Market Update through 8/31/11

as of August 31, 2011        
  Total Return
Index 12 months YTD QTD August
Stocks        
Russell 3000 19.30% -2.32% -11.77% -6.00%
S&P 500 18.50% -1.77% -10.76% -5.43%
DJ Industrial Average 19.03% 2.15% -8.95% -3.96%
Nasdaq Composite 23.32% -2.15% -6.82% -6.28%
Russell 2000 22.19% -6.54% -12.00% -8.70%
EAFE Index* 6.86% -8.12% -10.80% -9.30%
*EAFE index does not include dividends.        
         
Bonds        
Barclays US Aggregate 4.91% 6.26% NA 1.55%
Barclays Intermediate US Gov/Credit 4.25% 5.35% NA 1.13%
Barclays Municipal  3.00% 8.26% NA 1.93%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $84.56    $86.46
Natural Gas    $3.87    $3.97
Gold    $1,895.20    $1,778.80
Euro    $1.40    $1.43
         
         
RECOVERY!        
  Since 3/09/09    
Index  Total Return TR annualized    
Stocks        
Russell 3000 94.77% 30.85%    
S&P 500 89.66% 29.45%    
DJ Industrial Average 90.06% 29.56%    
Nasdaq Composite 108.40% 34.47%    
Russell 2000 118.73% 37.12%    
EAFE Index* 67.17% 23.03%    
*EAFE index does not include dividends.        

 

Mark A. Lewis

Director of Operations

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