Thursday, January 21, 2010

Finally--Year End Return Numbers

Well, 2009 ended on a good note for most areas of the market.  I'm still in disbelief that in one year we went from Armageddon to "everything is back to normal"--as least as far as the market is concerned.  From an economic perspective, we still have a long way to go.  But the market always leads.  Here are the year's numbers:


The Monthly Index Report for December 2009


Index
Dec-09
QTD
YTD
Description
S&P 500 Index*
1.8%

5.5%
23.5%
Large-cap stocks
DJIA*

0.8%

7.4%

18.8%
Large-cap stocks
Nasdaq Comp.*
5.8%

6.9%

43.9%
Large-cap tech stocks
Russell 1000 Growth
3.1%

7.9%

37.2%
Large-cap growth stocks
Russell 1000 Value

1.8%

4.2%
19.7%
Large-cap value stocks
Russell 2000 Growth

8.6%

4.1%

34.5%
Small-cap growth stocks
Russell 2000 Value

7.6%

3.6%

20.6%
Small-cap value stocks
EAFE

1.5%

2.2%

32.5%
Europe, Australasia & Far East Index
Lehman Aggregate
-1.6%
0.2%

5.9%
U.S. Government Bonds
Lehman High Yield

3.3%


6.2%


58.2%
High Yield Corporate Bonds
Calyon Financial Barclay Index**

-3.0%

-1.8%

-4.4%

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

All returns are estimates as of December 31, 2009. *Return numbers do not include dividends.
** Returns are estimates as of December 30, 2009.

No comments: