A Look at the Numbers� as
of September 30, 2002
|
|
Current
Yield |
Last
Quarter |
Last 12
Months |
Last 3
Years |
Last 5
Years |
Last 10
Years |
|
Major Indexes |
|
|
|
|
|
|
|
DJIA |
2.38 |
-17.45 |
-12.52 |
-8.27 |
.77 |
11.07 |
|
S&P 500 |
1.88 |
-17.27 |
-20.47 |
-12.88 |
-1.62 |
8.99 |
|
NASDAQ |
.10 |
-19.90 |
-21.80 |
-24.71 |
-7.01 |
7.23 |
|
RUSSELL 2000 |
1.70 |
-21.39 |
-9.30 |
-4.10 |
-3.19 |
8.01 |
|
EAFE |
|
-19.73 |
-15.53 |
-14.60 |
-5.65 |
2.95 |
|
|
|
|
|
|
|
|
|
Equity Asset Classes |
|
|
|
|
|
|
|
Large Cap Value |
|
-18.65 |
-18.07 |
-9.16 |
-2.11 |
9.39 |
|
Large Cap Growth |
|
-14.41 |
-19.98 |
-19.23 |
-3.74 |
6.92 |
|
Mid Cap Value |
|
-21.20 |
-7.19 |
3.77 |
1.91 |
11.43 |
|
Mid Cap Growth |
|
-12.97 |
-11.54 |
-8.71 |
-2.01 |
8.14 |
|
Small Cap Value |
|
-23.09 |
-4.16 |
3.26 |
-.08 |
11.05 |
|
Small Cap Growth |
|
-17.15 |
-14.66 |
-15.75 |
-7.94 |
4.68 |
|
International Equity |
|
-19.73 |
-15.53 |
-14.60 |
-5.65 |
2.95 |
|
Emerging Markets |
|
-16.78 |
5.85 |
-12.04 |
-11.92 |
-.99 |
|
|
|
|
|
|
|
|
|
Fixed Income Asset Classes |
|
|
|
|
|
|
|
3 Month T-Bill |
|
.43 |
1.85 |
4.14 |
4.49 |
4.54 |
|
CD � 1 Year |
2.05 |
|
|
|
|
|
|
CD � 3 Year |
2.90 |
|
|
|
|
|
|
CD � 5 Year |
3.40 |
|
|
|
|
|
|
Treasury 5 Year |
2.83 |
|
|
|
|
|
|
Treasury 10 Year |
3.84 |
|
|
|
|
|
|
Lehman Muni Bond Index |
|
4.75 |
8.88 |
8.48 |
6.62 |
6.90 |
|
Lehman Aggreg. Bond Index |
|
4.59 |
8.60 |
9.49 |
7.83 |
7.37 |
|
Credit Suisse High Yield Bond |
|
-2.81 |
2.84 |
-.12 |
.60 |
6.07 |
|
CPI |
|
.44 |
1.35 |
2.48 |
2.31 |
2.49 |
|
Prime Rate |
4.75 |
|
|
|
|
|
|
Broker Call |
3.50 |
|
|
|
|
|
The opinions expressed in this report are those of the author and are not necessarily the same as Howe Barnes Investments or its research department.� The contents of this letter have been compiled from original and published sources believed to be reliable, but are not guaranteed as to the accuracy or completeness.� Howe Barnes and/or its affiliates may have an interest in, or from time to time trade or make markets in, the securities of issues discussed herein.
Member of New York Stock Exchange
Member Securities Investor Protection Corporation