ETF Index Funds
The following performance figures, as of
3/31/2012, are courtesy of the American
Stock Exchange, Bloomberg.*
Equity Funds
|
Symbol
|
Name
|
3-mo
|
YTD
|
1-yr
|
3-yr
|
5-yr
|
Since inception
|
Exp. ratio
|
|
SPY
|
SPDR S&P 500 ETF Trust
|
12.69%
|
12.69%
|
8.40%
|
23.41%
|
1.95%
|
8.19%
|
0.10%
|
|
IWF
|
iShares Russell 1000 Growth Index
|
14.68%
|
14.68%
|
10.74%
|
25.25%
|
4.89%
|
-0.38%
|
0.20%
|
|
QQQ
|
NASDAQ 100 Trust Shares
|
21.20%
|
21.20%
|
18.59%
|
31.51%
|
9.81%
|
2.52%
|
0.20%
|
|
DIA
|
SPDR DJIA Trust
|
8.80%
|
8.80%
|
9.86%
|
23.43%
|
3.99%
|
5.89%
|
0.17%
|
|
IWD
|
iShares Russell 1000 Value Index
|
10.96%
|
10.96%
|
4.45%
|
22.52%
|
-0.94%
|
4.27%
|
0.20%
|
|
KLD
|
iShares KLD Select Social Index
|
12.26%
|
12.26%
|
8.80%
|
23.30%
|
2.68%
|
4.61%
|
0.50%
|
|
MDY
|
SPDR S&P Midcap 400 ETF Trust
|
13.54%
|
13.54%
|
1.65%
|
28.21%
|
4.40%
|
11.43%
|
0.25%
|
|
DVY
|
iShares Dow Jones Select Dividend Index
|
5.01%
|
5.01%
|
11.25%
|
25.96%
|
-0.89%
|
5.02%
|
0.40%
|
|
IWM
|
iShares Russell 2000 Index
|
12.63%
|
12.63%
|
-0.16%
|
26.98%
|
2.15%
|
6.43%
|
0.20%
|
Fixed Income Funds (Bond Funds)
|
Symbol
|
Name
|
3-mo
|
YTD
|
1-yr
|
3-yr
|
5-yr
|
Since inception
|
Exp. ratio
|
|
IEF
|
iShares Barclays 7-10 Year Treasury
|
-1.83%
|
-1.83%
|
13.92%
|
5.57%
|
8.25%
|
6.22%
|
0.15%
|
|
BND
|
VANGUARD TOTAL BOND MARKET
|
0.17%
|
0.17%
|
7.83%
|
6.52%
|
N/A
|
6.20%
|
0.11%
|
|
TIP
|
iShares Barclays TIPS Bond
|
0.82%
|
0.82%
|
12.00%
|
8.44%
|
7.46%
|
6.09%
|
0.20%
|
|
SHY
|
iShares Barclays 1-3 Year Treasury Bond
|
-0.13%
|
-0.13%
|
1.42%
|
1.34%
|
3.26%
|
2.85%
|
0.15%
|
|
BWX
|
SPDR Barclays Capital International Treasury Bond
|
2.20%
|
2.20%
|
3.81%
|
7.17%
|
N/A
|
5.35%
|
0.50%
|
|
PCY
|
PowerShares Emerging Markets Sovereign debt
|
3.78%
|
3.78%
|
11.89%
|
16.21%
|
N/A
|
8.30%
|
0.50%
|
Specialty Funds
|
Symbol
|
Name
|
3-mo
|
YTD
|
1-yr
|
3-yr
|
5-yr
|
Since inception
|
Exp. ratio
|
|
VNQ
|
VANGUARD REIT ETF
|
10.61%
|
10.61%
|
12.92%
|
43.44%
|
0.36%
|
6.06%
|
0.12%
|
|
VWO
|
VANGUARD EMERGING MARKET ETF
|
13.77%
|
13.77%
|
-9.06%
|
24.85%
|
4.49%
|
10.53%
|
0.20%
|
|
VEA
|
VANGUARD EUROPE PACIFIC ETF
|
11.14%
|
11.14%
|
-5.58%
|
17.09%
|
N/A
|
-4.23%
|
0.12%
|
|
DBC
|
PowerShares DB Commodity Index
|
7.30%
|
7.30%
|
-5.59%
|
12.91%
|
3.40%
|
3.75%
|
0.85%
|
|
IAU
|
iShares Gold Trust
|
6.83%
|
6.83%
|
16.00%
|
21.62%
|
19.81%
|
20.50%
|
0.25%
|
Stable Value Fund
|
Symbol
|
Name
|
3-mo
|
YTD
|
1-yr
|
3-yr
|
5-yr
|
Since inception
|
Exp. ratio
|
|
BDMXX
|
RBB Fund, Inc: Money Market Portfolio
|
0.01%
|
0.01%
|
0.02%
|
0.05%
|
1.01%
|
2.55%
|
-
|