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Annual total returns % of selected Indices and Lipper Averages (2005-2010) in order of performance (best to worst)
Annlzd. INDEX AND LIPPER AVERAGE DESCRIPTIONS
2005 2006 2007 2008 2009 YTD* Returns
BEST
Dow Jones Industrial Average. A price-weighted average of 30 actively traded blue-chip stocks that typically trade on the New
S&P GS MSCI S&P GS Lip Muni S&P MC Lip S&P MC York Stock Exchange. The Dow, as it is called, is often viewed as a barometer of how shares of the largest U.S. companies are
Com World Com Dbt 400 SmCapVa 400 performing.
25.53 20.07 32.67 -9.09 37.38 9.48 3.27
S&P 500. An unmanaged index that consists of the common stocks of 500 large capitalization companies, within various
industrial sectors, most of which are listed on the New York Stock Exchange.
S&P MC DJIA Lip LC Gr DJIA Lip S&P MC Lip Muni
400 SmCapGr 400 Dbt Lipper General Municipal Debt Funds Average. Tracks funds that invest primarily in municipal debt issues in the top four credit
12.56 19.05 14.17 -31.93 36.20 9.09 2.95 ratings.
MSCI Russell MSCI Lip Lip LC Gr Russell MSCI Russell 2000. Consists of 2,000 of the smallest securities in the Russell 3000 Index, representing approximately 7% of the
World 2000 World SmCapVa 2000 World Russell 3000 Index total market capitalization.
9.49 18.37 9.04 -33.45 35.08 8.85 2.01 Lipper Small Cap Growth Funds Average. Tracks funds that invest at least 75% of their equity assets in companies with market
capitalizations (on a three-year weighted basis) less than 250% of the dollar-weighted median of the smallest 500 of the middle
Lip LC Gr Lip DJIA Russell Lip Lip DJIA 1,000 securities of the S&P SuperComposite 1500 Index.
SmCapVa 2000 SmCapVa SmCapGr
6.18 16.57 8.88 -33.79 32.57 7.32 1.94
Lipper Large Cap Growth Funds Average. Tracks funds that invest at least 75% of their equity assets in companies with market
capitalizations (on a three-year weighted basis) greater than 300% of the dollar-weighted median market capitalization of the
middle 1,000 securities of the S&P SuperComposite 1500 Index.
Lip S&P 500 Lip S&P MC MSCI S&P 500 Lip
SmCapVa SmCapGr 400 World SmCapVa Lipper Small Cap Value Funds Average. Tracks funds that invest at least 75% of their equity assets in companies with market
6.16 15.80 8.69 -36.23 29.99 5.39 0.62 capitalizations (on a three-year weighted basis) less than 250% of the dollar-weighted median of the smallest 500 of the middle
1,000 securities of S&P SuperComposite 1500 Index.
Lip Lip S&P MC S&P 500 Russell DJIA Russell
S&P MidCap 400. A market value-weighted index that consists of 400 domestic stocks and measures the performance of the
SmCapGr SmCapGr 400 2000 2000 mid-size company segment of the U.S. market
5.66 10.33 7.98 -37.00 27.17 4.82 0.51
MSCI World. Consists of a market-value-weighted average of the performance of more than 1,364 securities listed on the stock
S&P 500 S&P MC S&P 500 Lip LC Gr S&P 500 Lip LC Gr Lip LC Gr exchanges of the following countries: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong,
400 Ireland, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the United
Kingdom and the United States.
4.91 10.32 5.49 -40.70 26.46 4.20 0.50
S&P Goldman Sachs Commodity Index TR. Tracks investment performance in the commodity markets comparable to the S&P
Russell Lip LC Gr Lip Muni MSCI DJIA MSCI S&P 500 500 or FT equity indices. As such, the S&P GSCI is a composite index of commodity sector returns, representing an unleveraged,
2000 Dbt World World long-only investment in commodity futures that is broadly diversified across the spectrum of commodities.
4.55 5.60 1.15 -40.71 22.68 3.24 0.42
Lip Muni Lip Muni Russell Lip Lip Muni Lip Muni Lip
Dbt Dbt 2000 SmCapGr Dbt Dbt SmCapGr
3.00 4.50 -1.57 -42.11 16.85 1.34 -0.02