Friday, December 4, 2009

November Returns

With only one month left to go, the year is looking like a pretty remarkable comeback after the dark days of 2008.  Today's Unemployment numbers and rate certainly showed that at least the trend for the economy has turned.  Payroll number was down only 11,000 with an unemployment rate of 10% vs. last month's 10.2%.
Here are the returns:

The Monthly Index Report for November 2009

Index Nov-09
QTD
YTD
Description
S&P 500 Index*
5.7%
3.6%
21.3%
Large-cap stocks
DJIA*
6.5%
6.5%
17.9%
Large-cap stocks
Nasdaq Comp.*
4.9%
1.0%
36.0%
Large-cap tech stocks
Russell 1000 Growth
6.1%
4.7%
33.1%
Large-cap growth stocks
Russell 1000 Value
5.6%
2.4%
17.6%
Large-cap value stocks
Russell 2000 Growth
3.1%
-4.1%
23.9%
Small-cap growth stocks
Russell 2000 Value
3.2%
-3.7%
12.1%
Small-cap value stocks
EAFE
2.0%
0.8%
30.6%
Europe, Australasia & Far East Index
Lehman Aggregate
1.3%
1.8%
7.6%
U.S. Government Bonds
Lehman High Yield
1.0%
2.8%
53.2%
High Yield Corporate Bonds
Calyon Financial Barclay Index**
2.4%
1.3%
-1.4%
Managed Futures
3-mo. Treasury Bill***
0.0%
0.0%
0.3%

All returns are estimates as of November 30, 2009. *Return numbers do not include dividends.
** Returns are estimates as of November 27, 2009.

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