Market Update through 7/31/11

as of July 31, 2011        
  Total Return
Index 12 months YTD QTD July
Stocks        
Russell 3000 20.94% 3.92% -2.29% -2.29%
S&P 500 19.65% 3.87% -2.03% -2.03%
DJ Industrial Average 19.09% 6.35% -2.05% -2.05%
Nasdaq Composite 23.52% 4.41% -0.58% -0.58%
Russell 2000 23.91% 2.37% -3.61% -3.61%
EAFE Index* 13.89% 1.30% -1.65% -1.65%
*EAFE index does not include dividends.        
         
Bonds        
Barclays US Aggregate 4.44% 4.35% NA 1.59%
Barclays Intermediate US Gov/Credit 4.12% 3.93% NA 1.43%
Barclays Municipal  3.24% 5.48% NA 1.02%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $98.13    $94.34
Natural Gas    $4.20    $4.33
Gold    $1,616.20    $1,486.60
Euro    $1.43    $1.44
         
         
RECOVERY!        
  Since 3/09/09    
Index  Total Return TR annualized    
Stocks        
Russell 3000 107.20% 35.66%    
S&P 500 100.55% 33.81%    
DJ Industrial Average 97.89% 33.07%    
Nasdaq Composite 122.36% 39.72%    
Russell 2000 139.58% 44.15%    
EAFE Index* 84.32% 29.17%    
*EAFE index does not include dividends.        

 

Mark A. Lewis

Director of Operations

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