Index Returns for Stock and Bond Markets 2007
August 27, 2007
A quick look at the YTD (year-to-date returns) for the markets in 2007 show that the broad-based market index the Russell 2000 is in negative territory for the year, while the blue chips and NASDAQ composite index are still positive. Bond indexes have not outperformed the money-rates.com Model Bank Deposit Portfolio which is 100% comprised of FDIC-insured bank deposit accounts. The money-rates.com money fund portfolio also is outperforming bonds with a 3.39% return for the year.
Domestic Indexes
Dow Jones Industrial Average 8.95%
NASDAQ Composite 6.68%
Russell 2000 -0.83%
S&P 500 5.54%
S&P MidCap 400 8.28%
Bond Indexes
Lehman Brothers Fixed Rate MBS 2.81%
Lehman Brothers US Aggregate Bond 2.72%
Merrill Lynch US HY Master II 0.81%
Municipal Indexes
Lehman Brothers Municipal -0.60%
Lehman Brothers US Government 3.50%
U.S. Treasury T-Bill 3.02%
money-rates.com Model Savings Portfolios
money-rates.com Bank Deposit Portfolio 3.84%
money-rates.com Money Funds Portfolio 3.39%
money-rates.com Commercial Paper Portfolio 3.95%
money-rates.com Dividend Stocks Portfolio -2.89%
see portfolio holdings here
