Market Update through 10/31/11

as of October 31, 2011        
  Total Return
Index 12 months YTD QTD October
Stocks        
Russell 3000 7.90% 0.47% 11.51% 11.51%
S&P 500 8.09% 1.30% 10.93% 10.93%
DJ Industrial Average 10.39% 5.45% 9.72% 9.72%
Nasdaq Composite 8.14% 1.94% 11.20% 11.20%
Russell 2000 6.71% -4.46% 15.13% 15.13%
EAFE Index* -6.89% -9.24% 9.59% 9.59%
*EAFE index does not include dividends.        
         
Bonds        
Barclays US Aggregate 5.00% 6.76% NA 0.11%
Barclays Intermediate US Gov/Credit 3.22% 5.24% NA 0.30%
Barclays Municipal  3.78% 8.00% NA -0.37%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $93.19    $86.68
Natural Gas    $3.93    $3.69
Gold    $1,725.20    $1,682.00
Euro    $1.39    $1.37
         
         
RECOVERY!        
  Since 3/09/09    
Index  Total Return TR annualized    
Stocks        
Russell 3000 100.34% 30.02%    
S&P 500 95.60% 28.85%    
DJ Industrial Average 96.21% 29.00%    
Nasdaq Composite 117.11% 34.03%    
Russell 2000 123.61% 35.53%    
EAFE Index* 65.13% 20.87%    
*EAFE index does not include dividends.        

Mark A. Lewis

Director of Operations

Share this: