Target Folio 30 (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 30
2.31%
0.05%
7.13%
2.89%
5.35%
5.82%
6.89%
Benchmark Index
2.06%
0.36%
6.15%
2.91%
4.97%
5.66%
6.47%
Annual
Folio
30
30
Benchmark
Index
Index
1990
3.95%
1.88%
1991
19.22%
16.83%
1992
6.15%
7.73%
1993
16.65%
12.46%
1994
1.88%
0.60%
1995
16.37%
14.84%
1996
10.56%
9.70%
1997
7.65%
10.04%
1998
8.92%
7.56%
1999
7.35%
6.53%
2000
5.20%
6.49%
2001
4.82%
4.60%
2002
2.64%
0.56%
2003
13.91%
12.63%
2004
8.03%
7.53%
2005
5.06%
5.12%
2006
10.12%
10.01%
2007
4.27%
5.47%
2008
-10.08%
-8.52%
2009
12.88%
10.95%
2010
8.89%
7.42%
2011
0.05%
0.36%
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
3.00%
MSCI EAFE Value Index
3.00%
MSCI EAFE Small Value Index
2.00%
MSCI EAFE Small Cap Index
1.00%
MSCI Emerging Markets Index
1.00%
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
17.00%
Citi Group World Bond 1-3 Year Index
18.00%
Barclays Capital T-Bond 1-5 Year Index
17.00%
Citi Group World Bond 1-5 Year Index
18.00%
Folio
30
30
Benchmark
Index
Index
Mean Return
7.48%
6.85%
Median Return
7.50%
7.48%
Worst Return
-10.08%
-8.52%
Best Return
19.22%
16.83%
Negative Returns
1
1
