Friday, October 2, 2009

September Update

Here we go: a timely exhibit of various market index returns through September 2009:  I'll have more about this past year and my reflections on what we have been through in my next post.

The Monthly Index Report for September 2009

Index
Sep-09
QTD
YTD
Description
S&P 500 Index*
3.6%

15.0%
17.0%
Large-cap stocks
DJIA*

2.3%

14.9%

10.7%
Large-cap stocks
Nasdaq Comp.*
5.6%
15.6%

34.6%
Large-cap tech stocks
Russell 1000 Growth
4.3%
14.0%

27.1%
Large-cap growth stocks
Russell 1000 Value
3.9%
18.2%
14.9%
Large-cap value stocks
Russell 2000 Growth
6.6%
16.0%

29.1%
Small-cap growth stocks
Russell 2000 Value
5.0%
22.7%

16.4%
Small-cap value stocks
EAFE
3.9%
19.5%

29.6%
Europe, Australasia & Far East Index
Lehman Aggregate
1.1%
3.7%

5.7%
U.S. Government Bonds
Lehman High Yield
5.7%

14.2%


49.0%
High Yield Corporate Bonds
Calyon Financial Barclay Index**
2.0%

1.4%

-2.2%

Managed Futures
3-mo. Treasury Bill***
0.0%
0.0%
0.3%


All returns are estimates as of September 30, 2009. *Return numbers do not include dividends.
** Returns are estimates as of September 29, 2009.

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