Performance

 

  Index YTD 2006 2007 2008 2009 2010
S&P 500 1.02% 15.80% 5.49% -37.00% 26.46% 15.06%
MSCI EAFE 0.64% 26.86% 11.63% -43.06% 27.75% 4.90%
Model YTD 2006 2007 2008 2009 2010
World Allocation 0.25% 21.80% 8.90% -23.70% 26.32% 14.07%
Global Opportunities 0.02% - - - 28.40% 14.43%
US Trend Follower 0.31% 15.88% 9.12% 5.80% 17.41% 10.33%
Int’l Trend Follower -0.32% 14.43% 12.75% 4.91% 17.49% 5.88%
Select Countries -0.16% - - - 58.35% 22.84%
World Bond -0.26% - - - 5.58% 5.68%
              Updated 1/6/11  

Detailed Returns

     World Allocation

     Global Opportunities

     US Trend Follower

     Int’l Trend Follower

     Select Countries

     World Bond

Year-To-Date Returns

 

Disclaimer