Market Update Through 12/13/2013

as of December 13, 2013        
                  Total Return
Index 12 months YTD QTD MTD
Stocks        
Russell 3000 29.15% 28.06% 5.58% -1.58%
S&P 500 27.77% 27.06% 6.06% -1.60%
DJ Industrial Average 22.65% 23.22% 4.75% -1.93%
Nasdaq Composite 35.47% 34.17% 6.39% -1.42%
Russell 2000 36.16% 31.96% 3.34% -3.07%
EAFE Index 23.10% 21.16% 1.14% -3.61%
         
Bonds        
Barclays US Aggregate -1.73% -1.82% 0.07% -0.36%
Barclays Intermediate US Gov/Credit -0.72% -0.82% 0.06% -0.37%
Barclays Municipal  -3.12% -2.47% 0.41% -0.17%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $96.60    $92.72
Natural Gas    $4.35    $3.95
Gold    $1,235.70    $1,250.60
Euro    $1.37    $1.35

Mark A. Lewis

Director of Operations

Share this:

Market Update Through 11/30/2013

as of November 30, 2013        
                       Total Return
Index 12 months YTD QTD NOV
Stocks        
Russell 3000 31.71% 30.12% 7.27% 2.90%
S&P 500 30.30% 29.12% 7.78% 3.05%
DJ Industrial Average 26.63% 25.65% 6.81% 3.82%
Nasdaq Composite 36.73% 36.11% 7.92% 3.79%
Russell 2000 40.99% 36.14% 6.62% 4.01%
EAFE Index 29.78% 25.69% 4.92% 1.56%
         
Bonds        
Barclays US Aggregate -1.61% -1.47% 0.43% -0.37%
Barclays Intermediate US Gov/Credit -2.02% -1.75% 0.58% -0.28%
Barclays Municipal  -3.51% -2.30% 0.58% -0.21%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $92.72    $93.84
Natural Gas    $3.95    $3.66
Gold    $1,250.60    $1,287.40
Euro    $1.35    $1.34

Mark A. Lewis

Director of Operations

Share this:

Market Update through 11/15/2013

as of November 15, 2013        
                      Total Return
Index
12 months
YTD
QTD
MTD
Stocks        
Russell 3000 37.60% 29.40% 6.68% 2.33%
S&P 500 35.78% 28.46% 7.23% 2.52%
DJ Industrial Average 30.53% 24.51% 5.85% 2.88%
Nasdaq Composite 42.68% 33.53% 5.88% 1.82%
Russell 2000 47.13% 32.89% 4.08% 1.53%
EAFE Index 31.13% 20.74% 3.37% -0.01%
         
Bonds        
Barclays US Aggregate -1.61% -1.47% n/a -0.38%
Barclays Intermediate US Gov/Credit -0.40% -0.37% n/a -0.14%
Barclays Municipal  -3.26% -2.48% n/a -0.39%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $93.84    $96.38
Natural Gas    $3.66    $3.58
Gold    $1,287.40    $1,323.70
Euro    $1.34    $1.35

Mark A. Lewis

Director of Operations

Share this:

Market Update through 10/31/2013

as of October 31, 2013        
                     Total Return
Index 12 months YTD QTD Oct
Stocks        
Russell 3000 28.99% 26.45% 4.25% 4.25%
S&P 500 27.17% 25.30% 4.60% 4.60%
DJ Industrial Average 21.82% 21.02% 2.88% 2.88%
Nasdaq Composite 33.79% 31.15% 3.99% 3.99%
Russell 2000 36.31% 30.89% 2.51% 2.51%
EAFE Index 27.68% 20.73% 3.38% 3.38%
         
Bonds        
Barclays US Aggregate -1.08% -1.10% n/a 0.81%
Barclays Intermediate US Gov/Credit -0.03% -0.23% n/a 0.62%
Barclays Municipal  -1.72% -2.10% n/a 0.79%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $96.38    $101.21
Natural Gas    $3.58    $3.79
Gold    $1,323.70    $1,273.00
Euro    $1.35    $1.34

Mark A. Lewis

Director of Operations

Share this:

Market Update through 10/15/2013

as of October 15, 2013        
  Total Return
Index 12 months YTD QTD MTD
Stocks        
Russell 3000 22.79% 22.45% 0.95% 0.95%
S&P 500 20.53% 21.07% 1.07% 1.07%
DJ Industrial Average 15.98% 18.02% 0.33% 0.33%
Nasdaq Composite 25.83% 26.92% 0.63% 0.63%
Russell 2000 32.21% 28.41% 0.57% 0.57%
EAFE Index 25.32% 17.93% 1.00% 1.00%
         
Bonds        
Barclays US Aggregate -2.00% -2.05% n/a -0.16%
Barclays Intermediate US Gov/Credit -0.72% -0.90% n/a -0.06%
Barclays Municipal  -2.85% -3.30% n/a -0.44%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $101.21    $102.33
Natural Gas    $3.79    $3.56
Gold    $1,273.00    $1,326.50
Euro    $1.34    $1.35

Mark A. Lewis

Director of Operations

Share this:

Market Update through 9/30/2013

as of September 30, 2013        
                                       Total Return
Index 12 months YTD QTD Sept
Stocks        
Russell 3000 21.60% 21.30% 6.35% 3.72%
S&P 500 19.33% 19.79% 5.24% 3.14%
DJ Industrial Average 15.59% 17.63% 2.12% 2.27%
Nasdaq Composite 23.00% 26.12% 11.20% 5.14%
Russell 2000 30.07% 27.68% 10.21% 6.38%
EAFE Index 20.35% 13.36% 10.94% 7.12%
         
Bonds        
Barclays US Aggregate -1.68% -1.89% n/a 0.95%
Barclays Intermediate US Gov/Credit -0.50% -0.84% n/a 0.81%
Barclays Municipal  -2.21% -2.87% n/a 2.15%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $102.33    $108.21
Natural Gas    $3.56    $3.68
Gold    $1,326.50    $1,308.40
Euro    $1.35    $1.32

Mark A. Lewis

Director of Operations

Share this:

Market Update through 9/15/2013

as of September 13, 2013        
                                       Total Return
Index 12 months YTD QTD MTD
Stocks        
Russell 3000 19.80% 21.20% 6.26% 3.63%
S&P 500 18.20% 20.18% 5.58% 3.47%
DJ Industrial Average 16.60% 19.54% 3.77% 3.93%
Nasdaq Composite 19.87% 24.42% 9.70% 3.72%
Russell 2000 24.90% 25.22% 8.08% 4.33%
EAFE Index 20.85% 14.52% 9.56% 5.36%
         
Bonds        
Barclays US Aggregate -2.62% -3.34% n/a -0.54%
Barclays Intermediate US Gov/Credit -1.26% -1.95% n/a -0.32%
Barclays Municipal  -3.07% -4.49% n/a 0.45%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $108.21    $107.65
Natural Gas    $3.68    $3.58
Gold    $1,308.40    $1,395.80
Euro    $1.32    $1.32

Mark A. Lewis

Director of Operations

Share this:

Update Through 8/31/2013

as of August 30, 2013        
                                      Total Return
Index 12 months YTD QTD August
Stocks        
Russell 3000 20.32% 16.95% 2.54% -2.79%
S&P 500 18.69% 16.15% 2.04% -2.90%
DJ Industrial Average 16.13% 15.02% -0.15% -4.11%
Nasdaq Composite 18.97% 19.95% 5.76% -0.82%
Russell 2000 26.28% 20.03% 3.60% -3.18%
EAFE Index 19.42% 8.70% 3.99% -1.27%
         
Bonds        
Barclays US Aggregate -2.47% -2.81% n/a -0.51%
Barclays Intermediate US Gov/Credit -1.12% -1.73% n/a -0.20%
Barclays Municipal  -4.11% -5.46% n/a -2.55%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $107.65    $107.33
Natural Gas    $3.58    $3.42
Gold    $1,395.80    $1,361.60
Euro    $1.32    $1.32

Mark A. Lewis
Director of Operations

Share this: