Target Folio 30

 

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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 30
2.85%
7.35%
5.23%
3.33%
5.78%
5.76%
6.86%
Benchmark Index
2.76%
6.40%
4.56%
2.93%
5.52%
5.39%
6.36%
Annual
Folio
30
Benchmark
Index
1993
16.49%
12.68%
1994
1.51%
0.49%
1995
16.18%
14.75%
1996
10.22%
9.40%
1997
7.41%
9.71%
1998
8.98%
7.97%
1999
7.06%
6.46%
2000
5.08%
6.08%
2001
4.69%
4.51%
2002
2.91%
0.81%
2003
14.02%
12.76%
2004
8.07%
7.55%
2005
4.93%
5.01%
2006
10.21%
10.05%
2007
4.46%
5.69%
2008
-10.49%
-8.92%
2009
12.92%
11.00%
2010
8.78%
7.34%
2011
-0.21%
0.09%
2012
7.35%
6.40%
Benchmark Index
S&P 500 Index
6.00%
Russell 1000 Value Index
6.00%
Russell 2000 Value Index
6.00%
Dow Jones U.S. REIT Index
1.50%
MSCI EAFE Value Index
3.00%
MSCI EAFE Small Value Index
1.50%
MSCI EAFE Small Cap Index
1.50%
S&P Global ex US REIT Index
1.50%
MSCI Emerging Markets Index
0.90%
MSCI Emerging Markets Value Index
0.90%
MSCI Emerging Markets Small Cap Index
1.20%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
17.50%
Citi Group World Bond 1-3 Year Index
17.50%
Barclays Capital T-Bond 1-5 Year Index
17.50%
Citi Group World Bond 1-5 Year Index
17.50%

 

Folio
30
Benchmark
Index
Mean Return
7.03%
6.49%
Median Return
7.38%
6.90%
Worst Return
-10.49%
-8.92%
Best Return
16.49%
14.75%
Negative Returns
2
1