Monday, April 2, 2012

2012 Q1/March Performance Data

The following data shows performance data for specific asset classes and sectors for both the month of March and YTD as of the close on March 30th.

The S&P 500 gained 3.29% in the month of March and is up 12.59% YTD.  The Wilshire Total Market Index gained 3.02% in March and is up 12.64% YTD.  The US Aggregate Bond Index lost .32% in March and is up slightly by .30% YTD.

For a view of historical sector trends for the month of April please click here, http://bit.ly/HjfS82


Asset Class Mar-12 YTD
Domestic Large Cap Value 2.43% 11.04%
Domestic MidCap Value 1.96% 12.20%
Domestic Small Cap Value 2.18% 11.89%
Foreign Large Cap Value -0.28% 10.43%
Foreign Small/Mid Cap Value 0.56% 14.98%
Domestic Large Cap Growth 3.37% 15.77%
Domestic MidCap Growth 2.20% 14.60%
Domestic Small Cap Growth 2.22% 13.95%
Foreign Large Cap Growth 0.51% 13.04%
Diversified Emerging Markets -2.05% 13.59%
Gold & Precious Metals -10.84% -1.79%
Real Estate 4.69% 10.54%
Broad-Basket Commodities -3.10% 4.14%
Sector
Technology 4.44% 20.83%
Consumer Discretionary 4.68% 17.08%
Financials 4.46% 17.95%
Telecom 2.03% 8.20%
Industrials 1.15% 13.86%
Utilities 1.02% 1.72%
Natural Resources -4.55% 6.39%
Real Estate 4.69% 10.54%
Health Care 4.00% 13.11%
Consumer Staples 3.01% 10.14%
Equity Energy -4.03% 4.43%