Performance
Performance as of 3/31/09
| Returns | Since Inception | ||||||
| Year to Date | 12 month | 3 year | 5 year | Cumulantive | Annualized | Current Yield | |
| Conservative Model (inception 9/25/02) |
-3.12% | -0.08% | -8.31% | -0.14% | 39.51% | 4.53% | 2.70 |
| Moderate Model (inception 4/29/02) |
-2.80% | 3.77% | -10.46% | -1.09% | 17.81% | 2.09% | 3.40 |
| Aggressive Model (inception 1/28/09) |
0.54% | 6.88% | n/a* | n/a* | 4.84% | 4.13% | 4.10 |
| Fixed Income Model (inception 12/8/08) |
1.57% | 9.08% | n/a* | n/a* | 12.42% | 9.35% | 4.90 |
| S&P 500 (inception 4/29/02) |
5.41% | 49.71% | -4.19% | 1.90% | 19.17% | 2.24% | Blank text |
| Dow Jones w/ Dividend Reinvest (inception 4/29/02) |
4.79% | 46.75% | -1.52% | 3.33% | 34.72% | 3.83% | Blank text |
* New product, please call us at 503-294-1010 for performance.
** Current Yield = (annual income/current market value)*100