SOURCE: Russell Investments

Russell Investments

September 15, 2011 09:42 ET

U.S. Consumer Discretionary Sector of the Russell 3000 Index Outperforms Broad Market (as Defined by the Russell 3000 Index) in 9 of Last 12 Months

SEATTLE, WA--(Marketwire - Sep 15, 2011) - Despite reflecting negative monthly returns from May 2011 to August 2011, the U.S. Consumer Discretionary sector outperformed the broad equity market (as defined by the Russell 3000® Index), in 9 of the last 12 months and has outperformed for the month of September (through September 13th).

For the month of September through 9/13, the Russell 3000 Index has reflected a loss of (-3.7%), underperforming its U.S Consumer Discretionary Sector and its retail sub-sectors, US Diversified Retail and US Specialty Retail.

The Consumer Discretionary sector of the Russell 3000 Index produced the highest monthly performance during September 2010 with an 11.8% return and the worst performance of (-5.7%) during August 2011.

The two retail subsectors of the U.S. Consumer Discretionary sector, U.S. Diversified retail and U.S. Specialty retail, had the highest monthly performance during September 2010 with 12.3% and 15.4% respectively. Diversified retail had the worst monthly performance of (-2.3%) in January 2011 and for Specialty Retail, -5.2% in August 2011.

Date Russell 3000 Index Sector Sub-sectors
US Consumer Discretionary US Diversified
Retail
US Specialty
Retail
Sep-10 9.4% 11.8% 12.3% 15.4%
Oct-10 3.9% 5.2% 1.5% 2.0%
Nov-10 0.6% 3.1% 4.8% 5.4%
Dec-10 6.8% 4.1% 1.9% 4.4%
Jan-11 2.2% -0.4% -2.3% -0.7%
Feb-11 3.6% 4.9% -0.3% 3.9%
Mar-11 0.5% 0.0% 0.9% 0.4%
Apr-11 3.0% 4.3% 5.5% 4.5%
May-11 -1.1% -0.2% 1.4% -2.4%
Jun-11 -1.8% -0.6% -1.6% -0.9%
Jul-11 -2.3% -2.0% 2.6% -2.0%
Aug-11 -6.0% -5.7% -1.7% -5.2%
MTD2011 -3.7% -3.6% -0.6% -1.7%

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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