Market Update through 9/30/11

as of September 30, 2011        
  Total Return
Index 12 months YTD QTD Sept
Stocks        
Russell 3000 0.55% -9.90% -15.28% -7.76%
S&P 500 1.14% -8.68% -13.87% -7.03%
DJ Industrial Average 3.84% -3.89% -11.49% -5.91%
Nasdaq Composite 3.00% -8.32% -12.70% -6.31%
Russell 2000 -3.53% -17.02% -21.86% -11.21%
EAFE Index* -12.02% -17.18% -19.60% -9.86%
*EAFE index does not include dividends.        
         
Bonds        
Barclays US Aggregate 5.26% 6.65% NA 0.73%
Barclays Intermediate US Gov/Credit 3.40% 4.92% NA -0.12%
Barclays Municipal  3.88% 8.40% NA 1.03%
         
    Current   Prior
Commodity/Currency   Level   Level
         
Crude Oil    $77.32    $88.01
Natural Gas    $3.64    $3.80
Gold    $1,656.00    $1,806.30
Euro    $1.33    $1.37
         
         
RECOVERY!        
  Since 3/09/09    
Index  Total Return TR annualized    
Stocks        
Russell 3000 79.66% 25.70%    
S&P 500 76.32% 24.78%    
DJ Industrial Average 78.82% 25.47%    
Nasdaq Composite 95.25% 29.85%    
Russell 2000 94.21% 29.58%    
EAFE Index* 50.68% 17.36%    
*EAFE index does not include dividends.        

 

Mark A. Lewis

Director of Operations

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