Performance
Performance as of 6/30/10
| Returns | Since Inception | ||||||
| Year to Date | 12 month | 3 year | 5 year | Cumulantive | Annualized | Current Yield | |
| Conservative Model (inception 9/25/02) |
-7.57% | -13.14% | -10.09% | -1.91% | 33.11% | 3.75% | 4.10 |
| Moderate Model (inception 4/29/02) |
-9.36% | -13.19% | -13.10% | -3.28% | 9.85% | 1.16% | 2.90 |
| Aggressive Model (inception 1/28/09) |
-8.45% |
-12.95% |
n/a* | n/a* | -4.53% | -3.21% | 4.30 |
| Fixed Income Model (inception 12/8/08) |
1.69% | 1.82% | n/a* | n/a* | 12.79% | 8.03% | 4.00 |
| S&P 500 (inception 4/29/02) |
-6.79% | 14.18% | -9.87% | -0.84% | 5.37% | 0.64% | Blank text |
| Dow Jones w/ Dividend Reinvest (inception 4/29/02) |
-5.04% | 18.93% | -7.4% | 1.65% | 22.09% | 2.47% | Blank text |
* New product, please call us at 503-294-1010 for performance.
** Current Yield = (annual income/current market value)*100