Target Folio 70

 

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

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 70
6.42%
14.50%
8.43%
2.88%
8.97%
7.61%
9.32%
Benchmark Index
6.25%
13.49%
7.74%
2.39%
8.39%
6.60%
8.25%
Annual
Folio
70
Benchmark
Index
1993
24.37%
21.11%
1994
2.45%
0.99%
1995
19.82%
18.37%
1996
14.94%
13.92%
1997
12.80%
13.38%
1998
8.35%
7.78%
1999
13.94%
10.81%
2000
4.76%
3.14%
2001
2.23%
0.44%
2002
-3.81%
-5.79%
2003
31.23%
28.58%
2004
16.80%
15.68%
2005
9.29%
8.67%
2006
18.29%
18.47%
2007
3.37%
3.85%
2008
-28.85%
-27.44%
2009
27.09%
24.02%
2010
15.96%
13.68%
2011
-3.99%
-3.05%
2012
14.50%
13.49%
Benchmark Index
S&P 500 Index
14.00%
Russell 1000 Value Index
14.00%
Russell 2000 Value Index
14.00%
Dow Jones U.S. REIT Index
3.50%
MSCI EAFE Value Index
7.00%
MSCI EAFE Small Value Index
3.50%
MSCI EAFE Small Cap Index
3.50%
S&P Global ex US REIT Index
3.50%
MSCI Emerging Markets Index
2.10%
MSCI Emerging Markets Value Index
2.10%
MSCI Emerging Markets Small Cap Index
2.80%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
7.50%
Citi Group World Bond 1-3 Year Index
7.50%
Barclays Capital T-Bond 1-5 Year Index
7.50%
Citi Group World Bond 1-5 Year Index
7.50%

 

Folio
70
Benchmark
Index
Mean Return
10.18%
9.01%
Median Return
13.37%
12.10%
Worst Return
-28.85%
-27.44%
Best Return
31.23%
28.58%
Negative Returns
3
3