Friday, February 1, 2013

January '13 S&P 500, Asset Class & Sector Performance


As of the close on 01-31-13 Jan YTD
S&P 500 Index Total Return 5.18% 5.18%
Asset Class Category Average Performance
Internmediate-Term Bond -0.35% -0.35%
Domestic Large Cap Value 5.87% 5.87%
Domestic Mid Cap Value 6.67% 6.67%
Domestic Small Cap Value 6.27% 6.27%
Foreign Large Cap Value 4.25% 4.25%
Foreign Small/Mid Cap Value 4.93% 4.93%
Domestic Large Cap Growth 4.74% 4.74%
Domestic Mid Cap Growth 6.16% 6.16%
Domestic Small Cap Growth 6.09% 6.09%
Foreign Large Cap Growth 3.51% 3.51%
Diversified Emerging Markets 1.63% 1.63%
Gold & Precious Metals Equities -7.63% -7.63%
Real Estate 3.20% 3.20%
Broad Basket Commodities 2.96% 2.96%
Sector Category Average Performance
Technology 4.02% 4.02%
Consumer Discretionary 5.99% 5.99%
Financials 6.55% 6.55%
Telecommunications 3.59% 3.59%
Industrials 5.56% 5.56%
Utilities 4.55% 4.55%
Natural Resources 4.11% 4.11%
Real Estate 3.20% 3.20%
Health Care 7.61% 7.61%
Consumer Staples 5.62% 5.62%
Energy 7.99% 7.99%
Regions
Europe Stock 4.58% 4.58%
China Region 2.86% 2.86%
Japan Stock 3.31% 3.31%
Latin America 3.75% 3.75%


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.