|
The Markets
Year-to-date STOCKS
through: February 6, 2012
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| Dow Industrials |
1.68% |
|
5.14% |
|
Large-cap stocks |
| Nasdaq Composite |
3.13% |
|
11.39% |
|
Large-cap tech stocks |
| S&P 500 |
2.48% |
|
7.07% |
|
Large-cap stocks (total return) |
| Russell 1000 |
2.63% |
|
7.63% |
|
Large-cap stocks |
| Russell 1000 Value |
2.67% |
|
6.38% |
|
Large-cap value stocks |
| Russell 1000 Growth |
2.5% |
|
8.56% |
|
Large-cap growth stocks |
| Russell Midcap |
3.08% |
|
9.33% |
|
Mid-cap stocks |
| Russell Midcap Value |
2.81% |
|
7.86% |
|
Mid-cap value stocks |
| Russell Midcap Growth |
3.36% |
|
10.86% |
|
Mid-cap growth stocks |
| Russell 2000 |
4.48% |
|
11.8% |
|
Small-cap stocks |
| Russell 2000 Value |
4.24% |
|
11.17% |
|
Small-cap value stocks |
| Russell 2000 Growth |
4.76% |
|
12.59% |
|
Small-cap growth stocks |
| Wilshire 5000 |
2.84% |
|
8.01% |
|
Broad U.S. stock market |
| FTSE 4Good U.S. Index |
2.48% |
|
8.13% |
|
Socially responsible index |
| MSCI EAFE (Foreign) |
2.88% |
|
8.28% |
|
Europe, Australasia & Far East |
| MSCI World |
1.53% |
|
6.99% |
|
The World Index |
| MSCI Europe |
3.65% |
|
8.38% |
|
European Index |
| Nikkei 225 |
1.44% |
|
5.6% |
|
Large-cap Japanese stocks |
| MSCI Emerging Markets |
2.41% |
|
14.19% |
|
Emerging Markets |
Year-to-date Real Estate
through: February 6, 2012
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| DJW U.S. REITs |
2.24% |
|
8.81% |
|
U.S. real estate investment trusts |
| DJW U.S. RESI |
2.31% |
|
8.96% |
|
U.S. real estate-related securities |
| DJW REITs ex U.S. |
1.95% |
|
8.81% |
|
Foreign real estate (REITs) |
| DJW Global REITs |
2.14% |
|
8.83% |
|
Global real estate (U.S. and foreign REITs) |
INFLATION:
| Index |
|
|
Most recent CPI data: |
| Consumer Price Index (CPI) |
4.5% |
|
December 30, 2011 |
Year-to-date BONDS
through: February 6, 2012
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| Barclays Aggregate |
-0.17% |
|
0.7% |
|
U.S. taxable bonds |
| Barclays Municipal (7 year bonds) |
-0.14% |
|
0.93% |
|
U.S. tax-free bonds |
| Barclays High Yield |
0.15% |
|
2.42% |
|
Low quality corporate bonds |
| Barclays TIPS |
-0.39% |
|
1.89% |
|
Treasury Inflation Protected Securities (TIPS) |
| Barclays Long-Term Treasury |
-2.19% |
|
-2.24% |
|
Long-term treasuries |
| Barclays Global Bond |
-0.08% |
|
1.9% |
|
Global govt bonds (excl U.S.) |
| 3-month Treasury Bill |
|
|
0% |
|
|
Year-to-date COMMODITIES
through: February 6, 2012
| Index |
This
month % |
|
Year -to- date % |
|
Description |
| DJ-AIG Commodity Total Return |
1.17% |
|
3.67% |
|
|
| CRB Futures Index |
1.18% |
|
5.85% |
|
17 commodities (metals 24%, energy 18%) |
| Gold |
-1.21% |
|
9.05% |
|
London gold price |
| Oil |
3.42% |
|
6.02% |
|
Amex Oil Index |
|
