
Russell 2000 (Small Cap) 13.9%
EAFE (Intl developed) 10.3%
Russell 3000V (Value) 6.7%
Russell 1000 (Large Cap) 4.5%
S&P 500 4.2%
Russell 3000G (Growth) 4.1%
Russell 200 (Macro Cap) 3.1%
Here are my calculated returns for some industry classifications for the 1st Quarter:
REITs 14.9%
Transportation 11.4%
Energy 9.0%
Materials 7.6%
Industrials 7.0%
Info Tech 4.2%
Financials 3.3%
Consumer Discretionary 3.0%
Consumer Staples 1.6%
Health Care 1.3%
Utilities -1.2%






Comment Preview