ETF Fixed Income Folio (click here for the printable PDF)
Annualized
YTD
2011 (DEC)
2011 (DEC)
1 Yr
2011
2011
3 Yrs
2009-2011
2009-2011
5 Yrs
2007-2011
2007-2011
10 Yrs
2002-2011
2002-2011
15 Yrs
1997-2011
1997-2011
20 Yrs
1992-2011
1992-2011
ETF Fixed Income Folio
6.60%
6.60%
6.08%
5.86%
N/A
N/A
N/A
Benchmark Index
6.07%
6.07%
6.30%
5.91%
N/A
N/A
N/A
Annual
ETF Fixed
Income Folio
Income Folio
Benchmark
Index
Index
1990
N/A
N/A
1991
N/A
N/A
1992
N/A
N/A
1993
N/A
N/A
1994
N/A
N/A
1995
N/A
N/A
1996
N/A
N/A
1997
N/A
N/A
1998
N/A
N/A
1999
N/A
N/A
2000
N/A
N/A
2001
N/A
N/A
2002
N/A
N/A
2003
N/A
N/A
2004
3.72%
3.61%
2005
1.80%
2.09%
2006
4.04%
4.33%
2007
6.16%
6.73%
2008
4.90%
3.94%
2009
5.59%
6.91%
2010
6.05%
5.93%
2011
6.60%
6.07%
Benchmark Index
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
20.00%
Barclays Capital U.S. Aggregate Bond Index
60.00%
Barclays Capital Credit Bond Index Intermediate
20.00%
ETF Fixed
Income Folio
Income Folio
Benchmark
Index
Index
Mean Return
4.86%
4.95%
Median Return
5.25%
5.13%
Worst Return
1.80%
2.09%
Best Return
6.16%
6.91%
Negative Returns
0
0
