Benchmark Returns – 2010

as of December 31, 2010      
  Total Return
Index 2010 4th QTR December
Stocks      
Russell 3000 16.93% 11.59% 6.78%
S&P 500 15.06% 10.76% 6.68%
DJ Industrial Average 14.06% 8.04% 5.33%
Nasdaq Composite 18.15% 12.34% 6.29%
Russell 2000 26.86% 16.25% 7.94%
EAFE Index* 4.90% 6.23% 8.02%
*EAFE index does not include dividends.      
       
Bonds      
Barclays US Aggregate 6.54% NA -1.08%
Barclays Intermediate US Gov/Credit 5.89% NA -1.25%
Barclays Municipal  2.38% NA -1.94%
       
  Current   Prior
Commodity/Currency Level   Level
       
Crude Oil  $92.25    $91.12
Natural Gas  $4.56    $4.11
Gold  $1,419.00    $1,401.30
Euro  $1.33    $1.31
       
       
RECOVERY! Since 3/09/09    
   Total Return TR annualized  
Index      
Stocks      
Russell 3000 99.39% 46.30%  
S&P 500 93.08% 43.73%  
DJ Industrial Average 86.07% 40.83%  
Nasdaq Composite 112.97% 51.71%  
Russell 2000 134.04% 59.81%  
EAFE Index* 81.95% 39.10%  
*EAFE index does not include dividends.      

 

Mark A. Lewis

Research & Trading Associate

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