Target Folio 40

 

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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 40
3.74%
9.12%
6.08%
3.31%
6.63%
6.27%
7.51%
Benchmark Index
3.63%
8.15%
5.39%
2.88%
6.29%
5.74%
6.87%
Annual
Folio
40
Benchmark
Index
1993
18.42%
14.75%
1994
1.76%
0.63%
1995
17.09%
15.65%
1996
11.39%
10.52%
1997
8.76%
10.63%
1998
8.89%
8.00%
1999
8.76%
7.55%
2000
5.02%
5.35%
2001
4.12%
3.52%
2002
1.25%
-0.83%
2003
18.15%
16.57%
2004
10.21%
9.54%
2005
6.02%
5.93%
2006
12.20%
12.11%
2007
4.20%
5.25%
2008
-15.34%
-13.82%
2009
16.46%
14.25%
2010
10.61%
8.96%
2011
-1.11%
-0.66%
2012
9.12%
8.15%
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
2.00%
MSCI EAFE Value Index
4.00%
MSCI EAFE Small Value Index
2.00%
MSCI EAFE Small Cap Index
2.00%
S&P Global ex US REIT Index
2.00%
MSCI Emerging Markets Index
1.20%
MSCI Emerging Markets Value Index
1.20%
MSCI Emerging Markets Small Cap Index
1.60%
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
Benchmark
Index
Mean Return
7.80%
7.10%
Median Return
8.83%
8.08%
Worst Return
-15.34%
-13.82%
Best Return
18.42%
16.57%
Negative Returns
2
3