Thursday, August 1, 2013

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


As of the close on 07-31-13 July YTD
S&P 500 Index Total Return 5.09% 19.62%
Asset Class Category Average Performance
Intermediate-Term Bond 0.30% -2.01%
Domestic Large Cap Value 5.01% 20.68%
Domestic Mid Cap Value 5.62% 22.38%
Domestic Small Cap Value 6.43% 22.76%
Foreign Large Cap Value 5.34% 8.65%
Foreign Small/Mid Cap Value 5.05% 10.57%
Domestic Large Cap Growth 5.75% 17.38%
Domestic Mid Cap Growth 6.29% 20.19%
Domestic Small Cap Growth 6.73% 23.79%
Foreign Large Cap Growth 4.72% 6.28%
Diversified Emerging Markets 1.44% -6.28%
Gold & Precious Metals Equities 11.74% -39.82%
Real Estate 0.81% 5.55%
Broad Basket Commodities 2.17% -9.09%
Sector Category Average Performance
Technology 6.36% 16.79%
Consumer Discretionary 4.91% 23.47%
Financials 5.77% 22.41%
Telecommunications 3.47% 14.13%
Industrials 6.74% 22.53%
Utilities 4.31% 15.22%
Natural Resources 4.60% -0.49%
Real Estate 0.81% 5.55%
Health Care 9.05% 32.42%
Consumer Staples 4.88% 19.84%
Energy 3.33% 14.96%
Regions
Europe Stock 6.72% 9.93%
China Region 3.70% -2.92%
Japan Stock 1.60% 22.18%
Latin America -0.36% -14.44%


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.