Investment Model Results
Investment Model Rolling Returns
As of 12/31/11 |
|
| |
2011 YTD |
1 yr |
3 yr |
| Conservative |
+6.13 |
+6.13 |
+11.05 |
| Moderate |
+2.29 |
+2.29 |
+12.05 |
| Aggressive |
-0.56 |
-0.56 |
+12.56 |
| |
|
|
|
| Barclays US Aggregate Bond Index |
+7.84 |
+7.84 |
+6.77 |
| S&P 500 Index |
+2.11 |
+2.11 |
+14.11 |
| MSCI EAFE Index |
-12.14 |
-12.14 |
+7.65 |
| |
|
|
|
| Investment Model, Percentage Returns |
2008 |
2009 |
2010 |
| Conservative (30% Stocks) |
-11.80 |
+16.50 |
+9.12 |
| Moderate (50% Stocks) |
-22.60 |
+22.80 |
+10.57 |
| Aggressive (70% Stocks) |
-29.90 |
+27.80 |
+12.80 |
| |
|
|
|
| Benchmarks |
|
|
|
| Barclays US Aggregate Bond Index |
+5.20 |
+5.90 |
+6.54 |
| S&P 500 Index |
-37.00 |
+26.40 |
+15.06 |
| MSCI EAFE Index |
-43.38 |
+27.75 |
+4.90 |
NOTE: It is not possible to invest directly into a model. Models have
no expenses or investment fees;
actual investment performance may be different.