Equity returns since 12/31/1999

Financial Planning - Financial planning in general. (Moderated) 

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Subject Author Date
Equity returns since 12/31/1999 David Moore 04-18-2007
Posted by David Moore on April 18, 2007, 2:17 pm

>From the Crossing Wall Street site: as of yesterday 4/17/2007 the S&P
500 has at last reached its 12/31/1999 close: up for the millenium.
That's before 22% inflation, of course ....

The interesting part of the post is the following table on changes
in indexes since 12/31/1999:

S&P 600 Small-Cap Value............129.84%
S&P 600 Small-Cap..................115.01%
S&P 400 Mid-Cap Value..............109.02%
S&P 600 Small-Cap Growth............98.15%
S&P 400 Mid-Cap.....................97.07%
S&P 400 Mid-Cap Growth..............84.92%
Dow Utilities.......................82.35%
Dow Transports......................70.70%
Morgan Stanley Cyclical.............68.33%
Russell 2000........................64.23%
Morgan Stanley Consumer.............36.02%
S&P 500 Value.......................29.95%
Dow.................................11.10% (29.03% w/divs)
Russell 3000.........................8.19%
Wilshire 5000........................7.95% (20.49% w/divs)
Russell 1000.........................4.60%
S&P 500..............................0.15%
S&P 100............................-15.04%
S&P 500 Growth.....................-23.75%
Nasdaq.............................-38.15%
Nasdaq 100.........................-50.51%

David


Posted by Jose Bailen on April 18, 2007, 4:52 pm
On Apr 18, 8:17 pm, dsmo...@stat.purdue.edu (David Moore) wrote:
> >From the Crossing Wall Street site: as of yesterday 4/17/2007 the S&P
>
> 500 has at last reached its 12/31/1999 close: up for the millenium.
> That's before 22% inflation, of course ....

You should add dividends as well (about 2 percent of market
capitalization per year).


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