Equity Market Performance
| | Dow Jones Industrials | S&P 500 Large Cap | Russell 1000 Large Cap | Russell Mid Cap Index | Russell 2000 Small Cap | NASDAQ Composite |
|
January
| (3.32) | (3.60) | (3.60) | (3.34) | (3.68) | (5.37) |
|
February
| 2.95 | 3.10 | 3.30 | 5.00 | 4.50 | 4.23 |
|
March
| 5.31 | 6.03 | 6.14 | 7.07 | 8.14 | 7.14 |
|
First Quarter
| 4.82 | 5.39 | 5.70 | 8.67 | 8.85 | 5.68 |
|
April
| 1.53 | 1.58 | 1.85 | 3.76 | 5.66 | 2.64 |
|
May
| (7.56) | (7.99) | (7.93) | (7.35) | (7.59) | (8.29) |
|
June
| (3.43) | (5.23) | (5.57) | (6.25) | (7.75) | (6.55) |
|
Second Quarter
| (9.36) | (11.43) | (11.44) | (9.88) | (9.92) | (12.04) |
|
July
| 7.23 | 7.01 | 6.95 | 7.19 | 6.87 | 6.90 |
|
August
| (3.91) | (4.51) | (4.47) | (4.40) | (7.40) | (6.24) |
|
September
| | | | | | |
|
Third Quarter
| | | | | | |
|
October
| | | | | | |
|
November
| | | | | | |
|
December
| | | | | | |
|
Fourth Quarter
| | | | | | |
|
Year To Date
| (2.11) | (4.62) | (4.37) | 0.35 | (2.97) | (6.84) |
|
2009 Annual Return
| 22.68 | 26.46 | 28.43 | 40.48 | 27.17 | 43.89 |
Style and Capitalization Performance
| | Russell 1000 Growth | Russell 1000 Value | Russell Mid Cap Growth | Russell Mid Cap Value | Russell 2000 Growth | Russell 2000 Value |
|
January
| (4.36) | (2.81) | (3.99) | (2.73) | (4.47) | (2.93) |
|
February
| 3.44 | 3.16 | 4.96 | 5.04 | 4.36 | 4.64 |
|
March
| 5.78 | 6.51 | 6.84 | 7.28 | 7.94 | 8.32 |
|
First Quarter
| 4.65 | 6.78 | 7.67 | 9.61 | 7.61 | 10.02 |
|
April
| 1.12 | 2.59 | 2.97 | 4.50 | 4.20 | 7.00 |
|
May
| (7.63) | (8.22) | (6.86) | (7.80) | (6.61) | (8.45) |
|
June
| (5.51) | (5.63) | (6.36) | (6.14) | (6.71) | (8.73) |
|
Second Quarter
| (11.75) | (11.15) | (10.20) | (9.57) | (9.22) | (10.60) |
|
July
| 7.13 | 6.77 | 6.88 | 7.45 | 6.61 | 7.14 |
|
August
| (4.67) | (4.28) | (4.30) | (4.48) | (7.29) | (7.52) |
|
September
| | | | | | |
|
Third Quarter
| | | | | | |
|
October
| | | | | | |
|
November
| | | | | | |
|
December
| | | | | | |
|
Fourth Quarter
| | | | | | |
|
Year To Date
| (5.68) | (3.03) | (1.10) | 1.73 | (3.44) | (2.54) |
|
2009 Annual Return
| 37.21 | 19.69 | 46.29 | 34.21 | 34.47 | 20.58 |
International Market Performance
| | MSCI EAFE | MSCI Emerg Free | MSCI Pacific | MSCI Europe | MSCI World | United Kingdom | Japan |
|
January
| (4.44) | (5.65) | (1.36) | (5.95) | (4.19) | (4.87) | (6.80) |
|
February
| (0.88) | 0.25 | 1.65 | (2.19) | 1.23 | (1.99) | 1.09 |
|
March
| 5.81 | 7.95 | 5.11 | 6.18 | 5.93 | 5.54 | 4.19 |
|
First Quarter
| 0.22 | 2.11 | 5.40 | (2.33) | 2.74 | (1.59) | 7.32 |
|
April
| (2.10) | 0.96 | (0.24) | (3.10) | (0.16) | (1.35) | (0.20) |
|
May
| (12.06) | (9.18) | (10.32) | (12.95) | (9.91) | (11.33) | (8.09) |
|
June
| (1.16) | (0.91) | (1.54) | (0.93) | (3.56) | (2.47) | (2.05) |
|
Second Quarter
| (14.91) | (9.14) | (11.91) | (16.44) | (13.26) | (14.70) | (10.15) |
|
July
| 9.41 | 8.00 | 5.87 | 11.54 | 8.02 | 11.99 | 3.52 |
|
August
| (3.34) | (2.15) | (2.43) | (3.89) | (3.92) | (2.48) | (2.31) |
|
September
| | | | | | | |
|
Third Quarter
| | | | | | | |
|
October
| | | | | | | |
|
November
| | | | | | | |
|
December
| | | | | | | |
|
Fourth Quarter
| | | | | | | |
|
Year To Date
| (9.81) | (1.96) | (4.09) | (12.51) | (7.51) | (8.32) | (2.49) |
|
2009 Annual Return
| 27.75 | 74.50 | 21.15 | 31.24 | 26.98 | 37.34 | 4.44 |
Fixed Income Market Performance
| | Barclays Treasury Composite | Barclays Govt/Credit Bond | Barclays US Aggregate | Barclays Treasury 20+ Year | Barclays Corporate High Yield | Treasury Bills By Period | Treasury Bills Annualized |
|
January
| 1.58 | 1.49 | 1.53 | 2.59 | 1.27 | 0.00 | 0.06 |
|
February
| 0.40 | 0.41 | 0.37 | 0.27 | 0.17 | 0.00 | 0.06 |
|
March
| (0.85) | (0.35) | (0.12) | (2.47) | 3.13 | 0.01 | 0.15 |
|
First Quarter
| 1.12 | 1.55 | 1.78 | 0.16 | 4.62 | 0.02 | 0.07 |
|
April
| 1.05 | 1.22 | 1.04 | 3.34 | 2.34 | 0.01 | 0.15 |
|
May
| 1.71 | 0.81 | 0.84 | 5.21 | (3.59) | 0.01 | 0.17 |
|
June
| 1.86 | 1.80 | 1.57 | 5.51 | 1.24 | 0.01 | 0.17 |
|
Second Quarter
| 4.68 | 3.88 | 3.49 | 14.71 | (0.11) | 0.03 | 0.16 |
|
July
| 0.68 | 1.13 | 1.07 | (0.63) | 3.56 | 0.01 | 0.15 |
|
August
| 2.01 | 1.86 | 1.29 | 8.08 | 0.04 | 0.01 | 0.15 |
|
September
| | | | | | | |
|
Third Quarter
| | | | | | | |
|
October
| | | | | | | |
|
November
| | | | | | | |
|
December
| | | | | | | |
|
Fourth Quarter
| | | | | | | |
|
Year To Date
| 8.72 | 8.67 | 7.83 | 23.40 | 8.27 | 0.07 | 0.11 |
|
2009 Annual Return
| (3.57) | 4.52 | 5.93 | (21.40) | 58.21 | 0.15 | 0.15 |
* The data is based on information available to the public from sources believed to be reliable. No representation is made that it is accurate or complete. Past performance is not necessarily indicative of future returns. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell any security or trading strategy.