Target Folio 80

 

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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 80
7.33%
16.31%
9.15%
  2.61%
9.68%
7.98%
9.87%
Benchmark Index
7.14%
15.28%
8.47%
2.12%
9.03%
6.82%
8.66%
Annual
Folio
80
Benchmark
Index
1993
 26.40%
23.29%
1994
2.66%
1.10%
1995
 20.73%
19.28%
1996
16.14%
15.07%
1997
 14.15%
14.28%
1998
8.07%
7.61%
1999
15.68%
11.90%
2000
4.65%
2.40%
2001
1.53%
-0.62%
2002
-5.52%
-7.45%
2003
35.84%
32.80%
2004
19.05%
17.77%
2005
10.38%
9.58%
2006
20.37%
20.64%
2007
3.07%
3.36%
2008
-33.02%
-31.63%
2009
30.62%
27.26%
2010
17.69%
15.20%
2011
-5.00%
-3.90%
2012
16.31%
15.28%
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
4.00%
MSCI EAFE Value Index
8.00%
MSCI EAFE Small Value Index
4.00%
MSCI EAFE Small Cap Index
4.00%
S&P Global ex US REIT Index
4.00%
MSCI Emerging Markets Index
2.40%
MSCI Emerging Markets Value Index
2.40%
MSCI Emerging Markets Small Cap Index
3.20%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
5.00%
Citi Group World Bond 1-3 Year Index
5.00%
Barclays Capital T-Bond 1-5 Year Index
5.00%
Citi Group World Bond 1-5 Year Index
5.00%

 

Folio
80
Benchmark
Index
Mean Return
10.99%
9.66%
Median Return
14.92%
13.09%
Worst Return
‐33.02%
‐31.63%
Best Return
 35.84%
 32.80%
Negative Returns
3
4