Advertisement

Market Watch : WEEKLY SCORECARD : MUTUAL FUNDS

Share

Average total return, including dividends, in percent for periods ended Thursday, August 9.

Category (No. of funds) Week Year-to-date 12 months Fixed income (534) -1.15% +1.9% +3.5% Gold (35) -1.29 -10.0 +1.9 Balanced: stock and bond (61) -2.12 -1.1 +0.3 Natural resources (17) -2.25 +3.8 +12.6 Equity income (66) -2.48 -4.7 -4.1 Utilities (15) -2.51 -5.6 +1.2 Growth and income (199) -2.73 -2.5 -2.0 Capital appreciation (146) -2.97 -3.3 -3.6 Growth (260) -3.03 -2.0 -1.8 Health/biotechnology (9) -3.14 +9.2 +20.2 Small company (83) -3.67 -3.4 -4.4 Science and technology (23) -3.80 +1.0 +2.2 Global: U.S. and foreign stocks (40) -4.81 -2.2 +2.4 International: foreign stocks only (54) -5.68 -2.0 +4.8 S&P; 500 index, excluding dividends -3.28 -3.8 -2.4 General stock fund average -2.96 -2.7 -2.7

Source: Lipper Analytical Services Inc.

Advertisement