| Global Index Data |
|
Selected Major Indexes Sorted By Year-To-Date Returns Don't cry for Argentina... |
| |
Total Return % |
Annualized Total Return % |
| Index |
YTD* |
2005 |
2004 |
3-Year |
5-Year |
10-Year |
15-Year |
P/E* |
Std. Dev.* |
|
MSCI Argentina |
33.21 |
59.69 |
24.57 |
52.31 |
15.45 |
5.81 |
10.64 |
- |
36.24 |
|
MSCI Indonesia |
21.63 |
12.56 |
44.54 |
36.50 |
34.21 |
-5.87 |
-2.65 |
- |
27.59 |
|
MSCI World Metals & Mining |
20.48 |
33.66 |
13.88 |
41.24 |
22.93 |
- |
- |
- |
23.38 |
|
MSCI Portugal |
18.81 |
-4.50 |
21.85 |
21.51 |
10.78 |
6.92 |
6.76 |
- |
15.25 |
|
Dow Jones Transportation |
18.04 |
11.65 |
27.73 |
28.27 |
12.98 |
9.85 |
11.68 |
- |
14.32 |
|
MSCI Spain |
16.48 |
4.41 |
28.93 |
25.57 |
16.06 |
14.30 |
12.55 |
10.32 |
|
|
MSCI World ex-US |
10.06 |
14.47 |
20.38 |
24.25 |
10.41 |
6.76 |
7.77 |
16.00 |
10.40 |
|
S&P SmallCap 600 Value |
9.66 |
8.36 |
21.09 |
21.24 |
12.00 |
13.09 |
- |
17.70 |
14.22 |
|
AMEX Composite |
9.64 |
22.64 |
22.22 |
25.78 |
16.01 |
12.83 |
11.88 |
- |
11.39 |
|
MSCI EAFE Growth |
9.29 |
13.28 |
16.12 |
21.05 |
8.12 |
- |
- |
- |
10.45 |
|
Russell 2000 |
8.21 |
4.55 |
18.33 |
18.70 |
1.80 |
9.05 |
19.30 |
19.30 |
14.60 |
|
S&P SmallCap 600 |
7.70 |
7.68 |
22.65 |
20.46 |
11.36 |
11.95 |
- |
18.30 |
13.67 |
|
Russell 1000 Value |
6.56 |
7.05 |
16.49 |
15.70 |
6.90 |
10.85 |
12.72 |
14.30 |
7.83 |
|
S&P 500 Value |
6.52 |
8.71 |
15.03 |
16.15 |
6.68 |
9.27 |
- |
15.40 |
8.27 |
|
MSCI EAFE Sm-Cap |
6.38 |
26.19 |
30.78 |
32.61 |
18.69 |
- |
- |
- |
12.88 |
|
Russell 2000 Growth |
6.07 |
4.15 |
14.31 |
16.27 |
3.49 |
4.13 |
7.93 |
21.90 |
16.40 |
|
MSCI World |
6.06 |
9.49 |
14.72 |
16.86 |
5.73 |
6.93 |
8.58 |
16.90 |
8.56 |
|
MSCI EM |
5.81 |
30.31 |
22.45 |
30.98 |
18.35 |
4.08 |
7.66 |
13.60 |
18.15 |
|
S&P SmallCap 600 Grwth |
5.65 |
7.07 |
24.29 |
19.72 |
10.09 |
10.30 |
- |
19.10 |
13.31 |
|
DJ Wilshire 4500 |
5.51 |
10.27 |
18.57 |
19.05 |
9.01 |
9.32 |
11.84 |
- |
11.63 |
|
NYSE Composite |
5.35 |
6.95 |
12.16 |
14.06 |
4.44 |
7.96 |
9.30 |
- |
8.51 |
|
Dow Jones Industrial |
5.23 |
1.72 |
5.231 |
9.88 |
3.44 |
9.11 |
11.82 |
- |
8.59 |
|
Dow Jones Target 2040 |
4.98 |
10.96 |
16.36 |
17.92 |
8.37 |
9.00 |
10.94 |
- |
9.09 |
|
S&P MidCap 400 |
4.24 |
12.56 |
16.48 |
18.14 |
9.29 |
13.83 |
- |
19.00 |
10.92 |
|
MSCI Pacific |
3.53 |
22.64 |
18.98 |
25.37 |
9.03 |
1.19 |
3.09 |
20.80 |
14.17 |
|
DJ Wilshire 5000 |
3.51 |
6.32 |
12.62 |
13.06 |
4.06 |
8.47 |
10.95 |
- |
8.45 |
|
Credit Suisse High Yield |
3.49 |
2.26 |
11.96 |
8.92 |
9.66 |
7.10 |
9.22 |
- |
4.00 |
|
Russell 3000 |
3.23 |
6.12 |
11.95 |
12.56 |
3.53 |
8.52 |
11.01 |
16.90 |
8.33 |
|
MSCI Europe |
3.06 |
21.65 |
9.43 |
15.90 |
0.28 |
7.28 |
7.96 |
14.30 |
9.18 |
|
Consumer Price Index |
2.90 |
3.42 |
3.26 |
3.30 |
2.61 |
2.60 |
2.69 |
- |
1.42 |
|
Russell 1000 |
2.76 |
6.27 |
11.41 |
12.04 |
3.12 |
8.56 |
11.02 |
16.70 |
7.90 |
|
Citigroup World Govt Bond |
2.75 |
-6.88 |
10.35 |
4.25 |
8.51 |
5.43 |
7.22 |
- |
7.11 |
|
Standard & Poor's 500 |
2.71 |
4.91 |
10.88 |
11.22 |
2.49 |
8.32 |
10.74 |
16.60 |
7.74 |
|
6-Month CD |
2.51 |
3.72 |
1.74 |
2.85 |
2.46 |
4.04 |
4.25 |
- |
0.42 |
|
3-Month T-Bill |
2.40 |
3.34 |
1.43 |
2.55 |
2.25 |
3.76 |
3.98 |
- |
0.42 |
|
LB Global Aggregate |
2.29 |
-4.49 |
9.27 |
4.08 |
7.73 |
5.67 |
7.07 |
- |
5.88 |
|
Dow Jones Target 2015 |
2.26 |
2.1 |
12.10 |
11.13 |
7.05 |
8.03 |
9.86 |
- |
5.49 |
|
MSCI EAFE |
2.03 |
25.96 |
10.18 |
17.41 |
1.51 |
4.18 |
4.46 |
15.90 |
9.09 |
|
S&P MidCap 400/Citigroup Growth |
1.53 |
14.42 |
15.78 |
17.21 |
7.57 |
16.04 |
- |
19.90 |
11.47 |
|
Lehman Brothers 1-3 Yr Govt |
1.08 |
1.73 |
1.07 |
1.48 |
3.23 |
4.85 |
5.32 |
- |
1.39 |
|
Lehman Brothers Aggregate Bond |
-0.72 |
2.43 |
4.34 |
2.05 |
4.97 |
6.22 |
6.89 |
- |
4.01 |
|
Russell 1000 Growth |
-0.93 |
5.26 |
6.30 |
8.35 |
-0.76 |
5.42 |
8.69 |
20.30 |
8.74 |
|
Morningstar US Growth |
-1.01 |
6.41 |
4.37 |
8.49 |
-3.05 |
- |
- |
24.00 |
10.67 |
|
NASDAQ Composite |
-1.51 |
1.37 |
8.59 |
10.21 |
0.11 |
6.25 |
10.65 |
- |
13.84 |
|
MSCI Japan |
-1.88 |
42.94 |
9.69 |
21.78 |
3.98 |
-0.46 |
-0.35 |
23.50 |
14.01 |
|
Morningstar Healthcare Sector |
-2.98 |
6.75 |
2.65 |
3.57 |
-0.19 |
8.18 |
- |
21.90 |
8.76 |
|
NYSE Arca Tech 100 |
-6.25 |
7.36 |
11.73 |
11.72 |
1.56 |
14.19 |
16.94 |
- |
14.87 |
|
MSCI Turkey |
-26.43 |
51.60 |
38.46 |
40.62 |
17.18 |
10.24 |
5.74 |
- |
40.96 |
| Source: Morningstar. Returns through 6/30/2006. All returns are in dollars. 3-year, 5-year, 10-year and 15-year returns are annualized. *P/E is price-to-earnings ratio. Std. Dev. is standard deviation calculated over 3 years. |
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