Advertisement

Market Watch : WEEKLY SCORECARD : MUTUAL FUNDS

Share

Average total return, including dividends, in percent for periods ended Thursday, April 12.

Category (No. of funds) Week Year-to-date 12 months Health/biotechnology (9) +1.46% +0.2% +26.2% International: +1.38 -4.7 +10.5 foreign stocks only (55) Global: +1.20 -4.1 +11.0 U.S. and foreign stocks (38) Science and technology (23) +1.11 +3.8 +18.4 Growth (261) +0.82 -1.2 +14.3 Growth and income (193) +0.54 -1.8 +13.1 Small company (84) +0.49 -0.9 +10.6 Capital appreciation (146) +0.47 -1.6 +12.2 Equity income (62) +0.41 -2.8 +11.7 Balanced: stock and bond (63) +0.34 -1.7 +11.9 Utilities (13) -0.08 -5.5 +18.8 Fixed income (535) -0.16 -1.3 +6.9 Natural resources (17) -1.55 -2.5 +17.4 Gold (35) -2.22 -9.7 +6.0 S&P; 500 index, +1.06 -2.6 +16.2 excluding dividends General stock fund average +0.61 -1.5 +13.0

Source: Lipper Analytical Services Inc.

Advertisement
Advertisement