Target Folio 10 (click here for the printable PDF)
Annualized
YTD
2012 (JAN)
2012 (JAN)
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
Folio 10
1.11%
1.55%
4.17%
3.44%
4.24%
4.72%
5.59%
Benchmark Index
0.88%
1.57%
3.39%
3.64%
4.04%
4.95%
5.49%
Annual
Folio
10
10
Benchmark
Index
Index
1990
9.53%
6.62%
1991
16.19%
13.24%
1992
5.32%
6.95%
1993
12.80%
8.56%
1994
1.15%
0.25%
1995
14.41%
12.98%
1996
7.99%
7.26%
1997
4.80%
7.90%
1998
8.99%
7.66%
1999
3.77%
4.24%
2000
4.74%
7.64%
2001
5.90%
6.49%
2002
6.15%
4.02%
2003
6.19%
5.43%
2004
3.90%
3.64%
2005
2.77%
3.18%
2006
6.36%
6.02%
2007
4.82%
6.48%
2008
-0.21%
1.59%
2009
5.96%
4.56%
2010
5.08%
4.07%
2011
1.55%
1.57%
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
1.00%
MSCI EAFE Value Index
1.00%
MSCI EAFE Small Value Index
1.00%
MSCI Emerging Markets Value Index
0.50%
MSCI Emerging Markets Small Cap Index
0.50%
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
10
Benchmark
Index
Index
Mean Return
6.28%
5.93%
Median Return
5.61%
6.25%
Worst Return
‐0.21%
0.25%
Best Return
16.19%
13.24%
Negative Returns
1
0
