VARIABLE RETURNS

PORTFOLIO 1

Portfolio Holdings 1-Yr. Return (%) 3-Yr. Return (%) 5-Yr. Return (%)
75% large caps 13.19 17.26 3.51
25% bonds 2.70 4.41 5.10

Portfolio 1

Total Return

10.57

14.04

3.91

PORTFOLIO 2

Portfolio Holdings 1-Yr. Return (%) 3-Yr. Return (%) 5-Yr. Return (%)
50% large cap 13.19 17.26 3.51
25% small cap 23.34 27.50 11.52
25% bonds 2.70 4.41 5.10

Portfolio 2

Total Return

13.11

16.61

5.91

PORTFOLIO 3

Portfolio Holdings 1-Yr. Return (%) 3-Yr. Return (%) 5-Yr. Return (%)
16.67% large cap 13.19 17.26 3.51
16.67% mid cap 20.33 24.08 8.57
16.67% small cap 23.34 27.50 11.52
25% international stocks 30.00 32.21 12.15
12.5% precious metals 63.94 37.38 36.25
12.5% bonds 2.70 4.41 5.10

Portfolio 3

Total Return

25.31

24.75

12.14

Portfolio analysis: 1, 3, 5 Yr. returns as of March 31, 2006 for different portfolios. Returns for each asset class is at the bottom

SOURCE: MORNINGSTAR INC.

Before it's here, it's on the Bloomberg Terminal. LEARN MORE