Friday, November 30, 2012

November '12/YTD S&P 500, Asset Class & Sector Performance


As of the close on 11-30-12 Nov YTD
S&P 500 Index Total Return 0.58% 14.96%
Asset Class Category Average Performance
Internmediate-Term Bond 0.16% 6.74%
Large Cap Value 0.04% 12.76%
Mid Cap Value 1.11% 13.77%
Small Cap Value 1.17% 12.19%
Foreign Large Cap Value 1.68% 12.12%
Foreign Small/Mid Cap Value 0.96% 15.33%
Large Cap Growth 1.94% 14.67%
Mid Cap Growth 1.68% 12.14%
Small Cap Growth 0.44% 10.69%
Foreign Large Cap Growth 1.99% 14.66%
Diversified Emerging Markets 1.10% 12.46%
Gold & Precious Metals Equities -8.29% -5.74%
Real Estate -0.37% 13.71%
Broad Basket Commodities 0.57% 1.68%
Sector Category Average Performance
Technology 2.67% 11.47%
Consumer Discretionary 2.53% 22.05%
Financials -0.26% 20.01%
Telecommunications 1.47% 13.63%
Industrials 2.80% 14.62%
Utilities -2.46% 6.18%
Natural Resources -1.27% 1.81%
Real Estate -0.37% 13.71%
Health Care 1.79% 21.35%
Consumer Staples 2.98% 16.13%
Energy -0.69% 0.19%
Regions
Europe Stock 2.01% 16.81%
China Region 2.26% 11.20%
Japan Stock 2.20% 3.95%
Latin America -1.99% 1.50%


Jon R. Orcutt is the founder of Allocation For Life, Author of The Allocation For Life Investment Newsletter, Author of "Master The Markets With Mutual Funds: A Common Sense Guide To Investing Success" and manager/creator of the AFL Models available to Allocation For Life subscribers at Folio Investing.