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Asset Allocation Strategies
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Allocation Strategies
Performance Results:
| Allocation Strategy Models Results as of September 30th 2011 |
|
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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-4.50 |
|
-7.51 |
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-3.28 |
|
0.46 |
|
6.28 |
|
4.84 |
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| Moderate Allocation |
|
-5.77 |
|
-10.69 |
|
-6.13 |
|
-0.80 |
|
5.31 |
|
3.71 |
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| Growth Allocation |
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-7.52 |
|
-14.44 |
|
-9.66 |
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-2.99 |
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3.59 |
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2.17 |
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| Aggressive Growth Allocation |
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-8.64 |
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-17.47 |
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-12.41 |
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-3.97 |
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1.39 |
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0.30 |
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| S&P 500 |
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-7.03 |
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-13.87 |
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-8.68 |
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1.14 |
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1.23 |
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-1.18 |
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