Large Cap US:
DJIA: 10136 (up 19.2% from one year ago), divs. not included
SP500: 1089.41 (up 20.1% from one year ago), divs. not included
* Note that the last couple of days of May and first couple of days of Jun 2009 the markets went up a lot - more than 5%. And by the end of Jun 2009, had fallen back to where they'd been at the end of May 2009. This volatility will be reflected in some big moves in the 1-yr numbers through the upcoming month of June as the beginning of the period rolls through that volatility. Of course, this past May has been even more volatile, mostly on the downside. During May, the Dow went from an early high of 11177 midday on May 3 to an intraday low of 9774 on May 25, and for the month on the whole, was down around 10%.
Small Cap US:
IWM (iShares Russell 2000 ETF): $66.25 (1 yr total return: 33.7%)
30-yr fixed mortgage rate: 4.78% (down from 4.84%) (Freddie Mac PMMS)
15-yr fixed mortgage rate: 4.21% (down from 4.24%) (Freddie Mac PMMS)
Treasury rates: 05/28/10 1mo: 0.15; 3mo: 0.16; 6mo: 0.22; 1yr: 0.34; 2yr: 0.76; 3yr: 1.26; 5yr: 2.10; 7yr: 2.75; 10yr: 3.31; 20yr: 4.05; 30yr: 4.22%
* Treasury rates are up a little tiny bit, but basically unchanged - these are still very low rates to lock in for the long-term - and extremely low rates for short-term lending. One can easily do better than all those up to the 2yr or 3yr bonds via online savings accounts such as ING Direct, HSBC or Ally Bank -- all with FDIC insurance.
Treasury real rates (based on TIPs): 5yr: 0.41%; 7yr: 0.81%; 10yr: 1.32%; 20yr: 1.74%; 30yr: 1.83%
* TIPs reflect very low inflation expectations for a good while -- the 5yr TIP yields 0.41% while the 5yr regular treasury note yields 2.1%. If inflation runs at any more than 1.6%, the TIP wins. If inflation heats up to the longer-run average of a few percent, that treasury bond won't be looking very good at all.
AAA Corporates: no data available at this time
AAA Municipals: 5yr: 1.91%; 10yr: 3.21%; 20yr: 4.59%
Unemployment (April 2010): 9.9% (up from 9.7% in March) (May won't be reported until the end of this week)
CPI-U: declined 0.1% in April, but increased 2.2% in 12 months. (reported 5/19/10)