Target Folio 20

 

 

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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 20
1.96%
5.58%
4.35%
3.28%
4.89%
5.21%
6.18%
Benchmark Index
1.90%
4.65%
3.70%
2.93%
4.73%
5.01%
5.82%
Annual
Folio
20
Benchmark
Index
1993
14.59%
10.65%
1994
1.27%
0.34%
1995
15.28%
13.85%
1996
9.05%
8.29%
1997
6.07%
8.78%
1998
9.02%
7.90%
1999
5.36%
5.36%
2000
5.12%
6.80%
2001
5.23%
5.48%
2002
4.56%
2.44%
2003
10.01%
9.06%
2004
5.96%
5.58%
2005
3.85%
4.09%
2006
8.25%
8.02%
2007
4.70%
6.12%
2008
-5.47%
-3.84%
2009
9.40%
7.76%
2010
6.93%
5.69%
2011
0.66%
0.81%
2012
5.58%
4.65%
Benchmark Index
S&P 500 Index
4.00%
Russell 1000 Value Index
4.00%
Russell 2000 Value Index
4.00%
Dow Jones U.S. REIT Index
1.00%
MSCI EAFE Value Index
2.00%
MSCI EAFE Small Value Index
1.00%
MSCI EAFE Small Cap Index
1.00%
S&P Global ex US REIT Index
1.00%
MSCI Emerging Markets Index
0.60%
MSCI Emerging Markets Value Index
0.60%
MSCI Emerging Markets Small Cap Index
0.80%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
20.00%
Citi Group World Bond 1-3 Year Index
20.00%
Barclays Capital T-Bond 1-5 Year Index
20.00%
Citi Group World Bond 1-5 Year Index
20.00%
Folio
20
Benchmark
Index
Mean Return
6.27%
5.89%
Median Return
5.77%
5.91%
Worst Return
‐5.47%
‐3.84%
Best Return
15.28%
13.85%
Negative Returns
1
1