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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 |
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