Tuesday, July 31, 2012

July/YTD S&P 500, Asset Class & Sector Performance Data


As of the close on 7-31-12 July YTD
S&P 500 Index Total Return 1.39% 11.01%
Asset Class Category Average Performance
Internmediate-Term Bond 1.55% 5.05%
Large Cap Value 1.02% 8.14%
Mid Cap Value 0.35% 7.19%
Small Cap Value -0.82% 5.76%
Foreign Large Cap Value 0.50% 2.82%
Foreign Small/Mid Cap Value 0.06% 5.30%
Large Cap Growth 0.44% 9.78%
Mid Cap Growth -0.87% 6.69%
Small Cap Growth -1.20% 6.48%
Foreign Large Cap Growth 0.96% 5.90%
Diversified Emerging Markets 0.90% 5.24%
Gold & Precious Metals -1.56% -15.70%
Real Estate 1.80% 16.34%
Broad Basket Commodities 5.46% 0.97%
Sector Category Average Performance
Technology -0.81% 9.12%
Consumer Discretionary -0.63% 12.71%
Financials -0.15% 11.63%
Telecommunications 3.41% 8.78%
Industrials -0.42% 6.83%
Utilities 2.20% 7.06%
Natural Resources 1.55% -3.00%
Real Estate 1.80% 16.34%
Health Care 0.25% 15.69%
Consumer Staples 1.47% 10.92%
Energy 2.90% -2.82%
Regions
Europe Stock 0.80% 5.51%
China Region -1.53% 1.01%
Japan Stock -3.33% 0.78%
Latin America 0.62% 0.41%


Jon R. Orcutt, founder of Allocation For Life, is an asset allocation strategist and author of “Master the Markets with Mutual Funds: A Common Sense Guide To Investing Success”; Manager/Creator of the AFL Model Portfolios available for members of Allocation For Life in self-directed accounts at Folio Investing
http://www.allocationforlife.com/