Target Folio 90
Annualized
YTD
2012 (APR)
2012 (APR)
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 90
10.29%
-5.39%
14.96%
-0.20%
7.78%
8.33%
10.20%
Benchmark Index
10.15%
-4.09%
13.53%
-0.52%
6.92%
7.06%
8.91%
Annual
Folio
90
90
Benchmark
Index
Index
1990
-11.81%
-11.66%
1991
27.81%
27.74%
1992
8.62%
9.97%
1993
28.70%
24.74%
1994
4.08%
1.81%
1995
21.92%
20.92%
1996
18.36%
17.37%
1997
16.29%
16.71%
1998
7.42%
6.57%
1999
18.53%
13.02%
2000
4.88%
2.78%
2001
1.17%
-1.42%
2002
-7.91%
-9.84%
2003
40.19%
36.69%
2004
21.14%
19.75%
2005
11.80%
10.82%
2006
22.22%
22.60%
2007
2.21%
2.26%
2008
-36.24%
-34.90%
2009
34.00%
30.29%
2010
19.85%
17.11%
2011
-5.39%
-4.09%
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
9.00%
MSCI EAFE Value Index
9.00%
MSCI EAFE Small Value Index
5.00%
MSCI EAFE Small Cap Index
4.00%
MSCI Emerging Markets Index
2.00%
MSCI Emerging Markets Value Index
3.00%
MSCI Emerging Markets Small Cap Index
4.00%
Bank of America Merrill Lynch U.S. Treasury 1-3 Year Index
2.00%
Citi Group World Bond 1-3 Year Index
3.00%
Barclays Capital T-Bond 1-5 Year Index
2.00%
Citi Group World Bond 1-5 Year Index
3.00%
Folio
90
90
Benchmark
Index
Index
Mean Return
11.27%
9.97%
Median Return
14.05%
11.92%
Worst Return
‐36.24%
‐34.90%
Best Return
40.19%
36.69%
Negative Returns
4
5