Advertisement
Share

Market Watch : WEEKLY SCORECARD : MUTUAL FUNDS

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

Category (No. of funds) Week Year-to-date 12 months Health/biotechnology (9) +1.86% +18.67% +49.67% International: foreign stocks only (60) +0.84 +9.71 -0.18 Science/technology (23) +0.70 +19.16 +18.59 Capital appreciation (140) +0.63 +12.56 +9.97 Global: U.S. and foreign stocks (45) +0.41 +10.36 +3.04 Small company (88) +0.39 +16.13 +10.97 Growth and income (266) +0.31 +12.59 +13.19 Growth and income (212) +0.13 +10.82 +12.10 Balanced: stock and bond (64) +0.12 +7.61 +12.32 Equity income (68) -0.03 +8.98 +7.46 Fixed income (547) -0.07 +2.58 +9.22 Utilities (18) -0.23 +3.77 +8.78 Natural resources (19) -0.99 +3.20 -2.71 Gold (36) -2.57 -7.92 -29.91 General stock fund average +0.30 +12.19 +11.55 S&P; 500 index, excluding dividends +0.21 +10.52 +12.06

Source: Lipper Analytical Services Inc.


Advertisement