Friday, March 1, 2013

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


As of the close on 02-28-13 Feb YTD
S&P 500 Index Total Return 1.36% 6.61%
Asset Class Category Average Performance
Internmediate-Term Bond 0.47% 0.13%
Domestic Large Cap Value 1.06% 6.99%
Domestic Mid Cap Value 1.40% 8.16%
Domestic Small Cap Value 1.34% 7.69%
Foreign Large Cap Value -1.84% 2.32%
Foreign Small/Mid Cap Value 0.43% 5.38%
Domestic Large Cap Growth 0.65% 5.43%
Domestic Mid Cap Growth 0.82% 7.03%
Domestic Small Cap Growth 0.96% 7.11%
Foreign Large Cap Growth -0.87% 2.62%
Diversified Emerging Markets -0.86% 0.75%
Gold & Precious Metals Equities -10.66% -17.47%
Real Estate 0.71% 3.93%
Broad Basket Commodities -4.27% -1.43%
Sector Category Average Performance
Technology 0.31% 4.34%
Consumer Discretionary 0.64% 6.67%
Financials 1.00% 7.61%
Telecommunications -0.85% 2.71%
Industrials 2.19% 7.88%
Utilities 1.49% 6.10%
Natural Resources -2.48% 1.53%
Real Estate 0.71% 3.93%
Health Care 1.25% 8.95%
Consumer Staples 1.96% 7.69%
Energy 0.03% 8.02%
Regions
Europe Stock -2.02% 2.48%
China Region -2.13% 0.66%
Japan Stock 3.16% 6.60%
Latin America -2.67% 0.98%

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.