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Monthly Market Statistics
October 2008
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 |
(4.48) |
(6.00) |
(6.00) |
(6.52) |
(6.82) |
(9.89) |
| February |
(2.78) |
(3.25) |
(3.06) |
(2.29) |
(3.71) |
(4.95) |
| March |
0.11 |
(0.44) |
(0.68) |
(1.45) |
0.42 |
0.34 |
| First Quarter |
(7.03) |
(9.45) |
(9.48) |
(9.98) |
(9.90) |
(14.07) |
| April |
4.70 |
4.87 |
5.07 |
6.76 |
4.19 |
5.87 |
| May |
(1.10) |
1.30 |
1.83 |
4.53 |
4.59 |
4.55 |
| June |
(10.04) |
(8.43) |
(8.31) |
(7.99) |
(7.70) |
(9.10) |
| Second Quarter |
(6.85) |
(2.73) |
(1.89) |
2.67 |
0.58 |
0.61 |
| July |
0.43 |
(0.84) |
(1.16) |
(2.54) |
3.70 |
1.42 |
| August |
1.81 |
1.45 |
1.38 |
1.85 |
3.61 |
1.80 |
| September |
(5.83) |
(8.91) |
(9.53) |
(12.26) |
(7.97) |
(12.05) |
| Third Quarter |
(3.71) |
(8.37) |
(9.35) |
(12.91) |
(1.11) |
(9.19) |
| October |
(13.97) |
(16.79) |
(17.46) |
(22.35) |
(20.80) |
(17.35) |
| November |
|
|
|
|
|
|
| December |
|
|
|
|
|
|
| Fourth Quarter |
|
|
|
|
|
|
| Year to Date |
(28.26) |
(32.84) |
(33.55) |
(37.50) |
(29.02) |
(35.11) |
| 2007 Return |
8.89 |
5.50 |
5.78 |
5.60 |
(1.60) |
9.81 |
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 |
(7.80) |
(4.01) |
(7.95) |
(4.56) |
(9.18) |
(4.10) |
| February |
(1.99) |
(4.19) |
(1.52) |
(3.30) |
(3.46) |
(3.97) |
| March |
(0.61) |
(0.75) |
(1.77) |
(1.02) |
(0.58) |
1.51 |
| First Quarter |
(10.18) |
(8.72) |
(10.95) |
(8.64) |
(12.83) |
(6.53) |
| April |
5.25 |
4.87 |
7.26 |
6.10 |
5.14 |
3.16 |
| May |
3.67 |
(0.16) |
5.27 |
3.55 |
5.66 |
3.42 |
| June |
(7.20) |
(9.57) |
(7.31) |
(8.91) |
(5.96) |
(9.60) |
| Second Quarter |
1.25 |
(5.31) |
4.65 |
0.07 |
4.47 |
(3.55) |
| July |
(1.90) |
(0.36) |
(3.80) |
(1.15) |
2.33 |
5.13 |
| August |
1.08 |
1.70 |
0.92 |
2.86 |
2.48 |
4.75 |
| September |
(11.58) |
(7.35) |
(15.28) |
(9.05) |
(11.30) |
(4.69) |
| Third Quarter |
(12.33) |
(6.11) |
(17.75) |
(7.52) |
(6.99) |
4.96 |
| October |
(17.61) |
(17.31) |
(21.95) |
(22.76) |
(21.70) |
(19.98) |
| November |
|
|
|
|
|
|
| December |
|
|
|
|
|
|
| Fourth Quarter |
|
|
|
|
|
|
| Year to Date |
(34.31) |
(32.90) |
(40.17) |
(34.70) |
(33.68) |
(24.27) |
| 2007 Return |
11.82 |
(0.17) |
11.43 |
(1.43) |
7.01 |
(9.81) |
*The above 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.
International Market Performance
|
MSCI
EAFE |
MSCI
Emerg Free |
MSCI
Pacific |
MSCI
Europe |
MSCI
World |
United
Kingdom |
Japan |
| January |
(9.22) |
(12.43) |
(6.46) |
(10.50) |
(7.71) |
(8.97) |
(4.57) |
| February |
1.27 |
7.25 |
0.91 |
1.43 |
(0.74) |
0.02 |
0.66 |
| March |
(1.52) |
(5.40) |
(4.99) |
0.04 |
(1.25) |
(3.03) |
(4.87) |
| First Quarter |
(9.53) |
(11.32) |
(10.32) |
(9.18) |
(9.53) |
(11.71) |
(8.63) |
| April |
4.95 |
7.87 |
7.44 |
3.89 |
4.98 |
6.15 |
7.25 |
| May |
0.28 |
1.55 |
1.99 |
(0.48) |
1.11 |
(0.99) |
2.50 |
| June |
(8.31) |
(10.16) |
(7.10) |
(8.86) |
(8.10) |
(6.56) |
(6.87) |
| Second Quarter |
(3.50) |
(1.58) |
1.79 |
(5.77) |
(2.45) |
(1.80) |
2.37 |
| July |
(3.28) |
(4.16) |
(3.95) |
(2.97) |
(2.53) |
(4.22) |
(3.41) |
| August |
(4.29) |
(8.22) |
(4.49) |
(4.20) |
(1.60) |
(3.88) |
(4.00) |
| September |
(14.71) |
(17.71) |
(13.67) |
(15.19) |
(12.08) |
(15.03) |
(11.90) |
| Third Quarter |
(21.05) |
(27.61) |
(20.80) |
(21.16) |
(15.67) |
(21.77) |
(18.31) |
| October |
(20.24) |
(27.50) |
(17.92) |
(21.32) |
(19.05) |
(19.13) |
(14.79) |
| November |
|
|
|
|
|
|
|
| December |
|
|
|
|
|
|
|
| Fourth Quarter |
|
|
|
|
|
|
|
| Year to Date |
(45.02) |
(54.20) |
(40.66) |
(46.91) |
(39.75) |
(45.15) |
(34.88) |
| 2007 Return |
8.62 |
36.48 |
3.52 |
10.96 |
7.09 |
4.72 |
(5.42) |
Fixed Income Market Performance
| |
|
|
|
|
|
Treasury Bills
|
| |
Lehman
Treasury
Composite |
Lehman
Govt/Credit
Bond |
Lehman
US
Aggregate |
Lehman
Treasury
20+ Year |
Lehman
Corporate
High Yeild |
By Period |
Annualized |
| January |
2.54 |
1.90 |
1.68 |
2.04 |
(1.33) |
0.19 |
2.34 |
| February |
1.14 |
0.63 |
0.14 |
(0.17) |
(1.36) |
0.18 |
2.16 |
| March |
0.69 |
(0.01) |
0.34 |
1.66 |
(0.34) |
0.12 |
1.44 |
| First Quarter |
4.43 |
2.53 |
2.17 |
3.55 |
(3.02) |
0.49 |
1.97 |
| April |
(1.72) |
(0.59) |
(0.21) |
(2.33) |
4.31 |
0.12 |
1.42 |
| May |
(1.17) |
(1.03) |
(0.73) |
(2.44) |
0.36 |
0.15 |
1.87 |
| June |
0.79 |
0.10 |
(0.08) |
2.43 |
(2.80) |
0.16 |
1.90 |
| Second Quarter |
(2.10) |
(1.52) |
(1.02) |
(2.40) |
1.75 |
0.43 |
1.73 |
| July |
0.42 |
0.00 |
(0.08) |
(0.62) |
(1.33) |
0.14 |
1.70 |
| August |
1.30 |
0.94 |
0.97 |
3.22 |
0.33 |
0.14 |
1.71 |
| September |
0.61 |
(2.53) |
(1.34) |
1.,37 |
(7.98) |
0.08 |
0.92 |
| Third Quarter |
2.35 |
(1.16) |
(0.46) |
3.99 |
(8.90) |
0.36 |
1.45 |
| October |
(0.11) |
(2.51) |
(2.36) |
(2.02) |
(15.91) |
0.07 |
0.90 |
| November |
|
|
|
|
|
|
|
| December |
|
|
|
|
|
|
|
| Fourth Quarter |
|
|
|
|
|
|
|
| Year to Date |
4.47 |
(3.16) |
(1.74) |
2.93 |
(24.38) |
1.36 |
1.63 |
| 2007 Return |
9.08 |
7.27 |
6.97 |
10.16 |
1.85 |
4.50 |
4.50 |
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