Most Slumping Equity Indexes in Red for the Year


by Friday, June 21, 2002

After surging ahead earlier this week, most equity indexes fell sharply going into the weekend. It wasn't a great week for most equity fund investors, and a look at 1-year index returns shows pain has been the norm over the last 12 months. As a result, fund investors have been stuffing cash into conservative fixed-income funds and cooling on stock funds. Lipper reported that S&P 500 index funds experienced outflows of $900 million in May.

The following index performance data was included in Standard & Poor's latest weekly market analysis.

U.S. Broad Market Indexes
Index
1 week
4 weeks
13 weeks
1 year
S&P 1500
-0.2%
-8.2%
-12.2%
-16.9%
S&P 500
-0.3%
-8.3%
-12.8%
-18.7%
S&P 600
0.9%
-7.8%
-8.0%
-3.2%
S&P 400
1.2%
-7.8%
-6.5%
3.5%
DJ Industrial
-0.7%
-7.7%
-10.0%
-12.0%
Nadaq Comp.
-2.1%
-13.7%
-21.6%
-28.9%
Wilshire 5000
-0.3%
-8.1%
-11.9%
-16.6%
Source: Standard & Poor's, data as of 06/21/2002
S&P U.S. Equity Sector Indexes
Index
1 week
4 weeks
13 weeks
1 year
Cons Discr
-1.2%
-7.7%
-11.1%
-16.7%
Cons Staples
0.4%
-1.8%
1.8%
14.3%
Energy
1.0%
-4.5%
-7.0%
-9.7%
Financials
2.5%
-5.9%
-7.0%
-13.2%
Health Care
0.6%
-7.7%
-14.6%
-18.2%
Industrials
0.8%
-7.0%
-12.8%
-21.5%
Info Tech
-4.9%
-16.9%
-26.4%
-34.8%
Materials
1.9%
-5.2%
-2.5%
3.5%
Telecom
-5.8%
-15.8%
-25.7%
-41.4%
Utilities
-1.3%
-11.5%
-17.3%
-31.7%
Source: Standard & Poor's, data as of 06/21/2002
S&P Global Stock Indexes
Index
1 week
4 weeks
13 weeks
1 year
Global 1200
-1.0%
-8.2%
-10.6%
-16.6%
Global 100
-0.8%
-8.6%
-13.5%
-21.6%
Latin America 40
-6.7%
-16.9%
-24.4%
-20.6%
Europe 350
-3.7%
-12.0%
-16.5%
-23.6%
Japan 150
-4.9%
-10.9%
-8.1%
-33.3%
Asia Pacific 100
-2.7%
-4.3%
-1.6%
5.1%
Source: Standard & Poor's, data as of 06/21/2002
S&P Global Sector Indexes
Index
1 week
4 weeks
13 weeks
1 year
Cons Discr
-2.0%
-8.2%
-10.0%
-15.8%
Cons Staples
-0.4%
-2.0%
2.7%
10.6%
Energy
1.1%
-4.4%
-5.4%
-7.1%
Financials
-0.4%
-7.6%
-6.1%
-13.4%
Health Care
1.0%
-8.0%
-12.7%
-17.1%
Industrials
-0.4%
-7.4%
-10.1%
-18.7%
Info Tech
-4.3%
-15.8%
-25.7%
-33.5%
Materials
0.0%
-4.3%
-0.7%
7.2%
Telecom
-5.0%
-14.2%
-23.2%
-37.1%
Utilities
-0.6%
-7.0%
-8.1%
-19.8%

Source: Standard & Poor's, data as of 06/21/2002

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