SOURCE: Russell Investments

Russell Investments

August 22, 2012 15:01 ET

Russell 1000® Index of Large-Cap U.S. Stocks Is Up Nearly 14% YTD and 28% in the Last Year as of 8/21

SEATTLE, WA--(Marketwire - Aug 22, 2012) - The U.S. large cap equity market, as reflected by the Russell 1000® Index, continues to show strong performance year-to-date and for the last year as of August 21st.

  • The Russell 1000® Index of U.S. large-cap stocks has returned 13.8% for the year-to-date as of August 21st, with 2.8% of this return coming in the month of August. For the last year as of August 21st, the Index has returned more than 28%.

  • The Technology (+19.8%), Consumer Discretionary (+17.7%) and Financial Services (+17.5%) sectors have led the Index year-to-date. For the month of August-to-date, the Technology sector (+6.1%) again led all sectors within the Index, followed by the Materials & Processing (+4.2%) and Consumer Discretionary (+3.6%) sectors. The Utilities sector, still a strong performer year-to-date at +10.8%, has been negative in August with a return of (-2.4%) as of August 21st.

  • The Index recently hit an all-time high in terms of total value (includes impact of dividends) last reached in April of 2012, and is less than 10% away from all-time high for price value (does not include impact of dividends), last reached in October 2007.

  • "Income-seeking investors have traditionally sought high-dividend yield sectors such as utilities. Yet while technology stocks have a modest overall dividend yield (as a percentage of stock price), they are one of the largest contributors of dividends in terms of total dollar value to the Russell 1000 Index," said Tom Goodwin, senior research director with Russell Indexes. "And the Technology and Consumer Discretionary sectors also tend to be more exposed to global economic growth, so have benefitted from the recent uptick in global economic outlook."

 
 
 
Russell 1000® Index - 2012 & One Year Performance
 
Russell Index MTD
As of 8/21
3rd QTD as of 8/21 YTD as of 8/21 One Year as of 8/21
Russell 1000 Index Total Returns 2.8% 4.0% 13.8% 28.1%
 
 
 
Russell 1000® Index Sectors - 2012 Performance
       
Russell Index Sector MTD
As of 8/21
3rd QTD as of 8/21 YTD 2012
as of 8/21
Technology 6.1% 6.6% 19.8%
Financial Services 3.0% 3.3% 17.5%
Utilities -2.4% 1.7% 10.8%
Health Care 0.5% 1.4% 13.6%
Consumer Discretionary 3.6% 4.1% 17.7%
Consumer Staples 0.3% 2.7% 10.4%
Energy 3.2% 7.3% 4.2%
Materials & Processing 4.2% 3.3% 10.2%
Producer Durables 3.2% 3.5% 11.3%
       
       
       

Source: Russell Investments

The Russell Global Index includes more than 10,000 securities in 48 countries and covers 98% of the investable global market. All securities in the index are classified according to size, region, country and sector. Daily Returns for the main components are available here: http://www.russell.com/indexes/data/daily_total_returns_global.asp

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