Morningstar.com: Stock Performance by Stock Type

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Stock Performance by Stock Type


Aggregated Returns ( % )
Morningstar Stock Type	1st Qtr Return	6-Month	1-Year	3-Year	5-Year
Cyclical	4.58	17.43	16.65	17.39	13.34
Aggressive Growth	3.69	14.72	16.52	25.11	26.00
Slow Growth	2.97	11.60	17.72	9.07	4.95
Hard Assets	2.30	15.45	14.62	26.01	21.17
Distressed	1.19	7.48	-7.64	-17.03	-12.70
Classic Growth	1.10	7.89	11.83	10.18	8.24
Speculative Growth	-0.25	11.44	9.77	12.42	10.93
High Yield	-0.32	8.38	18.27	10.34	8.57

Data as of 03/30/2007. Based on the investment type of each stock at the end of the period. Returns are straight averages. Three and five-year returns are annualized.

P o s t e d 03/30/2007
Before the end of the quarter, Morningstar shows preliminary data using trailing 13-week returns to approximate total returns for the quarter. This information is updated to reflect quarterly returns as soon as our quarterly total-return data is finalized.

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