Articles for Financial Advisors

2011 Index Returns

2011 Index Returns

 

 

2010

2009

2008

3 Yr.

5 Yr.

10 Yr.

15 Yr.

Standard Deviation

DJ UBS Precious Metals

42.7

29.2

-4.1

20.9

23.1

18.1

10.2

25

Alterian MLP (energy)

35.8

76.4

-36.9

14.8

16.5

18.2

--

24

AMEX Gold Miners

33.9

37.3

-26.7

10.4

13.9

--

--

48

S&P MidCap 400/Citi Growth

30.5

41.0

-37.6

4.7

6.6

6.9

13.5

26

Russell 2000 Growth

29.0

34.4

-38.5

2.1

5.3

3.7

4.8

28

Russell Micro Cap

28.8

27.4

-39.7

-0.3

1.1

7.3

--

29

Wilshire 4500 Completion

28.4

36.9

-39.0

2.3

5.4

6.1

8.3

26

S&P SmallCap 600/Citi Growth

27.9

28.3

-32.9

3.2

5.1

7.3

8.8

27

Russell 2000

26.8

27.1

-33.7

2.2

4.4

6.3

7.6

28

DJ Transportation Average

26.7

18.5

-21.4

5.7

5.6

7.1

7.9

28

S&P MidCap 400

26.6

37.3

-36.2

3.5

5.7

7.1

11.4

26

S&P SmallCap 600

26.3

25.5

-31.0

3.0

4.6

7.6

9.6

28

S&P SmallCap 600/Citi Value

24.7

22.8

-29.5

2.6

4.0

7.8

10.1

29

Russell 2000 Value

24.5

20.5

-28.9

2.1

3.5

8.4

9.8

29

S&P MidCap 400/Citi Value

22.7

33.7

-34.8

2.2

4.7

7.2

9.3

27

MSCI EAFE Small Cap

22.0

46.7

-47.0

-1.7

2.8

9.4

--

29

NASDAQ 100

20.1

54.6

-41.5

2.7

--

--

--

26

MSCI EM

18.8

78.5

-53.3

-0.3

12.7

15.8

--

33

Russell 3000 Growth

17.6

37.0

-38.4

-0.2

3.8

0.3

5.6

23

MSCI AC Asia Pacific

17.0

37.5

-41.8

-2.1

4.5

6.3

--

26

Russell 3000

16.9

28.3

-37.3

-2.0

2.7

2.1

7.0

23

DJ UBS Commodity

16.8

18.9

-35.6

-3.6

1.1

5.8

6.3

25

Russell 1000 Growth

16.7

37.2

-38.4

-0.4

3.7

0.0

5.7

22

S&P 1500

16.3

27.2

-36.7

-2.1

2.6

2.0

7.1

23

Russell 3000 Value

16.2

19.7

-36.2

-3.9

1.4

3.6

7.7

24

Russell 1000

16.1

28.4

-37.6

-2.3

2.5

1.8

7.0

23

Russell 1000 Value

15.5

19.6

-36.8

-4.4

1.2

3.2

7.6

24

Barclays US Corporate HiYield

15.1

58.2

-26.1

10.3

8.9

8.8

7.3

17

S&P 500/Citi Value

15.1

21.1

-39.2

-5.3

0.8

1.6

6.4

24

S&P 500

15.0

26.4

-37.0

-2.8

2.2

1.4

6.7

22

S&P 500/Citi Growth

15.0

31.5

-34.9

-0.5

3.6

0.9

6.7

21

Barclays Global High Yield

14.8

59.4

-26.8

10.2

9.4

10.0

9.0

18

DJ Industrial Average

14.0

22.6

-31.9

-1.6

4.3

3.1

7.9

20

MSCI AC World

12.6

34.6

-42.2

-4.2

3.4

3.2

--

25

S&P 100

12.5

22.2

-35.3

-3.8

2.2

0.1

6.4

21

MSCI EAFE Growth

12.2

29.3

-42.7

-5.9

3.4

2.6

3.3

25

JPM EMBI Global

12.0

28.1

-10.9

8.5

8.3

10.2

11.4

13

MSCI Kokusai

11.3

33.1

-41.9

-4.8

3.0

2.4

6.7

25

Barclays US Treasury 20+ Yr

9.3

-21.4

33.7

4.7

5.0

6.4

6.7

18

S&P GSCI

9.0

13.4

-46.4

-12.8

-5.7

1.7

4.2

32

Barclays US Corporate Inv Grade

9.0

18.6

-4.9

7.1

6.0

6.5

6.2

9

MSCI EAFE

7.7

31.7

-43.3

-7.0

2.4

3.5

4.7

27

MSCI BRIC

7.2

88.7

-60.2

-6.9

13.9

14.7

10.9

36

Barclays US Aggregate Bond

6.5

5.9

5.2

5.9

5.8

5.8

6.0

4

Dow Jones Utilities Average

6.4

12.4

-27.8

-4.7

3.8

3.7

8.1

17

Barclays US Treasury US TIPS

6.3

11.4

-2.3

4.9

5.3

7.0

--

9

S&P Global 100

5.7

26.7

-36.4

-5.2

2.7

1.3

7.1

23

Barclays Global Aggregate

5.5

6.9

4.7

5.7

6.6

6.7

5.7

8

MSCI China

4.6

62.2

-50.8

-5.8

20.4

14.1

--

35

 

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