Target Folio 100

 

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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 100
9.14%
19.94%
10.48%
1.88%
10.98%
8.61%
10.88%
Benchmark Index
8.91%
18.91%
9.84%
1.39%
10.19%
7.16%
9.39%
Annual
Folio
100
Benchmark
Index
1993
30.54%
27.74%
1994
3.08%
1.29%
1995
22.56%
21.11%
1996
18.53%
17.37%
1997
16.85%
16.06%
1998
7.36%
7.12%
1999
19.21%
14.06%
2000
4.39%
0.89%
2001
0.05%
-2.79%
2002
-8.95%
-10.80%
2003
45.43%
41.56%
2004
23.65%
22.04%
2005
12.56%
11.39%
2006
24.61%
25.07%
2007
2.43%
2.36%
2008
-40.87%
-39.52%
2009
37.63%
33.71%
2010
21.05%
18.15%
2011
-7.11%
-5.67%
2012
19.94%
18.91%
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
5.00%
MSCI EAFE Value Index
10.00%
MSCI EAFE Small Value Index
5.00%
MSCI EAFE Small Cap Index
5.00%
S&P Global ex US REIT 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
Benchmark
Index
Mean Return
12.65%
11.00%
Median Return
17.69%
15.06%
Worst Return
‐40.87%
‐39.52%
Best Return
45.43%
41.56%
Negative Returns
3
4