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Index Returns Through 3-31-2000
By IndexFunds.com Staff
April 19, 2000

Returns are in percentages, all annualized except for 1st Quarter 2000. Example: an investor placing $100 in 3-month T-Bills in 3/31/99 would have approximately $105.20 before fees in 3/31/00.

1st Quar.
12 Months
3 Years
5 Years
10 Years
15 Years
Index Name
2000
To 3/31/00
'97-'99
'95-'99
'90-'99
'85-'99
Consumer Price Index
0.83
2.85
2
2.37
2.93
3.18
3 Month T-Bill
1.45
5.2
5.07
5.25
5.1
5.8
Lehman Int. Gov/Cor
1.49
2.07
5.49
7.09
7.26
8.41
Lehman L-T Gov/Cp
5.59
0.93
5.74
8.99
8.65
10.74
Wilshire 5000
3.82
23.61
26.13
27.11
17.61
18.12
Russell 3000
4.57
22.26
25.52
26.94
17.68
18.15
Standard & Poor's 500
2.29
17.94
27.55
28.54
18.2
18.92
Dow Jones Industrial
-4.68
13.28
23.34
27.03
18.35
N/A
Russell 1000
4.36
21.19
26.83
28.04
18.13
18.64
Barra Large Cap Growth
4.11
24.92
35.52
33.64
20.6
20.38
Muldex Large Growth
3.13
24.99
33.86
33.22
20.46
19.62
Russell 1000 Growth
7.13
34.12
34.07
32.41
20.31
20.06
Wilshire Large Growth
6.21
33.03
37.67
35.5
21.98
21.37
Barra Large Cap Value
0.23
9.86
18.88
22.94
15.37
16.96
Muldex Large Value
0.36
2.42
17.55
22.16
14.87
17.37
Russell 1000 Value
0.48
6.34
18.84
23.06
15.59
16.91
Wilshire Large Value
-0.17
7.15
14.13
20.49
13.86
16.01
S&P Midcap 400
12.68
38.07
21.8
23.04
17.31
18.33
Wilshire 4500
9.94
49.22
22.57
23.56
16.1
16.16
Barra MidCap Growth
18.96
60.55
31.26
27.8
N/A
N/A
Muldex Midcap Growth
16.9
53.99
21.02
22.66
15.86
16.98
Russell Midcap Growth
21.12
77.2
29.77
28.03
18.96
N/A
Wilshire Midcap Growth
18.88
92.27
18.26
21.38
16.68
16.01
Barra MidCap Value
6.27
18.27
12.91
18.16
N/A
N/A
Muldex Midcap Value
0.89
9.3
14.35
17.75
15.4
14.39
Russell Midcap Value
1.01
4.15
12.15
18.01
13.82
N/A
Wilshire Midcap Value
5.94
16.41
9.52
15.48
13.13
15.11
S&P Smallcap 600
5.81
30.69
11.68
17.04
13.04
12
Russell 2000
7.08
37.29
13.08
16.7
13.4
13.23
Barra SmallCap Growth
8.32
41.54
12.26
16.22
N/A
N/A
Muldex Small Growth
11.33
50.68
16.5
18.34
14.56
13.76
Russell 2000 Growth
9.29
59.05
17.83
18.99
13.51
12.98
Wilshire Small Growth
12.35
70.77
13.48
17.58
14.38
13.76
Barra SmallCap Value
2.83
17.16
10.11
17.08
N/A
N/A
Wilshire Small Value
4.1
13.27
4.27
11.17
11.42
14.21
Muldex Very Small Cap
14.11
69.68
13.88
18.93
14.33
13.01
Nasdaq Composite
12.37
85.78
46.62
40.17
24.5
N/A
PSE Tech 100
19.54
133.65
58.92
48.06
31.83
21.82
MSCI EAFE ND
-0.11
25.09
15.74
12.83
7.01
15.95
MSCI Emerging Mkts ID
4.57
54.59
1.76
-0.42
3.45
N/A

Source: Morningstar, Inc.

IndexFunds.com Staff