Welcome! Please Log In
Go
Stock Performance by Type
Aggregated Returns (%)
Morningstar Stock Type 4th Qtr Return 6-Month 1-Year 3-Year 5-Year
Classic Growth -15.14 -13.21 -17.18 2.84 5.83
Slow Growth -15.32 -13.00 -24.00 -7.61 -3.72
Speculative Growth -18.18 -20.01 -29.62 -3.83 0.65
Aggressive Growth -19.42 -21.79 -29.81 0.24 5.28
Hard Asset -20.42 -33.76 -30.87 2.77 13.22
Cyclical -23.76 -23.72 -35.28 -5.87 4.19
High Yield -31.03 -31.05 -42.67 -14.84 -8.23
Distressed -34.33 -44.52 -56.78 -33.63 -20.18

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.

Posted 12/31/2008
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.

© Copyright 2009 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow