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News and Events
Market Commentary
April 2009 | Volume 11, Issue 2		 Download PDF | Archive

Markets Fall, Then Rally. What’s Next?

Fears of a systemic collapse eased in early 2009, as governments around the world stepped up efforts to address the financial crisis… Read More…

Quarterly Performance Benchmarks

Passive Benchmarks Q1-2009 Y-T-D 1 Year 3 Year 5 Year†
S&P 500 Index -10.9 -10.9 -38.1 -13.1 -4.8
Domini 400 Social Index -9.6 -9.6 -35.0 -12.6 -5.1
DJIA (reinvested dividends) -12.5 -12.5 -35.9 -9.5 -3.6
S&P MidCap 400 -8.7 -8.7 -36.1 -13.6 -2.8
Russell 2000 (Small Cap) -15.0 -15.0 -37.5 -16.8 -5.2
MSCI EAFE (Europe, Australasia, Far East) -13.9 -13.9 -46.5 -14.5 -2.2
Lehman Aggregate Bond 0.1 0.1 3.1 5.8 4.1
Lipper Mutual Fund Benchmarks*
Average US Diversified Equity -9.1 -9.1 -37.9 -14.6 -4.8
Large Cap Growth -3.7 -3.7 -35.3 -14.1 -4.7
Large Cap Value -13.2 -13.2 -39.8 -14.4 -5.1
Mid Cap Growth -3.9 -3.9 -38.9 -14.9 -4.2
Mid Cap Value -10.7 -10.7 -39.3 -15.3 -4.3
Small Cap Core -12.6 -12.6 -38.4 -17.4 -5.3
International Equity -12.7 -12.7 -46.4 -14.6 -2.4
Real Estate -30.1 -30.1 -58.6 -25.7 -9.8
Intermediate-term Bond -0.1 -0.1 -4.8 1.6 1.3

* Sources: The Wall Street Journal, The Financial Times, and KLD (www.kld.com).

† The 3-Year and 5-Year returns are average annual returns for that benchmark.

Performance data quoted represent past performance and are not guarantees of future results. Investing involves risk, including loss of principal. Passive benchmarks are unmanaged groups of stocks and are not directly available for investment. Lipper Mutual Fund Benchmarks are compiled by Lipper, Inc., a Reuters company. Information has been obtained from sources considered to be reliable; however, neither FAFN nor its agents guarantee the accuracy of the numbers reported.

The views expressed in this Market Commentary are those of First Affirmative and may not be consistent with the views of individual investment advisors, broker-dealers, or RIA firms doing business with First Affirmative. Mention of a specific company or security is not a recommendation to buy or sell that security. For information regarding the suitability of any investment for your portfolio, please contact your financial advisor.

 
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