Tuesday, May 5, 2009

Losses pared

As the market continues to move higher, most indices are moving into the black for the year. Here are the results as of April 30, 2009.

The Monthly Index Report for May 2009

Index

Apr-09

QTD

YTD

Description
S&P 500 Index*

9.4%

9.4%

-3.4%

Large-cap stocks
DJIA*

7.4%

7.4%

-6.9%

Large-cap stocks
Nasdaq Comp.*

12.4%

12.4%

8.9%

Large-cap tech stocks
Russell 1000 Growth

9.6%

9.6%

5.1%

Large-cap growth stocks
Russell 1000 Value

10.7%

10.7%

-7.9%

Large-cap value stocks
Russell 2000 Growth

15.1%

15.1%

3.8%

Small-cap growth stocks
Russell 2000 Value

15.9%

15.9%

-6.9%

Small-cap value stocks
EAFE

13.0%

13.0%

-2.7%

Europe, Australasia & Far East Index
Lehman Aggregate

0.5%

0.5%

0.6%

U.S. Government Bonds
Lehman High Yield

12.1%

12.1%

18.8%

High Yield Corporate Bonds
Calyon Financial Barclay Index**

-1.8%

-1.8%

-3.9%

Managed Futures
3-mo. Treasury Bill***

0.0%

0.0%

0.1%


All returns are estimates as of April 30, 2009. *Return numbers do not include dividends.
** Returns are estimates as of April 28, 2009.