Target Folio 50 (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 50
3.53%
-1.68%
9.95%
2.10%
6.34%
6.82%
8.12%
Benchmark Index
3.25%
-1.01%
8.78%
1.98%
5.78%
6.27%
7.41%
Annual
Folio
50
50
Benchmark
Index
Index
1990
-1.46%
-2.74%
1991
22.13%
20.45%
1992
6.98%
8.49%
1993
20.62%
16.44%
1994
2.70%
1.06%
1995
18.20%
16.94%
1996
13.15%
12.27%
1997
10.51%
12.41%
1998
8.64%
7.47%
1999
11.04%
8.68%
2000
5.12%
5.27%
2001
3.75%
2.68%
2002
-0.82%
-2.88%
2003
22.24%
20.26%
2004
12.31%
11.52%
2005
7.30%
7.02%
2006
14.09%
14.10%
2007
3.65%
4.45%
2008
-19.45%
-17.95%
2009
20.00%
17.43%
2010
12.64%
10.74%
2011
-1.68%
-1.01%
Benchmark Index
S&P 500 Index
10.00%
Russell 1000 Value Index
10.00%
Russell 2000 Value Index
10.00%
Dow Jones U.S. REIT Index
5.00%
MSCI EAFE Value Index
5.00%
MSCI EAFE Small Value Index
3.00%
MSCI EAFE Small Cap Index
2.00%
MSCI Emerging Markets Index
1.00%
MSCI Emerging Markets Value Index
2.00%
MSCI Emerging Markets Small Cap Index
2.00%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
12.00%
Citi Group World Bond 1-3 Year Index
13.00%
Barclays Capital T-Bond 1-5 Year Index
12.00%
Citi Group World Bond 1-5 Year Index
13.00%
Folio
50
50
Benchmark
Index
Index
Mean Return
8.71%
7.87%
Median Return
9.58%
8.59%
Worst Return
-19.45%
-17.95%
Best Return
22.24%
20.45%
Negative Returns
4
4
