EthInves ver 2.0 The On-disk Almanac of Ethical Investing copyright 1988 Jerry Whiting PO Box 20821, Seattle, WA 98102 >>> >>> 1987 DATA <<< <<< >>> Stocks <<< Total return figures include reinvestment of dividends or interest if any. * estimate Dow Jones Industrial Average of 30 stocks Total returns 1987: 5.70%* Total returns 1986: 28.07% Total returns 1985: 34.33% Standard & Poor's 500 Stock Index Total returns 1987: 5.32% Total returns 1986: 18.55% Total returns 1985: 32.03% Wilshire 5000 Stock Index Total returns 1987: 2.27%* Total returns 1986: 16.10% Total returns 1985: 32.56% Dow Jones Industrial Average of 30 stocks closing prices week of 1/2/87 1927.31 week of 12/31/87 1938.83 8/25/87 2722.42* year's high 10/19/87 1738.74* year's low New York Stock Exchange closing prices week of 1/2/87 141.14 week of 12/31/87 138.22 8/25/87 187.99* year's high 12/4/87 125.91* year's low Total share volume '87: 47,801,308,660 Total share volume '86: 35,680,016,341 Total share volume '85: 27,510,706,353 Total share volume '84: 23,071,031,447 Total share volume '83: 21,589,576,997 Advances 1987: 810 Advances 1986: 1597 Advances 1985: 1957 Declines 1987: 1444 Declines 1986: 699 Declines 1985: 356 Unchanged 1987: 25 Unchanged 1986: 22 Unchanged 1985: 19 American Stock Exchange closing prices week of 1/2/87 267.49 week of 12/31/87 260.35 8/13/87 365.01* year's high 12/4/87 231.90* year's low Total share volume '87: 3,505,950,000 Total share volume '86: 2,978,540,000 Total share volume '85: 2,100,860,000 Total share volume '84: 1,545,010,000 Total share volume '83: 2,081,270,000 Advances 1987: 435 Advances 1986: 556 Advances 1985: 619 Declines 1987: 617 Declines 1986: 380 Declines 1985: 300 Unchanged 1987: 20 Unchanged 1986: 18 Unchanged 1985: 17 NASDAQ closing prices week of 1/2/87 353.26 week of 12/31/87 329.08 8/26/87 455.26* year's high 12/4/87 291.88* year's low Total share volume '87: 35,597,292,000 Total share volume '86: 26,658,897,000 Total share volume '85: 19,281,412,800 Total share volume '84: 15,158,819,587 Total share volume '83: 15,908,547,400 Advances 1987: 2381 Advances 1986: 3069 Advances 1985: 3088 Declines 1987: 2918 Declines 1986: 1877 Declines 1985: 1504 Unchanged 1987: 142 Unchanged 1986: 125 Unchanged 1985:147 >>> Mutual Funds <<< Total return figures include reinvestment of dividends or interest if any. * estimate ~ as of 12/23/87 Lipper Growth Fund Index Total return 1987: 0.98%* Total return 1986: 15.86% Total return 1985: 30.34% Lipper Growth and Income Fund Index Total return 1987: 4.73%~ Total return 1986: 16.17% Total return 1985: 27.70% Lipper Balanced Fund Index Total return 1987: 3.08%~ Total return 1986: 19.02% Total return 1985: 27.45% Lipper International Fund Index Total return 1987: 3.69%~ Total return 1986: 49.36% Total return 1985: 48.20% Average general equity funds gained 1.49% in 1987. Average for all equity funds gained 3.03% in 1987. Average for all equity & fixed income funds gained 2.28% in 1987. >>> Money Market Fund <<< Total return figures include reinvestment of dividends or interest if any. * estimate Donoghue's 12-month yield on all taxable money funds Total return 1987: 6.11%* Total return 1986: 6.26% Total return 1985: 7.71% Money Market Deposit Account Bank Rate Monitor National Index Total return 1987: 5.60% Total return 1986: 6.10% Total return 1985: 7.35% >>> Bank Instruments <<< Total return figures include reinvestment of dividends or interest if any. * estimate Bank Rate Monitor National Index 1 year Certificate of Deposit Total return 1987: 6.92% Total return 1986: 6.92% Total return 1985: 8.55% Bank Rate Monitor National Index 30-month Certificate of Deposit Total return 1987: 7.34% Total return 1986: 7.33% Total return 1985: 9.34% >>> Bonds <<< Total return figures include reinvestment of dividends or interest if any. * estimate Shearson Lehman Long Term Treasury Index Total return 1987: -2.51%* Total return 1986: 24.10% Total return 1985: 31.56% Shearson Lehman Long Term AA-Rated Bond Index Total return 1987: -1.37%* Total return 1986: 18.59% Total return 1985: 28.24% Shearson Lehman Municipal Bond Index Total return 1987: 3.35%* Total return 1986: 19.32% Total return 1985: 20.02% Shearson Lehman Intermediate Term Treasury Index Total return 1987: 3.61%* Total return 1986: 13.03% Total return 1985: 18.15% Shearson Lehman Mortgage-Backed Securities Index Total return 1987: 5.26%* Total return 1986: 13.43% Total return 1985: 25.21% >>> Precious Metals <<< Silver (1,000 oz bar of bullion) Total return 1987: 23.02% Total return 1986: -6.0% Total return 1985: -4.58% Gold (100 oz bar of bullion) Total return 1987: 20.98% Total return 1986: 24.0% Total return 1985: 8.72% Platinum (50 oz bar of bullion) Total return 1987: 6.26% Total return 1986: 38.0% Total return 1985: 24.30% >>> Residential Real Estate <<< Increase in average price of new single-family home 1987: 12.0% 1986: 9.1% 1985: 5.5% Housing starts, in millions 1987: 1.65 1986: 1.81 1985: 1.74 >>> October 19,1987 <<< The day the DJIA dropped 508 points, -21.61%.