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"Mutual Funds for the Utterly Confused" (McGraw-HIll, December 2008)
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Performance Yardsticks
How Fund Categories Stack Up
| Performance numbers are total return (changes in net asset values with reinvested distributions) for the periods ended Jan. 30, 2009. Fixed-income performance numbers are preliminary. |
| | Performance
|
| | -- Annualized -- |
| Investment Objective | Jan. | 3 Mos. | YTD | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Large-Cap Core Funds | -7.77 | -13.52 | -7.77 | -38.12 | -12.16 | -4.64 | -2.76 |
| Large-Cap Growth Funds | -4.60 | -11.61 | -4.60 | -37.84 | -12.77 | -4.97 | -3.99 |
| Large-Cap Value Funds | -9.53 | -14.56 | -9.53 | -40.28 | -12.63 | -4.08 | -0.54 |
| Mid-Cap Core Funds | -6.28 | -11.24 | -6.28 | -38.65 | -13.12 | -3.11 | 3.15 |
| Mid-Cap Growth Funds | -4.79 | -12.41 | -4.79 | -41.78 | -14.49 | -4.11 | -0.51 |
| Mid-Cap Value Funds | -8.14 | -12.56 | -8.14 | -40.27 | -14.09 | -3.16 | 4.40 |
| Small-Cap Core Funds | -9.60 | -15.47 | -9.60 | -38.29 | -15.18 | -4.12 | 3.46 |
| Small-Cap Growth Funds | -7.10 | -13.70 | -7.10 | -40.28 | -15.96 | -6.00 | 0.02 |
| Small-Cap Value Funds | -11.02 | -17.10 | -11.02 | -38.06 | -15.08 | -3.74 | 4.39 |
| Multi-Cap Core Funds | -7.08 | -12.46 | -7.08 | -39.10 | -13.04 | -4.47 | -0.21 |
| Multi-Cap Growth Funds | -5.12 | -11.61 | -5.12 | -39.41 | -13.19 | -4.12 | -2.39 |
| Multi-Cap Value Funds | -8.85 | -13.77 | -8.85 | -40.95 | -13.95 | -4.34 | 0.96 |
| Equity Income Funds | -8.83 | -13.13 | -8.83 | -36.86 | -10.51 | -2.84 | 0.17 |
| S&P 500 Funds | -8.38 | -14.15 | -8.38 | -38.87 | -12.21 | -4.71 | -3.09 |
| Specialty Diversified Equity | -5.20 | -8.25 | -5.20 | -18.61 | -2.56 | 2.61 | 2.66 |
| Balanced Funds | -4.54 | -6.21 | -4.54 | -27.65 | -7.19 | -1.77 | 0.44 |
| Stock/Bond Blend Funds | -4.85 | -6.79 | -4.85 | -28.83 | -7.36 | -1.51 | 0.95 |
| All USDE Funds | -7.39 | -13.25 | -7.39 | -39.08 | -13.49 | -4.33 | -0.38 |
| Science & Technology Funds | -3.59 | -10.10 | -3.59 | -39.35 | -14.79 | -6.75 | -5.71 |
| Telecommunication Funds | -6.46 | -6.89 | -6.46 | -46.22 | -15.94 | -6.92 | -7.92 |
| Health/Biotechnology Funds | -0.86 | -2.09 | -0.86 | -19.59 | -5.28 | 0.22 | 4.47 |
| Utility Funds | -3.49 | -2.96 | -3.49 | -30.71 | -2.61 | 5.86 | 2.82 |
| Natural Resources Funds | -2.09 | -13.92 | -2.09 | -43.13 | -11.72 | 7.79 | 9.91 |
| Sector Funds | -14.61 | -22.38 | -14.61 | -47.39 | -20.46 | -7.27 | 2.27 |
| Real Estate Funds | -16.09 | -25.27 | -16.09 | -49.48 | -19.70 | -4.92 | 5.05 |
| Financial Services Funds | -21.24 | -30.30 | -21.24 | -54.74 | -24.96 | -14.29 | -3.08 |
| Global Stock Funds | -8.08 | -10.61 | -8.08 | -41.65 | -12.26 | -2.56 | -0.09 |
| International Stock Funds | -10.28 | -9.85 | -10.28 | -45.27 | -12.98 | -1.30 | 0.49 |
| European Region Funds | -10.71 | -11.93 | -10.71 | -47.69 | -13.01 | -1.14 | 1.39 |
| Emerging Markets Funds | -8.37 | -10.33 | -8.37 | -54.12 | -12.57 | 3.59 | 8.37 |
| Latin American Funds | -2.02 | -6.28 | -2.02 | -55.67 | -7.70 | 14.33 | 14.08 |
| Pacific Region Funds | -9.45 | -3.45 | -9.45 | -44.58 | -9.02 | 0.69 | 5.52 |
| Gold Oriented Funds | 0.16 | 49.93 | 0.16 | -33.07 | -2.09 | 7.93 | 14.05 |
| Short-Term Bond Funds | 0.82 | 0.80 | 0.82 | -4.90 | 1.09 | 1.31 | 3.39 |
| Long-Term Bond Funds | -0.23 | 4.60 | -0.23 | -8.62 | 0.09 | 1.22 | 3.63 |
| Intermediate Bond Funds | -0.10 | 3.92 | -0.10 | -5.93 | 1.02 | 1.58 | 3.97 |
| Intermediate U.S. Funds | -0.11 | 5.48 | -0.11 | -3.25 | 3.29 | 3.59 | 4.91 |
| Short-Term U.S. Funds | 0.05 | 2.45 | 0.05 | 2.63 | 4.52 | 3.14 | 4.09 |
| Long-Term U.S. Funds | -2.55 | 6.30 | -2.55 | 3.54 | 4.89 | 3.87 | 4.59 |
| General U.S. Taxable Funds | -1.58 | 2.47 | -1.58 | -8.92 | 1.15 | 2.74 | 4.57 |
| High Yield Taxable Funds | 4.65 | 0.86 | 4.65 | -20.95 | -5.08 | -0.88 | 1.52 |
| Mortgage Funds | 0.44 | 3.31 | 0.44 | 0.12 | 3.58 | 3.18 | 4.45 |
| World Bond Funds | -1.84 | 5.01 | -1.84 | -10.30 | 1.11 | 2.88 | 6.18 |
| All Taxable Bond Funds | 0.96 | 2.71 | 0.96 | -7.86 | 0.43 | 1.53 | 3.52 |
| Short-Term Muni Funds | 2.25 | 2.60 | 2.25 | 0.97 | 2.62 | 2.21 | 3.09 |
| Intermediate Muni Funds | 3.94 | 5.27 | 3.94 | 0.92 | 2.94 | 2.55 | 3.57 |
| General Muni Funds | 4.31 | 2.87 | 4.31 | -6.24 | -0.10 | 1.29 | 2.79 |
| Single-State Municipal Funds | 4.49 | 3.55 | 4.49 | -4.04 | 1.17 | 1.90 | 3.17 |
| High Yield Municipal Funds | 5.75 | -4.92 | 5.75 | -21.52 | -6.37 | -1.59 | 1.05 |
| Insured Muni Funds | 3.83 | 4.29 | 3.83 | -3.20 | 0.92 | 1.71 | 3.14 |
| Dow Jones Ind Dly Reinv | -8.65 | -13.42 | -8.65 | -34.90 | -7.40 | -2.98 | 0.55 |
| S & P 500 Daily Reinv | -8.43 | -14.09 | -8.43 | -38.63 | -11.78 | -4.24 | -2.65 |
| S & P Midcap 400 IX Tr | -7.25 | -11.77 | -7.25 | -36.97 | -12.70 | -2.00 | 4.09 |
| Russell 2000 IX Tr | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. |
| Dow Jones US Tot Mkt Tr | -8.18 | -13.82 | -8.18 | -38.60 | -11.87 | -3.78 | -2.08 |
| Russell 3000 IX Tr | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. |
| Dow Jones US Grwth Tr Ix | -3.56 | -11.59 | -3.56 | -36.39 | -11.83 | -4.78 | -6.41 |
| Dow Jones US Value Tr Ix | -11.76 | -15.73 | -11.76 | -39.77 | -11.83 | -3.16 | 0.50 |
| Barclay Muni Bond TRIX | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. |
| Barclay US Agg TRIX | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. |
| MSCI EAFE IX ID | -9.88 | -9.98 | -9.88 | -45.45 | -14.47 | -3.12 | -2.24 |
| Dow Jones World Ex US Tr | -8.58 | -8.34 | -8.58 | -44.01 | -11.83 | 0.38 | 1.50 |
| S & P 500/BARRA G IX TR | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. |
| S & P 500/BARRA V IX TR | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. | n.a. |
| S&P Sm Cap 600 TR IX | -12.70 | -18.20 | -12.70 | -36.73 | -13.94 | -2.38 | 3.89 |
| T-Bill 3 Month Index Tr | 0.01 | 0.03 | 0.01 | 1.17 | 3.36 | 2.96 | 3.12 |
| Dow Jones Corp Bd Tr Ix | 0.80 | 14.49 | 0.80 | 0.91 | 3.92 | 3.57 | 5.55 |
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