| HISTORICAL PERFORMANCE RETURNS |
| |
|
|
Total Return (%) |
|
|
|
Annualized Total Return (%) |
|
| Economic Sector |
|
1-Month |
Quarter 4 |
YTD |
2002 |
|
1-Year |
3-Year |
5-Year |
10-Year |
Since Inception |
| |
|
|
|
|
|
|
|
|
|
|
|
|
| Basic Materials |
|
10.55 |
23.06 |
35.68 |
-8.32 |
|
35.68 |
8.13 |
6.27 |
6.89 |
7.63 |
| Consumer, Cyclical |
|
1.65 |
11.62 |
33.83 |
-24.12 |
|
33.83 |
0.81 |
0.35 |
8.62 |
10.06 |
| Consumer, Noncyclical |
|
3.71 |
11.66 |
21.56 |
-4.37 |
|
21.56 |
6.24 |
1.56 |
11.96 |
9.84 |
| Energy |
|
13.57 |
15.19 |
25.74 |
-13.52 |
|
25.74 |
-1.33 |
7.88 |
11.13 |
10.78 |
| Financial |
|
4.44 |
12.00 |
32.23 |
-12.35 |
|
32.23 |
2.76 |
6.93 |
15.77 |
15.93 |
| Health Care |
|
5.47 |
8.84 |
19.43 |
-20.81 |
|
19.43 |
-6.24 |
1.75 |
15.49 |
10.90 |
| Industrial |
|
7.11 |
15.03 |
33.24 |
-25.54 |
|
33.24 |
-3.76 |
0.52 |
8.39 |
9.18 |
| Technology |
|
1.52 |
13.25 |
51.04 |
-38.66 |
|
51.04 |
-12.76 |
-5.13 |
14.51 |
14.78 |
| Telecommunications |
|
8.76 |
13.55 |
7.33 |
-34.55 |
|
7.33 |
-15.06 |
-15.40 |
2.13 |
4.37 |
| Utilities |
|
5.79 |
8.43 |
24.91 |
-21.19 |
|
24.91 |
-10.09 |
-0.31 |
5.64 |
6.28 |
 |
| |
| HISTORICAL PERFORMANCE RETURNS |
| |
 |
|
Total Return (%) |
|
|
|
Annualized Total Return (%) |
|
|
| Economic Sector |
1-Month |
Quarter 4 YTD |
2002 |
1-Year |
3-Year |
5-Year |
10-Year |
Since Inception |
| |
|
|
|
|
|
|
|
|
|
|
|
| Basic Materials |
10.55 |
23.06 |
35.68 |
-8.32 |
35.68 |
8.13 |
6.27 |
6.89 |
7.63 |
| Consumer, Cyclical |
1.65 |
11.62 |
33.83 |
-24.12 |
33.83 |
0.81 |
0.35 |
8.62 |
10.06 |
| Consumer, Noncyclical |
3.71 |
11.66 |
21.56 |
-4.37 |
21.56 |
6.24 |
1.56 |
11.96 |
9.84 |
| Energy |
13.57 |
15.19 |
25.74 |
-13.52 |
25.74 |
-1.33 |
7.88 |
11.13 |
10.78 |
| Financial |
4.44 |
12.00 |
32.23 |
-12.35 |
32.23 |
2.76 |
6.93 |
15.77 |
15.93 |
| Health Care |
5.47 |
8.84 |
19.43 |
-20.81 |
19.43 |
-6.24 |
1.75 |
15.49 |
10.90 |
| Industrial |
7.11 |
15.03 |
33.24 |
-25.54 |
33.24 |
-3.76 |
0.52 |
8.39 |
9.18 |
| Technology |
1.52 |
13.25 |
51.04 |
-38.66 |
51.04 |
-12.76 |
-5.13 |
14.51 |
14.78 |
| Telecommunications |
8.76 |
13.55 |
7.33 |
-34.55 |
7.33 |
-15.06 |
-15.40 |
2.13 |
4.37 |
| Utilities |
5.79 |
8.43 |
24.91 |
-21.19 |
24.91 |
-10.09 |
-0.31 |
5.64 |
6.28 |
| |
|
|
|
|
|
|
|
|
|
|
|
| HISTORICAL DOW JONES U.S. ECONOMIC SECTOR REPRESENTATIONS (%) |
| Economic Sector |
2003 Q4 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
| Basic Materials |
2.74 |
2.67 |
2.28 |
1.98 |
2.48 |
2.33 |
3.51 |
4.29 |
4.97 |
6.29 |
5.81 |
5.75 |
5.71 |
| Consumer, Cyclical |
14.31 |
13.87 |
13.64 |
10.97 |
14.12 |
13.74 |
13.06 |
12.82 |
13.35 |
15.37 |
16.64 |
15.69 |
14.02 |
| Consumer, Noncyclical |
8.52 |
9.32 |
7.65 |
7.61 |
8.84 |
11.05 |
11.71 |
11.98 |
12.10 |
12.10 |
11.70 |
13.66 |
14.25 |
| Energy |
6.05 |
6.32 |
5.88 |
6.00 |
4.51 |
5.43 |
7.18 |
7.89 |
7.46 |
7.95 |
7.98 |
7.92 |
8.59 |
| Financial |
21.01 |
21.08 |
19.04 |
18.02 |
13.97 |
16.63 |
19.07 |
16.65 |
14.96 |
13.40 |
13.47 |
13.26 |
10.96 |
| Health Care |
13.33 |
14.56 |
14.28 |
14.23 |
9.21 |
12.48 |
11.40 |
11.15 |
11.25 |
9.97 |
9.50 |
11.09 |
14.00 |
| Industrial |
11.87 |
11.68 |
12.07 |
12.54 |
11.98 |
11.74 |
13.28 |
14.11 |
14.20 |
14.23 |
14.53 |
13.55 |
13.33 |
| Technology |
16.10 |
13.53 |
17.12 |
19.89 |
25.60 |
16.32 |
11.72 |
12.19 |
9.98 |
8.58 |
6.81 |
5.70 |
5.62 |
| Telecommunications |
3.09 |
3.81 |
5.03 |
5.19 |
6.96 |
7.21 |
5.69 |
5.39 |
7.28 |
7.30 |
7.60 |
7.27 |
6.99 |
| Utilities |
2.98 |
3.15 |
3.02 |
3.56 |
2.34 |
3.08 |
3.39 |
3.53 |
4.46 |
4.81 |
5.95 |
6.12 |
6.53 | |
