Market Benchmarks
By Compiled by Tara Kalwarski

(MONEY Magazine) – % TOTAL RETURN MARKET MEASURES Level 3 months 1 year 3 years[1]

S&P 500 1106.8 3.8 35.4 -0.3 Nasdaq[2] 1943.9 0.1 45.0 0.1 Russell 2000 568.7 4.2 61.7 3.7 Morgan Stanley EAFE 1302.0 7.3 57.6 1.9 Dow Jones industrial average 10128.4 1.8 32.4 2.4 Lehman Brothers aggregate bond index 1092.0 3.2 5.8 7.5

HOTTEST AND COLDEST SECTORS Three-month price change

Wireless telecom services 38.5% Oil & gas equipment & services 20.3% Home building 19.5% Multiline insurance 16.5% Oil & gas drilling 14.1% Railroads -7.7% Health-care facilities -7.7% Broadcasting & cable TV -7.9% Semiconductor equipment -8.3% Application software -9.3%

S&P 500 RATIOS

P/E Current 22.9 One year ago 28.6

% yield Current 1.7 One year ago 2.0

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

U.S. diversified equity 3.7 40.9 1.0 Large company 2.9 32.0 -3.0 Mid-size company 4.0 46.2 3.0 Small company 4.8 58.8 8.1 Multicap 4.0 39.6 0.0 Balanced 3.3 24.0 2.1 Specialty 0.3 -6.1 -3.3

BOND FUND AVERAGES

U.S. government 2.9 2.9 5.7 Investment-grade corporate 2.6 5.6 6.2 High-yield corporate 2.7 21.1 6.1 Tax-exempt 3.3 5.8 5.7

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

General Electric (GE) 1.4 19.5 $30.42 Pfizer (PFE) 2.1 20.1 35.24 Microsoft (MSFT) -5.7 22.0 25.09 Cisco Systems (CSCO) -6.6 34.4 22.34 ExxonMobil (XOM) 9.7 16.2 41.35 Intel (INTC) -12.3 31.5 27.08 Lucent Technologies (LU) 29.9 N.A. 3.82 Johnson & Johnson (JNJ) 2.7 19.3 51.11 Citigroup (C) 3.0 14.2 48.62 Verizon Communications (VZ) 13.9 14.6 37.58

BEST-PERFORMING STOCKS

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

One month

1 846 Elan[4] (ELN) 84.3 N.A. $15.96 2 1,796 Sepracor (SEPR) 65.7 N.A. 45.51 3 - Veritas DGS (VTS) 40.3 33.7 18.89 4 430 Macronix International[4] (MXICY) 38.1 N.A. 3.77 5 2,190 Ask Jeeves (ASKJ) 31.2 71.0 28.41 6 577 Fremont General (FMT) 30.8 9.0 25.76 7 - Berry Petroleum (BRY) 28.4 15.2 24.36 8 1,493 AU Optronics[4] (AUO) 28.3 17.1 18.15 9 2,098 American Mgmt. Systems (AMSY) 28.0 37.6 19.18 10 1,953 Extended Stay America (ESA) 24.9 45.8 19.24

Three months

1 39 Elan[4] (ELN) 159.5 N.A. 15.96 2 6 Research In Motion (RIMM) 108.8 282.1 93.10 3 4 Tenneco Automotive (TEN) 103.8 22.1 12.80 4 1287 Sepracor (SEPR) 94.5 N.A. 45.51 5 162 Sierra Wireless (SWIR) 92.4 149.1 29.82 6 23 Stolt-Nielsen[4] (SNSA) 91.4 N.A. 15.52 7 1 Silicon Graphics (SGI) 88.6 N.A. 2.81 8 3 TASER International (TASR) 88.1 164.5 54.82 9 5 Sprint PCS (PCS) 88.0 N.A. 8.78 10 - Veritas DGC (VTS) 88.0 33.7 18.89

One year

1 1 TASER International (TASR) 4063.5 164.5 54.82 2 2 Millicom Intl. Cellular (MICC) 1412.0 N.A. 18.90 3 7 TLC Vision (TLCV) 1064.7 N.A. 10.82 4 4 Akamai Technologies (AKAM) 1000.0 N.A. 14.96 5 10 Telesystem Intl. Wireless (TIWI) 930.6 269.2 10.77 6 5 Braskem[4] (BAK) 879.6 N.A. 24.00 7 16 Sierra Wireless (SWIR) 831.9 149.1 29.82 8 580 Corus Group[4] (CGA) 785.9 N.A. 7.53 9 42 AMR (AMR) 768.4 N.A. 13.20 10 - Discovery Laboratories (DSCO) 722.4 N.A. 12.83

HIGHEST-YIELDING DOW STOCKS % yield P/E Price

SBC Communications (SBC) 5.2 15.5 $24.05 AT&T (T) 5.0 8.1 19.00 Altria Group (MO) 4.8 12.2 56.32 General Motors (GM) 4.5 8.0 44.90 DuPont (DD) 3.4 25.0 41.55 J.P. Morgan Chase (JPM) 3.3 12.7 41.31 Citigroup (C) 3.3 14.2 48.62 Merck (MRK) 3.3 15.4 44.99 General Electric (GE) 2.6 19.5 30.42 International Paper (IP) 2.5 50.8 40.66

NOTES AND SOURCES: Unless otherwise noted, data as of Mar.11 from Lipper, New York; 877-955-4773. Bond index data from Lehman Brothers. Market Measures index levels from Bloomberg. Hottest and Coldest Sectors and S&P 500 Ratios from Standard & Poor's; ranking is limited to sectors with at least three companies. List of Widely Held Stocks ranked by largest number of accounts at Merrill Lynch as of Feb. 27. 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 data from Reuters; ranking is limited to companies with market capitalization of at least $500 million. [1] Multiyear returns are annualized. [2] Price change only. [3] Adjusted to reflect Reuters error: Last month TASER International should have ranked first in one-year performance and third in three-month performance. [4] American Depositary Receipts. N.A.: Not available. Compiled by Tara Kalwarski