Target Folio 60 (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 60
4.11%
-2.50%
11.25%
1.61%
6.74%
7.24%
8.66%
Benchmark Index
3.83%
-1.68%
10.01%
1.43%
6.11%
6.53%
7.83%
Annual
Folio
60
60
Benchmark
Index
Index
1990
-4.19%
-5.00%
1991
23.55%
22.29%
1992
7.42%
8.87%
1993
22.37%
18.47%
1994
2.97%
1.19%
1995
19.06%
18.01%
1996
14.44%
13.57%
1997
12.08%
13.77%
1998
8.33%
7.30%
1999
12.99%
9.87%
2000
5.20%
4.69%
2001
3.09%
1.66%
2002
-2.67%
-4.67%
2003
26.43%
24.19%
2004
14.44%
13.50%
2005
8.43%
8.00%
2006
16.02%
16.14%
2007
3.29%
3.92%
2008
-23.82%
-22.40%
2009
23.38%
20.52%
2010
14.46%
12.37%
2011
-2.50%
-1.68%
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
6.00%
MSCI EAFE Value Index
6.00%
MSCI EAFE Small Value Index
3.00%
MSCI EAFE Small Cap Index
3.00%
MSCI Emerging Markets Index
2.00%
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
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
60
Benchmark
Index
Index
Mean Return
9.31%
8.39%
Median Return
10.26%
9.37%
Worst Return
-23.82%
-22.40%
Best Return
26.43%
24.19%
Negative Returns
4
4
