Market Benchmarks
By Compiled by Tara Kalwarski

(MONEY Magazine) – MARKET MEASURES % TOTAL RETURN Level 3 months 1 year 3 years[1] S&P 500 1132.1 8.3 26.0 -4.2 Nasdaq[2] 2109.1 8.2 48.1 -8.7 Russell 2000 586.4 11.0 50.4 7.3 Morgan Stanley EAFE 1317.5 11.4 38.6 -2.1 Dow Jones industrial average 10553.9 8.4 24.2 1.7 Lehman Brothers aggregate bond index 1073.7 3.6 5.9 7.9

HOTTEST AND COLDEST SECTORS Three-month price change

Steel 28.1% Electronic equipment manufacturers 27.8% Communications equipment 27.7% Health-care services 23.6% Electrical components & equipment 22.1%

Specialty stores -1.5% Department stores -2.0% Biotechnology -2.1% Home improvement retail -4.0% General merchandise stores -4.7%

S&P 500 RATIOS

P/E Current 29.3 One year ago 30.3

% yield Current 1.6 One year ago 1.6

% TOTAL RETURN STOCK FUND AVERAGES 3 months 1 year 3 years[1]

U.S. diversified equity 8.2 31.4 -2.4 Large company 7.2 24.2 -6.9 Mid-size company 8.2 36.4 -1.0 Small company 10.6 46.6 5.6 Multicap 8.1 30.0 -3.6 Balanced 6.3 18.5 0.3 Specialty -2.3 -10.6 1.0

BOND FUND AVERAGES

U.S. government 3.1 3.2 5.8 Investment-grade corporate 3.1 6.1 6.5 High-yield corporate 6.2 23.7 6.4 Tax-exempt 3.7 6.5 5.4

% 3-mo. WIDELY HELD STOCKS return P/E Price

General Electric (GE) 11.0 22.7 $32.00 Pfizer (PFE) 13.2 20.9 34.82 Microsoft (MSFT) -5.8 25.9 27.54 Cisco Systems (CSCO) 29.1 43.8 27.16 ExxonMobil (XOM) 4.2 16.5 40.28 Intel (INTC) 2.6 41.3 33.06 Lucent Technologies (LU) 90.2 N.A. 4.47 Johnson & Johnson (JNJ) 2.7 20.4 51.84 Citigroup (C) 1.7 16.6 49.50 Agere Systems B (AGRB) -3.4 N.A. 3.36

BEST-PERFORMING STOCKS

Rank/last ranking[3] % return P/E Price

One month

1 14 Silicon Graphics (SGI) 109.2 N.A. $2.97 2 881 Chipmos Technologies (IMOS) 107.0 N.A. 14.68 3 1,357 Research In Motion (RIMM) 83.2 253.5 82.00 4 2,257 Komag (KOMG) 72.4 N.A. 24.00 5 515 Corvis (CORV) 70.4 N.A. 2.71 6 460 Grupo Simec[4] (SIM) 66.2 25.7 2.31 7 1,532 Safeguard Scientifics (SFE) 58.3 N.A. 5.62 8 2,310 Lucent Technologies (LU) 54.1 N.A. 4.47 9 - Marshall Edwards (MSHL) 53.8 N.A. 11.69 10 1,194 Nortel Networks (NT) 53.1 229.7 6.40

Three months

1 3 Chipmos Technologies (IMOS) 300.0 N.A. 14.68 2 2 DDi (DDIO) 192.3 N.A. 17.37 3 5 Akamai Technologies (AKAM) 167.7 N.A. 14.59 4 275 Silicon Graphics (SGI) 165.2 N.A. 2.97 5 11 Ditech Communications (DITC) 161.8 N.A. 21.70 6 1 Ener1 (ENEI) 153.3 N.A. 1.90 7 9 Ocwen Financial (OCN) 131.2 N.A. 10.98 8 80 First Horizon Pharm. (FHRX) 111.1 N.A. 14.69 9 53 Century Aluminum (CENX) 110.2 N.A. 25.66 10 73 HealthSouth (HLSH) 110.0 N.A. 5.86

One year

1 1 Ener1 (ENEI) 2614.3 N.A. 1.90 2 5 Metrologic Instruments (MTLG)1133.8 67.4 31.05 3 7 Biocoral (BCRA) 982.6 N.A. 82.55 4 2 Millicom Intl. Cellular (MICC)917.4 N.A. 78.75 5 12 Alamosa Holdings (ALMO) 887.9 N.A. 5.73 6 6 Epicor Software (EPIC) 851.2 53.9 16.36 7 17 Akamai Technologies (AKAM) 847.4 N.A. 14.59 8 8 Ditech Communications (DITC) 782.1 N.A. 21.70 9 20 Braskem[4] (BAK) 671.8 N.A. 28.17 10 53 Chipmos Technologies (IMOS) 634.0 N.A. 14.68

HIGHEST-YIELDING DOW STOCKS % yield P/E Price

Altria Group (MO) 5.0 12.1 $54.25 SBC Communications (SBC) 4.7 14.6 26.74 AT&T (T) 4.5 8.0 21.16 General Motors (GM) 3.7 9.3 54.00 J.P. Morgan Chase (JPM) 3.5 14.3 38.92 Merck (MRK) 3.2 14.8 45.93 DuPont (DD) 3.1 26.2 44.47 Citigroup (C) 2.8 16.6 49.50 General Electric (GE) 2.5 22.7 32.00 ExxonMobil (XOM) 2.5 16.5 40.28

NOTES AND SOURCES: Unless otherwise noted, data as of Jan. 15 from Lipper, New York; 877-955-4773. Bond index data are from Lehman Brothers. Market Measures index levels are from Bloomberg. Hottest and Coldest Sectors and S&P 500 Ratios are from Standard & Poor's; ranking is limited to sectors with at least three companies. List of Widely Held Stocks is ranked by largest number of accounts at Merrill Lynch as of Dec. 26. Widely Held Stocks, Best-Performing Stocks P/E and Highest-Yielding Dow Stocks data from Thomson/Baseline; P/E based on GAAP. Best-Performing Stocks is limited to companies with market capitalization of at least $500 million. [1] Multiyear returns are annualized. [2] Price change only. [3] Lipper last ranking as of Dec. 18. [4] American Depositary Receipts. N.A.: Not available. Compiled by Tara Kalwarski