Sunday, June 3, 2012

Flex Portfolio Performance Through May 2012


US and Foreign Stocks 1 mo 3 mo YTD 1 yr 2 yr 3 yr 5 yr 10 yr
Stock Markets (50/40/10) -8.7% -8.8% 1.0% -11.0% 6.8% 9.3% -3.4% 4.9%
S&P 500 -6.0% -3.5% 5.1% -0.4% 12.0% 14.9% -0.9% 4.1%
MSCI EAFE -11.5% -13.6% -3.8% -20.5% 1.9% 3.4% -7.3% 4.0%
Barclays Aggregate Bond--US 0.9% 1.5% 2.3% 7.1% 6.5% 7.1% 6.7% 5.7%
Barclays Aggregate Bond--Global -1.0% -0.6% 1.0% 2.3% 7.1% 6.0% 6.5% 6.8%









Moderately Aggressive Benchmark -6.9% -6.8% 0.9% -7.5% 7.3% 8.8% -1.7% 4.9%
80 Flex III -5.1% -4.5% 1.7% -6.1% 6.6% 9.4%

80 Flex II -5.3% -5.5% 1.8% -4.6% 7.5% 9.8% 6.0% 9.9%
80 Fidelity -6.8% -6.6% 1.2% -8.1% 6.9% 8.8% -1.8% 4.8%









Moderate Benchmark -5.1% -4.9% 1.2% -4.1% 7.4% 8.3% 0.7% 5.4%
60 Flex III -4.4% -3.9% 2.1% -4.6% 6.3% 9.0%

60 Flex II -4.6% -4.6% 2.1% -3.5% 6.9% 9.2% 6.6% 9.6%
60 Fidelity -5.0% -4.7% 1.4% -4.7% 6.6% 8.1% 0.1% 5.0%









Moderately Conservative Benchmark -3.3% -3.0% 1.3% -0.8% 7.4% 7.7% 2.8% 5.8%
40 Flex III -3.7% -3.3% 2.4% -3.1% 5.9% 8.5%

40 Flex II -3.8% -3.8% 2.4% -2.3% 6.3% 8.6% 7.2% 9.2%
40 Fidelity -3.0% -2.7% 1.7% -1.0% 6.5% 7.6% 2.1% 5.2%









Asset Allocation Cash Stock Bond Other



80 Flex II 23% 52% 14% 11%



60 Flex II 28% 39% 24% 9%



40 Flex II 34% 26% 34% 6%



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