Historical Performance Returns
| |
Total Return |
Annualized Total Return (%) |
| Economic Sector |
1-Month |
3-Month |
YTD |
2003 |
1-Year |
3-Year |
5-Year |
10-Year |
Since Inception |
| Basic Materials |
5.07 |
4.94 |
5.28 |
35.68 |
29.53 |
13.92 |
5.02 |
6.12 |
7.60 |
| Consumer Cyclical |
2.35 |
-2.33 |
-1.75 |
33.83 |
9.67 |
5.80 |
-0.55 |
9.31 |
9.29 |
| Consumer Noncyclical |
-3.01 |
-7.72 |
0.44 |
21.56 |
12.15 |
7.08 |
4.73 |
11.45 |
9.27 |
| Energy |
8.78 |
10.88 |
26.40 |
25.74 |
45.00 |
14.13 |
9.10 |
13.70 |
12.16 |
| Financial |
-0.44 |
1.22 |
4.07 |
32.23 |
16.56 |
9.10 |
9.03 |
16.32 |
15.29 |
| Health Care |
-1.03 |
-4.63 |
-1.27 |
19.43 |
7.46 |
7.35 |
3.51 |
14.32 |
10.31 |
| Industrial |
2.95 |
-0.98 |
6.24 |
33.24 |
22.21 |
7.52 |
0.21 |
9.19 |
9.13 |
| Technology |
3.18 |
-10.60 |
-11.25 |
51.04 |
0.51 |
4.09 |
-12.29 |
11.73 |
12.80 |
| Telecommunications |
1.33 |
6.17 |
9.68 |
7.33 |
24.51 |
-11.38 |
-15.07 |
3.06 |
4.86 |
| Utilities |
1.02 |
6.17 |
10.72 |
24.91 |
20.05 |
2.06 |
3.95 |
8.47 |
6.75 |
Dow Jones U.S. Economic Sector Representation
| |
Market Cup |
Weight in U.S |
| Economic Sector |
(USD Billions) |
Total Market Index |
| Basic Materials |
338.48 |
2.66% |
| Consumer Cyclical |
1631.65 |
13.80% |
| Consumer Noncyclical |
982.82 |
8.32% |
| Energy |
284.74 |
7.48% |
| Financial |
2534.42 |
21.44% |
| Health Care |
1506.01 |
12.74% |
| Industrial |
1506.71 |
12.75% |
| Technology |
1667.57 |
14.11% |
| Telecommunications |
388.40 |
3.29% |
| Utilities |
380.01 |
3.21% | |
 |
Dow Jones U.S. Economic Sector Representation by Size (In Billions USD)
| Economic Sector |
DJU.S |
DJU.S |
DJU.S |
DJU.S |
DJU.S |
DJU.S |
DJU.S |
| Large-Cap |
Large-Cap |
Mid-Cap |
Mid-Cap |
Small-Cap |
Small-Cap |
Total Market Index |
| Market Cap |
Weight |
Market Cap |
Weight |
Market Cap |
Weight |
Market Cap |
| Basic Materials |
203.29 |
2.33% |
86.86 |
3.95% |
48.34 |
5.51% |
338.48 |
| Consumer Cyclical |
1,109.18 |
12.69% |
375.78 |
17.08% |
146.69 |
16.71% |
1,631.65 |
| Consumer Noncyclical |
824.35 |
9.43% |
114.88 |
5.22% |
43.68 |
4.98% |
982.92 |
| Energy |
853.29 |
7.47% |
189.86 |
8.63% |
41.59 |
4.74% |
884.74 |
| Financial |
1,859.02 |
21.26% |
481.09 |
21.86% |
194.31 |
22.14% |
2,534.42 |
| Health Care |
1,227.85 |
14.04% |
185.86 |
8.45% |
92.33 |
10.51% |
1,506.01 |
| Industrial |
1,010.25 |
11.56% |
336.21 |
15.28% |
160.24 |
18.26% |
1,506.71 |
| Technology |
1,320.45 |
15.10% |
244.51 |
11.11% |
102.61 |
11.69% |
1,667.57 |
| Telecommunications |
357.27 |
4.09% |
25.65 |
1.17% |
5.49 |
0.63% |
388.40 |
| Utilities |
177.59 |
2.03% |
159.87 |
7.25% |
42.55 |
4.85% |
380.01 |
| Total |
8,742.52 |
73.96% |
2,200.58 |
18.62% |
877.80 |
7.43% |
11,620.90 |
Historical Dow Jones U.S. Economic Sector Representations (%)
| Economic Sector |
2004 Q3 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
| Basic Materials |
2.86 |
2.74 |
2.67 |
2.28 |
1.98 |
2.48 |
2.33 |
3.51 |
4.29 |
4.97 |
6.29 |
5.81 |
5.75 |
| Consumer Cyclical |
13.80 |
14.31 |
13.87 |
13.64 |
10.97 |
14.12 |
13.74 |
13.06 |
12.82 |
13.35 |
15.37 |
16.64 |
15.69 |
| Consumer Noncyclical |
8.32 |
8.52 |
9.32 |
7.65 |
7.61 |
8.84 |
11.05 |
11.71 |
11.98 |
12.10 |
12.10 |
11.70 |
13.66 |
| Energy |
7.48 |
6.05 |
6.32 |
5.88 |
6.00 |
4.51 |
5.43 |
7.18 |
7.89 |
7.46 |
7.95 |
7.93 |
7.92 |
| Financial |
21.44 |
21.01 |
21.08 |
19.04 |
18.02 |
13.97 |
16.63 |
19.07 |
16.65 |
14.96 |
13.40 |
13.47 |
13.28 |
| Health Care |
12.74 |
13.33 |
14.56 |
14.28 |
14.23 |
9.21 |
12.46 |
11.42 |
11.15 |
11.25 |
9.97 |
9.50 |
11.09 |
| Industrial |
12.75 |
11.87 |
11.68 |
12.07 |
12.54 |
11.98 |
11.74 |
13.28 |
14.11 |
14.20 |
14.23 |
14.53 |
13.55 |
| Technology |
14.11 |
16.10 |
13.53 |
17.12 |
19.89 |
25.60 |
16.32 |
11.72 |
12.19 |
9.98 |
8.58 |
6.61 |
5.70 |
| Telecommunications |
3.29 |
3.09 |
3.61 |
5.03 |
5.19 |
6.96 |
7.21 |
5.69 |
5.39 |
7.25 |
7.30 |
7.60 |
7.27 |
| Utilities |
3.21 |
2.96 |
3.15 |
3.02 |
3.56 |
2.34 |
3.08 |
3.39 |
3.53 |
4.46 |
4.81 |
5.95 |
6.12 | |
