Target Folio 100 (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 100
6.51%
-6.33%
16.06%
-0.92%
8.00%
8.61%
10.62%
Benchmark Index
6.18%
-4.86%
14.58%
-1.29%
7.09%
7.18%
9.23%
Annual
Folio
100
100
Benchmark
Index
Index
1990
-14.37%
-13.80%
1991
29.20%
29.59%
1992
9.03%
10.33%
1993
30.55%
26.88%
1994
4.34%
1.92%
1995
22.78%
22.01%
1996
19.67%
18.70%
1997
17.87%
18.05%
1998
6.91%
6.18%
1999
20.53%
14.21%
2000
4.90%
2.17%
2001
0.39%
-2.50%
2002
-9.78%
-11.64%
2003
44.86%
41.04%
2004
23.39%
21.82%
2005
12.93%
11.78%
2006
24.24%
24.75%
2007
1.81%
1.69%
2008
-40.01%
-38.72%
2009
37.29%
33.29%
2010
21.56%
18.62%
2011
-6.33%
-4.86%
Benchmark Index
S&P 500 Index
20.00%
Russell 1000 Value Index
20.00%
Russell 2000 Value Index
20.00%
Dow Jones U.S. REIT Index
10.00%
MSCI EAFE Value Index
10.00%
MSCI EAFE Small Value Index
5.00%
MSCI EAFE Small Cap Index
5.00%
MSCI Emerging Markets Index
3.00%
MSCI Emerging Markets Value Index
3.00%
MSCI Emerging Markets Small Cap Index
4.00%
Folio
100
100
Benchmark
Index
Index
Mean Return
11.90%
10.52%
Median Return
15.40%
13.00%
Worst Return
‐40.01%
‐38.72%
Best Return
44.86%
41.04%
Negative Returns
4
5
