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Asset Allocation Model Software |
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Asset Allocation Model Software |
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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 | 21.01% | 28.94% | 34.09% | 37.73% | 38.64% | 28.28% | 28.68% | 29.28% | 47.25% | 17.41% | 4.11% |
| 2004 | 11.98% | 14.01% | 15.11% | 16.02% | 15.89% | 5.32% | 10.87% | 8.59% | 18.33% | 10.18% | 4.34% |
| 2005 | 9.57% | 11.53% | 13.66% | 14.99% | 15.10% | 1.72% | 4.91% | 1.37% | 4.55% | 25.96% | 2.43% |
| 2006 | 12.18% | 14.14% | 15.38% | 15.63% | 15.32% | 19.05% | 15.79% | 9.52% | 18.37% | 13.81% | 4.33% |
| 2007 | 15.72% | 20.67% | 21.89% | 22.42% | 22.50% | 8.89% | 5.49% | 9.81% | -1.57% | 11.17% | 6.97% |
| The Month of May '08 | 1.33% | 1.86% | 2.36% | 2.96% | 3.43% | -1.11 | 1.30% | 4.55% | 4.59% | 0.97% | -0.73% |
| 2008 YTD (31 Dec '07 to 31 May '08) | 0.93% | -0.07% | -1.15% | -2.07% | -2.93% | -3.71 | -3.80% | -4.89% | -1.81% | -3.03% | 1.21% |
| Last 12 Months | 7.27% | 7.32% | 6.26% | 5.34% | 4.51% | -5.03 | -6.70% | -3.14% | -10.53% | -2.53% | 6.89% |
Last 3 Years Annualized Average |
11.66% | 14.62% | 16.02% | 16.56% | 16.29% | 9.01% | 7.57% | 6.85% | 7.95% | 16.61% | 4.30% |
Last 5 Years Annualized Average |
11.94% | 15.03% | 16.95% | 18.04% | 18.19% | 9.85% | 9.77% | 9.59% | 12.47% | 19.24% | 3.83% |
| Annual Average Since Inception (31 Dec '02 - Monthly compounding) | 12.27% | 15.07% | 16.58% | 17.44% | 17.37% | 10.47% | 10.99% | 12.46% | 14.52% | 19.10% | 4.31% |
Last 3 Years Cumulative |
39.23% | 50.57% | 56.19% | 58.38% | 57.28% | 29.54% | 24.46% | 21.97% | 25.80% | 58.55% | 13.47% |
Last 5 Years Cumulative |
75.75% | 101.41% | 118.78% | 129.16% | 130.59% | 59.98% | 59.41% | 58.07% | 80.00% | 141.09% | 20.68% |
| Cumulative Since Inception (31 Dec '02 - Monthly compounding) | 93.67% | 125.03% | 143.96% | 155.39% | 154.53% | 71.52 | 75.91% | 88.89% | 108.42% | 157.70% | 25.67% |
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