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Asset Allocation Strategies
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Allocation Strategies
Performance Results:
| Allocation Strategy Models Results as of June 30th 2010 |
|
1 - Month |
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3 - Month |
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YTD. |
|
1 - Year |
|
3 - Year |
|
5 - Year |
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| Conservative Allocation |
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-1.19 |
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-3.69 |
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-0.47 |
|
11.57 |
|
0.76 |
|
4.63 |
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| Moderate Allocation |
|
-2.10 |
|
-6.06 |
|
-2.74 |
|
12.43 |
|
-2.23 |
|
3.93 |
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| Growth Allocation |
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-2.77 |
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-8.66 |
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-5.41 |
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12.47 |
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-5.11 |
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3.46 |
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| Aggressive Growth Allocation |
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-3.97 |
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-10.87 |
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-7.43 |
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12.72 |
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-7.97 |
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2.37 |
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| S&P 500 |
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-5.23 |
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-11.43 |
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-6.65 |
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14.43 |
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-9.81 |
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-0.79 |
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