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Market Commentary
April 2008 | Volume 10, Issue 2 		Download PDF | Archive

Equity Markets Caught in Downdraft
Investors looked to 2008 for a fresh start following last year’s disappointing finish. But instead, the average U.S. diversified stock mutual fund turned the worst quarterly showing since the bear market of 2000–2002. Read More…

Bonds: Chaos or Opportunity?
From a distance, the planet looks blue. Up close, it’s a different story. The bond markets turned in a respectable quarter…Read More…

Quarterly Performance Benchmarks

Passive Benchmarks* Q1-2008 YTD 1 Year 3 Year† 5 Year†
S&P 500 Index -9.5 -9.5 -5.2 5.8 11.3
Domini 400 Social Index -9.4 -9.4 -5.9 4.7 10.0
DJIA (reinvested dividends) -7.0 -7.0 1.6 7.6 11.5
S&P MidCap 400 -8.9 -8.9 -7.0 7.1 15.1
Russell 2000 (Small Cap) -9.9 -9.9 -13.0 5.1 14.9
MSCI EAFE (Europe, Australasia, Far East) -8.9 -8.9 -2.7 13.3 21.4
Lehman Aggregate Bond 2.2 2.2 7.7 5.5 4.6
           
Lipper Mutual Fund Benchmarks*          
Average US Diversified Equity -10.6 -10.6 -6.9 5.4 12.3
Large Cap Growth -10.2 -10.2 -5.6 3.8 10.1
Large Cap Value -9.5 -9.5 -8.4 5.1 12.0
Mid Cap Growth -12.9 -12.9 -2.8 7.6 13.6
Mid Cap Value -9.3 -9.3 -11.7 5.4 15.2
Small Cap Core -10.0 -10.0 -13.3 4.1 14.3
International Equity -9.2 -9.2 -1.3 13.7 20.6
Real Estate -1.2 -1.2 -18.5 10.6 17.5
Intermediate-term Bond 0.4 0.4 3.7 3.9 3.6

* 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.

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