Chris Nichols

The Bull Market by the Numbers

The Exchange

From their low point of three years ago, U.S. stocks have rallied sharply -- the S&P 500, Dow industrials and Nasdaq Composite are up more than 100% since March 2009.

While the trajectory hasn't been straight up every day for stocks and other assets, a quick survey of the landscape reveals a broad set of gains. There have been some losers, but the rally across classes has been considerable.

Here then is a quick look at how various measures and names have performed in the past three years. Unless otherwise specified, data are from Yahoo! Finance.

Major U.S. averages (as of the close March 16, 2012)

  • Dow Jones Industrial Average up 102.2% from 6,547
  • S&P 500 up 107.7% from 676
  • Nasdaq Composite up 140% from 1,268

Best S&P 500 stocks

  • Wyndham Worldwide (WYN) up 1,379.7%
  • Fifth Third Bancorp (FITB) up 927.3%
  • CBS Corp. (CBS) up 917.2%

Worst S&P 500 stocks

  • First Solar (FSLR) down 75%
  • Supervalu (SVU) down 55.8%
  • Apollo Group (APOL) down 36.7%

Best Nasdaq 100 stocks

  • Sirius XM Radio (SIRI) up 1,428.4%
  • Fossil (FOSL) up 1,035.3%
  • Baidu (BIDU) up 780.3%

Worst Nasdaq 100 stocks

  • First Solar (FSLR) down 75%
  • Research in Motion (RIMM) down 62.7%
  • Apollo Group (APOL) down 36.7%

Best Dow stocks

  • American Express (AXP) up 427.7%
  • Caterpillar (CAT) up 369.4%
  • DuPont (DD) up 226.3%

Worst Dow stocks

  • Hewlett-Packard (HPQ) down 4.7%
  • Wal-Mart (WMT) up 28.6%
  • Exxon Mobil (XOM) up 33.2%

Above data based on FactSet calculations (as of the close March 14, 2012).

Best mutual funds

  • Fidelity Select Automotive (FSAVX) up 61.08%
  • PIMCO Real Estate Real Return (PETAX) up 60.73%
  • SouthernSun Small Cap Investor (SSSFX) up 47.77%

Worst mutual funds

  • Rydex Inverse S&P 500 Strategy (RYURX) down 24.17%
  • Comstock Capital Value R (CPCRX) down 24.14%
  • PIMCO StocksPlus TR Short Strat A (PSSAX) down 15.76%

Fund data are from Morningstar, based on trailing three-year returns. Funds have at least $50
million in assets under management, an expense ratio under or equal to
1.5% and a minimum investment under $10,000.

Richest people in March 2009

  • Bill Gates: $40 billion
  • Warren Buffett: $37 billion
  • Carlos Slim: $35 billion

Richest people in March 2012

  • Carlos Slim: $69 billion
  • Bill Gates: $61 billion
  • Warren Buffett: $44 billion

Source: Forbes - The World's Billionaires.

Select sectors

  • PHLX Semiconductor Sector (^SOX) up 128.4%
  • PHLX Housing Sector (^HGX) up 57.8% (from April 2009)
  • KBW Bank Index (^BKX) up 152.1%

Commodity prices

  • Crude oil futures up 124% to $105.43 (as of March 15)
  • Gasoline futures up 145.5% to $3.29
  • Gold futures up 80.7% to $1,659

FactSet data.

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