A Look at the Numbers� as
of June 30, 2002
|
|
Current
Yield |
Last
Quarter |
Last 12
Months |
Last 3
Years |
Last 5
Years |
Last 10
Years |
|
Major Indexes |
|
|
|
|
|
|
|
DJIA |
|
-10.71 |
-10.30 |
-3.96 |
5.54 |
13.22 |
|
S&P 500 |
|
-13.40 |
-17.99 |
-9.18 |
3.66 |
11.42 |
|
NASDAQ |
|
-20.63 |
-32.06 |
-18.11 |
0.61 |
10.01 |
|
RUSSELL 2000 |
|
-8.35 |
-8.60 |
1.67 |
4.44 |
10.96 |
|
EAFE |
|
-2.12 |
-9.49 |
-6.78 |
-1.55 |
5.40 |
|
|
|
|
|
|
|
|
|
Equity Asset Classes |
|
|
|
|
|
|
|
Large Cap Value |
|
-10.82 |
-13.75 |
-5.50 |
4.00 |
11.08 |
|
Large Cap Growth |
|
-15.82 |
-24.91 |
-15.47 |
0.18 |
9.01 |
|
Mid Cap Value |
|
-8.69 |
-2.47 |
5.76 |
6.93 |
11.01 |
|
Mid Cap Growth |
|
-14.95 |
-25.50 |
-6.48 |
2.93 |
10.03 |
|
Small Cap Value |
|
-4.08 |
5.10 |
10.71 |
8.57 |
12.67 |
|
Small Cap Growth |
|
-13.49 |
-21.60 |
-0.24 |
3.43 |
10.46 |
|
International Equity |
|
-2.12 |
-9.49 |
-6.78 |
-1.55 |
5.40 |
|
Emerging Markets |
|
-8.44 |
1.17 |
-6.34 |
-8.42 |
2.51 |
|
|
|
|
|
|
|
|
|
Fixed Income Asset Classes |
|
|
|
|
|
|
|
3 Month T-Bill |
1.65 |
0.43 |
2.45 |
4.46 |
4.66 |
4.58 |
|
CD � 1 Year |
2.50 |
|
|
|
|
|
|
CD � 3 Year |
3.05 |
|
|
|
|
|
|
CD � 5 Year |
4.30 |
|
|
|
|
|
|
Treasury 5 Year |
3.77 |
4.61 |
9.69 |
8.32 |
7.70 |
7.14 |
|
Treasury 10 Year |
4.60 |
6.03 |
9.09 |
8.52 |
8.81 |
8.92 |
|
Municipal Bonds |
2.90 |
3.66 |
6.91 |
6.68 |
6.28 |
6.69 |
|
High Yield Bonds |
7.75 |
-2.30 |
1.61 |
0.29 |
2.11 |
6.75 |
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.
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Member Securities Investor Protection Corporation