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.