Target Folio 80 (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 80
5.31%
-4.36%
13.84%
0.49%
7.47%
7.98%
9.70%
Benchmark Index
4.99%
-3.34%
12.44%
0.17%
6.68%
6.90%
8.57%
Annual
Folio
80
80
Benchmark
Index
Index
1990
-9.26%
-9.48%
1991
26.39%
25.90%
1992
8.30%
9.60%
1993
26.59%
22.64%
1994
3.70%
1.73%
1995
21.08%
19.97%
1996
17.02%
16.13%
1997
14.74%
15.57%
1998
7.79%
6.97%
1999
16.56%
11.92%
2000
4.94%
3.37%
2001
1.80%
-0.42%
2002
-6.16%
-8.15%
2003
35.45%
32.41%
2004
18.80%
17.61%
2005
10.64%
9.90%
2006
20.11%
20.40%
2007
2.56%
2.80%
2008
-32.29%
-30.99%
2009
30.54%
27.23%
2010
18.17%
15.60%
2011
-4.36%
-3.34%
Benchmark Index
S&P 500 Index
16.00%
Russell 1000 Value Index
16.00%
Russell 2000 Value Index
16.00%
Dow Jones U.S. REIT Index
8.00%
MSCI EAFE Value Index
8.00%
MSCI EAFE Small Value Index
4.00%
MSCI EAFE Small Cap Index
4.00%
MSCI Emerging Markets Index
2.00%
MSCI Emerging Markets Value Index
2.00%
MSCI Emerging Markets Small Cap Index
4.00%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
4.00%
Citi Group World Bond 1-3 Year Index
6.00%
Barclays Capital T-Bond 1-5 Year Index
4.00%
Citi Group World Bond 1-5 Year Index
6.00%
Folio
80
80
Benchmark
Index
Index
Mean Return
10.60%
9.43%
Median Return
12.69%
10.91%
Worst Return
‐32.29%
‐30.99%
Best Return
35.45%
32.41%
Negative Returns
4
5
