Russell Indexes 2011 Recap: Russell 1000(R) Index Ends Year Up 1.5%, Russell 2000(R) Index Down (-4.2%)

Marketwired

SEATTLE, WA--(Marketwire -01/04/12)- The U.S. large cap Russell 1000 Index reflected a yearly return of +1.5%, outperforming the U.S. small cap Russell 2000 Index, which posted a loss of (-4.2%) for 2011. Looking closer at the sector returns for these two indexes; the Consumer Staples and Utilities sectors were top performers in the Russell 1000 Index in 2011, reflecting returns of +14.5% and +12.6% respectively. The Utilities and Consumer Staples sectors also outperformed other sectors in the Russell 2000 Index, reflecting returns of +10.5% and +5.0% during 2011.

The weakest sector in these indexes for 2011 included the Financial Services sector (-12.9%) in the Russell 1000 Index and Materials & Processing (-9.0%) in the Russell 2000 Index.

As for investment styles, the Russell 1000 Defensive Index posted a +9% return for the year, while the Russell 1000 Dynamic Index reflected a return of (-6.1%) for 2011. In regards to top 5 and bottom 5 performing countries in the Russell Global Index, Ireland (+7.2%), New Zealand (+4.5%), Indonesia (+4.4%), Philippines (+2.9%) and USA (+1.0%) led for the year, while Austria (-35.0%), Turkey (-35.1%), India (-37.6%), Egypt (-45.3%), and Greece (-56.7%) reflected the weakest returns for 2011.

 

              Russell 1000 & Russell 2000 Index Returns - 2011
       -------------------------------------------------------------
       Index                                       2011 Returns
       -------------------------------------------------------------
       Russell 2000 Small Cap Index                            -4.2%
       -------------------------------------------------------------
       Russell 1000 Large Cap Index                             1.5%
       -------------------------------------------------------------

          Russell 1000 & Russell 2000 Index Sector Returns - 2011
       -------------------------------------------------------------
       Russell 1000 Index                          2011 Returns
       -------------------------------------------------------------
       Consumer Staples                                        14.5%
       -------------------------------------------------------------
       Utilities                                               12.6%
       -------------------------------------------------------------
       Health Care                                             11.8%
       -------------------------------------------------------------
       Consumer Discretionary                                   5.4%
       -------------------------------------------------------------
       Energy                                                   3.4%
       -------------------------------------------------------------
       Technology                                               0.3%
       -------------------------------------------------------------
       Producer Durables                                       -2.0%
       -------------------------------------------------------------
       Materials & Processing                                  -7.2%
       -------------------------------------------------------------
       Financial Services                                     -12.9%
       -------------------------------------------------------------
       Russell 2000 Index                          2011 Returns
       -------------------------------------------------------------
       Utilities                                               10.5%
       -------------------------------------------------------------
       Consumer Staples                                         5.0%
       -------------------------------------------------------------
       Health Care                                              2.0%
       -------------------------------------------------------------
       Financial Services                                      -3.0%
       -------------------------------------------------------------
       Producer Durables                                       -6.1%
       -------------------------------------------------------------
       Energy                                                  -6.4%
       -------------------------------------------------------------
       Consumer Discretionary                                  -7.3%
       -------------------------------------------------------------
       Technology                                              -8.5%
       -------------------------------------------------------------
       Materials & Processing                                  -9.0%
       -------------------------------------------------------------

                 Top 5 & Bottom 5 Country Performers - 2011
       -------------------------------------------------------------
       Top 5                                       2011 Returns
       -------------------------------------------------------------
       Ireland                                                  7.2%
       -------------------------------------------------------------
       New Zealand                                              4.5%
       -------------------------------------------------------------
       Indonesia                                                4.4%
       -------------------------------------------------------------
       Philippines                                              2.9%
       -------------------------------------------------------------
       USA                                                      1.0%
       -------------------------------------------------------------

       -------------------------------------------------------------
       Bottom 5                                    2011 Returns
       -------------------------------------------------------------
       Austria                                                -35.0%
       -------------------------------------------------------------
       Turkey                                                 -35.1%
       -------------------------------------------------------------
       India                                                  -37.6%
       -------------------------------------------------------------
       Egypt                                                  -45.3%
       -------------------------------------------------------------
       Greece                                                 -56.7%
       -------------------------------------------------------------

The Russell Global Index includes more than 10,000 securities in 48 countries and covers 98% of the investable global market. All securities in the index are classified according to size, region, country and sector. Daily Returns for the main components are available here: http://www.russell.com/indexes/data/daily_total_returns_global.asp

Disclaimer: http://www.russell.com/indexes/about/index_alerts.asp#disclaimer

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