Target Folio 20 (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 20
1.72%
0.76%
5.67%
3.19%
4.84%
5.30%
6.26%
Benchmark Index
1.48%
0.95%
4.80%
3.31%
4.54%
5.32%
5.99%
Annual
Folio
20
20
Benchmark
Index
Index
1990
6.72%
4.24%
1991
17.65%
15.04%
1992
5.75%
7.34%
1993
14.77%
10.49%
1994
1.55%
0.46%
1995
15.33%
13.90%
1996
9.27%
8.45%
1997
6.22%
8.90%
1998
8.96%
7.65%
1999
5.55%
5.30%
2000
5.15%
7.06%
2001
5.39%
5.59%
2002
4.47%
2.37%
2003
10.04%
9.00%
2004
5.98%
5.59%
2005
3.93%
4.11%
2006
8.27%
8.04%
2007
4.59%
5.99%
2008
-5.19%
-3.54%
2009
9.47%
7.81%
2010
6.98%
5.76%
2011
0.76%
0.95%
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
2.00%
MSCI EAFE Value Index
2.00%
MSCI EAFE Small Value Index
2.00%
MSCI Emerging Markets Value Index
1.00%
MSCI Emerging Markets Small Cap Index
1.00%
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
20
Benchmark
Index
Index
Mean Return
6.89%
6.39%
Median Return
6.10%
6.53%
Worst Return
‐5.19%
‐3.54%
Best Return
17.65%
15.04%
Negative Returns
1
1
