Market Update through 8/15/11

as of August 15, 2011        
  Total Return
Index 12 months YTD QTD MTD
Stocks        
Russell 3000 15.04% -3.48% -9.25% -7.12%
S&P 500 13.84% -3.06% -8.57% -6.67%
DJ Industrial Average 14.40% 0.77% -7.20% -5.25%
Nasdaq Composite 18.80% -3.15% -7.77% -7.24%
Russell 2000 19.33% -7.65% -13.04% -9.78%
EAFE Index* 5.29% -7.94% -10.62% -9.12%
*EAFE index does not include dividends.        
         
Bonds        
Barclays US Aggregate 5.29% 5.81% NA 1.40%
Barclays Intermediate US Gov/Credit 4.42% 4.92% NA 0.95%
Barclays Municipal  4.02% 7.25% NA 1.68%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $86.46    $98.13
Natural Gas    $3.97    $4.20
Gold    $1,778.80    $1,616.20
Euro    $1.43    $1.43
         
         
RECOVERY!        
  Since 3/09/09    
Index  Total Return TR annualized    
Stocks        
Russell 3000 92.45% 30.84%    
S&P 500 87.17% 29.35%    
DJ Industrial Average 87.50% 29.45%    
Nasdaq Composite 106.27% 34.62%    
Russell 2000 116.14% 37.23%    
EAFE Index* 67.50% 23.59%    
*EAFE index does not include dividends.        

 

Mark A. Lewis

Director of Operations

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