Page 2 - Market_Update 3-31-2020.xlsx

Sector Snapshot 3/31/20 S&P 500 Sector Weights* 3/27/20
1 Year
Sector Return Sector Weight
Technology 8.87% Technology 21.96%
Health Care -2.78% Health Care 15.18%
Consumer Defensive -2.80% Financials 14.23%
Utilities -4.50% Comm. Services 10.60%
Comm. Services -5.38% Consumer Cyclical 9.72%
Consumer Cyclical -13.81% Industrials 8.83%
Real Estate -14.14% Consumer Defensive 8.13%
Materials -18.70% Utilities 3.63%
Financials -19.00% Real Estate 3.06%
Industrials -21.07% Energy 2.62%
Energy -54.46% Materials 2.03%
Sector Summary 3/31/20
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 2.33% -15.07% -21.78% -21.78% -13.81% 3.73% 5.34%
Financials 4.54% -21.48% -32.34% -32.34% -19.00% -4.28% 1.20%
Materials 5.04% -14.44% -26.74% -26.74% -18.70% -4.93% -1.70%
Real Estate 11.88% -15.40% -19.84% -19.84% -14.14% -0.48% -
Sensitive
Comm. Services 3.29% -12.84% -17.60% -17.60% -5.38% - -
Energy 6.17% -35.51% -51.35% -51.35% -54.46% -24.31% -17.17%
Industrials 7.43% -19.29% -27.41% -27.41% -21.07% -3.02% 1.20%
Technology 3.46% -8.71% -12.21% -12.21% 8.87% 14.77% 14.11%
Defensive
Consumer Defensive 6.71% -5.86% -13.61% -13.61% -2.80% -0.01% 2.18%
Health Care 10.23% -3.98% -13.07% -13.07% -2.78% 6.26% 4.00%
Utilities 11.52% -10.20% -14.16% -14.16% -4.50% 2.70% 4.57%
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 3/31/20 0.05% 1.45% -96.6% 2.43% -97.9% Daily
2 Year Treasury 3/31/20 0.23% 0.86% -73.3% 2.27% -89.9% Daily
10 Year Treasury 3/31/20 0.70% 1.13% -38.1% 2.41% -71.0% Daily
30 Year Mortgage 3/26/20 3.50% VALID DATE #VALUE!VALID DATE #VALUE! Weekly
US Corporate AAA 3/31/20 2.08% 2.07% 0.5% 3.16% -34.2% Daily
US Corporate BBB 3/31/20 4.59% 2.80% 63.9% 4.05% 13.3% Daily
US Corporate CCC 3/31/20 18.21% 12.81% 42.2% 11.65% 56.3% Daily
Effective Federal Funds 3/30/20 0.09% 1.58% -94.3% 2.43% -96.3% Daily
U.S. Economy
Consumer Sentiment 3/31/20 89.10 101.00 -11.8% 98.40 -9.5% Monthly
Unemployment Rate 2/29/20 3.50% VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Inflation Rate 2/29/20 2.33%VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Manufacturing PMI 3/31/20 49.10 50.10 -2.0% 55.30 -11.2% Monthly
Non Manufacturing PMI 2/29/20 57.30 VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Retail Sales 2/29/20 462,301VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Building Permits 2/29/20 1,452VALID DATE #VALUE!VALID DATE #VALUE! Monthly

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