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% |