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Market Indexes

This information is provided for comparison of average annual total returns included in this website. The indexes listed are unmanaged and do not reflect expenses and fees included in mutual fund returns.
Investments Index    For Periods Ending   
December 31, 2004
% YTD % 1 YR % 3 YR % 5 YR %10 YR
Common Stocks Standard & Poor's 500 Stock Price Index
Wilshire 5000
10.87 10.87 3.58 -2.3 12.07
12.63 12.63 5.47 -1.42  
Small Cap Stocks Russell 2000 Index
18.33 18.33 11.48 6.61 11.54
Foreign Stocks Morgan Stanley Capital International Index-EAFE (Europe, Australasia, Far East)

Morgan Stanley Capital International Index -EMF (Emerging Markets Free)

20.25 20.25 11.89 -1.13 5.62


 
22.45 22.45 19.54 2.09 0.98
Taxable Bond Market Lehman Brothers Aggregate Bond Index
4.34 4.34 6.19 7.71 7.72
Tax-Exempt Bond Market Lehman Brothers Municipal Bond Index
4.48 4.48 6.44 7.2 7.06


Average Returns By Morningstar Fund Category * % YTD % 1 YR % 3 YR % 5 YR %10 YR
Large-Cap Blend  9.96 9.96 2.93 -1.77 10.42
Large-Cap Growth 7.64 7.64 0.01 -7.64 9.0
Large-Cap Value 12.91 12.91 5.63 4.35 11.35
Mid-Cap Blend 16 16 9.81 7.8 13.16
Mid-Cap Growth 12.93 12.93 3.68 -3.42 10.25
Mid-Cap Value 17.9 17.9 11.13 11.41 13.4
Small-Cap Blend 18.86 18.86 12.51 11.84 13.1
Small-Cap Growth 12.09 12.09 4.89 -0.55 10.24
Small-Cap Value 20.58 20.58 15.53 15.81 15.01
Short-Term Bond 1.66 1.66 3.24 4.91 5.52
Intermediate-Term Bond 3.81 3.81 5.51 6.83 6.92
Long-Term Bond 6.28 6.28 8.07 8.63 8.18
World Stock 15.16 15.16 7.59 -1.15 8.71
*Returns are the average annual returns for periods ending 12/31/04.


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