Table: The Fund Categories

Precious metals and small-value shine, while growth and tech hit the skids

AVERAGE ANNUAL TOTAL RETURN (%)*

CATEGORY 2001 1999-2001 1997-2001 1992-2001 PRECIOUS METALS 19.9 1.0 -12.9 -3.3 SMALL-CAP VALUE 15.3 12.3 11.2 12.5 REAL ESTATE 10.1 10.3 6.4 9.4 MID-CAP VALUE 6.8 9.9 10.3 13.1 MISCELLANEOUS 2.1 3.4 9.5 12.5 SMALL-CAP BLEND 1.6 11.7 9.8 12.4 DIVERSIFIED EMERGING MKTS. -2.1 6.2 -5.1 NA PACIFIC/ASIA EX-JAPAN -2.2 5.7 -7.7 4.5 FINANCIAL -2.3 6.9 13.7 17.4 LATIN AMERICA -4.0 8.9 0.7 3.0 DOMESTIC HYBRID -4.10 2.4 7.4 9.3 LARGE-CAP VALUE -4.5 2.8 9.3 11.9 MID-CAP BLEND -5.9 9.3 11.2 12.7 INTERNATIONAL HYBRID -6.9 1.1 4.7 7.0 ALL CAP -8.4 4.8 10.4 11.8 NATURAL RESOURCES -11.4 14.7 4.5 9.9 HEALTH -12.7 16.1 15.5 13.6 SMALL-CAP GROWTH -13.1 8.2 8.0 9.4 LARGE-CAP BLEND -13.2 -0.6 8.9 11.4 WORLD -17.4 2.0 6.2 9.2 DIVERSIFIED PACIFIC/ASIA -19.9 1.2 -7.4 1.0 UTILITIES -20.8 -0.5 8.2 8.7 MID-CAP GROWTH -20.8 6.1 9.8 11.3 FOREIGN -21.0 -1.4 2.2 6.1 LARGE-CAP GROWTH -21.7 -2.9 8.5 10.2 EUROPE -22.1 -3.5 5.3 8.8 JAPAN -28.8 -2.2 -3.6 -2.7 COMMUNICATIONS -34.3 -5.5 7.7 14.2 TECHNOLOGY -35.7 -1.0 10.1 17.5 U.S. DIVERSIFIED EQUITY -9.9 4.5 9.8 11.7 INTERNATIONAL EQUITY -16.7 1.2 1.9 7.0 ALL EQUITY -11.2 3.9 7.9 10.9 S&P 500 -11.9 -1.0 10.7 12.9

* Appreciation plus reinvestment of dividends and capital gains before taxes

Data: Standard & Poor's

    Before it's here, it's on the Bloomberg Terminal.
    LEARN MORE