Transcription of Dashboard Daily Global Markets - Accelerating Progress
1 INDEX INVESTMENT STRATEGY: Daily Index DashboardSign up here to receive Daily commentary; sign up here to join our weekly live callsHEADLINE INDICES[P2] Movers & Shakers[P3] Equity Sectors[P5] S&P Global BMI[P6] Industries[P7] Fixed Fixed IncomeS&P 500 Aggregate MidCap 400 Treasury Current SmallCap 600 Treasury Current Composite 1500 USD Liquid Investment Total Market Index (TMI) USD Liquid High Jones Industrial Average USD Liquid Leveraged Leaders & Laggards: S&P 500 Sectors & FactorsGlobal Fixed Income0iBoxx Sovereign Australian Gov. Bond (AUD) USD Pan Asia ADBI (Asian USD) ALBI (Asian LCL) GBP GBP Non EUR EUR Liquid High EUR Equity (USD)DailyMTDYTD12 MDaily Leaders & Laggards: S&P Global BMI (USD)S&P Global Developed Emerging Frontier Developed Ex-US Global Latin America Europe 350 All Australian Asia Equity (Local Currency)DailyMTDYTD12 MCommodities and Other Real AssetsS&P Europe 350 (EUR) Real 200 (AUD) Jones Commodity IPSA (CLP) Real Assets 150 (JPY) Real Assets Composite (CAD) BSE SENSEX (INR) 50 Portfolio (NZD) Peru Select (PEN) SpreadsSpreadDailyMTDYTD12MS&P/BMV IPC (MXN) Investment China 500 (CNY) High South Africa Composite (ZAR) LargeCap (HKD) , Social & Governance DailyMTDYTD12 MiTraxx Sr 500 Sub Jones Sustainability Green Bond Volatility Index/ VIX 500 Net Zero 2050 Paris-Aligned 200 (as of Jan 2022)
2 1M6M12MS&P/JPX JGB CoreLogic Case-Shiller US IPC 21, 2022[P4] Equity Factors[P8] Commodities & Real AssetsSource: S&P Dow Jones Indices LLC and/or its affiliates. Index performance based on total return. (1) Indicates delayed data. (2) Indicates Sunday trading. Returns are in USD unless otherwise stated. Numbers in brackets are the most recent closing price level for the corresponding index. 12M returns are calculated with reference to latest index level available exactly one calendar year prior to the calculation date. See disclaimer for further information. Volatility and Credit Spread indices are shown as their net change in index points. 500, Vol High DivLow VolatilityDividend Aristocrats Real EstateGrowthQVM Multi FactorComm. ServicesEnergyHigh Global BMI, RepublicFranceIndonesiaTurkeyPortugalMex icoChileSouth AfricaChinaINDEX INVESTMENT STRATEGY: Daily Index DashboardMOVERS AND SHAKERSS ource: S&P Dow Jones Indices LLC and/or its affiliates.
3 Index performance based on total return. (1) Indicates delayed data. (2) Indicates Sunday trading. Returns are in USD unless otherwise stated. Numbers in brackets are the most recent closing price level for the corresponding index. 12M returns are calculated with reference to latest index level available exactly one calendar year prior to the calculation date. See disclaimer for further information. Volatility and Credit Spread indices are shown as their net change in index points. [P8] Commodities & Real Assets[P1] Headline IndicesMOVERS AND SHAKERS[P3] Equity Sectors[P4] Equity FactorsApril 21, 2022[P5] S&P Global BMI[P6] Industries[P7] Fixed Day Total ReturnSelected Highlights -1 Day Index To Date Total ReturnSelected Highlights -MTD Index ChangeINDEX INVESTMENT STRATEGY.
4 Daily Index Dashboard [P1] Headline Indices[P2] Movers & ShakersEQUITY SECTORS[P4] Equity Factors[P5] S&P Global BMI[P6] Sector & Industries[P7] Fixed Income[P8] Commodities & Real AssetsINDEXD ailyMTDYTD12 MINDEXD ailyMTDYTD12MS&P 200 (AUD) Europe 350 (EUR) Composite (CAD) Japan 500 (JPY) Global 500 Sectors - Total Return MTDTop 5 Outperforming Sectors - Excess Return MTDTop 5 Underperforming Sectors - Excess Return MTDA pril 21, 2022 Source: S&P Dow Jones Indices LLC and/or its affiliates. Index performance based on total return. (1) Indicates delayed data. (2) Indicates Sunday trading. Returns are in USD unless otherwise stated. Numbers in brackets are the most recent closing price level for the corresponding index.
5 12M returns are calculated with reference to latest index level available exactly one calendar year prior to the calculation date. See disclaimer for further information. Volatility and Credit Spread indices are shown as their net change in index points. Composite Information TechnologyS&P/TSX Composite Health CareS&P/ASX 200 Information TechnologyS&P 500 Communication ServicesS&P Europe 350 Information Global 1200 Consumer StaplesS&P 500 Real EstateS&P/ASX 200 UtilitiesS&P Japan 500 EnergyS&P 500 Consumer ServicesInformation TechnologyConsumer DiscretionaryFinancialsIndustrialsMateri alsHealth CareUtilitiesEnergyReal EstateConsumer StaplesS&P 500 INDEX INVESTMENT STRATEGY: Daily Index DashboardINDEXD ailyMTDYTD12 MINDEXD ailyMTDYTD12MS&P 200 (AUD) 500 Low Vol High 200 Enhanced 500 Low 200 Low 500 Dividend Aristocrats 200 Select Dividend 500 Pure Low Beta 500 QVM Multi 200 500 200 Equal Weight 500 300 Shareholder 500 Equal 200 500 200 500 Japan 500 (JPY) 500 Dividend 500 High Enh.
6 Value Japan 500 Pure GIVI Europe 350 (EUR) Intrinsic Value Brookfield EU Japan 500 Low Europe 350 Low Low Beta Euro HY Div. Momentum Japan Europe Div. Japan 500 Equal Europe 350 Enhanced Quality Japan Europe 350 Pan Asia BMI (USD) Europe 350 Equal Pan Asia Ethical Select Div. Europe 350 Pan Asia Low Europe 350 RC 15% Pan Asia Enhanced Value Europe 350 Pan Asia Composite (CAD) Pan Asia Momentum Composite High Pan Asia Composite Pan Asia Dividend Aristocrats Composite Low Pan Asia Intrinsic Value Composite Enhanced Pan Asia Low Jones Canada Select Pan Asia Quality Canadian Dividend Pan Asia 60 Equal Global Capped Global 1200 Div Stability Low Composite Equal Global 1200 Low Vol High Jones Canada Select Global 1200 QVM 5 Outperformers - Excess Return Equity Factors - Total Return MTDA pril 21, 2022[P6] Industries[P3] Equity Sectors[P7] Fixed IncomeEQUITY FACTORS[P8] Commodities & Real Assets[P1] Headline Indices[P5] S&P Global BMITop 5 Underperformers - Excess Return MTD[P2] Movers & ShakersSource: S&P Dow Jones Indices LLC and/or its affiliates.
7 Index performance based on total return. (1) Indicates delayed data. (2) Indicates Sunday trading. Returns are in USD unless otherwise stated. Numbers in brackets are the most recent closing price level for the corresponding index. 12M returns are calculated with reference to latest index level available exactly one calendar year prior to the calculation date. See disclaimer for further information. Volatility and Credit Spread indices are shown as their net change in index points. 500 High BetaS&P 500 GrowthS&P EuropeS&P Pan Asia GrowthS&P/ASX 200 500 Pure ValueS&P 500 Dividend Aristocrats DJ Select DividendS&P 500 Low VolatilityS&P 500 Low Vol High 500 High BetaS&P 500 GrowthS&P 500 QualityS&P 500 MomentumS&P 500 Equal WeightS&P 500 ValueS&P 500 BuybackS&P 500 QVM Multi FactorS&P 500 Pure ValueDJ Select DividendS&P 500 Dividend Aristocrats S&P 500 Low VolatilityS&P 500 Low Vol High DivS&P 500 INDEX INVESTMENT STRATEGY: Daily Index Dashboard [P1] Headline Indices[P2] Movers & Shakers[P3] Equity Sectors[P4] Equity FactorsS&P Global BMI[P6] Industries[P7] Fixed Income[P8] Commodities & Real AssetsINDEX DailyMTDYTD12 MINDEXD ailyMTDYTD12MS&P Developed Frontier Emerging d' and Arab.
8 S&P Dow Jones Indices LLC and/or its affiliates. Index performance based on total return. (1) Indicates delayed data. (2) Indicates Sunday trading. Returns are in USD unless otherwise stated. Numbers in brackets are the most recent closing price level for the corresponding index. 12M returns are calculated with reference to latest index level available exactly one calendar year prior to the calculation date. See disclaimer for further information. Volatility and Credit Spread indices are shown as their net change in index points. April 21, 2022-10%-9%-8%-7%-6%-4%-3%-2%-1%0%1%2%3% 4%5%6%7%8%9%-5%10%INDEX INVESTMENT STRATEGY: Daily Index Dashboard [P1] Headline Indices[P2] Movers & Shakers[P3] Equity Sectors[P5] S&P Global INDUSTRIES[P7] Fixed IncomeNote: size of section is proportional to its index weight, coloured by month-to-date : S&P Dow Jones Indices.
9 Data as of Apr. 21, 2022. Note: size of section is proportional to its index weight, coloured by month-to-date Composite Care Providers & , Gas & Consumable Equip. & Care Equip. & Care Estate Management & Sciences Tools & & Mortgage Financial Svcs. & & & Companies & & Freight & Power and & Forest & Cons. & , Apparel & Luxury Telecomm. Restaurants & Telecomm. Media & & Direct Marketing Equip., Instr. & Hardware, Storage & & Staples & : S&P Dow Jones Indices LLC and/or its affiliates. Index performance based on total return. (1) Indicates delayed data. (2) Indicates Sunday trading. Returns are in USD unless otherwise stated. Numbers in brackets are the most recent closing price level for the corresponding index.
10 12M returns are calculated with reference to latest index level available exactly one calendar year prior to the calculation date. See disclaimer for further information. Segments within sectors are sorted by the market cap of the industries. Marketcap of "*Other" segments are a sum of the industries, whilst performance is a weighted average of the market cap and performance of industries with an index weight of less than 1%. Sector and Industry breakdowns are based on GICS definitions. Please see GICS methodology for more information. Charts are provided for illustrative purposes. Past performance is no guarantee of future 21, 2022[P4] Equity Factors[P8] Commodities & Real AssetsPharmaceuticalsHealth Care Providers & Care Equip. & SuppliesBioTechLife Sciences Tools & Care Other*BanksCapital MarketsInsuranceDiversified Financial Other*Electric UtilitiesUtilities Other*Equity REITsReal Estate Other*SoftwareTech Hardware, Storage & & Tech.