Target Folio 10

 

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Annualized
YTD
2013 (MAR)
1 Yr
2012
3 Yrs
2010-2012
5 Yrs
2008-2012
10 Yrs
2003-2012
15 Yrs
1998-2012
20 Yrs
1993-2012
Folio 10
1.08%
3.82%
3.45%
3.18%
3.98%
4.63%
5.47%
Benchmark Index
1.04%
2.92%
2.81%
2.88%
3.91%
4.60%
5.27%
Annual
Folio
10
Benchmark
Index
1993
12.71%
8.65%
1994
1.01%
0.19%
1995
14.38%
12.95%
1996
7.88%
7.18%
1997
4.73%
7.84%
1998
9.01%
7.78%
1999
3.68%
4.27%
2000
5.15%
7.51%
2001
5.73%
6.44%
2002
6.19%
4.05%
2003
6.11%
5.45%
2004
3.88%
3.63%
2005
2.76%
3.17%
2006
6.32%
6.02%
2007
4.94%
6.54%
2008
-0.27%
1.43%
2009
5.90%
4.54%
2010
5.05%
4.03%
2011
1.50%
1.50%
2012
3.82%
2.92%
Benchmark Index
S&P 500 Index
2.00%
Russell 1000 Value Index
2.00%
Russell 2000 Value Index
2.00%
Dow Jones U.S. REIT Index
0.50%
MSCI EAFE Value Index
1.00%
MSCI EAFE Small Value Index
0.50%
MSCI EAFE Small Cap Index
0.50%
S&P Global ex US REIT Index
0.50%
MSCI Emerging Markets Index
0.30%
MSCI Emerging Markets Value Index
0.30%
MSCI Emerging Markets Small Cap Index
0.40%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
22.50%
Citi Group World Bond 1-3 Year Index
22.50%
Barclays Capital T-Bond 1-5 Year Index
22.50%
Citi Group World Bond 1-5 Year Index
22.50%

 

Folio
10
Benchmark
Index
Mean Return
5.52%
5.30%
Median Return
5.10%
5.00%
Worst Return
‐0.27%
0.19%
Best Return
14.38%
12.95%
Negative Returns
1
0