Articles from our Library
![IndexFunds.com Staff]( "IndexFunds.com Staff")
IndexFunds.com Staff
May Wrap-Up
IndexFunds.com Staff
Monday, June 03, 2002
Here's how major equity indexes fared in May 2002, broken down by index provider:
Dow Jones
|
Index
|
May 2002 returns
|
YTD returns
|
| Dow Jones Industrial Average |
0.35%
|
-0.39%
|
| Dow Jones EURO STOXX 50 |
-2.84%
|
-8.76%
|
| Dow Jones Asian Titans 50 |
5.48%
|
11.00%
|
| Dow Jones Global Titans 50 |
0.62%
|
-9.52%
|
Source: Dow Jones Indexes, as of 5/28/2002
Russell
|
Index
|
May 2002 returns
|
YTD returns
|
| Russell 3000 |
-1.16%
|
-5.44%
|
| Russell 3000 Value |
0.19%
|
1.65%
|
| Russell 3000 Growth |
-2.67%
|
-12.50%
|
| Russell Midcap |
-1.13%
|
1.07%
|
| Russell Midcap Value |
-0.15%
|
7.66%
|
| Russell Midcap Growth |
-2.98%
|
-9.74%
|
| Russell 2500 |
-2.93%
|
0.44%
|
| Russell 2500 Value |
-1.64%
|
8.55%
|
| Russell 2500 Growth |
-5.04%
|
-10.90%
|
| Russell 2000 |
-4.44%
|
0.27%
|
| Russell 2000 Value |
-3.31%
|
9.68%
|
| Russell 2000 Growth |
-5.85%
|
-9.69%
|
| Russell 1000 |
-0.88%
|
-5.87%
|
| Russell 1000 Value |
0.50%
|
1.03%
|
| Russell 1000 Growth |
-2.42%
|
-12.70%
|
| Russell Top 200 |
-0.80%
|
-8.01%
|
| Russell Top 200 Value |
0.80%
|
-1.74%
|
| Russell Top 200 Growth |
-2.29%
|
-13.35%
|
Source: Russell Indexes, as of 5/31/2002
Standard & Poor's
|
Index
|
May 2002 returns
|
YTD returns
|
|
S&P 500
|
-0.74%
|
-6.50%
|
|
S&P 500/Barra Value
|
0.40%
|
-3.37%
|
|
S&P 500/Barra Growth
|
-1.94%
|
-9.68%
|
|
S&P MidCap 400
|
-1.69%
|
4.43%
|
|
S&P MidCap 400/Barra Value
|
-1.74%
|
9.64%
|
|
S&P MidCap 400/Barra Growth
|
-1.63%
|
-0.86%
|
|
S&P SmallCap 600
|
-4.14%
|
5.44%
|
|
S&P SmallCap 600/Barra Value
|
-3.79%
|
10.41%
|
|
S&P SmallCap 600/Barra Growth
|
-4.56%
|
0.29%
|
|
S&P 100
|
-0.45%
|
-8.91%
|
|
S&P 1000
|
-2.46%
|
4.75%
|
|
S&P SuperComposite 1500
|
-0.94%
|
-5.32%
|
Source: S&P Indexes, as of 5/31/2002
Standard & Poor's today announced the launch of the new S&P ADR Index. American Depository Receipts (ADRs) are certificates traded in the U.S. that represent an interest in shares of a foreign company.
"The S&P ADR Index will offer pension plans and other institutional investors an easy-to-replicate index of large cap international stocks without the complexities and costs of cross-border trading," said Robert Shakotko, managing director at Standard & Poor's Index Services.
"We are speaking with the marketplace about licensing and hope soon to offer investors a variety of investment vehicles linked to the S&P ADR Index," added Bo Chung, managing director of client services at Standard & Poor's Index Services.