Market Benchmarks
By Compiled by Tara Kalwarski

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

S&P 500 1136.5 3.1 15.8 -0.7 Nasdaq[2] 1999.9 2.9 20.9 -0.7 Russell 2000 569.1 0.3 26.0 6.1 Morgan Stanley EAFE 1318.4 2.4 27.5 3.0 Dow Jones industrial average 10410.1 3.2 15.6 1.2 Lehman Brothers aggregate bond index 1047.7 -3.7 -1.8 5.8

HOTTEST AND COLDEST SECTORS Three-month price change

Personal products 13.6% Industrial machinery 13.2% Apparel retail 10.4% Aerospace & defense 9.0% Paper packaging 7.8% Oil & gas drilling -9.4% Investment banking & brokerage -9.6% Semiconductor equipment -9.7% Home building -12.1% Tobacco -15.6%

S&P 500 RATIOS

P/E Current 21.7 One year ago 30.9

% yield Current 1.7 One year ago 1.9

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

U.S. diversified equity 1.5 17.2 -0.1 Large company 2.2 13.1 -3.2 Mid-size company 1.6 20.0 1.7 Small company 0.3 25.3 4.6 Multicap 1.7 16.4 -0.7 Balanced -0.1 8.7 1.1 Specialty -2.5 -4.1 -3.2

BOND FUND AVERAGES

U.S. government -4.1 -4.1 4.2 Investment-grade corporate -3.2 -1.6 4.6 High-yield corporate -1.7 8.9 6.3 Tax-exempt -3.9 -1.4 4.0

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

General Electric (GE) 3.5 20.3 $31.49 Pfizer (PFE) 1.7 19.6 35.66 Microsoft (MSFT) 6.7 22.1 26.77 Cisco Systems (CSCO) 6.6 34.5 23.82 ExxonMobil (XOM) 7.0 16.4 43.98 Lucent Technologies (LU) -11.0 N.A. 3.40 Intel (INTC) 5.9 28.6 28.64 Johnson & Johnson (JNJ) 12.2 20.5 57.07 Citigroup (C) -1.8 13.1 47.35 Verizon Communications (VZ) -2.5 14.4 36.26

BEST-PERFORMING STOCKS

Rank/last month % return P/E Price

One month

1 1,239 NeighborCare (NCRX) 51.9 24.6 $30.51 2 - Ditech Communications (DITC) 51.8 43.2 21.15 3 1,186 K Mart Holding (KMRT) 50.9 19.3 65.16 4 2,056 Pharmion (PHRM) 45.0 N.A. 40.00 5 251 Publix Super Markets (PUSH) 43.9 N.A. 57.55 6 2,249 Allegheny Technologies (ATI) 38.6 N.A. 13.86 7 - Coldwater Creek (CWTR) 37.7 43.0 27.93 8 2,670 Sierra Wireless (SWIR) 35.3 109.1 33.83 9 248 Kroll (KROL) 34.3 29.4 36.79 10 1,853 Mandalay Resort Group (MBG) 34.2 22.6 68.42

Three months

1 - DHB Industries (DHB) 119.8 35.4 12.75 2 - Midway Games (MWY) 96.2 N.A. 12.26 3 14 K Mart Holding (KMRT) 90.0 19.3 65.16 4 2 OSI Pharmaceuticals (OSIP) 86.6 N.A. 67.52 5 52 Pharmion (PHRM) 72.3 N.A. 40.00 6 11 ImClone Systems (IMCL) 71.7 N.A. 77.76 7 17 Advanced Medical Optics (AVO) 67.5 39.4 37.01 8 13 Publix Super Markets (PUSH) 65.8 N.A. 57.55 9 8 palmOne (PLMO) 65.2 N.A. 21.52 10 104 Digital River (DRIV) 59.9 41.2 31.72

One year

1 1 TASER International (TASR) 1265.4 96.7 26.42 2 5 Cinram International (CNRMF) 998.9 N.A. 19.16 3 2 Healthsouth (HLSH) 806.8 N.A. 5.35 4 - Novatel Wireless (NVTL) 736.4 N.A. 20.24 5 58 Amerco (UHAL) 549.4 39.7 25.00 6 11 Sierra Wireless (SWIR) 532.3 109.1 33.83 7 12 Research In Motion (RIMM) 425.8 118.0 56.65 8 - Ditech Communications (DITC) 348.1 43.2 21.15 9 9 First Horizon Pharmaceutical (FHRX) 346.2 45.1 17.58 10 4 Arch Wireless A (AWIN) 340.5 39.6 29.29

HIGHEST-YIELDING DOW STOCKS % yield P/E Price

Altria Group (MO) 5.6 10.3 $48.48 SBC Communications (SBC) 5.0 16.5 24.81 Verizon Communications (VZ) 4.2 14.4 36.26 General Motors (GM) 4.2 7.9 48.06 J.P. Morgan Chase (JPM) 3.6 10.9 37.80 Citigroup (C) 3.4 13.1 47.35 DuPont (DD) 3.2 21.9 43.76 Merck (MRK) 3.1 16.1 47.78 General Electric (GE) 2.5 20.3 31.49 ExxonMobil (XOM) 2.5 16.4 43.98

NOTES AND SOURCES: Unless otherwise noted, data as of June 10 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 as of June 9 from Standard & Poor's; ranking limited to sectors with at least three companies. List of Widely Held Stocks ranked by largest number of accounts at Merrill Lynch as of May 28. 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 limited to companies with market capitalization of at least $500 million. [1] Annualized. [2] Price change only. N.A.: Not available. Compiled by Tara Kalwarski