|
The Markets
Year-to-date STOCKS
through: September 2, 2010
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| Dow Industrials |
3.05% |
|
-1.03% |
|
Large-cap stocks |
| Nasdaq Composite |
4.07% |
|
-3.05% |
|
Large-cap tech stocks |
| S&P 500 |
3.9% |
|
-0.9% |
|
Large-cap stocks (total return) |
| Russell 1000 |
3.99% |
|
-0.56% |
|
Large-cap stocks |
| Russell 1000 Value |
3.9% |
|
-0.77% |
|
Large-cap value stocks |
| Russell 1000 Growth |
4.05% |
|
-2.92% |
|
Large-cap growth stocks |
| Russell Midcap |
4.81% |
|
5.18% |
|
Mid-cap stocks |
| Russell Midcap Value |
4.59% |
|
6.4% |
|
Mid-cap value stocks |
| Russell Midcap Growth |
5.05% |
|
3.89% |
|
Mid-cap growth stocks |
| Russell 2000 |
5.02% |
|
1.1% |
|
Small-cap stocks |
| Russell 2000 Value |
4.69% |
|
2.03% |
|
Small-cap value stocks |
| Russell 2000 Growth |
5.36% |
|
1.73% |
|
Small-cap growth stocks |
| Wilshire 5000 |
4.05% |
|
-1.09% |
|
Broad U.S. stock market |
| FTSE 4Good U.S. Index |
3.53% |
|
-5.14% |
|
Socially responsible index |
| MSCI EAFE (Foreign) |
3.24% |
|
-6.88% |
|
Europe, Australasia & Far East |
| MSCI World |
3.56% |
|
-4.45% |
|
The World Index |
| MSCI Europe |
3.66% |
|
-9.3% |
|
European Index |
| Nikkei 225 |
2.71% |
|
-14.07% |
|
Large-cap Japanese stocks |
| MSCI Emerging Markets |
2.6% |
|
1.5% |
|
Emerging Markets |
Year-to-date Real Estate
through: September 2, 2010
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| DJW U.S. REITs |
4.73% |
|
19.54% |
|
U.S. real estate investment trusts |
| DJW U.S. RESI |
4.75% |
|
19.57% |
|
U.S. real estate-related securities |
| DJW REITs ex U.S. |
3.38% |
|
3.78% |
|
Foreign real estate (REITs) |
| DJW Global REITs |
4.19% |
|
12.82% |
|
Global real estate (U.S. and foreign REITs) |
INFLATION:
| Index |
|
|
Most recent CPI data: |
| Consumer Price Index (CPI) |
0.93% |
|
June 30, 2010 |
Year-to-date BONDS
through: September 2, 2010
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| Barclays Aggregate |
-0.44% |
|
7.35% |
|
U.S. taxable bonds |
| Barclays Municipal (7 year bonds) |
-0.07% |
|
7.61% |
|
U.S. tax-free bonds |
| Barclays High Yield |
-0.45% |
|
9.01% |
|
Low quality corporate bonds |
| Barclays TIPS |
-0.6% |
|
5.72% |
|
Treasury Inflation Protected Securities (TIPS) |
| Barclays Long-Term Treasury |
-2.5% |
|
17.98% |
|
Long-term treasuries |
| Barclays Global Bond |
-0.3% |
|
3.63% |
|
Global govt bonds (excl U.S.) |
| 3-month Treasury Bill |
|
|
0% |
|
|
Year-to-date COMMODITIES
through: September 2, 2010
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| DJ-AIG Commodity Total Return |
2.1% |
|
-3.96% |
|
|
| CRB Futures Index |
2.06% |
|
4.65% |
|
17 commodities (metals 24%, energy 18%) |
| Gold |
1.16% |
|
13.02% |
|
London gold price |
| Oil |
5.44% |
|
-8.61% |
|
Amex Oil Index |
|
