| HISTORICAL PERFORMANCE RETURNS | |||||||||||
| Total Return (%) | Annualized Total Return (%) | ||||||||||
| Economic Sector | 1-Month | Quarter 4 | YTD | 2002 | 1-Year | 3-Year | 5-Year | 10-Year | Since Inception | ||
| Basic Materials | 10.55 | 23.06 | 35.68 | -8.32 | 35.68 | 8.13 | 6.27 | 6.89 | 7.63 | ||
| Consumer, Cyclical | 1.65 | 11.62 | 33.83 | -24.12 | 33.83 | 0.81 | 0.35 | 8.62 | 10.06 | ||
| Consumer, Noncyclical | 3.71 | 11.66 | 21.56 | -4.37 | 21.56 | 6.24 | 1.56 | 11.96 | 9.84 | ||
| Energy | 13.57 | 15.19 | 25.74 | -13.52 | 25.74 | -1.33 | 7.88 | 11.13 | 10.78 | ||
| Financial | 4.44 | 12.00 | 32.23 | -12.35 | 32.23 | 2.76 | 6.93 | 15.77 | 15.93 | ||
| Health Care | 5.47 | 8.84 | 19.43 | -20.81 | 19.43 | -6.24 | 1.75 | 15.49 | 10.90 | ||
| Industrial | 7.11 | 15.03 | 33.24 | -25.54 | 33.24 | -3.76 | 0.52 | 8.39 | 9.18 | ||
| Technology | 1.52 | 13.25 | 51.04 | -38.66 | 51.04 | -12.76 | -5.13 | 14.51 | 14.78 | ||
| Telecommunications | 8.76 | 13.55 | 7.33 | -34.55 | 7.33 | -15.06 | -15.40 | 2.13 | 4.37 | ||
| Utilities | 5.79 | 8.43 | 24.91 | -21.19 | 24.91 | -10.09 | -0.31 | 5.64 | 6.28 | ||
 |
| HISTORICAL PERFORMANCE RETURNS | |||||||||||||
 |
Total Return (%) | |
Annualized Total Return (%) | ||||||||||
| Economic Sector | 1-Month | Quarter 4 YTD | 2002 | 1-Year | 3-Year | 5-Year | 10-Year | Since Inception | |||||
| Basic Materials | 10.55 | 23.06 | 35.68 | -8.32 | 35.68 | 8.13 | 6.27 | 6.89 | 7.63 | ||||
| Consumer, Cyclical | 1.65 | 11.62 | 33.83 | -24.12 | 33.83 | 0.81 | 0.35 | 8.62 | 10.06 | ||||
| Consumer, Noncyclical | 3.71 | 11.66 | 21.56 | -4.37 | 21.56 | 6.24 | 1.56 | 11.96 | 9.84 | ||||
| Energy | 13.57 | 15.19 | 25.74 | -13.52 | 25.74 | -1.33 | 7.88 | 11.13 | 10.78 | ||||
| Financial | 4.44 | 12.00 | 32.23 | -12.35 | 32.23 | 2.76 | 6.93 | 15.77 | 15.93 | ||||
| Health Care | 5.47 | 8.84 | 19.43 | -20.81 | 19.43 | -6.24 | 1.75 | 15.49 | 10.90 | ||||
| Industrial | 7.11 | 15.03 | 33.24 | -25.54 | 33.24 | -3.76 | 0.52 | 8.39 | 9.18 | ||||
| Technology | 1.52 | 13.25 | 51.04 | -38.66 | 51.04 | -12.76 | -5.13 | 14.51 | 14.78 | ||||
| Telecommunications | 8.76 | 13.55 | 7.33 | -34.55 | 7.33 | -15.06 | -15.40 | 2.13 | 4.37 | ||||
| Utilities | 5.79 | 8.43 | 24.91 | -21.19 | 24.91 | -10.09 | -0.31 | 5.64 | 6.28 | ||||
| HISTORICAL DOW JONES U.S. ECONOMIC SECTOR REPRESENTATIONS (%) | |||||||||||||
| Economic Sector | 2003 Q4 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 |
| Basic Materials | 2.74 | 2.67 | 2.28 | 1.98 | 2.48 | 2.33 | 3.51 | 4.29 | 4.97 | 6.29 | 5.81 | 5.75 | 5.71 |
| Consumer, Cyclical | 14.31 | 13.87 | 13.64 | 10.97 | 14.12 | 13.74 | 13.06 | 12.82 | 13.35 | 15.37 | 16.64 | 15.69 | 14.02 |
| Consumer, Noncyclical | 8.52 | 9.32 | 7.65 | 7.61 | 8.84 | 11.05 | 11.71 | 11.98 | 12.10 | 12.10 | 11.70 | 13.66 | 14.25 |
| Energy | 6.05 | 6.32 | 5.88 | 6.00 | 4.51 | 5.43 | 7.18 | 7.89 | 7.46 | 7.95 | 7.98 | 7.92 | 8.59 |
| Financial | 21.01 | 21.08 | 19.04 | 18.02 | 13.97 | 16.63 | 19.07 | 16.65 | 14.96 | 13.40 | 13.47 | 13.26 | 10.96 |
| Health Care | 13.33 | 14.56 | 14.28 | 14.23 | 9.21 | 12.48 | 11.40 | 11.15 | 11.25 | 9.97 | 9.50 | 11.09 | 14.00 |
| Industrial | 11.87 | 11.68 | 12.07 | 12.54 | 11.98 | 11.74 | 13.28 | 14.11 | 14.20 | 14.23 | 14.53 | 13.55 | 13.33 |
| Technology | 16.10 | 13.53 | 17.12 | 19.89 | 25.60 | 16.32 | 11.72 | 12.19 | 9.98 | 8.58 | 6.81 | 5.70 | 5.62 |
| Telecommunications | 3.09 | 3.81 | 5.03 | 5.19 | 6.96 | 7.21 | 5.69 | 5.39 | 7.28 | 7.30 | 7.60 | 7.27 | 6.99 |
| Utilities | 2.98 | 3.15 | 3.02 | 3.56 | 2.34 | 3.08 | 3.39 | 3.53 | 4.46 | 4.81 | 5.95 | 6.12 | 6.53 |