Market Update through 5/31/11

as of May 31, 2011        
  Total Return
Index 12 months YTD QTD May
Stocks        
Russell 3000 27.04% 8.30% 1.80% -1.14%
S&P 500 25.95% 7.82% 1.80% -1.13%
DJ Industrial Average 27.30% 9.79% 2.54% -1.53%
Nasdaq Composite 26.92% 7.28% 2.12% -1.20%
Russell 2000 29.74% 8.71% 0.72% -1.88%
EAFE Index* 27.05% 4.50% 1.78% -3.60%
*EAFE index does not include dividends.        
         
Bonds        
Barclays US Aggregate 5.84% 3.02% NA 1.31%
Barclays Intermediate US Gov/Credit 5.36% 2.64% NA 1.14%
Barclays Municipal  3.18% 4.06% NA 1.71%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $100.22    $99.27
Natural Gas    $4.64    $4.29
Gold    $1,544.90    $1,497.20
Euro    $1.43    $1.41
         
         
RECOVERY!        
  Since 3/09/09      
Index  Total Return TR annualized    
Stocks        
Russell 3000 115.94% 41.29%    
S&P 500 108.18% 38.99%    
DJ Industrial Average 104.28% 37.81%    
Nasdaq Composite 128.47% 44.91%    
Russell 2000 154.43% 52.08%    
EAFE Index* 90.13% 33.44%    
*EAFE index does not include dividends.        

Mark A. Lewis

Director of Operations

Share this: