Advertisement

WEEKLY SCORECARD : MUTUAL FUNDS

Share via

Average total return, including dividends, in percent for periods ended Thursday, Dec. 20.

Category (No. of funds) Week Year-to-date 12 months Gold (36) +4.61% -25.2% -26.6% Science and technology (23) +0.60 -3.8 -0.3 Natural resources (19) +0.48 -8.8 -7.4 Small company (84) +0.41 -11.4 -8.8 Capital appreciation (142) +0.20 -8.5 -6.2 Growth (265) +0.20 -5.9 -3.4 Growth and income (207) +0.12 -5.0 -2.9 Utilities (15) +0.05 -1.6 -0.6 Equity income (68) +0.04 -6.4 -4.6 Balanced: stock and bond (64) -0.05 -0.5 +0.8 Fixed income (543) -0.31 +3.8 +3.7 Health/biotechnology (9) -1.15 +17.3 +21.3 Global: U.S. and foreign -2.05 -10.0 -7.6 stocks (45) International: foreign -3.15 -11.2 -8.9 stocks only (60) S&P; 500 index, excluding +0.24 -6.6 -4.3 dividends General stock fund average +0.19 -6.8 -4.5

Source: Lipper Analytical Services Inc.

Advertisement