2009 Charts of the Week
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- Global Interest Rates
- MarketView Chart of the Week, posted November 20, 2009
- Key interest rates across the world fell in late 2008 and early 2009. Coordinated low rates were put in place by monetary authorities in an effort to increase the flow of money across the global economic system and attempt to help global economic growth.
- Bond Funds Gaining Assets
- MarketView Chart of the Week, posted November 13, 2009
- Since the sharp stock market declines of 2008 and early 2009, the stock market has rebounded with the S&P 500 Index rising nearly 60%. The recent rally has been impressive; however, the S&P 500 Index remains well below its all-time high. With the stock market rally, how have investors reacted with their money?
- S&P Average Monthly Returns, 1975 - 2009
- MarketView Chart of the Week, posted November 06, 2009
- The chart above illustrates the average monthly return from 1975 to 2009, by month, for the S&P 500 Index. Since the months of November and December 2009 are not yet complete, the data points for those two months reflect only the 1975-2008 time period.
- S&P 500 Index Historic Calendar Year Returns 1926-2008
- MarketView Chart of the Week, posted October 30, 2009
- The graph above shows how calendar year returns for the S&P 500 Index have ranged over the last 83 years. The green bars represent positive calendar year returns, while the red bars represent negative calendar year returns. For the 83 years ended 12/31/2008, the S&P 500 Index posted 59 positive calendar return years and 24 negative calendar year returns. The frequency of returns are skewed to the positive side as 71% of the time the S&P 500 Index had positive return years, while 29% of the time the S&P 500 Index had negative return years. The S&P 500 Index returned an average of 21.27% over the positive years and -14.48% over the negative years. Overall, the average return for the period is 9.62%. For the returns each year, a table is provided below.
- Fixed Income Sector Performance (as of 9/30/09)
- MarketView Chart of the Week, posted October 23, 2009
- Similar to the fixed income market as a whole, returns for individual sectors may go up or down. A sector may outperform over an extended period and then underperform in subsequent periods. The chart above compares the performance of eleven fixed income sectors for the calendar year 2008 and the first three quarters of 2009.
- Top Ten Countries in the MSCI EAFE Index
- MarketView Chart of the Week, posted October 16, 2009
- The Morgan Stanley Capital International ("MSCI") Europe, Australasia, and Far East Index ("EAFE") is a benchmark commonly used to measure non-U.S. developed country stock market performance. The bar chart above shows the net performance in U.S. dollars of the top 10 countries by weighting in the index as of September 30, 2009, with the country with the highest weight (Japan) listed first, and the country with the lowest weight (Sweden) listed last. The net return of the MSCI Emerging Markets Index is also included. This index measures the equity stock market performance of 22 emerging market countries, which are not included in the MSCI EAFE Index.
- S&P 500 Sector Performance (as of 9/30/09)
- MarketView Chart of the Week, posted October 15, 2009
- Similar to the stock market as a whole, returns for individual sectors of the stock market may go up and down. A sector may outperform over an extended period and then underperform in subsequent periods. The chart above compares the performance of the S&P 500 Index ("S&P 500") to its ten underlying sectors for the years ended September 30, 2008 and September 30, 2009. The S&P 500 is an index consisting of 500 companies representing larger capitalization stocks traded in the U.S.
- Capital Markets Review, Period Ended 09/30/2009
- MarketView Chart of the Week, posted October 2, 2009
- Capital markets were positive across the board for the quarter ended September 30, 2009. Equity markets rebounded strongly during the 2nd and 3rd quarter of 2009 following negative performance in early 2009 and 2008. The S&P 500 (large-cap), Russell 3000 (total market), Russell 2000 (small-cap), and MSCI EAFE (international) posted 3rd quarter gains of 15.61%, 16.31%, 19.28%, and 19.47%, respectively.
- Stock Market Rallies from Recessionary Lows
- MarketView Chart of the Week, posted September 25, 2009
- The stock market tends to be a forward-looking economic indicator. In other words, the market tends to fall before recessions are officially declared, and it tends to rise before economic recoveries actually begin. The chart above illustrates the magnitude of the equity rally corresponding to each U.S. economic contraction since 1923. The columns in the chart represent the total return of the S&P 500 Index from the Index's low during the contraction to the official end of the contraction.
- Producer Price Index: Down Over the Last Year
- MarketView Chart of the Week, posted September 18, 2009
- The Finished Goods Producer Price Index ("PPI") measures the average change in wholesale prices across the domestic economy and is a closely watched indicator of inflationary pressure. Finished goods are final stage products that are ready for the consumer to buy and therefore include all production line price changes. Economists measure finished goods PPI in terms of headline (all products) and core (excluding oil and food). This chart discusses the headline PPI.
- Credit Rating Rollercoaster (data as of 9/10/2009)
- MarketView Chart of the Week, posted September 11, 2009
- S&P credit ratings are important tools for bond investors because they act as an independent assessment of the risk of default for a given bond. Typically, when a bond is downgraded or upgraded, the change has a significant impact on the price of the security. The chart above illustrates the trend in credit ratings during the last decade. The yellow portion of the bars represents the number of credit rating downgrades (declining financial health) that occurred during the given quarter, while the blue portion of the bars represents the total number of credit rating upgrades (improving financial health). The green line tracks changes in the up/down ratio, which is calculated as the number of upgrades divided by the number of downgrades.
- U.S. Stock Semiannual Returns
- MarketView Chart of the Week, posted September 4, 2009
- Full calendar year returns do not always paint a complete picture of how the stock market performed during a given year. As the chart above illustrates, returns over the course of a year can vary. The chart shows semiannual returns for the broad U.S. equity market as represented by the Russell 3000 Index.
- S&P 500 Operating Earnings By Sector
- MarketView Chart of the Week, posted August 28, 2009
- The chart above illustrates operating earnings per share (“EPS”) for each of the ten S&P 500 Index ("Index") sectors, as well as for the overall Index. Two time periods are shown. The “2008A” series represents actual, reported earnings during the 2008 calendar year. The “2009E” series represents estimated earnings for the 2009 calendar year, as calculated by S&P analysts as of August 18, 2009.
- Mutual Fund Net Expense Ratio
- MarketView Chart of the Week, posted August 21, 2009
- The chart above illustrates the average net expense for domestic equity, foreign equity and fixed income mutual funds over time. The mutual funds used to calculate the average are all registered in the United States. All share classes, as well as both actively and passively managed strategies, are equally weighted in the average net expense calculation.
- REIT Performance vs. Equity Market Performance
- MarketView Chart of the Week, posted August 14, 2009
- Real Estate Investment Trusts ("REITs") are investment vehicles with holdings that are generally related to real estate markets, such as mortgages, real estate-related companies, shopping centers, office buildings and hotels. REITs employ a variety of strategies and vary in their level of diversification. Historically, some investors have used REITs to obtain exposure to the real estate sector and to possibly hedge against inflation. The popularity of REITs over the last decade has been influenced by their strong performance relative to the broader equity market, as can be seen in the chart above.
- Value Versus Growth Monthly Returns
- MarketView Chart of the Week, posted August 7, 2009
- It is often debated whether higher stock market returns can be achieved by investing in stocks labeled as "growth" or "value". Historically, those seeking to invest in value stocks search for undervalued companies with relatively low price-to-earnings (P/E) ratios and high dividend yields. On the other hand, those investing in growth stocks search for companies with high earnings growth that tend to sell at higher P/E ratios and have lower dividend yields.
- ICE U.S. Dollar Index
- MarketView Chart of the Week, posted July 31, 2009
- The chart above illustrates the changes in the level of the ICE U.S. Dollar Index during the decade ending July 29, 2009. The ICE U.S. Dollar Index is calculated by geometrically averaging the U.S. dollar exchange rates for six component currencies: euro, Japanese yen, British pound, Canadian dollar, Swedish krona, and Swiss franc. This index thus reflects the global buying power of the U.S. dollar.
- Fixed Income Sector Performance (as of 6/30/09)
- MarketView Chart of the Week, posted July 24, 2009
- Similar to the fixed income market as a whole, returns for individual sectors may go up or down. A sector may outperform over an extended period and then underperform in subsequent periods. The chart above compares the performance of eleven fixed income sectors for the calendar year 2008 and the first two quarters of 2009.
- Top Ten Countries in the MSCI EAFE Index
- MarketView Chart of the Week, posted July 17, 2009
- The Morgan Stanley Capital International ("MSCI") Europe, Australasia, and Far East Index ("EAFE") is a benchmark used to measure non-U.S. developed country stock market performance. The bar chart above shows the net performance in U.S. dollars of the top 10 countries by weighting in the index as of June 30, 2009, with Japan having the highest weighting listed first and Hong Kong having the tenth-highest weighting listed last. The net return of the MSCI Emerging Markets Index is also included. This index measures the equity stock market performance of 25 emerging market countries, which are not included in the EAFE Index.
- S&P 500 Sector Performance (as of 6/30/09)
- MarketView Chart of the Week, posted July 10, 2009
- Similar to the stock market as a whole, returns for individual sectors of the stock market may go up and down. A sector may outperform over an extended period and then underperform in subsequent periods. The chart above compares the performance of the S&P 500 Index to its ten underlying sectors for the years ended June 30, 2008 and June 30, 2009.
- Capital Markets Review Period Ended 6/30/2009
- MarketView Chart of the Week, posted July 2, 2009
- Capital markets were positive across the board for the quarter ended June 30, 2009. Equity markets rebounded strongly following a year of extraordinarily negative performance in 2008.
- U.S. Total Vehicle Sales
- MarketView Chart of the Week, posted June 26, 2009
- The chart above illustrates total vehicle sales in terms of millions of units of cars and light trucks sold in the United States from January 2000 to May 2009. Each data point represents annualized sales for the given month.
- Active vs. Passive Investing
- MarketView Chart of the Week, posted June 19, 2009
- This week’s chart illustrates the differences in returns of active and passive investment styles. Differences in returns are shown for ten asset categories, across three time periods (2009 year-to-date through June 15, 2009, and calendar years 2008 and 2007). A bar above 0 indicates that active investing, on average, outperformed passive investing during that time period for that particular asset category. Active investment return is measured as the average return in the respective Morningstar category for that time period, while passive investment return is measured as the return of the appropriate benchmark index for the asset category.
- Returns By S&P Quality Ranking
- MarketView Chart of the Week, posted June 05, 2009
- The chart above illustrates the difference in performance by quality segment of the stock market, as represented by the Russell 3000 Index. The green bars show the performance from the beginning of the year until March 9, 2009, when the S&P 500 hit a 12-year low. The blue bars show the performance for the following three months.
- Consumer Price Index
- MarketView Chart of the Week, posted June 05, 2009
- The chart above illustrates the trend in two versions of the Consumer Price Index (CPI) over time. CPI is a measure of inflation. It is calculated by measuring the average change in price of a given basket of goods. Core CPI is the same index, with food and energy prices excluded.
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