Model portfolio software using no load mutual funds.

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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