|
The Markets
Year-to-date STOCKS
through: March 12, 2010
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| Dow Industrials |
2.9% |
|
1.89% |
|
Large-cap stocks |
| Nasdaq Composite |
5.78% |
|
4.34% |
|
Large-cap tech stocks |
| S&P 500 |
4.22% |
|
3.58% |
|
Large-cap stocks (total return) |
| Russell 1000 |
4.39% |
|
3.95% |
|
Large-cap stocks |
| Russell 1000 Value |
4.55% |
|
4.39% |
|
Large-cap value stocks |
| Russell 1000 Growth |
4.05% |
|
2.67% |
|
Large-cap growth stocks |
| Russell Midcap |
5.62% |
|
7.2% |
|
Mid-cap stocks |
| Russell Midcap Value |
5.73% |
|
8.03% |
|
Mid-cap value stocks |
| Russell Midcap Growth |
5.5% |
|
6.32% |
|
Mid-cap growth stocks |
| Russell 2000 |
7.64% |
|
8.19% |
|
Small-cap stocks |
| Russell 2000 Value |
7.68% |
|
9.37% |
|
Small-cap value stocks |
| Russell 2000 Growth |
7.77% |
|
7.44% |
|
Small-cap growth stocks |
| Wilshire 5000 |
4.64% |
|
4.23% |
|
Broad U.S. stock market |
| FTSE 4Good U.S. Index |
4.29% |
|
2.1% |
|
Socially responsible index |
| MSCI EAFE (Foreign) |
5.14% |
|
-0.41% |
|
Europe, Australasia & Far East |
| MSCI World |
4.78% |
|
1.41% |
|
The World Index |
| MSCI Europe |
5.91% |
|
-2.58% |
|
European Index |
| Nikkei 225 |
6.18% |
|
1.94% |
|
Large-cap Japanese stocks |
| MSCI Emerging Markets |
6.06% |
|
1.23% |
|
Emerging Markets |
Year-to-date Real Estate
through: March 12, 2010
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| DJW U.S. REITs |
7.85% |
|
7.46% |
|
U.S. real estate investment trusts |
| DJW U.S. RESI |
7.86% |
|
7.73% |
|
U.S. real estate-related securities |
| DJW REITs ex U.S. |
2.44% |
|
-1.91% |
|
Foreign real estate (REITs) |
| DJW Global REITs |
5.51% |
|
3.4% |
|
Global real estate (U.S. and foreign REITs) |
INFLATION:
| Index |
|
|
Most recent CPI data: |
| Consumer Price Index (CPI) |
3.17% |
|
March 8, 2010 |
Year-to-date BONDS
through: March 12, 2010
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| Barclays Aggregate |
0.05% |
|
1.95% |
|
U.S. taxable bonds |
| Barclays Municipal (7 year bonds) |
0.48% |
|
2.56% |
|
U.S. tax-free bonds |
| Barclays High Yield |
0.51% |
|
2.39% |
|
Low quality corporate bonds |
| Barclays TIPS |
0.24% |
|
0.68% |
|
Treasury Inflation Protected Securities (TIPS) |
| Barclays Long-Term Treasury |
-1.08% |
|
1.77% |
|
Long-term treasuries |
| Barclays Global Bond |
-0.24% |
|
-0.13% |
|
Global govt bonds (excl U.S.) |
| 3-month Treasury Bill |
|
|
0% |
|
|
Year-to-date COMMODITIES
through: March 12, 2010
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| DJ-AIG Commodity Total Return |
-1.03% |
|
-4.83% |
|
|
| CRB Futures Index |
-1.16% |
|
-2.4% |
|
17 commodities (metals 24%, energy 18%) |
| Gold |
0.56% |
|
1.34% |
|
London gold price |
| Oil |
5.17% |
|
0.53% |
|
Amex Oil Index |
|
