| 08/31/2024 | 1 Mth Ago | 1 Year Ago | |
|---|---|---|---|
|
US Benchmark Bond – 3 Mth |
5.09 |
5.26 |
5.46 |
|
US Benchmark Bond - 6 Mth |
4.85 |
5.08 |
5.51 |
|
US Benchmark Bond - 2 Yr |
3.92 |
4.26 |
4.84 |
|
US Benchmark Bond - 5 Yr |
3.71 |
3.92 |
4.23 |
|
US Benchmark Bond - 10 Yr |
3.92 |
4.05 |
4.09 |
|
US Benchmark Bond - 30 Yr |
4.21 |
4.34 |
4.21 |
|
Gold |
2,516.80 |
2,473.00 |
1,965.90 |
|
Crude Oil |
70.36 |
77.91 |
83.63 |
|
US Dollar Index |
101.76 |
103.86 |
103.59 |
|
Bloomberg Commodity Index |
96.09 |
96.45 |
106.03 |
|
Prime Rate |
8.50 |
8.50 |
8.50 |
|
Federal Funds Rate |
5.33 |
5.33 |
5.33 |
|
Libor Rate 30 Day |
5.31 |
5.46 |
5.44 |
|
Libor Rate 3 Months |
5.28 |
5.50 |
5.66 |
|
30yr Fixed Mortgage |
6.35 |
6.73 |
7.18 |
|
Unemployment Rate |
4.30% |
4.30% |
3.80% |
|
Average Single Family Home |
401,600 |
401,600 |
401,600 |
|
Capacity Utilization |
77.80% |
78.80% |
78.88% |
| Indices |
Date
08/31/2024
|
1 Mth
% chg*
|
YTD
% chg*
|
1 Year Ago
% chg*
|
|---|---|---|---|---|
| DJIA | 41,563.1 | 2.0% | 11.7% | 22.1% |
| S&P 500 | 5,648.4 | 2.4% | 19.5% | 27.1% |
| NASDAQ Composite | 17,713.6 | 0.7% | 18.6% | 27.1% |
|
Russell
1000 Value
|
1,141.2 |
2.7%
|
15.1% | 21.1% |
|
Russell
1000 Growth
|
2,432.6 | 2.1% | 21.1% | 30.8% |
|
Russell
2000
|
5,511.4 | -1.5% | 10.4% | 18.5% |
|
Bloomberg
Barclays U.S. Govt.
Intrm. TR
|
96.8 | 1.1% | 3.2% | 6.3% |
|
MSCI EM
(Emerging Markets) NR
|
1,099.9 | 1.6% | 9.6% | 15.1% |
| MSCI EAFE NR | 2,453.4 | 3.3% | 12.0% | 19.4% |
|
U.S. Equity
Sector
Performance
|
August | YTD |
1 Yr
Ret.
|
|---|---|---|---|
| Consumer Discretionary | -1.0% | 6.4% | 12.4% |
|
Consumer Staples
|
5.9% | 17.7% | 18.6% |
| Energy | -1.7% | 11.3% | 6.3% |
| Financials | 4.5% | 22.6% | 35.4% |
| Health Care | 5.1% | 16.3% | 20.1% |
| Industrials | 2.9% | 16.3% | 23.6% |
| Information Tech | 1.3% | 27.1% | 38.7% |
| Materials | 2.4% | 11.2% | 16.1% |
|
Communication
Services
|
1.2% | 23.1% | 32.1% |
|
Utilities
|
4.9% | 22.5% | 25.6% |
|
Real Estate
|
5.8% | 10.6% | 22.0% |
