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2007 Benchmark Returns
By JLP | January 1, 2008
Here’s a look at the 2007 total returns for various benchmark indexes. I only included some of the more well-known indexes. It looks like growth beat value in 2007. All the information was gathered from the websites for each index.
|
Index |
2007 |
|
Fixed Income |
|
|
Lehman Brothers Aggregate Bond Index |
6.97 |
|
International |
|
|
MSCI EAFE |
11.17 |
|
MSCI Emerging Markets |
39.39 |
|
Composite |
|
|
NASDAQ Composite Index |
10.55 |
|
NYSE Composite Index |
8.87 |
|
Morningstar US Core Index |
6.44 |
|
Morningstar US Growth Index |
13.82 |
|
Morningstar US Value Index |
-1.91 |
|
S&P Composite 1500 |
5.47 |
|
S&P Composite 1500/Citigroup Growth |
9.36 |
|
S&P Composite 1500/Citigroup Value |
1.74 |
|
Total Market (“Broad Market”) |
|
|
Dow Jones Wilshire 5000 |
5.62 |
|
Morningstar US Market Index |
5.92 |
|
Russell 3000 |
5.14 |
|
Russell 3000 Growth |
11.40 |
|
Russell 3000 Value |
-1.01 |
|
Large Cap |
|
|
Dow Jones Industrial Average |
8.88 |
|
Dow Jones Wilshire Large Cap |
6.40 |
|
Dow Jones Wilshire Large Cap Growth |
10.97 |
|
Dow Jones Wilshire Large Cap Value |
1.84 |
|
Morningstar Large Cap Index |
6.69 |
|
Morningstar Large Core Index |
8.64 |
|
Morningstar Large Growth Index |
12.34 |
|
Morningstar Large Value Index |
-.43 |
|
Russell 1000 |
5.77 |
|
Russell 1000 Growth |
11.81 |
|
Russell 1000 Value |
-.17 |
|
S&P 500 |
5.49 |
|
S&P 500/Citigroup Growth |
9.13 |
|
S&P 500/Citigroup Value |
1.99 |
|
Mid Cap |
|
|
Dow Jones Wilshire Mid Cap |
5.58 |
|
Dow Jones Wilshire Mid Cap Growth |
11.24 |
|
Dow Jones Wilshire Mid Cap Value |
-1.29 |
|
Morningstar Mid Core Index |
1.95 |
|
Morningstar Mid Growth Index |
19.70 |
|
Morningstar Mid Value Index |
-5.52 |
|
Russell Midcap |
5.60 |
|
Russell Midcap Growth |
11.43 |
|
Russell Midcap Value |
-1.42 |
|
S&P Midcap 400 |
7.98 |
|
S&P Midcap 400/Citigroup Growth |
13.50 |
|
S&P Midcap 400/Citigroup Value |
2.65 |
|
Small Cap |
|
|
Dow Jones Wilshire Small Cap |
1.90 |
|
Dow Jones Wilshire Small Cap Growth |
8.05 |
|
Dow Jones Wilshire Small Cap Value |
-4.13 |
|
Morningstar Small Core Index |
-5.43 |
|
Morningstar Small Growth Index |
11.08 |
|
Morningstar Small Value Index |
-8.15 |
|
Russell 2000 |
-1.57 |
|
Russell 2000 Growth |
7.05 |
|
Russell 2000 Value |
-9.78 |
|
S&P Small Cap 600 |
-.30 |
|
S&P Small Cap 600/Citigroup Growth |
5.60 |
|
S&P Small Cap 600/Citigroup Value |
-5.54 |
Topics: Index Funds, Investing | 2 Comments »
January 6th, 2008 at 8:58 pm
do you have the three and five year TSR returns for the Nasdaq composite index. I run an investment club and am trying to finalize my annual report but i can not find this information anywhere on the internet. Its not on the nasdaq website.
thanks
May 27th, 2008 at 1:56 pm
[...] use the S&P 500 Index as a benchmark, what benchmark do you use? There are a lot of benchmarks to choose from. While the S&P 500 Index isn’t perfect, it does at least give people something with [...]