Advertisement

Market Watch : WEEKLY SCORECARD : MUTUAL FUNDS

Share

Average total return, including dividends, in percent for periods ended Thursday, Nov. 22.

Category (No. of funds) Week Year-to-date 12 months Capital appreciation (142) +0.53% -12.8% -11.6% Growth (262) -0.54 -10.5 -9.0 Small company (83) -0.42 -17.2 -16.3 Growth and income (204) -0.45 -9.0 -7.0 Equity income (69) -0.22 -9.5 -7.1 Health/biotechnology (9) -0.74 +10.8 +13.3 Natural resources (19) -0.84 -9.2 -3.1 Science and technology (23) -0.96 -10.0 -8.0 Utilities (15) +0.01 -3.9 +1.0 Global: U.S. and foreign stocks (45) -0.11 -10.0 -5.2 International: foreign stocks only (XX) +0.48 -9.8 -2.6 Gold (36) -1.03 -27.8 -28.5 Balanced: stock and bond (62) -0.02 -3.6 -2.1 Fixed income (540) +0.39 +2.4 +2.8 S&P; 500 index, excluding dividends -10.6 -7.6 -13.5 General stock fund average -0.47 -11.2 -9.6

Source: Lipper Analytical Services Inc.

Advertisement