Loaded Mutual Fund Model Portfolios.

Load Funds Model Allocation Software

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The table of returns below are for the:

All Loaded Mutual Fund Model Portfolios

Note that the returns are NOT adjusted for front-end loads because they vary too much

See a fascinating table of asset class returns that show how and why the negative correlation coefficients of asset allocation work so well

Time Frames	Conservative Model	Moderately Conservative Model	Moderate Model	Moderately Aggressive Model	Aggressive Model	DJIA	S&P 500	NASDAQ	Russell 2000	MSCI EAFE	Lehman Brothers Agg Bond
2003	12.41%	17.22%	22.08%	26.22%	27.85%	28.28%	28.68%	29.28%	47.25%	17.41%	4.11%
2004	10.83%	11.94%	13.11%	14.12%	14.46%	5.32%	10.87%	8.59%	18.33%	10.18%	4.34%
2005	7.03%	8.88%	11.28%	13.42%	13.62%	1.72%	4.91%	1.37%	4.55%	25.96%	2.43%
2006	12.11%	13.38%	15.31%	16.54%	17.20%	19.05%	15.79%	9.52%	18.37%	13.81%	4.33%
2007	9.03%	-13.58%	17.05%	19.04%	19.27%	8.89%	5.49%	9.81%	-1.57%	11.17%	6.97%
The Month of March '08	-0.72%	-0.88%	-1.51%	-1.94%	-2.37%	0.12%	-0.43%	0.34%	0.42%	-1.05%	0.34%
2008 YTD (31 Dec '07 to 31 March '08)	-2.04%	-5.12%	-7.17%	-9.45%	-11.61%	-7.01%	-9.45%	-14.07%	-9.90%	-8.91%	2.17%
Last 12 Months	2.76%	2.61%	3.10%	2.14%	0.31%	1.59%	-5.08%	-5.89%	-13.00%	-2.70%	7.67%
Last 3 Years Annualized Average	8.94%	10.48%	12.11%	12.74%	12.13%	7.78%	5.85%	4.46%	5.06%	45.50%	5.48%
Last 5 Years Annualized Average	9.84%	12.05%	14.50%	16.04%	16.18%	11.45%	11.32%	11.19%	83.28%	21.40%	4.58%
Annual Average Since Inception (31 Dec '02 - Monthly compounding)	8.95%	10.66%	12.54%	13.78%	13.79%	10.09%	10.08%	10.72%	13.15%	18.34%	4.64%
Last 3 Years Cumulative	29.30%	34.83%	40.91%	43.31%	40.97%	25.20%	18.60%	14.00%	15.95%	13.32%	17.35%
Last 5 Years Cumulative	59.85%	76.61%	96.79%	110.42%	111.64%	71.91	70.98%	69.93%	100.25%	163.73%	25.12%
Cumulative Since Inception (31 Dec '02 - Monthly compounding)	59.67%	74.55%	92.52%	105.26%	105.44%	65.65%	65.59%	70.85%	91.26%	142.07%	26.86%

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