Market Benchmarks
By Compiled by Tara Kalwarski

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

S&P 500 1152.1 9.3 43.5 -3.1 Nasdaq[2] 2073.6 5.4 62.3 -6.7 Russell 2000 592.8 9.8 69.2 6.7 Morgan Stanley EAFE 1350.3 13.9 54.0 0.2 Dow Jones industrial average 10694.1 9.3 41.2 1.5 Lehman Brothers aggregate bond index 1076.1 2.5 5.0 7.7

HOTTEST AND COLDEST SECTORS Three-month price change

Wireless telecom services 46.5% Electronic equipment manufacturers 34.1% Oil & gas equipment & services 32.6% Oil & gas drilling 29.7% Steel 27.3% Semiconductors -0.7% Specialty stores -1.4% Air freight & logistics -1.7% Computer & electronics retail -4.6% Semiconductor equipment -8.9%

S&P 500 RATIOS

P/E Current 30.0 One year ago 27.3

% yield Current 1.6 One year ago 2.0

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

U.S. diversified equity 8.1 48.2 -1.9 Large company 7.9 40.2 -5.8 Mid-size company 7.5 54.5 -0.7 Small company 8.8 65.0 4.9 Multicap 8.4 46.9 -2.8 Balanced 6.4 27.4 0.8 Specialty -1.2 -11.0 -0.6

BOND FUND AVERAGES

U.S. government 1.8 2.0 5.9 Investment-grade corporate 2.0 5.0 6.4 High-yield corporate 4.5 23.4 5.4 Tax-exempt 2.6 6.1 5.6

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

General Electric (GE) 15.9 21.1 $32.86 Pfizer (PFE) 12.8 21.6 37.73 Microsoft (MSFT) 4.9 23.7 26.95 Cisco Systems (CSCO) 5.9 37.0 24.05 ExxonMobil (XOM) 15.6 16.4 41.91 Intel (INTC) -9.0 35.7 30.74 Lucent Technologies (LU) 39.0 N.A. 4.38 Johnson & Johnson (JNJ) 8.5 20.6 54.60 Citigroup (C) 5.1 14.5 49.51 Agere Systems B (AGRB) 9.5 N.A. 3.68

BEST-PERFORMING STOCKS

Rank/last month % return P/E Price

One month

1 - Alstom[3] (ALS) 64.8 3.4 $2.90 2 17 Dampskibsselskabet Torm[3] (TRMD) 62.2 N.A. 69.59 3 - Tenneco Automotive (TEN) 52.5 22.4 13.02 4 1,517 Gemstar-TV Guide Intl. (GMST) 49.8 N.A. 7.46 5 1,976 InfoSpace (INSP) 45.9 88.0 35.20 6 1,240 Stillwater Mining (SWC) 42.2 N.A. 13.18 7 - Champion Enterprises (CHB) 35.7 N.A. 8.85 8 411 i-Cable Communications[3] (ICAB) 34.6 52.2 7.31 9 271 Given Imaging (GIVN) 34.5 N.A. 32.74 10 2,665 QLT (QLTI) 34.2 35.9 23.35

Three months

1 4 Silicon Graphics (SGI) 267.6 N.A. 3.75 2 20 Dampskibsselskabet Torm[3] (TRMD) 197.8 N.A. 69.59 3 - Tenneco Automotive (TEN) 140.2 22.4 13.02 4 375 Sprint PCS (PCS) 120.0 N.A. 9.35 5 18 Research In Motion (RIMM) 115.3 286.2 94.45 6 176 Nortel Networks (NT) 97.1 74.2 8.16 7 7 Ocwen Financial (OCN) 93.0 150.0 10.50 8 217 Stillwater Mining (SWC) 85.9 N.A. 13.18 9 38 Given Imaging (GIVN) 84.6 N.A. 32.74 10 47 Arris Group (ARRS) 83.6 N.A. 10.85

One year

1 4 Millicom Intl. Cellular (MICC) 1614.7 N.A. 80.25 2 5 Alamosa Holdings (ALMO) 1220.8 N.A. 6.34 3 7 Akamai Technologies (AKAM) 1118.0 N.A. 16.20 4 9 Braskem[3] (BAK) 1036.4 N.A. 25.00 5 3 Biocoral (BCRA) 949.2 N.A. 80.00 6 11 TLC Vision (TLCV) 784.4 N.A. 9.03 7 6 Epicor Software (EPIC) 738.5 46.7 16.35 8 49 Dampskibsselskabet Torm[3] (TRMD) 735.3 N.A. 69.59 9 19 Telesystem Intl. Wireless (TIWI) 692.1 N.A. 13.86 10 50 Spirent PLC[3] (SPM) 690.2 64.8 6.48

HIGHEST-YIELDING DOW STOCKS % yield P/E Price

Altria Group (MO) 4.9 12.0 $54.24 SBC Communications (SBC) 4.9 16.5 25.64 AT&T (T) 4.7 8.5 20.06 General Motors (GM) 4.0 8.8 49.55 J.P. Morgan Chase (JPM) 3.4 12.4 40.36 Citigroup (C) 3.2 14.5 49.51 DuPont (DD) 3.1 27.0 44.78 Merck (MRK) 3.1 16.5 48.31 General Electric (GE) 2.4 21.1 32.86 ExxonMobil (XOM) 2.4 16.4 41.91

NOTES AND SOURCES: Unless otherwise noted, data as of Feb. 12 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. 31. 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] American Depositary Receipts. N.A.: Not available. Compiled by Tara Kalwarski