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Investment Performance

JAN YTD 2011 2010 2009

2008

2007

Menu I
Stable Return Fund

Federated Capital Pres (fund 40) 

0.13 0.13 1.77 3.04 3.50 4.07 4.34
 
Multi-Sector Bond Fund

Fed Total Return Bond - FTRBX

1.46

4.46

6.28

7.35

12.14

0.65

7.02

 
Balanced Fund  

Dodge & Cox Balanced - DODBX

4.95

4.95

-1.66

12.22

28.37

-33.57

1.73

 
Stock Index Fund  

Vanguard Index 500 - VFINX

4.46

4.46

1.97

14.91

26.49

-37.02

5.38

 
Managed Stock Funds 

Dodge & Cox Stock - DODGX

5.70

5.70

-4.08

13.49

31.27

-43.31 0.14

Vanguard Primecap - VPMCX

5.36 5.36 -1.84 12.89 34.45 -32.41 11.49

Fidelity Independence - FDFFX

9.65 9.65 -10.85 22.24 39.87 -48.09 29.53

Vanguard Health Care - VGHCX

2.51 2.51 11.45 6.16 20.96 -18.45 4.42

Vanguard Mid-Cap Idx - VIMSX

6.56 6.56 -2.11 25.46 40.22 -41.82 6.02
Vang Small-Cap Grow Idx-VISGX 7.12 7.12 -1.58 30.69 41.85 -40.00 9.62

T. R. Price Real Estate-TRREX

6.64 6.64 7.32 29.89 31.65 -39.08 18.80
 

International Stock Funds  

Capital World Grow&Inc-RWIFX

4.61 4.61 -7.28 8.05 32.65 -38.21 17.78

Templeton Inst'l Foreign - TFEQX

5.22 5.22 -10.90 6.70 33.63 -42.15 18.45
 

Lifestyle Funds

Vang LifeStr Income - VASIX 1.84 1.84 3.77 9.22 12.08 -10.53 6.70
Vang LifeStr Cons Gr-VSCGX 2.77 2.77 1.76 11.14 17.06 -19.52 6.99
Vang LifeStr Mod GR-VSMGX 3.81 3.81 0.26 13.31 20.33 -26.50 7.35
Vang LifeStr Growth-VASGX 4.79 4.79 -2.28 15.06 24.99 -34.39 7.45
 

Target Retirement Funds

Vang Target Retire 2010-VTNX 3.25 3.25 3.37 11.43 19.32 -20.67 7.69
Vang Target Retire 2015-VTXVX 3.66 3.66 1.71 12.47 21.30 -24.06 7.54
Vang Target Retire 2020-VTWNX 4.01 4.01 0.60 13.12 23.10 -27.04 7.51
Vang Target Retire 2025-VTTVX 4.40 4.40 -0.37 13.84 24.81 -30.05 7.58

Vang Target Retire 2030-VTHRX

4.73 4.73 -1.27 14.43 26.72 -32.91 7.49
Vang Target Retire 2035-VTTHX 5.12 5.12 -2.24 15.14 28.17 -34.66 7.49
Vang Target Retire 2040-VFORX 5.22 5.22 -2.55 15.17 28.32 -34.53 7.47
Vang Target Retire 2045-VTIVX 5.28 5.28 -2.51 15.19 28.15 -34.56 7.46
Vang Target Retire 2050--VFIFX 5.24 5.24 -2.54 15.20 28.31 -34.62 7.49
 
Index Comparisons

S&P 500

4.48

4.48

2.11

15.06

26.46

-37.00

5.49

MSCI-EAFE Ndtr_D

5.33

5.33

-12.14

7.75

31.78

-43.38

11.16