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IndexFunds.com Staff
Major U.S. Index Returns for January 2003 - Most Equity Benchmarks Down for the Month
IndexFunds.com Staff
Monday, February 03, 2003
The U.S. blue-chip Dow Jones Industrial Average fell 3.03% in January, after losing 16.76% in 2002. Broad international indexes were also down for the month. Measuring Europe, the Dow Jones STOXX 50 index was down 10.45% for January. The Dow Jones Asian Titans 50 index fell 0.72% in January, and the Dow Jones Global Titans 50 worldwide blue-chip market index fell 4.91%.
Russell index returns
| Index |
1 month
|
3 month
|
| Russell 1000 |
-2.42%
|
-2.56%
|
| Russell 1000 Growth |
-2.43%
|
-4.23%
|
| Russell 1000 Value |
-2.42%
|
-0.78%
|
| Russell 2000 |
-2.77%
|
0.01%
|
| Russell 2000 Growth |
-2.72%
|
-0.45%
|
| Russell 2000 Value |
-2.82%
|
0.46%
|
| Russell 2500 |
-2.66%
|
0.53%
|
| Russell 2500 Growth |
-2.18%
|
0.16%
|
| Russell 2500 Value |
-3.02%
|
0.81%
|
| Russell 3000 |
-2.45%
|
-2.39%
|
| Russell 3000 Growth |
-2.45%
|
-4.00%
|
| Russell 3000 Value |
-2.45%
|
-0.70%
|
| Russell Midcap |
-2.02%
|
0.65%
|
| Russell Midcap Growth |
-0.98%
|
0.32%
|
| Russell Midcap Value |
-2.77%
|
0.90%
|
| Russell Small Cap Completeness |
-2.00%
|
0.47%
|
| Russell Small Cap Comp Growth |
-1.52%
|
-0.01%
|
| Russell Small Cap Comp Value |
-2.41%
|
0.90%
|
| Russell Top 200 |
-2.55%
|
-3.55%
|
| Russell Top 200 Growth |
-2.79%
|
-5.33%
|
| Russell Top 200 Value |
-2.28%
|
-1.44%
|
Source: Russell Indexes, data as of 1/31/03
S&P index returns
|
Index
|
January 2003
|
3 month
|
12 month
|
|
S&P 500
|
-2.62%
|
-2.94%
|
-23.02%
|
| S&P 500 Equal Weighted |
-2.57%
|
1.62%
|
-19.92%
|
|
S&P 500/Barra Value
|
-2.74%
|
-1.31%
|
-20.85%
|
|
S&P 500/Barra Growth
|
-2.50%
|
-4.42%
|
-25.39%
|
|
S&P MidCap 400
|
-2.92%
|
1.25%
|
-16.58%
|
|
S&P MidCap 400/Barra Value
|
-3.46%
|
-1.08%
|
-13.20%
|
|
S&P MidCap 400/Barra Growth
|
-2.36%
|
-1.92%
|
-20.26%
|
|
S&P SmallCap 600
|
-3.44%
|
-1.83%
|
-18.28%
|
|
S&P SmallCap 600/Barra Value
|
-4.13%
|
-1.63%
|
-19.50%
|
|
S&P SmallCap 600/Barra Growth
|
-2.74%
|
-2.00%
|
-17.57%
|
|
S&P 100
|
-2.60%
|
-3.65%
|
-23.27%
|
|
S&P 1000
|
-3.08%
|
-1.62%
|
-17.10%
|
|
S&P SuperComposite 1500
|
-2.67%
|
-2.80%
|
-22.39%
|
|
S&P REIT Composite
|
-2.99%
|
4.83%
|
0.87%
|
Source: Standard & Poor's Indexes, data as of 1/31/03
Below are longer historical returns (annualized) for several S&P equity indexes:
|
Index
|
3 year
|
5 year
|
10 year
|
|
S&P 500
|
-13.84%
|
-1.33%
|
8.96%
|
| S&P 500 Equal Weighted |
-2.54%
|
1.89%
|
9.68%
|
|
S&P 500/Barra Value
|
-9.36%
|
-1.15%
|
8.79%
|
|
S&P 500/Barra Growth
|
-18.43%
|
-2.23%
|
8.63%
|
|
S&P MidCap 400
|
-0.09%
|
6.19%
|
11.49%
|
|
S&P SmallCap 600
|
0.44%
|
2.13%
|
9.04%
|
|
S&P 100
|
-15.79%
|
-0.29%
|
9.97%
|
|
S&P 1000
|
0.09%
|
5.10%
|
-
|
Source: Standard & Poor's Indexes, data as of 1/31/03