 9 Career Education (CECO) 103.3 47.1 46.20 7 11 NVR (NVR) 102.1 11.9 338.25 8 2 Taro Pharmaceutical Industries (TARO) 99.4 35.4 34.68 9 7 Corinthian Colleges (COCO) 96.6 42.6 37.05 10 19 Mid Atlantic Medical Services (MME)95.9 24.3 40.85 HIGHEST-YIELDING DOW STOCKS % Yield P/E Price General Motors (GM) 5.6 16.2 $35.54 Philip Morris (MO) 5.6 8.0 42.60 SBC Communications (SBC) 4.3 16.7 24.97 Eastman Kodak (EK) 3.9 47.3 34.54 Caterpillar (CAT) 3.4 21.8 41.45 DuPont (DD) 3.4 21.1 41.65 International Paper (IP) 2.7 N.A. 36.50 General Electric (GE) 2.7 17.6 26.24 Merck (MRK) 2.7 17.0 52.91 ExxonMobil (XOM) 2.6 22.8 35.11 Notes and sources: Unless otherwise noted, data are as of Oct. 25 from Morningstar, Chicago; 312-424-4288. Bond index data are from Lehman Brothers. Dow Jones and Russell 2000 Market Measures and October 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 Widely Held Stocks is ranked by largest number of accounts at Merrill Lynch as of Sept. 27. Best-Performing Stocks are limited to companies with market capitalization of at least $500 million. P/Es are based on trailing 12 months' earnings as reported. Stock prices are from Baseline and Morningstar. [1]Annualized. [2]Price change only. [3]American Depositary Receipts. N.A.: Not available. Compiled by Derek Manson |
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