Target Folio 50

 

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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 50
4.63%
10.91%
6.89%
3.23%
7.44%
6.75%
8.14%
Benchmark Index
4.50%
9.92%
6.20%
2.77%
7.02%
6.06%
7.35%
Annual
Folio
50
Benchmark
Index
1993
20.38%
16.84%
1994
1.99%
0.76%
1995
18.00%
16.55%
1996
12.57%
11.65%
1997
10.10%
11.55%
1998
8.76%
7.97%
1999
10.48%
8.64%
2000
4.95%
4.62%
2001
3.52%
2.51%
2002
-0.43%
-2.47%
2003
22.39%
20.47%
2004
12.38%
11.56%
2005
7.11%
6.84%
2006
14.20%
14.20%
2007
3.94%
4.79%
2008
-20.01%
-18.53%
2009
20.00%
17.51%
2010
12.42%
10.56%
2011
-2.04%
-1.43%
2012
10.91%
9.92%
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
2.50%
MSCI EAFE Value Index
5.00%
MSCI EAFE Small Value Index
2.50%
MSCI EAFE Small Cap Index
2.50%
S&P Global ex US REIT Index
2.50%
MSCI Emerging Markets Index
1.50%
MSCI Emerging Markets Value Index
1.50%
MSCI Emerging Markets Small Cap Index
2.00%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
12.50%
Citi Group World Bond 1-3 Year Index
12.50%
Barclays Capital T-Bond 1-5 Year Index
12.50%
Citi Group World Bond 1-5 Year Index
12.50%

 

Folio
50
Benchmark
Index
Mean Return
8.58%
7.73%
Median Return
10.29%
9.28%
Worst Return
-20.01%
-18.53%
Best Return
22.39%
20.47%
Negative Returns
3
3