Morningstar.com: Stock Performance by Stock Type

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Stock Performance by Stock Type


Aggregated Returns ( % )
Morningstar Stock Type	4th Qtr Return	6-Month	1-Year	3-Year	5-Year
Hard Assets	12.74	9.96	25.37	26.67	22.61
Cyclical	12.28	14.35	23.21	16.52	12.96
Speculative Growth	11.38	13.75	18.72	14.30	7.96
Distressed	10.14	7.35	0.67	-11.61	-12.85
High Yield	10.12	16.91	24.31	12.69	9.38
Aggressive Growth	8.90	15.01	14.84	21.93	18.64
Slow Growth	8.20	14.96	23.23	11.16	3.68
Classic Growth	6.57	13.79	17.03	10.18	7.02

Data as of 12/29/2006. 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 12/29/2006
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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