2009 Charts of the Week
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- Investor Returns vs. Category Returns
Large-Cap Value
Period ended 11/30/2009 - MarketView Chart of the Week, posted December 25, 2009
- Mutual funds with attractive past performance tend to gather more assets than funds with less attractive past performance. Investors may be disappointed when they buy today's "hot" fund based on past performance that does not continue in the future - sometimes called "performance chasing." Timing the market successfully requires investors to accurately predict market movements. Unfortunately, few, if any, can reliably predict the future and market timing failures tend to detract from performance.
- Fiscal Outlook of Cities (relative to previous year)
- MarketView Chart of the Week, posted December 18, 2009
- For the past two years, much attention has centered on the downtrodden U.S. economy. How has this market environment impacted government at the local level? The chart above illustrates the results of a survey conducted by the National League of Cities. City finance officers were asked to assess the ability of their cities to meet fiscal needs as compared to the previous year. For the 2009 survey, 88% of city finance officers consider their cities less able to meet fiscal needs than they had been in 2008.
- The True Cost of the "Twelve Days of Christmas"
- MarketView Chart of the Week, posted December 11, 2009
- Since 1984, PNC Wealth Management ("PNC") has charted the cost of the goods and services given as gifts in the classic "Twelve Days of Christmas" holiday song. This year, it would cost $87,403 to give all of the gifts detailed in the verses of the song, including repetitions. This is an increase of only 0.9% over the 2008 cost, reflecting this year's broader economic trend of minimal inflation. Perhaps this is a sign that it's a good time to buy those Six Geese-a-Laying for your someone special.
- New Home Sales (Year-over-Year Percentage Change Seasonally Adjusted Ended 10/31/2009)
- MarketView Chart of the Week, posted December 4, 2009
- New home sales continued to show signs of improvement in October. The chart above tracks the year-over-year percentage changes in new home sales. According to the U.S. Census Bureau, new home sales for October 2009 rose 6.2% over the last month and 5.1% over the last year. While the monthly gain was above expectations, the improvement was concentrated in the South. The other three U.S. regions experienced a decline last month.
- Domestic v. Foreign Income as a Percentage of Total Income by S&P 500 Sector
- MarketView Chart of the Week, posted November 27, 2009
- Just because a company is based in the U.S. does not mean that it necessarily derives all of its income from domestic sources, as evidenced by the plethora of McDonald's restaurants located in foreign countries and Coca-Cola drinks sold across the world. National economies have become more and more intertwined over the course of the past century. As the recent global financial crisis demonstrated, economic problems can spill across borders.
- 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.
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