| 12/31/2023 | 1 Mth Ago | 1 Year Ago | |
|---|---|---|---|
|
US Benchmark Bond – 3 Mth |
5.35 |
5.39 |
4.41 |
|
US Benchmark Bond - 6 Mth |
5.26 |
5.38 |
4.66 |
|
US Benchmark Bond - 2 Yr |
4.25 |
4.71 |
4.42 |
|
US Benchmark Bond - 5 Yr |
3.85 |
4.28 |
4.00 |
|
US Benchmark Bond - 10 Yr |
3.88 |
4.36 |
3.88 |
|
US Benchmark Bond - 30 Yr |
4.03 |
4.51 |
3.97 |
|
Gold |
2,071.00 |
2,057.20 |
1,826.20 |
|
Crude Oil |
71.26 |
75.96 |
80.26 |
|
US Dollar Index |
101.84 |
103.43 |
112.81 |
|
Bloomberg Commodity Index |
98.65 |
101.81 |
112.81 |
|
Prime Rate |
8.50 |
8.50 |
7.50 |
|
Federal Funds Rate |
5.33 |
5.33 |
4.34 |
|
Libor Rate 30 Day |
5.47 |
5.46 |
4.39 |
|
Libor Rate 3 Months |
5.59 |
5.63 |
4.77 |
|
30yr Fixed Mortgage |
6.61 |
7.22 |
6.42 |
|
Unemployment Rate |
3.70% |
3.90% |
3.50% |
|
Average Single Family Home |
401,600 |
401,600 |
401,600 |
|
Capacity Utilization |
78.80% |
78.90% |
78.92% |
| Indices |
Date
12/31/2023
|
1 Mth
% chg
|
YTD
% chg
|
1 Year Ago
% chg
|
|---|---|---|---|---|
| DJIA | 37,689.5 | 4.9% | 16.2% | 16.2% |
| S&P 500 | 4,769.8 | 4.5% | 26.3% | 26.3.% |
| NASDAQ Composite | 15,011.4 | 5.6% | 44.6% | 44.6% |
|
Russell
1000 Value
|
1,006.2 |
5.5%
|
11.5% | 11.5% |
|
Russell
1000 Growth
|
2,017.7 | 4.4% | 42.7% | 42.7% |
|
Russell
2000
|
5,037.8 | 12.2% | 16.9% | 16.9% |
|
Bloomberg
Barclays U.S. Govt.
Intrm. TR
|
94.8 | 2.1% | 4.3% | 4.3% |
|
MSCI EM
(Emerging Markets) NR
|
1,023.7 | 3.9% | 9.8% | 9.8% |
| MSCI EAFE NR | 2,236.2 | 5.3% | 18.2% | 18.2% |
|
U.S. Equity
Sector
Performance
|
December | YTD |
1 Yr
Ret
|
|---|---|---|---|
| Consumer Discretionary | 6.1% | 42.4% | 42.4% |
|
Consumer
Staples
|
2.7% | 0.5% | 0.5% |
| Energy | 0.0% | -1.3% | -1.3% |
| Financials | 5.4% | 12.1% | 12.1% |
| Health Care | 4.3% | 2.1% | 2.1% |
| Industrials | 7.0% | 18.1% | 18.1% |
| Information Tech | 3.8% | 57.8% | 57.8% |
| Materials | 4.6% | 12.5% | 12.5% |
|
Communication
Services
|
4.8% | 55.8% | 55.8% |
|
Utilities
|
1.9% | -7.1% | -7.1% |
|
Real Estate
|
8.7% | 12.4% | 12.4% |
