As of the close on 10-31-12 | Oct | YTD |
S&P 500 Index Total Return | -1.85% | 14.29% |
Asset Class Category Average Performance | ||
Large Cap Value | -0.65% | 12.71% |
Mid Cap Value | -0.20% | 12.52% |
Small Cap Value | -0.94% | 10.88% |
Foreign Large Cap Value | 0.95% | 10.27% |
Foreign Small/Mid Cap Value | 0.72% | 14.23% |
Large Cap Growth | -3.00% | 12.51% |
Mid Cap Growth | -2.06% | 10.29% |
Small Cap Growth | -2.78% | 10.17% |
Foreign Large Cap Growth | 0.43% | 12.39% |
Diversified Emerging Markets | -0.12% | 11.23% |
Gold & Precious Metals | -2.29% | 2.78% |
Real Estate | -0.74% | 14.13% |
Broad Basket Commodities | -3.99% | 1.11% |
Sector Category Average Performance | ||
Technology | -5.70% | 8.57% |
Consumer Discretionary | -1.12% | 19.05% |
Financials | 1.18% | 20.73% |
Telecommunications | -3.09% | 11.99% |
Industrials | 0.90% | 11.50% |
Utilities | 0.98% | 8.87% |
Natural Resources | -1.27% | 3.14% |
Real Estate | -0.74% | 14.13% |
Health Care | -3.19% | 19.22% |
Consumer Staples | -1.21% | 12.76% |
Energy | -1.53% | 0.88% |
Regions | ||
Europe Stock | 1.18% | 14.50% |
China Region | 3.02% | 8.75% |
Japan Stock | -1.45% | 1.72% |
Latin America | -0.68% | 3.57% |
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.
www.allocationforlife.com