Saturday, February 11, 2012

Flex Portfolio Performance Through January 2012

Here is how the most popular Flex portfolios have performed and are allocated:


US and Foreign Stocks 1 mo 3 mo YTD 1 yr 2 yr 3 yr 5 yr 10 yr
S&P 500 4.5% 5.3% 4.5% 4.2% 12.8% 19.2% 0.3% 3.5%
MSCI EAFE 5.3% -0.8% 5.3% -9.6% 2.1% 13.4% -3.9% 5.8%
Barclays Aggregate Bond--US 0.4% 2.2% 0.4% 10.3% 7.2% 5.1% 6.9% 5.7%
Barclays Aggregate Bond--Global 1.7% 0.6% 1.7% 7.2% 6.3% 7.8% 7.0% 7.4%









Moderately Aggressive Benchmark 4.1% 2.1% 4.1% -0.4% 7.6% 14.7% 0.3% 5.4%
80 Flex III 4.2% 2.0% 4.2% 3.0% 8.7%


80 Flex II 5.0% 2.2% 5.0% 4.5% 9.7% 16.4% 7.8% 11.2%
80 Fidelity 4.4% 2.7% 4.4% -0.9% 7.8% 15.1% 0.2% 5.3%









Moderate Benchmark 3.4% 1.9% 3.4% 2.0% 7.6% 12.8% 2.2% 5.9%
60 Flex III 4.1% 2.1% 4.1% 3.5% 8.3%


60 Flex II 4.7% 2.2% 4.7% 4.6% 9.0% 14.7% 8.1% 10.7%
60 Fidelity 3.5% 2.3% 3.5% 1.1% 7.3% 12.9% 1.7% 5.4%









Moderately Conservative Benchmark 2.6% 1.8% 2.6% 4.4% 7.5% 10.8% 4.0% 6.2%
40 Flex III 3.9% 2.2% 3.9% 3.9% 7.8%


40 Flex II 4.4% 2.3% 4.4% 4.7% 8.3% 13.1% 8.5% 10.1%
40 Fidelity 2.6% 2.1% 2.6% 3.4% 7.0% 10.9% 3.1% 5.5%









Asset Allocation Cash Stock Bond Other



80 Flex II 23% 54% 12% 11%



60 Flex II 30% 40% 21% 9%



40 Flex II 37% 27% 29% 7%