Target Folio 90

 

 

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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 90
8.23%
18.12%
9.83%
2.28%
10.35%
8.32%
10.39%
Benchmark Index
8.02%
17.09%
9.17%
1.78%
9.63%
7.01%
9.04%
Annual
Folio
90
Benchmark
Index
1993
28.46%
25.50%
1994
2.88%
1.20%
1995
 21.64%
20.19%
1996
17.33%
16.22%
1997
15.50%
15.17%
1998
7.74%
7.39%
1999
17.44%
12.98%
2000
4.53%
1.65%
2001
0.80%
-1.70%
2002
-7.23%
-9.13%
2003
40.57%
37.13%
2004
21.34%
19.89%
2005
11.47%
10.48%
2006
22.48%
22.84%
2007
2.76%
2.86%
2008
-37.02%
-35.66%
2009
34.14%
30.49%
2010
19.38%
16.69%
2011
-6.05%
-4.77%
2012
18.12%
17.09%
Benchmark Index
S&P 500 Index
18.00%
Russell 1000 Value Index
18.00%
Russell 2000 Value Index
18.00%
Dow Jones U.S. REIT Index
4.50%
MSCI EAFE Value Index
9.00%
MSCI EAFE Small Value Index
4.50%
MSCI EAFE Small Cap Index
4.50%
S&P Global ex US REIT Index
4.50%
MSCI Emerging Markets Index
2.70%
MSCI Emerging Markets Value Index
2.70%
MSCI Emerging Markets Small Cap Index
3.60%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
2.50%
Citi Group World Bond 1-3 Year Index
2.50%
Barclays Capital T-Bond 1-5 Year Index
2.50%
Citi Group World Bond 1-5 Year Index
2.50%
Folio
90
Benchmark
Index
Mean Return
11.81%
10.33%
Median Return
16.42%
14.08%
Worst Return
‐37.02%
‐35.66%
Best Return
40.57%
37.13%
Negative Returns
3
4