| 9/30/2023 | 1 Mth Ago | 1 Year Ago | |
|---|---|---|---|
|
US Benchmark Bond – 3 Mth |
5.46 |
5.46 |
3.23 |
|
US Benchmark Bond - 6 Mth |
5.55 |
5.51 |
3.79 |
|
US Benchmark Bond - 2 Yr |
5.04 |
4.84 |
4.20 |
|
US Benchmark Bond - 5 Yr |
4.61 |
4.23 |
4.04 |
|
US Benchmark Bond - 10 Yr |
4.57 |
4.09 |
3.80 |
|
US Benchmark Bond - 30 Yr |
4.70 |
4.21 |
3.77 |
|
Gold |
1,849.30 |
1,965.90 |
1,672.00 |
|
Crude Oil |
90.37 |
83.63 |
79.49 |
|
US Dollar Index |
106.39 |
103.59 |
112.08 |
|
Bloomberg Commodity Index |
104.84 |
106.03 |
111.49 |
|
Prime Rate |
8.50 |
8.50 |
6.25 |
|
Federal Funds Rate |
5.33 |
5.33 |
3.09 |
|
Libor Rate 30 Day |
5.43 |
5.44 |
3.14 |
|
Libor Rate 3 Months |
5.66 |
5.66 |
3.75 |
|
30yr Fixed Mortgage |
7.31 |
7.18 |
6.70 |
|
Unemployment Rate |
3.80% |
3.80% |
3.50% |
|
Average Single Family Home |
401,600 |
401,600 |
401,600 |
|
Capacity Utilization |
79.70% |
79.30% |
80.84% |
| Indices |
Date
9/30/2023
|
1 Mth
% chg
|
YTD
% chg
|
1 Year Ago
% chg
|
|---|---|---|---|---|
| DJIA | 33,507.5 | -3.4% | 2.7% | 19.2% |
| S&P 500 | 4,288.1 | -4.8% | 13.1% | 21.6% |
| NASDAQ Composite | 13,219.3 | -5.8% | 27.1% | 26.1% |
|
Russell
1000 Value
|
924.8 |
-3.9%
|
1.8% | 14.4% |
|
Russell
1000 Growth
|
1,771.0 | -5.4% | 25.0% | 27.7% |
|
Russell
2000
|
4,436.4 | -5.9% | 2.5% | 8.9% |
|
Bloomberg
Barclays U.S. Govt.
Intrm. TR
|
91.5 | -0.9% | 0.3% | 1.3% |
|
MSCI EM
(Emerging Markets) NR
|
952.8 | -2.6% | 1.8% | 11.7% |
| MSCI EAFE NR | 2,031.3 | -3.4% | 7.1% | 25.7% |
|
U.S. Equity
Sector
Performance
|
September | YTD |
1 Yr
Ret
|
|---|---|---|---|
| Consumer Discretionary | -6.0% | 26.7% | 13.8% |
|
Consumer
Staples
|
-4.5% | -4.8% | 7.3% |
| Energy | 2.6% | 6.0% | 30.2% |
| Financials | -3.1% | -1.6% | 11.7% |
| Health Care | -3.0% | -4.1% | 8.2% |
| Industrials | -6.0% | 4.5% | 24.6% |
| Information Tech | -6.9% | 34.7% | 41.1% |
| Materials | -4.8% | 2.6% | 18.0% |
|
Communication
Services
|
-3.3% | 40.4% | 38.5% |
|
Utilities
|
-5.6% | -14.4% | -7.0% |
|
Real Estate
|
-7.3% | -5.5% | -1.8% |
