|
The Markets
Year-to-date STOCKS
through: May 17, 2012
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| Dow Industrials |
-5.84% |
|
1.84% |
|
Large-cap stocks |
| Nasdaq Composite |
-7.64% |
|
8% |
|
Large-cap tech stocks |
| S&P 500 |
-6.48% |
|
4.63% |
|
Large-cap stocks (total return) |
| Russell 3000 |
-5.12% |
|
6.38% |
|
Broad US Index |
| Russell 1000 |
-5.1% |
|
6.52% |
|
Large-cap stocks |
| Russell 1000 Value |
-5.04% |
|
14.2% |
|
Large-cap value stocks |
| Russell 1000 Growth |
-5.15% |
|
-4.94% |
|
Large-cap growth stocks |
| Russell Midcap |
-5.38% |
|
6.51% |
|
Mid-cap stocks |
| Russell Midcap Value |
-5.03% |
|
5.1% |
|
Mid-cap value stocks |
| Russell Midcap Growth |
-5.72% |
|
7.97% |
|
Mid-cap growth stocks |
| Russell 2000 |
-5.41% |
|
4.71% |
|
Small-cap stocks |
| Russell 2000 Value |
-4.99% |
|
4.49% |
|
Small-cap value stocks |
| Russell 2000 Growth |
-5.83% |
|
4.92% |
|
Small-cap growth stocks |
| FTSE 4Good U.S. Index |
-6.47% |
|
7.45% |
|
Socially responsible index |
| MSCI EAFE (Foreign) |
-9.06% |
|
-2.39% |
|
Europe, Australasia & Far East |
| MSCI World |
-6.31% |
|
1.18% |
|
The World Index |
| MSCI Europe |
-9.84% |
|
-3.83% |
|
European Index |
| Nikkei 225 |
-6.77% |
|
4.98% |
|
Large-cap Japanese stocks |
| MSCI Emerging Markets |
-8.94% |
|
0.72% |
|
Emerging Markets |
Year-to-date Real Estate
through: May 17, 2012
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| DJW U.S. REITs |
-5.62% |
|
7.67% |
|
U.S. real estate investment trusts |
| DJW U.S. RESI |
-5.68% |
|
7.73% |
|
U.S. real estate-related securities |
| DJW REITs ex U.S. |
-4.73% |
|
9.5% |
|
Foreign real estate (REITs) |
| DJW Global REITs |
-5.3% |
|
8.44% |
|
Global real estate (U.S. and foreign REITs) |
INFLATION:
| Index |
|
|
Most recent CPI data: |
| Consumer Price Index (CPI) |
1.96% |
|
March 30, 2012 |
Year-to-date BONDS
through: May 17, 2012
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| Barclays Aggregate |
0.58% |
|
2% |
|
U.S. taxable bonds |
| Barclays Municipal (7 year bonds) |
0.52% |
|
2.07% |
|
U.S. tax-free bonds |
| Barclays High Yield |
0.16% |
|
4.14% |
|
Low quality corporate bonds |
| Barclays TIPS |
0.97% |
|
3.9% |
|
Treasury Inflation Protected Securities (TIPS) |
| Barclays Long-Term Treasury |
5.17% |
|
3.37% |
|
Long-term treasuries |
| 3-month Treasury Bill |
|
|
0% |
|
|
Year-to-date COMMODITIES
through: May 17, 2012
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| DJ-UBS Commodity Total Return |
-4.42% |
|
-3.98% |
|
|
| Gold |
-6.95% |
|
-1.75% |
|
London gold price |
| Oil |
-10.24% |
|
-9.77% |
|
Amex Oil Index |
|
