Morningstar.com: Stock Performance by Stock Type

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Stock Performance by Stock Type


Aggregated Returns ( % )
Morningstar Stock Type	3rd Qtr Return	6-Month	1-Year	3-Year	5-Year
Classic Growth	6.64	4.54	13.34	10.94	8.63
High Yield	6.46	8.36	13.91	12.86	7.89
Slow Growth	6.24	5.65	17.39	11.45	4.09
Aggressive Growth	5.69	1.30	14.09	22.43	20.18
Speculative Growth	4.42	-1.12	11.10	13.21	10.56
Cyclical	1.85	-0.08	14.31	17.26	13.50
Hard Assets	-2.48	0.50	6.79	27.98	19.51
Distressed	-2.90	-12.74	-15.90	-11.07	-10.58

Data as of 9/29/2006. 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 9/29/2006
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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