Model Portfolio Performance Tables
|
|
Year to |
1 Year |
3 Year |
5 Year |
|
1/1/08 to 1/31/08 |
2/1/07 to 1/31/08 |
2/1/05 to 1/31/08 |
2/1/03 to 1/31/08 |
|
|
Our Equity Portfolio |
-6.3% |
-7.1% |
31.9% |
141.9% |
|
Our Aggressive Portfolio |
-4.6% |
-3.4% |
28.8% |
112.6% |
|
Our Moderate Portfolio |
-2.8% |
0.3% |
25.5% |
86.0% |
|
Our Conservative Portfolio |
-1.1% |
4.0% |
22.0% |
62.0% |
|
Our Risk Averse Portfolio |
0.7% |
7.8% |
18.3% |
40.5% |
|
|
|
|
|
|
|
BENCHMARK-DOW IND |
-4.6% |
0.2% |
20.6% |
57.1% |
|
BENCHMARK-S&P 500 |
-6.1% |
-4.2% |
16.7% |
61.1% |
|
BENCHMARK-NASDAQ |
-9.9% |
-3.0% |
15.9% |
80.9% |
More important than the above returns is how our portfolios weathered the market down-turns . The following are the worst 12 month, 24 month, and 36 month periods during the past 10 years; any day to exactly 12 months, 24 months, or 36 months later.
|
|
Worst 12 |
Worst 24 |
Worst 36 |
|
2/1/98 to 1/31/08 |
2/1/98 to 1/31/08 |
2/1/98 to 1/31/08 |
|
|
Our Equity Portfolio |
-24% |
-21% |
-18% |
|
Our Aggressive Portfolio |
-16% |
-12% |
-9% |
|
Our Moderate Portfolio |
-8% |
-4% |
+3% |
|
Our Conservative Portfolio |
-2% |
+3% |
+12% |
|
Our Risk Averse Portfolio |
-1% |
+3% |
+12% |
|
|
|
|
|
|
BENCHMARK-DOW IND |
-29% |
-32% |
-31% |
|
BENCHMARK-S&P 500 |
-34% |
-46% |
-44% |
|
BENCHMARK-NASDAQ |
-62% |
-70% |
-74% |
Data source: DFA Returns Data Program. All data is deemed reliable but is not guaranteed. This data cannot, in and of itself, be used to determine which securities to buy or sell, or when to buy or sell securities, or assist persons in making those decisions. Model portfolios do not represent any specific client’s portfolio. Portfolios show dividends and other earnings to be reinvested as received. Past returns have no predictive value and are no indication of future returns. All portfolios have a measure of risk and can decrease in value and create a loss. Reward and risk have been shown to correlate positively with each other. Returns are actual returns, not compound annual returns. Model Portfolio Returns are shown net of a 1% annual advisory fee. BENCHMARK Indexes are based on actual market performance without any investment advisory fee.
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