Target Folio 40 (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 40
2.90%
-0.78%
8.59%
2.54%
5.86%
6.33%
7.50%
Benchmark Index
2.64%
-0.36%
7.52%
2.48%
5.39%
5.98%
6.96%
Annual
Folio
40
40
Benchmark
Index
Index
1990
1.18%
-0.43%
1991
20.55%
18.66%
1992
6.68%
8.11%
1993
18.42%
14.43%
1994
2.25%
0.94%
1995
17.16%
15.98%
1996
11.81%
11.01%
1997
9.09%
11.26%
1998
8.68%
7.67%
1999
9.23%
7.55%
2000
5.19%
5.85%
2001
4.26%
3.64%
2002
0.91%
-1.18%
2003
17.97%
16.40%
2004
10.09%
9.45%
2005
6.15%
6.07%
2006
12.08%
12.00%
2007
3.95%
4.98%
2008
-14.85%
-13.37%
2009
16.45%
14.27%
2010
10.83%
9.16%
2011
-0.78%
-0.36%
Benchmark Index
S&P 500 Index
8.00%
Russell 1000 Value Index
8.00%
Russell 2000 Value Index
8.00%
Dow Jones U.S. REIT Index
4.00%
MSCI EAFE Value Index
4.00%
MSCI EAFE Small Value Index
2.00%
MSCI EAFE Small Cap Index
2.00%
MSCI Emerging Markets Index
1.00%
MSCI Emerging Markets Value Index
1.00%
MSCI Emerging Markets Small Cap Index
2.00%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
15.00%
Citi Group World Bond 1-3 Year Index
15.00%
Barclays Capital T-Bond 1-5 Year Index
15.00%
Citi Group World Bond 1-5 Year Index
15.00%
Folio
40
40
Benchmark
Index
Index
Mean Return
8.06%
7.37%
Median Return
8.89%
7.89%
Worst Return
-14.85%
-13.37%
Best Return
20.55%
18.66%
Negative Returns
2
4
