Advertisement

Market Watch : WEEKLY SCORECARD : MUTUAL FUNDS

Share

Average total return, including dividends, in percent for periods ended Thursday, June 21.

Category (No. of funds) Week Year-to-date 12 months Gold (35) +2.68 -18.9 -2.8 Health/biotechnology (9) +0.28 +12.5 +35.3 International: foreign stocks only (55) +0.27 +0.6 +17.1 Global: U.S. and foreign stocks (38) +0.07 +1.0 +14.8 Fixed income (535) -0.47 +0.9 +4.6 Natural resources (17) -0.58 -0.4 +16.2 Balanced: stock and bond (62) -0.68 +1.7 +8.7 Utilities (15) -0.72 -4.0 +8.9 Growth and income (196) -0.76 +2.4 +9.8 Growth (264) -0.86 +4.4 +11.8 Equity income (62) -0.91 -0.3 +6.4 Capital appreciation (145) -1.02 +3.4 +9.4 Science and technology (23) -1.14 +13.2 +19.4 Small company (85) -1.22 +5.1 +9.4 S&P; 500 index, excluding dividends -0.67 +2.0 +11.8 General stock fund average -0.91 +3.4 +10.1

Source: Lipper Analytical Services Inc.

Advertisement