Thursday, November 1, 2012

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


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.

 

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