Friday, April 2, 2010

March Returns

A solid first quarter for the markets! Stocks did better than bonds but bonds are holding their own.  High yield bonds in particular are still doing well.  International markets lagged due to a stronger dollar.

The Monthly Index Report for March 2010

Index Mar-10 QTD YTD Description
S&P 500 Index*
5.9%

4.9%
4.9%
Large-cap stocks
DJIA*
5.2%

4.1%

4.1%
Large-cap stocks
Nasdaq Comp.*
7.1%

5.7%

5.7%
Large-cap tech stocks
Russell 1000 Growth
5.8%

4.7%

4.7%
Large-cap growth stocks
Russell 1000 Value
6.5%

6.8%

6.8%
Large-cap value stocks
Russell 2000 Growth
7.9%

7.6%

7.6%
Small-cap growth stocks
Russell 2000 Value
8.3%

10.0%

10.0%
Small-cap value stocks
EAFE
6.3%

0.9%

0.9%
Europe, Australasia & Far East Index
Lehman Aggregate
-0.1%
1.8%

1.8%
U.S. Government Bonds
Lehman High Yield
3.1%

4.6%

4.6%
High Yield Corporate Bonds
Calyon Financial Barclay Index**
2.2%

1.7%

1.7%
Managed Futures
3-mo. Treasury Bill
0.1%
0.2%
0.2%

All returns are estimates as of March 31, 2010. *Return numbers do not include dividends.** Returns are estimates as of March 30, 2010.

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