Thursday, April 18, 2013

Flex Portfolio Performance Through March 2013

Here are the (unaudited by anyone but me; data comes from Morningstar) performance #s for selected Flex portfolios through March of 2013.


US and Foreign Indexes 1 mo 3 mo YTD 1 yr 2 yr 3 yr 5 yr 10 yr
Stock Markets (50-40-10) 2.0% 7.1% 7.1% 11.6% 6.1% 8.5% 2.7% 9.8%
S&P 500 3.8% 10.6% 10.6% 14.0% 11.2% 12.7% 5.8% 8.5%
MSCI EAFE 0.8% 5.1% 5.1% 11.3% 2.4% 5.0% -0.9% 9.7%
Barclays Agg Bond--US 0.1% -0.1% -0.1% 3.8% 5.7% 5.5% 5.5% 5.0%
Barclays Agg Bond--Global -0.3% -2.1% -2.1% 1.3% 3.2% 4.5% 3.7% 5.5%









Moderately Aggressive 1.8% 6.0% 6.0% 10.7% 6.6% 8.3% 3.2% 8.6%
80 Flex IV 1.3% 3.9% 3.9% 8.4% 6.2% 8.7% 7.8% 10.9%
80 Flex III 1.3% 4.0% 4.0% 9.0% 5.6% 8.4%

80 Fidelity 2.1% 6.1% 6.1% 11.0% 6.4% 8.3% 3.5% 8.7%









Moderate 1.3% 4.2% 4.2% 8.6% 6.2% 7.7% 3.7% 7.9%
60 Flex IV 1.1% 3.7% 3.7% 9.7% 7.0% 9.1% 8.2% 11.2%
60 Flex III 1.1% 3.4% 3.4% 9.7% 6.4% 8.7%

60 Vanguard 1.6% 4.6% 4.6% 10.1% 7.5% 8.7% 4.6% 8.1%









Moderately Conservative 0.9% 2.4% 2.4% 6.5% 5.8% 6.9% 4.0% 5.4%
40 Flex IV 0.8% 2.9% 2.9% 10.2% 7.3% 9.0% 8.5% 10.4%
40 Vanguard 1.2% 3.1% 3.1% 8.5% 7.5% 8.1% 5.2% 7.3%









Asset Allocation Cash Stock Bond Other



80 Flex IV 24% 45% 21% 10%



60 Flex IV 21% 39% 31% 9%



40 Flex IV 23% 26% 44% 7%



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