Wednesday, May 1, 2013

April/YTD S&P 500, Asset Class and Sector Performance


As of the close on 04-30-13 April YTD
S&P 500 Index Total Return 1.93% 12.74%
Asset Class Category Average Performance
Intermediate-Term Bond 1.10% 1.42%
Domestic Large Cap Value 1.90% 13.34%
Domestic Mid Cap Value 0.69% 13.67%
Domestic Small Cap Value -0.68% 11.52%
Foreign Large Cap Value 4.84% 8.29%
Foreign Small/Mid Cap Value 2.77% 9.82%
Domestic Large Cap Growth 1.25% 10.14%
Domestic Mid Cap Growth 0.34% 11.12%
Domestic Small Cap Growth -1.16% 10.77%
Foreign Large Cap Growth 2.73% 6.52%
Diversified Emerging Markets 1.32% 1.06%
Gold & Precious Metals Equities -17.73% -31.93%
Real Estate 5.93% 13.12%
Broad Basket Commodities -3.52% -4.91%
Sector Category Average Performance
Technology -0.34% 6.49%
Consumer Discretionary 3.39% 14.92%
Financials 2.03% 13.12%
Telecommunications 4.58% 10.77%
Industrials -0.42% 11.23%
Utilities 4.52% 16.48%
Natural Resources -2.58% -0.16%
Real Estate 5.93% 13.12%
Health Care 3.77% 20.44%
Consumer Staples 3.31% 16.17%
Energy -0.46% 10.73%
Regions
Europe Stock 2.94% 5.66%
China Region 1.92% -0.49%
Japan Stock 9.89% 25.63%
Latin America 0.42% 1.11%


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.