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Asset Class Returns
as of 12/31/17
2001 2002 2003 2004 2005 2006 2007 2008 2
REITS Comdty Emrg Mrkt REITS Emrg Mrkt REITS Emrg Mrkt Fixed Emr
13.93 25.91 Equity 31.58 Equity 35.06 Equity Income Eq
55.82 34.00 39.42 7
5.24
Fixed Fixed Small Cap Emrg Mrkt Comdty Emrg Mrkt Comdty Cash High
Income Income 47.25 Equity 21.36 Equity 16.23 1.77 5
10.26 25.55 32.14
8.44
High Yield REITS Int'l Int'l Int'l Int'l Int'l Asset I
5.28 3.82 Equity Equity Equity Equity Equity Allocation Eq
38.59 20.25 13.54 26.34 11.17 3
-23.27
Cash Cash REITS Small Cap REITS Small Cap Asset High Yield R
4.07 1.70 37.13 18.33 12.16 18.37 Allocation -26.16 2
7.04
Small Cap High Yield High Yield Asset Asset Large Cap Fixed Small Cap Sm
2.49 -1.41 28.97 Allocation Allocation 15.79 Income
-33.79 2
12.28 7.86 6.97
Emrg Mrkt Asset Large Cap High Yield Large Cap Asset Large Cap Comdty Larg
Equity Allocation 28.68 11.13 4.91 Allocation 5.49 -35.65 2
-2.62
-4.59 14.54
Asset Emrg Mrkt Asset Large Cap Small Cap High Yield Cash Large Cap A
Allocation Equity Allocation 10.88 4.55 11.85 4.78 -37.00 Allo
-6.17
-2.75 24.83 2
Large Cap Int'l Comdty Comdty Cash Cash High Yield REITS Co
-11.89 Equity 23.93 9.15 3.00
-15.94 4.80 1.87 -37.73 1
Comdty Small Cap Fixed Fixed High Yield Fixed Small Cap Int'l F
-19.51 -20.48 Income Income 2.74 Income -1.57 Equity Inc
-43.38
4.10 4.34 4.33 5
Int'l Large Cap Cash Cash Fixed Comdty REITS Emrg Mrkt C
Equity -22.10 1.03 1.24 Income 2.07 -15.69 Equity 0
-21.44 -53.33
2.43
Div ersification does not guarantee a profit or protect against loss.
Source: Morningstar Direct, 12/31/2017. Large cap: S&P 500, Small cap: Russell 20
Index, High Yield: Barclays High Yield Index, Fixed Income: Barclays Capital Aggr
following weights (60% Equity, 40% Bonds): 20% in the S&P 500, 10% in the Russell 2
in the Barclays 1-3m Treasury, 5% in the Barclays High Yield Index, 5% in the Bloom
assumes annual rebalancing. All data represents total return for stated period. P
Past performance does not guarantee future results.
