SPECIAL REPORT
The Fund Categories
Biotech and energy stocks boost health and natural resource sectors.
Tech's 12-month downturn spoils an otherwise stellar long-term record.
AVERAGE ANNUAL TOTAL RETURN (%)*
CATEGORY 2000 1998-2000 1996-2000 1991-2000
HEALTH 51.5 29.0 21.5 21.5
NATURAL RESOURCES 33.7 9.0 12.7 10.6
FINANCIAL 29.3 10.1 20.6 23.7
REAL ESTATE 25.0 0.4 10.8 11.4
MID-CAP VALUE 15.8 8.0 13.8 15.1
SMALL-CAP VALUE 15.6 5.7 13.5 15.6
UTILITIES 9.1 13.4 15.2 13.3
MID-CAP BLEND 8.0 12.9 15.7 16.0
LARGE-CAP VALUE 6.6 8.6 14.5 15.5
SMALL-CAP BLEND 4.9 12.1 12.6 15.4
DOMESTIC HYBRID 1.6 8.2 11.4 12.2
MISCELLANEOUS 1.3 9.4 15.2 17.2
MID-CAP GROWTH -2.9 20.6 18.3 18.9
ALL CAP -2.9 14.5 18.0 15.4
INTERNATIONAL HYBRID -3.0 7.6 9.4 10.9
LARGE-CAP BLEND -4.5 11.9 16.7 16.4
EUROPE -8.7 11.0 16.4 12.9
SMALL-CAP GROWTH -9.1 16.8 15.1 17.6
WORLD -10.4 12.5 12.6 12.1
LARGE-CAP GROWTH -12.7 16.3 18.3 17.3
FOREIGN -15.4 10.6 10.0 9.9
PRECIOUS METALS -16.2 -7.9 -9.0 0.2
LATIN AMERICA -16.7 -6.3 5.5 N/A
PACIFIC/ASIA EX-JAPAN -27.0 3.0 -2.4 7.9
DIVERS. EMERG. MKTS. -29.0 -3.8 -2.3 0.9
COMMUNICATIONS -33.0 22.7 19.7 21.5
TECHNOLOGY -33.2 36.0 26.2 26.5
DIVERSIFIED PACIFIC/ASI -33.9 8.1 -2.4 5.4
JAPAN -37.5 11.7 1.1 1.1
U.S. DIVERSIFIED EQUITY -1.3 13.0 16.0 16.5
INTERNATIONAL EQUITY -17.1 8.4 8.5 10.3
ALL EQUITY -3.6 11.7 13.9 15.4
S&P 500 -9.1 12.3 18.3 17.4
* Appreciation plus reinvestment of dividends and capital gains
before taxes
Data: Standard & Poor's
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
BACK TO TOP
|
|  |
 | |
RELATED ITEMS
The Best Mutual Funds
TABLE: The A List
TABLE: The Best Performers in Their Categories
TABLE: The Largest Funds
TABLE: The Fund Categories
Caution: Your Fund May Be Top-Heavy
TABLE: Diversified Funds Lose on Big Bets
Funds That Can Dodge Tax Bullets
TABLE: Weighing Funds' Tax Baggage
Commentary: No Excuse for High Fund Fees
SCOREBOARD: Equity Funds: Mutual Fund Scoreboard (.pdf)
Interactive Mutual Fund Scoreboard
INTERACT
E-Mail to Business Week Online
|
