Mutual Funds and ETFS
Using various mutual funds, the historical returns and standard deviations are clearly shown.
| Model Returns * | 10-Yr | 5-Yr | 3-Yr | YTD | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | STD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Customized Portfolio | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Conservative | 6.78 | 6.46 | 5.64 | 4.94 | 8.1 | 2.76 | 6.13 | 11.5 | 4.01 | 5.98 | 8.17 | 2.63 | 7.61 | 11.3 | 3.16 |
| Moderately Conservative | 8.16 | 7.78 | 7.66 | 6.8 | 10.7 | 4.23 | 8.14 | 16.1 | 0.36 | 4.03 | 7.99 | 5.97 | 10.3 | 14.7 | 4.90 |
| Moderate | 9.73 | 9.17 | 9.79 | 8.46 | 13.1 | 5.75 | 10.5 | 22.2 | -4.17 | 1.78 | 7.36 | 10.4 | 13.5 | 19.0 | 7.81 |
| Moderately Aggressive | 10.8 | 10.2 | 11.8 | 10.8 | 16 | 7.4 | 12.3 | 26.7 | -8.1 | -0.6 | 5.93 | 15.4 | 17.1 | 21.2 | 10.4 |
| Aggressive | 12.2 | 11.1 | 13.9 | 13.5 | 17.9 | 10.0 | 13.9 | 32.0 | -13.4 | -4.6 | 4.21 | 24.9 | 22.3 | 23.3 | 14.2 |
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