| Table 4. Player Criteria: How the Funds Stack Up | ||||||||||
| YTD* | Avg Annual Return (%) | Risk | Beta | Investment Style | ||||||
| $2,002 | 2001 | 2000 | 3 Yr | 5 Yr | 10 Yr | |||||
| Stock Funds | ||||||||||
| Dodge & Cox Stock | 25.00 | -10.54 | 9.33 | 16.31 | 8.27 | 12.47 | 14.08 | avg | 0.74 | large value |
| First Eagle SoGen Global | 31.00 | 10.24 | 10.21 | 9.72 | 15.83 | 15.62 | 11.72 | avg | 0.47 | medium value |
| FPA Crescent | 23.00 | 3.71 | 36.14 | 3.59 | 18.89 | 11.82 | 12.92 | ab avg | 0.55 | small blend |
| Hussman Strategic Gr | 18.50 | 14.02 | 14.67 | 16.40 | 18.35 | — | — | low | -0.07 | medium blend |
| Oakmark Equity & Inc | 19.10 | -2.14 | 18.01 | 19.89 | 10.89 | 13.26 | — | blw avg | 0.42 | medium blend |
| Royce Low Price Stock | 41.00 | -16.28 | 25.07 | 23.95 | 8.92 | 19.06 | — | ab avg | 1.08 | small blend |
| Bond Funds | ||||||||||
| Dodge & Cox Inc | 4.80 | 10.75 | 10.32 | 10.70 | 10.09 | 7.25 | 7.28 | blw avg | 0.75 | |
| Vanguard Short Corp | 3.00 | 5.22 | 8.14 | 8.17 | 6.55 | 5.78 | 5.98 | avg | 0.41 | |
| Benchmarks | ||||||||||
| S&P 500 | 20.27 | -22.09 | -11.88 | -9.10 | -8.33 | 0.53 | 10.42 | |||
| Nasdaq | 46.78 | -31.53 | -21.05 | -39.29 | -16.92 | 1.75 | 9.51 | |||
| Russell 2000 | 42.66 | -20.48 | 2.49 | -3.03 | 3.44 | 8.34 | 8.88 | |||
| Lehman Bros Agg Bond | 3.06 | 10.27 | 8.42 | 11.63 | 8.37 | 6.54 | 6.78 | |||
* Through 11/28/03. Source: Morningstar, Inc. |
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