| |
Total Return (%) |
Annualized Total Return (%) |
| Industry |
1-Month |
3-Month |
YTD |
2006 |
1-Year |
3-Year |
5-Year |
10-Year |
Since Inception |
| Basic Materials |
371.36 |
3.20% |
3.20% |
145.17 |
3.20% |
5.49% |
44.85 |
4.93% |
561.39 |
| Consumer Goods |
1,077.36 |
9.29% |
9.29% |
245.34 |
9.29% |
9.28% |
64.37 |
7.07% |
1,387.07 |
| Consumer Services |
1,198.75 |
10.33% |
10.33% |
292.05 |
10.33% |
11.05% |
121.06 |
13.31% |
1,611.86 |
| Financials |
2,025.71 |
17.46% |
17.46% |
444.33 |
17.46% |
16.81% |
155.89 |
17.13% |
2,625.93 |
| Health Care |
1,433.31 |
12.36% |
12.36% |
213.00 |
12.36% |
8.06% |
114.96 |
12.64% |
1,761.27 |
| Industrials |
1,303.03 |
11.23% |
11.23% |
543.16 |
11.23% |
20.55% |
194.10 |
21.33% |
2,040.30 |
| Oil & Gas |
1,463.14 |
12.61% |
12.61% |
242.03 |
12.61% |
9.15% |
58.37 |
6.42% |
1,763.55 |
| Technology |
1,889.24 |
16.29% |
16.29% |
276.78 |
16.29% |
10.47% |
116.08 |
12.76% |
2,282.10 |
| Telecommunications |
426.93 |
3.68% |
3.68% |
64.72 |
3.68% |
2.45% |
2.13 |
0.23% |
493.79 |
| Utilities |
410.35 |
3.54% |
3.54% |
177.14 |
3.54% |
6.70% |
38.03 |
4.18% |
625.52 |
| Source: Dow Jones Indexes. Data is based on total return index values as of 12/31/07. |
| Industry |
Market Cap
(USD Billions)
|
Weight in
DJ U.S. Index
|
 |
| Basic Materials |
561.39 |
3.70% |
| Consumer Goods |
1,387.07 |
9.15% |
| Consumer Services |
1,611.86 |
10.64% |
| Financials |
2,625.93 |
17.33% |
| Health Care |
1,761.27 |
11.62% |
| Industrials |
2,040.30 |
13.46% |
| Oil & Gas |
1,763.55 |
11.64% |
| Technology |
2,282.10 |
15.06% |
| Telecommunications |
493.79 |
3.26% |
| Utilities |
625.52 |
4.13% |
| Industry |
DJ U.S.
Large-Cap
Market Cap
|
DJ U.S.
Large-Cap
Weight
|
DJ U.S.
Mid-Cap
Market Cap
|
DJ U.S.
Mid-Cap
Weight
|
DJ U.S.
Small-Cap
Market Cap
|
DJ U.S.
Small-Cap
Weight
|
DJ U.S.
Index
Market Cap
|
| Basic Materials |
371.36 |
3.20% |
145.17 |
5.49% |
44.85 |
4.93% |
561.39 |
| Consumer Goods |
1,077.36 |
9.29% |
245.34 |
9.28% |
64.37 |
7.07% |
1,387.07 |
| Consumer Services |
1,198.75 |
10.33% |
292.05 |
11.05% |
121.06 |
13.31% |
1,611.86 |
| Financials |
2,025.71 |
17.46% |
444.33 |
16.81% |
155.89 |
17.13% |
2,625.93 |
| Health Care |
1,433.31 |
12.36% |
213.00 |
8.06% |
114.96 |
12.64% |
1,761.27 |
| Industrials |
1,303.03 |
11.23% |
543.16 |
20.55% |
194.10 |
21.33% |
2,040.30 |
| Oil & Gas |
1,463.14 |
12.61% |
242.03 |
9.15% |
58.37 |
6.42% |
1,763.55 |
| Technology |
1,889.24 |
16.29% |
276.78 |
10.47% |
116.08 |
12.76% |
2,282.10 |
| Telecommunications |
426.93 |
3.68% |
64.72 |
2.45% |
2.13 |
0.23% |
493.79 |
| Utilities |
410.35 |
3.54% |
177.14 |
6.70% |
38.03 |
4.18% |
625.52 |
| Total |
11,599.20 |
76.55% |
2,643.72 |
17.45% |
909.85 |
6.00% |
15,152.78 |
| Source: Dow Jones Indexes. Data is based on total return index values as of 12/31/07. |
| Industry |
1000
|
3000
|
5000
|
8000
|
4000
|
2000
|
0001
|
9000
|
6000
|
7000
|
| Basic Materials |
1.0000 |
|
|
|
|
|
|
|
|
|
| Consumer Goods |
0.4883 |
1.0000 |
|
|
|
|
|
|
|
|
| Consumer Services |
0.5100 |
0.6824 |
1.0000 |
|
|
|
|
|
|
|
| Financials |
0.3716 |
0.6341 |
0.7188 |
1.0000 |
|
|
|
|
|
|
| Health Care |
0.1589 |
0.7166 |
0.4071 |
0.5388 |
1.0000 |
|
|
|
|
|
| Industrials |
0.7291 |
0.5678 |
0.7805 |
0.5717 |
0.2747 |
1.0000 |
|
|
|
|
| Oil & Gas |
0.6300 |
0.2268 |
0.0456 |
0.0816 |
0.0842 |
0.2394 |
1.0000 |
|
|
|
| Technology |
0.6383 |
0.6365 |
0.7114 |
0.5280 |
0.3772 |
0.7740 |
0.2961 |
1.0000 |
|
|
| Telecommunications |
0.4165 |
0.3874 |
0.5717 |
0.6082 |
0.3824 |
0.5736 |
0.1816 |
0.4923 |
1.0000 |
|
| Utilities |
0.1993 |
0.4564 |
0.1036 |
0.2214 |
0.4454 |
-0.0063 |
0.3480 |
0.1320 |
0.1416 |
1.0000 |
Source: Dow Jones Indexes. Data is based on total return index values as of 12/31/07.
|
