|
2003 investors partied like it was 1999.Bonds,cash and gold are the only indexes we list that returned less than 25% in 2003! |
| |
Total Return % |
| Fund Name |
2003 |
2002 |
2001 |
2000 |
1999 |
3 Month |
3 Year |
5 Year |
10 Year |
| Wilshire 5000 (Equal Wtd) |
92.83 |
-6.68 |
28.06 |
-7.50 |
38.42 |
17.19 |
32.08 |
24.16 |
19.12 |
| Pacific Stock Exchange Tech 100 |
52.14 |
-33.33 |
-15.59 |
-16.22 |
116.40 |
13.10 |
-5.04 |
9.19 |
19.96 |
| MSCI Emerging Markets |
51.59 |
-7.97 |
-4.91 |
-31.80 |
63.70 |
17.25 |
9.88 |
8.17 |
-1.95 |
| NASDAQ Composite |
50.01 |
-31.53 |
-21.05 |
-39.29 |
85.59 |
12.11 |
-6.75 |
-1.79 |
9.94 |
| Russell 2000 Growth |
48.53 |
-30.27 |
-9.23 |
-22.43 |
43.09 |
12.69 |
-2.04 |
0.85 |
5.43 |
| Dow Jones Small Growth |
48.48 |
-38.89 |
-8.50 |
-14.91 |
61.48 |
12.74 |
-6.01 |
2.67 |
7.92 |
| Russell 2000 |
47.25 |
-20.48 |
2.49 |
-3.03 |
21.26 |
14.53 |
6.27 |
7.13 |
9.48 |
| Russell 2000 Value |
46.02 |
-11.42 |
14.02 |
22.81 |
-1.48 |
16.37 |
13.83 |
12.28 |
12.70 |
| Wilshire 4500 |
43.72 |
-17.81 |
-9.30 |
-15.77 |
35.49 |
13.56 |
2.32 |
4.10 |
9.78 |
| Dow Jones Small Value |
43.67 |
-2.39 |
12.79 |
23.98 |
-5.06 |
17.66 |
16.51 |
13.24 |
13.63 |
| Dow Jones Midcap Growth |
43.64 |
-32.70 |
-17.56 |
-19.19 |
67.26 |
12.17 |
-7.29 |
1.50 |
8.44 |
| Russell Midcap Growth |
42.72 |
-27.40 |
-20.16 |
-11.75 |
51.30 |
12.17 |
-6.13 |
2.01 |
9.41 |
| AMEX Composite |
42.36 |
-2.74 |
-5.59 |
2.37 |
27.28 |
18.44 |
9.34 |
11.24 |
9.41 |
| Barra MidCap Value |
40.18 |
-10.11 |
7.15 |
27.84 |
2.32 |
16.50 |
10.53 |
12.05 |
14.74 |
| Russell Midcap |
40.08 |
-16.19 |
-5.63 |
8.25 |
18.24 |
13.97 |
3.48 |
7.24 |
12.18 |
| Barra SmallCap Value |
40.03 |
-14.47 |
13.10 |
20.88 |
3.05 |
16.58 |
10.65 |
11.03 |
13.15 |
| MSCI World ex US |
39.42 |
-15.80 |
-21.40 |
-13.37 |
27.93 |
17.00 |
-2.64 |
0.45 |
4.73 |
| MSCI Easea |
39.22 |
-17.39 |
-19.14 |
-8.94 |
17.77 |
19.69 |
-2.39 |
-0.05 |
7.46 |
| Standard & Poor's Smallcap 600 |
38.77 |
-14.63 |
6.53 |
11.79 |
12.40 |
14.78 |
8.07 |
9.66 |
11.43 |
| MSCI EAFE |
38.59 |
-15.94 |
-21.44 |
-14.17 |
26.96 |
17.08 |
-2.91 |
-0.05 |
4.47 |
| MSCI Europe |
38.54 |
-18.38 |
-19.90 |
-8.39 |
15.89 |
20.37 |
-3.24 |
-0.78 |
8.71 |
| MSCI Pacific |
38.48 |
-9.29 |
-25.40 |
-25.78 |
57.64 |
9.77 |
-2.14 |
1.86 |
-1.19 |
| Russell Midcap Value |
38.06 |
-9.65 |
2.34 |
19.19 |
-0.10 |
15.22 |
8.48 |
8.73 |
13.04 |
| Barra SmallCap Growth |
37.32 |
-15.36 |
-1.19 |
0.57 |
19.57 |
12.97 |
4.72 |
6.67 |
8.75 |
| Wilshire REIT |
36.06 |
3.60 |
12.36 |
31.04 |
-2.57 |
9.08 |
16.56 |
15.12 |
12.23 |
| MSCI Japan |
35.91 |
-10.28 |
-29.40 |
-28.16 |
61.53 |
8.38 |
-4.87 |
-0.02 |
-1.87 |
| Standard & Poor's Midcap 400 |
35.59 |
-14.53 |
-0.60 |
17.49 |
14.72 |
13.18 |
4.83 |
9.20 |
13.91 |
| Dow Jones Midcap Value |
35.18 |
-6.46 |
6.87 |
29.95 |
-10.98 |
14.76 |
10.56 |
9.35 |
13.35 |
| Morningstar U.S. Growth |
34.12 |
-33.20 |
-26.32 |
-28.45 |
44.51 |
10.73 |
-12.93 |
-7.35 |
|
| MSCI World |
33.11 |
-19.89 |
-16.82 |
-13.18 |
24.93 |
14.26 |
-3.92 |
-0.77 |
7.14 |
| Dow Jones Transportation |
31.84 |
-11.48 |
-9.30 |
0.40 |
-4.52 |
12.79 |
1.92 |
0.29 |
7.00 |
| Barra Large Cap Value |
31.79 |
-20.86 |
-11.71 |
6.09 |
12.72 |
14.46 |
-2.71 |
1.94 |
10.55 |
| Wilshire 5000 |
31.63 |
-20.85 |
-10.89 |
-10.93 |
23.56 |
12.41 |
-2.45 |
0.43 |
10.59 |
| Safian Market Benchmark |
31.17 |
-16.97 |
-4.18 |
-9.60 |
18.89 |
13.39 |
1.43 |
2.32 |
|
| Russell 3000 |
31.04 |
-21.55 |
-11.46 |
-7.46 |
20.89 |
12.43 |
-3.08 |
0.36 |
10.77 |
| Barra MidCap Growth |
30.95 |
-19.17 |
-7.97 |
9.14 |
28.73 |
9.81 |
-0.87 |
48 6. |
12.92 |
| Morningstar U.S. Market |
30.73 |
-22.16 |
-11.88 |
-7.02 |
19.79 |
12.42 |
-3.57 |
-0.03 |
10.57 |
| Russell 1000 Value |
30.03 |
-15.52 |
-5.59 |
7.01 |
7.36 |
14.19 |
1.22 |
3.57 |
11.87 |
| Russell 1000 |
29.90 |
-21.65 |
-12.45 |
-7.79 |
20.92 |
12.26 |
-3.77 |
-0.13 |
11.00 |
| Russell 1000 Growth |
29.76 |
-27.89 |
-20.42 |
-22.42 |
33.16 |
10.42 |
-9.36 |
-5.11 |
9.21 |
| Morningstar U.S. Value |
29.75 |
-13.68 |
-0.68 |
10.06 |
-1.27 |
15.25 |
3.62 |
3.87 |
|
| Dow Jones Large Growth |
29.54 |
-31.58 |
-25.46 |
-32.40 |
36.38 |
10.97 |
-12.91 |
-9.44 |
7.82 |
| Dow Jones Composite |
29.40 |
-15.94 |
-11.78 |
5.95 |
13.99 |
12.15 |
-1.36 |
3.00 |
10.54 |
| Dow Jones Utility |
29.39 |
-23.38 |
-26.27 |
50.76 |
-6.02 |
7.52 |
-9.92 |
0.70 |
6.33 |
| NYSE Composite |
29.28 |
-19.83 |
-10.21 |
1.01 |
9.15 |
14.53 |
-2.37 |
0.52 |
8.96 |
| Standard & Poor's500 |
28.67 |
-22.09 |
-11.88 |
-9.10 |
21.04 |
12.17 |
-4.05 |
-0.57 |
11.06 |
| Dow Jones Industrial |
28.28 |
-15.01 |
-5.44 |
-4.85 |
27.21 |
13.40 |
1.02 |
4.53 |
13.04 |
| CSFB High Yield |
27.93 |
3.11 |
5.78 |
-5.21 |
3.28 |
5.83 |
11.74 |
6.43 |
7.29 |
| Standard & Poor's100 |
26.24 |
-22.58 |
-13.80 |
-12.55 |
32.78 |
11.06 |
-5.55 |
-0.44 |
11.82 |
| Dow Jones Large Value |
25.89 |
-17.42 |
-6.11 |
10.34 |
1.35 |
12.26 |
-0.81 |
1.77 |
10.84 |
| Salomon Brothers Non-$World Gov |
18.52 |
21.99 |
-3.54 |
-2.63 |
-5.07 |
6.71 |
11.73 |
5.21 |
6.72 |
| Salomon Brothers World Govt Bond |
14.91 |
19.49 |
-0.99 |
1.59 |
-4.27 |
5.21 |
10.78 |
5.75 |
6.79 |
| JSE Gold (USD) |
11.47 |
130.33 |
29.65 |
-38.19 |
25.95 |
9.42 |
49.31 |
20.98 |
-4.87 |
| Lehman Brothers Credit |
7.69 |
10.53 |
10.40 |
9.40 |
-1.94 |
0.49 |
9.53 |
7.11 |
7.41 |
| Lehman Brothers Municipal Bond |
5.32 |
9.60 |
5.08 |
11.69 |
-2.07 |
1.37 |
6.65 |
5.82 |
6.03 |
| Lehman Brothers Aggregate Bond |
4.11 |
10.27 |
8.42 |
11.63 |
-0.83 |
0.32 |
7.57 |
6.62 |
6.95 |
| Lehman Brothers 1-3 Year Governm |
2.02 |
6.01 |
8.53 |
8.17 |
2.96 |
0.16 |
5.49 |
5.51 |
5.66 |
| Consumer Price Index |
1.99 |
2.38 |
1.55 |
3.39 |
2.68 |
-0.38 |
1.97 |
2.40 |
2.38 |
| 3 Month CD |
1.15 |
1.71 |
3.54 |
6.20 |
4.95 |
0.27 |
2.13 |
3.49 |
4.33 |
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