Page 2 - Market Update 1-31-2022.xlsx
P. 2

Sector Snapshot                            1/31/22            S&P 500 Sector Weights*            1/28/22
                                                       1 Year
          Sector                                       Return           Sector                              Weight
          Energy                                       67.89%           Technology                          25.73%
          Financials                                   35.04%           Financials                          13.81%
          Real Estate                                  29.71%           Health Care                         13.31%
          Technology                                   25.73%           Consumer Cyclical                   11.50%
          Materials                                    19.31%           Comm. Services                       9.98%
          Industrials                                  18.87%           Industrials                          8.21%
          Consumer Defensive                           18.55%           Consumer Defensive                   6.61%
          Consumer Cyclical                           14.18%            Energy                               3.40%
          Health Care                                  14.14%           Real Estate                          2.68%
          Utilities                                    11.28%           Utilities                            2.54%
          Comm. Services                               10.47%           Materials                            2.22%
          Sector Summary                                                                                   1/31/22
          Sector                            1 Week    1 Month   3 Month       YTD     1 Year      3 Year     5 Year
          Cyclical
           Consumer Cyclical                 1.41%     -9.48%    -7.99%     -9.48%    14.18%     19.43%     16.92%
           Financials                        1.98%     -0.08%    -2.93%     -0.08%    35.04%     14.75%     10.91%
           Materials                         0.47%     -6.86%    -0.72%     -6.86%    19.31%     16.57%     10.15%
           Real Estate                       0.87%     -8.54%    -0.61%     -8.54%    29.71%     11.76%      9.37%
          Sensitive
           Comm. Services                    1.73%     -4.96%    -7.92%     -4.96%    10.47%     17.02%           -
           Energy                            4.84%     18.67%    14.96%    18.67%     67.89%      2.38%      -1.10%
           Industrials                       -0.91%    -4.76%    -3.51%     -4.76%    18.87%     12.18%      9.85%
           Technology                        4.62%     -6.76%     0.38%     -6.76%    25.73%     34.86%     26.58%
          Defensive
           Consumer Defensive                0.35%     -1.60%     6.76%     -1.60%    18.55%     12.59%      7.72%
           Health Care                       1.77%     -6.90%    -1.85%     -6.90%    14.14%     13.46%     13.43%
           Utilities                         1.51%     -3.31%     3.48%     -3.31%    11.28%      8.20%      7.09%
          Market Indicators
                                                         Last   1 Month    1 Mo. %     1 Year   1 Year %
          Name                                As of   Month**       Ago    Change        Ago    Change        Freq.
          Key Interest Rates
           1 Month Treasury                 1/31/22     0.03%     0.06%     -50.0%     0.07%     -57.1%       Daily
           2 Year Treasury                  1/31/22     1.18%     0.73%     61.6%      0.11%     972.7%       Daily
           10 Year Treasury                 1/31/22     1.79%     1.52%     17.8%      1.11%      61.3%       Daily
           30 Year Mortgage                 1/20/22     3.56%     3.12%     14.1%      2.79%      27.6%     Weekly
           US Corporate AAA                 1/28/22     2.44%     2.04%     19.6%      1.68%      45.2%       Daily
           US Corporate BBB                 1/28/22     3.02%     2.59%     16.6%      2.12%      42.5%       Daily
           US Corporate CCC                 1/28/22     8.88%     7.77%     14.3%      7.82%      13.6%       Daily
           Effective Federal Funds          1/28/22     0.08%     0.08%      0.0%      0.07%      14.3%       Daily
          U.S. Economy
           Consumer Sentiment               1/31/22     67.20      70.60     -4.8%     79.00     -14.9%     Monthly
           Unemployment Rate               12/31/21     3.90%     4.20%      -7.1%     6.70%     -41.8%     Monthly
           Inflation Rate                  12/31/21     7.04%     6.81%      3.3%      1.36%     416.6%     Monthly
           Manufacturing PMI                1/31/22     57.60      58.80     -2.0%     58.70      -1.9%     Monthly
           Non Manufacturing PMI           12/31/21     62.00      69.10    -10.3%     57.70       7.5%     Monthly
           Retail Sales                    12/31/21  554,302    565,932      -2.1%   484,642      14.4%     Monthly
           Building Permits                12/31/21     1,873     1,717      9.1%      1,758       6.5%     Monthly

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