Market Update through 6/30/11

 

as of June 30, 2011        
  Total Return
Index 12 months YTD QTD June
Stocks        
Russell 3000 32.37% 6.35% -0.03% -1.80%
S&P 500 30.69% 6.02% 0.10% -1.67%
DJ Industrial Average 30.37% 8.58% 1.42% -1.10%
Nasdaq Composite 32.87% 5.01% -0.03% -2.11%
Russell 2000 37.41% 6.21% -1.61% -2.31%
EAFE Index* 26.70% 3.00% 0.33% -1.43%
*EAFE index does not include dividends.        
         
Bonds        
Barclays US Aggregate 3.90% 2.72% NA -0.29%
Barclays Intermediate US Gov/Credit 3.77% 2.47% NA -0.16%
Barclays Municipal  3.48% 4.42% NA 0.35%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $94.34    $98.30
Natural Gas    $4.33    $4.68
Gold    $1,486.60    $1,525.00
Euro    $1.44    $1.43
         
         
RECOVERY!        
  Since 3/09/09    
Index  Total Return TR annualized    
Stocks        
Russell 3000 112.06% 38.47%    
S&P 500 104.71% 36.37%    
DJ Industrial Average 102.04% 35.60%    
Nasdaq Composite 123.64% 41.69%    
Russell 2000 148.56% 48.32%    
EAFE Index* 87.41% 31.26%    
*EAFE index does not include dividends.        

Mark A. Lewis

Director of Operations

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