Advertisement

WEEKLY SCORECARD : MUTUAL FUNDS

Share via

Average total return, including dividends, in percent for periods ended Thursday, Dec. 27.

Category(No. of funds) Week Year-to-date 12 months Health/biotechnology(9) +0.66% +18.2% +19.6% Small company(85) +0.40 -10.9 -9.9 Science and technology(23) +0.09 -3.7 -2.6 Gold(36) +0.08 -25.2 -24.6 Utilities(15) +0.07 -1.6 -1.0 Natural resources(19) +0.03 -8.8 -8.2 Fixed income(545) -0.13 +3.7 +4.1 Capital appreciation(141) -0.17 -8.8 -8.0 Balanced: stock and bond(65) -0.20 -0.7 -0.3 Equity income(68) -0.21 -6.6 -5.7 Growth and income(207) -0.24 -5.2 -4.6 Growth(267) -0.32 -6.2 -5.5 Global: U.S. and foreign stocks(44) -1.44 -11.3 -11.1 International: foreign stocks only(60) -1.92 -12.9 -12.8 S&P; 500 index, excluding dividends -0.35 -7.1 -6.4 General stock fund average -0.18 -7.0 -6.2

Source: Lipper Analytical Services Inc.

Advertisement