Thursday, April 26, 2012

Flex Portfolio Performance Through March 2012


US and Foreign Stocks 1 mo 3 mo YTD 1 yr 2 yr 3 yr 5 yr 10 yr
S&P 500 3.3% 12.6% 12.6% 8.5% 12.0% 23.4% 2.0% 4.1%
MSCI EAFE -0.5% 10.9% 10.9% -5.8% 2.0% 17.1% -3.5% 5.7%
Barclays Aggregate Bond--US -0.6% 0.3% 0.3% 7.7% 6.4% 6.8% 6.3% 5.8%
Barclays Aggregate Bond--Global -0.7% 0.9% 0.9% 5.3% 6.2% 7.5% 6.4% 7.3%









Moderately Aggressive Benchmark 1.0% 9.3% 9.3% 2.6% 7.2% 17.6% 1.0% 5.6%
80 Flex III 0.7% 7.3% 7.3% 1.6% 7.4%


80 Flex II 0.1% 7.8% 7.8% 3.8% 8.7% 16.9% 8.1% 11.0%
80 Fidelity 1.2% 9.7% 9.7% 2.1% 7.1% 17.8% 0.9% 5.5%









Moderate Benchmark 0.5% 6.9% 6.9% 3.9% 7.2% 14.7% 2.6% 6.0%
60 Flex III 0.4% 6.6% 6.6% 2.2% 6.9%


60 Flex II -0.1% 7.0% 7.0% 3.9% 7.9% 15.2% 8.3% 10.6%
60 Fidelity 0.8% 7.3% 7.3% 3.2% 6.7% 14.8% 2.1% 5.5%









Moderately Conservative Benchmark 0.1% 4.5% 4.5% 5.0% 7.1% 11.8% 4.0% 6.3%
40 Flex III 0.1% 6.0% 6.0% 2.8% 6.5%


40 Flex II -0.2% 6.2% 6.2% 3.9% 7.1% 13.5% 8.5% 10.0%
40 Fidelity 0.4% 4.9% 4.9% 4.6% 6.5% 11.9% 3.3% 5.5%









Asset Allocation Cash Stock Bond Other



80 Flex II 23% 53% 13% 11%



60 Flex II 28% 40% 24% 8%



40 Flex II 34% 27% 33% 6%