Target Folio 70 (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 70
4.71%
-3.43%
12.55%
1.07%
7.13%
7.63%
9.20%
Benchmark Index
4.41%
-2.50%
11.25%
0.83%
6.24%
6.73%
8.21%
Annual
Folio
70
70
Benchmark
Index
Index
1990
-6.74%
-7.26%
1991
24.97%
24.09%
1992
7.86%
9.24%
1993
24.52%
20.54%
1994
3.31%
1.45%
1995
20.08%
18.93%
1996
15.73%
14.81%
1997
13.40%
14.57%
1998
8.08%
7.12%
1999
14.73%
10.89%
2000
5.06%
4.04%
2001
2.49%
0.64%
2002
-4.39%
-6.37%
2003
30.91%
28.24%
2004
16.63%
15.56%
2005
9.54%
8.93%
2006
18.07%
18.29%
2007
2.92%
3.36%
2008
-28.12%
-26.77%
2009
29.69%
23.89%
2010
16.30%
13.98%
2011
-3.43%
-2.50%
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
7.00%
MSCI EAFE Value Index
7.00%
MSCI EAFE Small Value Index
4.00%
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
3.00%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
7.00%
Citi Group World Bond 1-3 Year Index
8.00%
Barclays Capital T-Bond 1-5 Year Index
7.00%
Citi Group World Bond 1-5 Year Index
8.00%
Folio
70
70
Benchmark
Index
Index
Mean Return
10.07%
8.89%
Median Return
11.47%
10.07%
Worst Return
-28.12%
-26.77%
Best Return
30.91%
28.24%
Negative Returns
4
4
