Friday, March 23, 2012

Flex Portfolio Performance Through February 2012

US and Foreign Stocks 1 mo 3 mo YTD 1 yr 2 yr 3 yr 5 yr 10 yr
S&P 500 4.3% 10.0% 8.9% 5.0% 13.3% 25.3% 1.5% 4.1%
MSCI EAFE 5.7% 10.2% 11.3% -7.5% 5.3% 19.6% -3.0% 6.2%
Barclays Aggregate Bond--US 0.0% 2.0% 0.9% 8.4% 6.6% 7.5% 6.4% 5.7%
Barclays Aggregate Bond--Global -0.1% 2.3% 1.6% 6.5% 6.2% 8.6% 6.6% 7.4%









Moderately Aggressive Benchmark 4.0% 8.5% 8.3% 0.8% 9.2% 19.7% 1.1% 5.8%
80 Flex III 2.2% 5.1% 6.5% 1.9% 9.2%


80 Flex II 2.6% 6.0% 7.7% 4.5% 10.5% 19.0% 8.3% 11.3%
80 Fidelity 3.8% 8.0% 8.3% 0.0% 9.0% 20.0% 1.0% 5.8%









Moderate Benchmark 2.9% 6.7% 6.3% 2.8% 8.7% 16.6% 2.7% 6.2%
60 Flex III 2.0% 5.3% 6.2% 2.8% 8.7%


60 Flex II 2.3% 6.0% 7.1% 4.7% 9.6% 17.1% 8.6% 10.7%
60 Fidelity 2.8% 6.3% 6.4% 1.7% 8.2% 16.5% 2.2% 5.7%









Moderately Conservative Benchmark 1.8% 5.0% 4.4% 4.7% 8.1% 13.4% 4.2% 6.4%
40 Flex III 1.8% 5.6% 5.8% 3.6% 8.1%


40 Flex II 2.0% 6.0% 6.4% 4.9% 8.7% 15.2% 8.8% 10.1%
40 Fidelity 1.9% 4.8% 4.5% 3.7% 7.6% 13.3% 3.4% 5.6%









Asset Allocation Cash Stock Bond Other



80 Flex II 23% 54% 12% 11%



60 Flex II 30% 41% 21% 9%



40 Flex II 37% 27% 29% 7%



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