Target Folio 60

 

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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 60
5.52%
12.70%
7.68%
3.09%
8.22%
7.22%
8.75%
Benchmark Index
5.38%
11.70%
6.99%
2.61%
7.72%
6.35%
7.81%
Annual
Folio
60
Benchmark
Index
1993
22.36%
18.96%
1994
2.22%
0.88%
1995
18.90%
17.46%
1996
13.76%
12.78%
1997
11.45%
12.47%
1998
8.57%
7.90%
1999
12.20%
9.79%
2000
4.86%
3.89%
2001
2.89%
1.48%
2002
-2.11%
-4.12%
2003
26.75%
24.47%
2004
14.57%
13.61%
2005
 8.20%
7.76%
2006
16.23%
16.32%
2007
3.66%
4.33%
2008
-24.52%
-23.07%
2009
23.54%
20.76%
2010
14.21%
12.13%
2011
-3.00%
-2.23%
2012
12.70%
11.70%
Benchmark Index
S&P 500 Index
12.00%
Russell 1000 Value Index
12.00%
Russell 2000 Value Index
12.00%
Dow Jones U.S. REIT Index
3.00%
MSCI EAFE Value Index
6.00%
MSCI EAFE Small Value Index
3.00%
MSCI EAFE Small Cap Index
3.00%
S&P Global ex US REIT Index
3.00%
MSCI Emerging Markets Index
1.80%
MSCI Emerging Markets Value Index
1.80%
MSCI Emerging Markets Small Cap Index
2.40%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
10.00%
Citi Group World Bond 1-3 Year Index
10.00%
Barclays Capital T-Bond 1-5 Year Index
10.00%
Citi Group World Bond 1-5 Year Index
10.00%
Folio
60
Benchmark
Index
Mean Return
9.37%
8.36%
Median Return
11.83%
10.75%
Worst Return
-24.52%
-23.07%
Best Return
26.75%
24.47%
Negative Returns
3
3