Wednesday, October 7, 2009

A year later

Here is data from www.wsj.com taken from Lipper that shows returns for different mutual fund sectors.  These are not indices, these are returns for actual mutual funds that you and I are invested in.  Pretty amazing how we all thought the end of the world was coming last year at this time.  And now it looks like we are having a truly great year in all markets--bonds, stocks, and international.  Just another cycle of greed, to panic and possible to greed again.  A cycle we have seen many times before and I'm sure we'll see many times again.  Here are the numbers--check out the year-to date especially:

Lipper Indexes

Tuesday, October 06, 2009
Lipper indexes are based on the 30 largest funds by asset size within the Lipper objective and do not include multiple share classes of similar funds.


% CHG FROM
Equity Fund Indexes
Last
1-day
1-wk
YTD
Large-Cap Growth
3125.72
1.50
-0.38
28.70
Large-Cap Core
2303.40
1.42
-0.49
21.19
Large-Cap Value
10145.71
1.40
-0.52
18.84
Multi-Cap Growth
2872.12
1.74
-0.44
30.70
Multi-Cap Core
7674.91
1.44
-0.55
27.42
Multi-Cap Value
4282.24
1.36
-0.63
20.91
Mid-Cap Growth
786.29
1.52
-0.58
34.39
Mid-Cap Core
767.09
1.38
-0.97
31.36
Mid-Cap Value
1153.38
1.32
-0.79
31.89
Small-Cap Growth
551.80
1.87
-0.81
30.62
Small-Cap Core
455.24
1.73
-0.94
28.32
Small-Cap Value
739.29
1.83
-1.24
27.30
Equity Income Fd
4469.77
1.34
-0.52
17.06
Science and Tech Fd
706.80
1.72
-0.48
45.51
International Fund
1107.56
2.03
-0.11
31.22
Balanced Fund
5874.01
0.91
-0.21
18.92


% CHG FROM
Bond Fund Indexes
Last
1-day
1-wk
YTD
Short Inv Grade
298.04
0.11
0.28
9.10
Intmdt Inv Grade
380.03
0.05
0.37
13.10
US Government
510.48
-0.12
0.26
4.30
GNMA
575.38
0.03
0.32
7.96
Corp A-Rated Debt
1348.79
-0.01
0.24
13.84
Source: Lipper

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