Investment Performance
|
OCT |
YTD |
2010 |
2009 |
2008 |
2007 |
2006 |
|
Menu II
|
|
Stable Return Fund
|
|
Federated Capital Pres (fund 40) |
0.13 |
1.51 |
3.04 |
3.50 |
4.07 |
4.34 |
4.32 |
|
|
|
Multi-Sector Bond Fund
|
Fed
Total Return Bond-FTRBX
|
0.31 |
5.66 |
7.35 |
12.14 |
0.65 |
7.02 |
5.07 |
|
|
|
Balanced Fund
|
Vanguard
Wellington - VWELX
|
7.12 |
2.80 |
10.94 |
22.20 |
-22.30 |
8.33 |
14.96 |
|
|
|
Stock Index Fund
|
|
Vanguard Index 500 - VFINX |
10.91 |
1.18 |
14.91 |
26.49 |
-37.02 |
5.38 |
15.64 |
|
|
|
Managed Stock Funds
|
|
Vanguard Total Stock-VTSMX |
11.51 |
0.45 |
17.09 |
28.70 |
-37.04 |
5.48 |
15.51 |
|
Growth Fund of America-RGAFX |
10.49 |
-2.96 |
12.63 |
34.91 |
-38.88 |
11.25 |
11.23 |
|
Vanguard Windsor II-VWNFX |
11.02 |
1.08 |
10.62 |
27.05 |
-36.70 |
2.22 |
18.24 |
| T. Rowe Price
Health Sci-PRHSX |
6.93 |
8.52 |
16.33 |
32.17 |
-28.77 |
18.74 |
9.57 |
|
Vanguard Mid-Cap Index - VIMSX
|
13.13 |
-1.17 |
25.46 |
40.22 |
-41.82 |
6.02 |
13.59 |
|
Vang Sm-Cap Growth Index-VISGX
|
16.18 |
-0.40 |
30.69 |
41.85 |
-40.00 |
9.62 |
11.95 |
|
T. Rower Price Real Estate-TRREX
|
14.67 |
7.51 |
29.89 |
31.65 |
-39.08 |
-18.80 |
36.75 |
|
|
|
International Stock Funds
|
Capital
World Grow&Inc-RWIFX |
9.27 |
-5.26 |
8.05 |
32.65 |
-38.21 |
17.78 |
22.59 |
|
Templeton Inst'l Foreign - TFEQX |
12.35 |
-5.75 |
6.70 |
33.63 |
-42.15 |
18.45 |
29.04 |
|
|
|
Lifestyle Funds
|
|
Vang LifeStr Income - VASIX |
2.44 |
3.30 |
9.22 |
12.08 |
-10.53 |
6.70 |
7.93 |
|
Vang LifeStr Cons Gr-VSCGX |
4.66 |
1.71 |
11.14 |
17.06 |
-19.52 |
6.99 |
10.62 |
|
Vang LifeStr Mod GR-VSMGX |
6.66 |
0.67 |
13.31 |
20.33 |
-26.50 |
7.35 |
13.30 |
| Vang LifeStr
Growth-VASGX |
8.87 |
-1.42 |
15.06 |
24.99 |
-34.39 |
7.45 |
16.12 |
|
|
|
Target Retirement Funds
|
|
Vang Target Retire 2010-VTNX |
5.39 |
3.50 |
11.43 |
19.32 |
-20.67 |
7.69 |
|
|
Vang Target Retire 2015-VTXVX |
6.38 |
2.01 |
12.47 |
21.30 |
-24.06 |
7.54 |
11.42 |
|
Vang Target Retire 2020-VTWNX |
7.30 |
1.13 |
13.12 |
23.10 |
-27.04 |
7.51 |
|
| Vang Target
Retire 2025-VTTVX |
8.11 |
0.32 |
13.84 |
24.81 |
-30.05 |
7.58 |
13.24 |
|
Vang Target Retire 2030-VTHRX
|
8.99 |
-0.42 |
14.43 |
26.72 |
-32.91 |
7.49 |
|
|
Vang Target Retire 2035-VTTHX
|
9.77 |
-1.30 |
15.14 |
28.17 |
-34.66 |
7.49 |
15.24 |
|
Vang Target Retire 2040-VFORX
|
9.97 |
-1.49 |
15.17 |
28.32 |
-34.53 |
7.47 |
|
|
Vang Target Retire 2045-VTIVX |
10.00 |
-1.41 |
15.19 |
28.15 |
-34.56 |
7.46 |
15.98 |
|
Vang Target Retire 2050--VFIFX |
9.96 |
-1.50 |
15.20 |
28.31 |
-34.62 |
7.49 |
|
|
|
|
Index Comparisons
|
|
S&P 500 |
10.93 |
1.30 |
15.06 |
26.46 |
-37.00 |
5.49 |
15.79 |
|
MSCI-EAFE Ndtr_D |
9.64 |
-6.78 |
7.75 |
31.78 |
-43.38 |
11.16 |
26.34 |
