Performance
Recent Investment Returns
| Consolidated Fund Results as of 3/31/13 | March 2013 | YTD |
|---|---|---|
| Total Fund | 2.31 | 6.08 |
| Blended Benchmark | 2.09 | 6.10 |
| Blended 65/35 Index | 2.45 | 6.73 |
Latest Quarterly Returns
| For Period Ending 3/31/13 | |||||
|---|---|---|---|---|---|
| 1st Qtr | 1-Year | 3-Years | 5-Years | 10-Years | |
| Total Consolidated Fund * | 6.08 | 9.29 | 9.30 | 5.20 | 7.77 |
| Blended Benchmark | 6.10 | 10.27 | 9.36 | 4.52 | 7.24 |
| Blended 65/35 Index | 6.73 | 10.28 | 10.13 | 5.69 | 7.29 |
| Large Cap Domestic Stocks | 12.17 | 14.41 | 12.43 | 6.37 | 9.45 |
| Large Cap Benchmark | 10.61 | 13.96 | 12.68 | 5.04 | 8.70 |
| Fixed Income | -1.08 | 4.06 | 6.18 | 5.16 | 5.16 |
| Barclays Aggregate Bond Index | -0.12 | 3.77 | 5.54 | 5.48 | 5.03 |
*Investment returns for periods exceeding 1 year are annualized. Quarterly performance by manager is available here or via our newsletter.
Calendar Year Returns
| Calendar Year Fund Returns | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Fund | 11.97 | 1.07 | 13.30 | 21.48 | -26.34 | 3.83 | 14.83 | 7.02 | 10.86 | 21.02 | -10.87 |
| Blended Benchmark | 12.28 | 1.65 | 12.28 | 18.50 | -26.51 | 3.35 | 14.79 | 5.19 | 11.09 | 19.89 | -9.68 |
Click here (link to PDF) for our most recent calendar year returns by manager.
Footnotes
Blended Benchmark: 42% S&P 500, 5% Russell 2000, 15% MSCI EAFE (Europe, Australasia & Far East), 33% Barclays Capital Aggregate Bond Index, 5% FTSE NAREIT Index
Blended 65/35 Index: 65% S&P 500, 35% Barclays Capital Aggregate Bond Index
Large Cap Domestic Stocks: 100% S&P 500, as of April 1, 2009, formerly 50% S&P 500 and 50% Russell 1000 Value
All returns are in percent. No predictions are made for the future and past returns are no guarantee of future results.
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