U.S. Economic Sector Review

By Journal of Indexes Staff | January 01, 2004
Share:

HISTORICAL PERFORMANCE RETURNS
    Total Return (%)     Annualized Total Return (%)  
Economic Sector 1-Month Quarter 4 YTD 2002 1-Year 3-Year 5-Year 10-Year Since Inception
                   
Basic Materials 10.55 23.06 35.68   -8.32 35.68    8.13    6.27   6.89   7.63
Consumer, Cyclical   1.65 11.62 33.83 -24.12 33.83    0.81    0.35   8.62 10.06
Consumer, Noncyclical   3.71 11.66 21.56   -4.37 21.56    6.24    1.56 11.96   9.84
Energy 13.57 15.19 25.74 -13.52 25.74   -1.33    7.88 11.13 10.78
Financial   4.44 12.00 32.23 -12.35 32.23    2.76    6.93 15.77 15.93
Health Care   5.47   8.84 19.43 -20.81 19.43   -6.24    1.75 15.49 10.90
Industrial   7.11 15.03 33.24 -25.54 33.24   -3.76    0.52   8.39   9.18
Technology   1.52 13.25 51.04 -38.66 51.04 -12.76   -5.13 14.51 14.78
Telecommunications   8.76 13.55   7.33 -34.55   7.33 -15.06  -15.40   2.13   4.37
Utilities   5.79   8.43 24.91 -21.19 24.91 -10.09    -0.31   5.64   6.28

 

 

HISTORICAL PERFORMANCE RETURNS
    Total Return (%)     Annualized Total Return (%)    
Economic Sector 1-Month Quarter 4 YTD 2002 1-Year 3-Year 5-Year 10-Year Since Inception
                       
Basic Materials 10.55 23.06 35.68   -8.32 35.68    8.13    6.27   6.89   7.63
Consumer, Cyclical   1.65 11.62 33.83 -24.12 33.83    0.81    0.35   8.62 10.06
Consumer, Noncyclical   3.71 11.66 21.56   -4.37 21.56    6.24    1.56 11.96   9.84
Energy 13.57 15.19 25.74 -13.52 25.74   -1.33    7.88 11.13 10.78
Financial   4.44 12.00 32.23 -12.35 32.23    2.76    6.93 15.77 15.93
Health Care   5.47 8.84 19.43 -20.81 19.43   -6.24    1.75 15.49 10.90
Industrial   7.11 15.03 33.24 -25.54 33.24   -3.76    0.52   8.39   9.18
Technology   1.52 13.25 51.04 -38.66 51.04 -12.76   -5.13 14.51 14.78
Telecommunications   8.76 13.55   7.33 -34.55   7.33 -15.06 -15.40   2.13   4.37
Utilities   5.79   8.43 24.91 -21.19 24.91 -10.09   -0.31   5.64   6.28
                       

HISTORICAL DOW JONES U.S. ECONOMIC SECTOR REPRESENTATIONS (%)
Economic Sector 2003 Q4 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991
Basic Materials   2.74   2.67   2.28   1.98   2.48   2.33   3.51   4.29   4.97   6.29   5.81   5.75   5.71
Consumer, Cyclical 14.31 13.87 13.64 10.97 14.12 13.74 13.06 12.82 13.35 15.37 16.64 15.69 14.02
Consumer, Noncyclical   8.52   9.32   7.65   7.61   8.84 11.05 11.71 11.98 12.10 12.10 11.70 13.66 14.25
Energy   6.05   6.32   5.88   6.00   4.51   5.43   7.18   7.89   7.46   7.95   7.98   7.92   8.59
Financial 21.01 21.08 19.04 18.02 13.97 16.63 19.07 16.65 14.96 13.40 13.47 13.26 10.96
Health Care 13.33 14.56 14.28 14.23   9.21 12.48 11.40 11.15 11.25   9.97   9.50 11.09 14.00
Industrial 11.87 11.68 12.07 12.54 11.98 11.74 13.28 14.11 14.20 14.23 14.53 13.55 13.33
Technology 16.10 13.53 17.12 19.89 25.60 16.32 11.72 12.19   9.98   8.58   6.81   5.70   5.62
Telecommunications   3.09   3.81   5.03   5.19   6.96   7.21   5.69   5.39   7.28   7.30   7.60   7.27   6.99
Utilities   2.98   3.15   3.02   3.56   2.34   3.08   3.39   3.53   4.46   4.81   5.95   6.12   6.53