This tool allows you to test different market timing and tactical asset allocation models based on moving averages, momentum, market valuation and target volatility. The supported models include:
You can find a summary of the selected tactical asset allocation model below, and a more detailed description in the FAQ section.
Tactical asset allocation model results from Jan 1997 to Dec 2021 are based on the annual target volatility of 8.00%. The tactical asset allocation model adjusts the equity allocation monthly based on realized historical volatility and the specified target volatility using 1 calendar month volatility period. Tactical asset allocation model trades are executed using the end of month close price each month based on the end of month signals. The time period was constrained by the available data for Vanguard Real Estate Index Investor (VGSIX) [Jun 1996 - Dec 2021].
| Portfolio | Initial Balance | Final Balance | CAGR | Stdev | Best Year | Worst Year | Max. Drawdown | Sharpe Ratio | Sortino Ratio | US Mkt Correlation |
|---|---|---|---|---|---|---|---|---|---|---|
| Target Volatility Model | $10,000 | $48,788 | 6.54% | 7.40% | 20.87% | -12.08% | -18.45% | 0.63 | 0.91 | 0.90 |
| Buy & Hold Portfolio | $10,000 | $68,104 | 7.98% | 10.63% | 25.37% | -25.82% | -39.59% | 0.59 | 0.86 | 0.96 |
| Vanguard 500 Index Investor | $10,000 | $99,948 | 9.65% | 15.32% | 33.19% | -37.02% | -50.97% | 0.55 | 0.81 | 0.99 |
| Name | Total Return | Annualized Return | Annualized Standard Deviation | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 3 Month | Year To Date | 1 year | 3 year | 5 year | 10 year | Full | 3 year | 5 year | |
| Target Volatility Model | 5.33% | 12.27% | 12.27% | 10.26% | 8.05% | 7.67% | 6.54% | 8.34% | 7.66% |
| Buy & Hold Portfolio | 5.89% | 15.45% | 15.45% | 16.54% | 11.51% | 10.17% | 7.98% | 12.11% | 10.50% |
| Vanguard 500 Index Investor | 10.99% | 28.53% | 28.53% | 25.91% | 18.32% | 16.39% | 9.65% | 17.42% | 15.39% |
| Trailing return and volatility are as of last full calendar month ending December 2021 | |||||||||
| Year | Inflation | Target Volatility Model | Buy & Hold Portfolio | Vanguard 500 Index Investor | Vanguard Total Stock Mkt Idx Inv (VTSMX) | Vanguard Total Intl Stock Index Inv (VGTSX) | Vanguard Real Estate Index Investor (VGSIX) | Vanguard Total Bond Market Index Inv (VBMFX) | Cash (CASHX) | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return | Balance | Return | Balance | Return | Balance | |||||||
| 1997 | 1.70% | 15.08% | $11,508 | 16.95% | $11,695 | 33.19% | $13,319 | 30.99% | -0.77% | 18.77% | 9.44% | 5.22% |
| 1998 | 1.61% | 7.47% | $12,367 | 13.37% | $13,259 | 28.62% | $17,131 | 23.26% | 15.60% | -16.32% | 8.58% | 4.97% |
| 1999 | 2.68% | 13.09% | $13,986 | 14.88% | $15,231 | 21.07% | $20,740 | 23.81% | 29.92% | -4.04% | -0.76% | 4.77% |
| 2000 | 3.39% | -0.31% | $13,943 | -1.30% | $15,033 | -9.06% | $18,861 | -10.57% | -15.61% | 26.35% | 11.39% | 5.99% |
| 2001 | 1.55% | -6.21% | $13,077 | -4.65% | $14,334 | -12.02% | $16,594 | -10.97% | -20.15% | 12.35% | 8.43% | 3.70% |
| 2002 | 2.38% | -7.52% | $12,094 | -8.55% | $13,108 | -22.15% | $12,919 | -20.96% | -15.08% | 3.75% | 8.26% | 1.65% |
| 2003 | 1.88% | 20.87% | $14,618 | 25.37% | $16,434 | 28.50% | $16,601 | 31.35% | 40.34% | 35.65% | 3.97% | 1.04% |
| 2004 | 3.26% | 14.16% | $16,688 | 13.52% | $18,656 | 10.74% | $18,384 | 12.51% | 20.84% | 30.76% | 4.24% | 1.32% |
| 2005 | 3.42% | 6.72% | $17,809 | 7.41% | $20,039 | 4.77% | $19,262 | 5.98% | 15.57% | 11.89% | 2.40% | 3.14% |
| 2006 | 2.54% | 15.25% | $20,524 | 16.32% | $23,309 | 15.64% | $22,275 | 15.51% | 26.64% | 35.07% | 4.27% | 4.82% |
| 2007 | 4.08% | 4.66% | $21,481 | 5.73% | $24,645 | 5.39% | $23,475 | 5.49% | 15.52% | -16.46% | 6.92% | 4.56% |
| 2008 | 0.09% | -12.08% | $18,887 | -25.82% | $18,280 | -37.02% | $14,784 | -37.04% | -44.10% | -37.05% | 5.05% | 1.53% |
| 2009 | 2.72% | 11.78% | $21,112 | 23.56% | $22,588 | 26.49% | $18,700 | 28.70% | 36.73% | 29.58% | 5.93% | 0.16% |
| 2010 | 1.50% | 7.95% | $22,791 | 13.82% | $25,709 | 14.91% | $21,489 | 17.09% | 11.12% | 28.30% | 6.42% | 0.14% |
| 2011 | 2.96% | 2.24% | $23,301 | 0.59% | $25,860 | 1.97% | $21,911 | 0.96% | -14.56% | 8.47% | 7.56% | 0.07% |
| 2012 | 1.74% | 11.17% | $25,904 | 13.10% | $29,246 | 15.82% | $25,379 | 16.25% | 18.14% | 17.53% | 4.05% | 0.08% |
| 2013 | 1.50% | 13.61% | $29,430 | 15.90% | $33,897 | 32.18% | $33,544 | 33.35% | 15.04% | 2.31% | -2.26% | 0.05% |
| 2014 | 0.76% | 8.18% | $31,837 | 8.86% | $36,902 | 13.51% | $38,076 | 12.43% | -4.24% | 30.13% | 5.76% | 0.03% |
| 2015 | 0.73% | -1.85% | $31,249 | -0.45% | $36,737 | 1.25% | $38,551 | 0.29% | -4.37% | 2.22% | 0.30% | 0.05% |
| 2016 | 2.07% | 6.03% | $33,133 | 7.53% | $39,502 | 11.82% | $43,107 | 12.53% | 4.65% | 8.34% | 2.50% | 0.30% |
| 2017 | 2.11% | 15.08% | $38,129 | 15.42% | $45,594 | 21.67% | $52,447 | 21.05% | 27.40% | 4.83% | 3.46% | 0.88% |
| 2018 | 1.91% | -4.54% | $36,398 | -5.64% | $43,022 | -4.52% | $50,074 | -5.26% | -14.44% | -6.11% | -0.13% | 1.90% |
| 2019 | 2.29% | 17.09% | $42,618 | 22.01% | $52,490 | 31.33% | $65,761 | 30.65% | 21.43% | 28.78% | 8.61% | 2.13% |
| 2020 | 1.36% | 1.97% | $43,456 | 12.39% | $58,991 | 18.25% | $77,760 | 20.87% | 11.16% | -4.78% | 7.61% | 0.44% |
| 2021 | 7.04% | 12.27% | $48,788 | 15.45% | $68,104 | 28.53% | $99,948 | 25.59% | 8.61% | 40.19% | -1.77% | 0.04% |
| Year | Month | Target Volatility Model | Buy & Hold Portfolio | Vanguard 500 Index Investor | Vanguard Total Stock Mkt Idx Inv (VTSMX) | Vanguard Total Intl Stock Index Inv (VGTSX) | Vanguard Real Estate Index Investor (VGSIX) | Vanguard Total Bond Market Index Inv (VBMFX) | Cash (CASHX) | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return | Balance | Return | Balance | Return | Balance | |||||||
| 1997 | 1 | 1.80% | $10,180 | 1.80% | $10,180 | 6.22% | $10,622 | 5.46% | -2.37% | 0.16% | 0.25% | 0.43% |
| 1997 | 2 | 0.32% | $10,213 | 0.31% | $10,211 | 0.79% | $10,706 | -0.11% | 1.82% | -0.32% | 0.11% | 0.42% |
| 1997 | 3 | -2.06% | $10,003 | -2.11% | $9,996 | -4.14% | $10,263 | -4.45% | -0.10% | 0.38% | -0.97% | 0.43% |
| 1997 | 4 | 1.98% | $10,201 | 1.98% | $10,194 | 5.96% | $10,874 | 4.50% | 0.20% | -3.10% | 1.49% | 0.44% |
| 1997 | 5 | 4.05% | $10,614 | 4.75% | $10,678 | 6.09% | $11,536 | 7.10% | 6.54% | 2.95% | 0.87% | 0.43% |
| 1997 | 6 | 3.69% | $11,005 | 3.73% | $11,076 | 4.45% | $12,050 | 4.37% | 5.40% | 5.13% | 1.16% | 0.40% |
| 1997 | 7 | 4.55% | $11,506 | 4.67% | $11,594 | 7.97% | $13,010 | 7.77% | 1.59% | 2.85% | 2.80% | 0.43% |
| 1997 | 8 | -3.54% | $11,099 | -3.61% | $11,175 | -5.61% | $12,280 | -3.72% | -8.60% | -0.75% | -0.85% | 0.43% |
| 1997 | 9 | 4.77% | $11,628 | 4.84% | $11,716 | 5.47% | $12,951 | 5.77% | 5.51% | 9.24% | 1.45% | 0.43% |
| 1997 | 10 | -3.02% | $11,277 | -3.08% | $11,355 | -3.35% | $12,518 | -3.40% | -9.10% | -2.80% | 1.45% | 0.41% |
| 1997 | 11 | 0.93% | $11,382 | 1.52% | $11,527 | 4.60% | $13,093 | 3.33% | -1.19% | 1.73% | 0.33% | 0.43% |
| 1997 | 12 | 1.11% | $11,508 | 1.46% | $11,695 | 1.72% | $13,319 | 1.70% | 0.92% | 2.48% | 1.04% | 0.43% |
| 1998 | 1 | 1.02% | $11,625 | 1.05% | $11,819 | 1.11% | $13,467 | 0.44% | 3.04% | -1.27% | 1.32% | 0.44% |
| 1998 | 2 | 3.49% | $12,031 | 4.13% | $12,307 | 7.19% | $14,435 | 7.34% | 6.88% | -1.65% | -0.10% | 0.43% |
| 1998 | 3 | 3.02% | $12,395 | 3.08% | $12,686 | 5.10% | $15,172 | 5.06% | 3.22% | 2.55% | 0.33% | 0.44% |
| 1998 | 4 | 0.36% | $12,440 | 0.40% | $12,737 | 1.01% | $15,325 | 1.10% | 0.53% | -3.36% | 0.51% | 0.42% |
| 1998 | 5 | -0.92% | $12,325 | -1.25% | $12,578 | -1.74% | $15,058 | -2.71% | -1.51% | -0.89% | 1.02% | 0.41% |
| 1998 | 6 | 1.60% | $12,523 | 1.64% | $12,785 | 4.07% | $15,671 | 3.54% | -0.27% | -0.03% | 0.81% | 0.41% |
| 1998 | 7 | -1.15% | $12,379 | -1.28% | $12,622 | -1.05% | $15,506 | -2.27% | 1.08% | -6.90% | 0.23% | 0.42% |
| 1998 | 8 | -8.80% | $11,289 | -9.62% | $11,407 | -14.47% | $13,262 | -15.65% | -13.66% | -9.21% | 1.90% | 0.42% |
| 1998 | 9 | 1.86% | $11,500 | 3.32% | $11,787 | 6.41% | $14,112 | 6.68% | -2.07% | 5.99% | 1.96% | 0.40% |
| 1998 | 10 | 2.38% | $11,773 | 4.74% | $12,346 | 8.16% | $15,264 | 7.51% | 10.77% | -1.81% | -0.55% | 0.36% |
| 1998 | 11 | 2.04% | $12,013 | 3.90% | $12,827 | 6.07% | $16,191 | 6.17% | 5.34% | 1.58% | 0.49% | 0.36% |
| 1998 | 12 | 2.95% | $12,367 | 3.36% | $13,259 | 5.81% | $17,131 | 6.45% | 3.26% | -1.80% | 0.38% | 0.37% |
| 1999 | 1 | 1.31% | $12,530 | 1.33% | $13,435 | 4.20% | $17,851 | 3.65% | -0.63% | -2.44% | 0.79% | 0.37% |
| 1999 | 2 | -1.96% | $12,284 | -2.63% | $13,082 | -3.12% | $17,293 | -3.73% | -2.16% | -1.57% | -1.77% | 0.37% |
| 1999 | 3 | 2.26% | $12,562 | 2.70% | $13,434 | 4.00% | $17,984 | 3.93% | 4.97% | -0.44% | 0.56% | 0.38% |
| 1999 | 4 | 3.49% | $13,000 | 3.96% | $13,966 | 3.85% | $18,677 | 4.68% | 5.08% | 9.55% | 0.40% | 0.37% |
| 1999 | 5 | -1.85% | $12,759 | -1.89% | $13,703 | -2.39% | $18,231 | -2.00% | -5.00% | 2.09% | -0.88% | 0.37% |
| 1999 | 6 | 2.32% | $13,055 | 2.65% | $14,067 | 5.56% | $19,243 | 5.16% | 4.39% | -1.87% | -0.50% | 0.38% |
| 1999 | 7 | -1.18% | $12,900 | -1.29% | $13,885 | -3.13% | $18,641 | -3.20% | 2.27% | -2.91% | -0.39% | 0.39% |
| 1999 | 8 | -0.43% | $12,845 | -0.43% | $13,825 | -0.50% | $18,549 | -0.92% | 0.33% | -1.00% | -0.08% | 0.39% |
| 1999 | 9 | -0.66% | $12,760 | -0.88% | $13,704 | -2.74% | $18,041 | -2.44% | 0.82% | -4.12% | 1.26% | 0.41% |
| 1999 | 10 | 2.81% | $13,119 | 3.23% | $14,147 | 6.33% | $19,182 | 6.29% | 3.74% | -2.25% | 0.33% | 0.40% |
| 1999 | 11 | 1.47% | $13,311 | 2.17% | $14,454 | 2.02% | $19,570 | 3.42% | 4.08% | -1.50% | 0.02% | 0.42% |
| 1999 | 12 | 5.07% | $13,986 | 5.38% | $15,231 | 5.98% | $20,740 | 7.59% | 9.37% | 3.07% | -0.48% | 0.43% |
| 2000 | 1 | -2.91% | $13,579 | -2.91% | $14,788 | -5.03% | $19,696 | -4.18% | -6.22% | 0.61% | -0.17% | 0.43% |
| 2000 | 2 | 1.26% | $13,751 | 1.76% | $15,048 | -1.91% | $19,321 | 2.54% | 2.83% | -1.51% | 1.18% | 0.47% |
| 2000 | 3 | 3.17% | $14,187 | 3.72% | $15,608 | 9.75% | $21,205 | 5.69% | 3.48% | 3.50% | 1.40% | 0.47% |
| 2000 | 4 | -1.42% | $13,985 | -2.64% | $15,197 | -3.00% | $20,569 | -5.21% | -5.41% | 6.73% | -0.49% | 0.48% |
| 2000 | 5 | -0.63% | $13,897 | -1.79% | $14,925 | -2.04% | $20,150 | -3.41% | -2.67% | 1.03% | -0.16% | 0.48% |
| 2000 | 6 | 2.23% | $14,206 | 3.47% | $15,442 | 2.49% | $20,652 | 4.42% | 4.27% | 2.49% | 2.15% | 0.46% |
| 2000 | 7 | -0.30% | $14,164 | -0.36% | $15,387 | -1.50% | $20,343 | -1.95% | -4.46% | 8.77% | 0.88% | 0.48% |
| 2000 | 8 | 2.61% | $14,534 | 2.94% | $15,839 | 6.19% | $21,602 | 7.28% | 1.00% | -3.99% | 1.40% | 0.51% |
| 2000 | 9 | -2.35% | $14,193 | -2.20% | $15,491 | -5.29% | $20,459 | -4.67% | -5.00% | 2.93% | 0.76% | 0.52% |
| 2000 | 10 | -1.59% | $13,967 | -1.70% | $15,227 | -0.43% | $20,372 | -2.04% | -3.03% | -4.63% | 0.57% | 0.51% |
| 2000 | 11 | -2.12% | $13,670 | -3.91% | $14,632 | -7.89% | $18,765 | -9.90% | -4.44% | 1.74% | 1.58% | 0.52% |
| 2000 | 12 | 2.00% | $13,943 | 2.74% | $15,033 | 0.51% | $18,861 | 1.78% | 3.72% | 6.88% | 1.79% | 0.51% |
| 2001 | 1 | 1.48% | $14,149 | 2.32% | $15,382 | 3.55% | $19,530 | 3.83% | 1.10% | 0.43% | 1.76% | 0.48% |
| 2001 | 2 | -3.05% | $13,717 | -5.22% | $14,579 | -9.14% | $17,746 | -9.41% | -7.61% | -1.72% | 0.91% | 0.41% |
| 2001 | 3 | -3.44% | $13,245 | -3.73% | $14,035 | -6.36% | $16,618 | -6.72% | -7.15% | 0.81% | 0.54% | 0.40% |
| 2001 | 4 | 2.61% | $13,590 | 4.63% | $14,684 | 7.77% | $17,909 | 8.16% | 7.89% | 2.28% | -0.46% | 0.35% |
| 2001 | 5 | 0.24% | $13,623 | 0.17% | $14,710 | 0.65% | $18,025 | 1.01% | -3.52% | 2.15% | 0.73% | 0.32% |
| 2001 | 6 | -0.50% | $13,555 | -0.55% | $14,628 | -2.45% | $17,584 | -1.64% | -3.84% | 5.92% | 0.52% | 0.30% |
| 2001 | 7 | -0.71% | $13,458 | -0.62% | $14,537 | -1.00% | $17,409 | -1.71% | -2.43% | -2.10% | 2.23% | 0.30% |
| 2001 | 8 | -1.74% | $13,224 | -1.94% | $14,255 | -6.27% | $16,316 | -6.00% | -2.30% | 3.54% | 1.11% | 0.29% |
| 2001 | 9 | -5.86% | $12,449 | -5.33% | $13,495 | -8.09% | $14,996 | -9.00% | -10.73% | -3.87% | 0.89% | 0.28% |
| 2001 | 10 | 0.84% | $12,553 | 1.65% | $13,718 | 1.90% | $15,280 | 2.52% | 2.97% | -3.37% | 1.86% | 0.20% |
| 2001 | 11 | 3.22% | $12,957 | 3.48% | $14,196 | 7.65% | $16,450 | 7.63% | 3.56% | 5.76% | -1.34% | 0.17% |
| 2001 | 12 | 0.93% | $13,077 | 0.97% | $14,334 | 0.87% | $16,594 | 1.78% | 1.35% | 2.47% | -0.58% | 0.15% |
| 2002 | 1 | -0.98% | $12,949 | -1.24% | $14,156 | -1.47% | $16,349 | -1.24% | -4.63% | -0.25% | 0.69% | 0.14% |
| 2002 | 2 | -0.17% | $12,927 | -0.18% | $14,130 | -1.94% | $16,033 | -2.05% | 0.90% | 1.98% | 0.85% | 0.14% |
| 2002 | 3 | 2.54% | $13,256 | 3.03% | $14,557 | 3.74% | $16,633 | 4.38% | 5.71% | 6.24% | -1.46% | 0.15% |
| 2002 | 4 | -1.09% | $13,111 | -1.30% | $14,368 | -6.07% | $15,622 | -4.90% | 0.42% | 0.62% | 1.69% | 0.15% |
| 2002 | 5 | 0.12% | $13,126 | 0.15% | $14,391 | -0.75% | $15,505 | -1.22% | 1.16% | 1.30% | 0.80% | 0.15% |
| 2002 | 6 | -2.77% | $12,763 | -3.15% | $13,937 | -7.13% | $14,398 | -7.06% | -4.28% | 2.81% | 0.29% | 0.14% |
| 2002 | 7 | -4.72% | $12,161 | -5.36% | $13,189 | -7.72% | $13,287 | -8.02% | -9.80% | -5.28% | 0.48% | 0.14% |
| 2002 | 8 | 0.33% | $12,201 | 0.74% | $13,287 | 0.65% | $13,374 | 0.53% | -0.12% | 0.16% | 1.66% | 0.14% |
| 2002 | 9 | -2.79% | $11,860 | -5.52% | $12,553 | -10.87% | $11,919 | -10.07% | -10.88% | -3.53% | 1.53% | 0.14% |
| 2002 | 10 | 1.86% | $12,081 | 2.78% | $12,903 | 8.78% | $12,966 | 7.65% | 5.70% | -4.95% | -0.61% | 0.13% |
| 2002 | 11 | 1.60% | $12,274 | 3.50% | $13,355 | 5.88% | $13,728 | 6.06% | 4.75% | 4.43% | 0.02% | 0.12% |
| 2002 | 12 | -1.47% | $12,094 | -1.85% | $13,108 | -5.89% | $12,919 | -5.57% | -3.43% | 0.85% | 2.07% | 0.10% |
| 2003 | 1 | -1.67% | $11,893 | -2.02% | $12,843 | -2.62% | $12,580 | -2.54% | -3.76% | -2.70% | 0.05% | 0.10% |
| 2003 | 2 | -0.33% | $11,853 | -0.55% | $12,772 | -1.52% | $12,389 | -1.69% | -2.42% | 1.74% | 1.38% | 0.10% |
| 2003 | 3 | 0.19% | $11,876 | 0.22% | $12,801 | 0.96% | $12,507 | 1.09% | -1.93% | 2.04% | -0.13% | 0.10% |
| 2003 | 4 | 3.23% | $12,259 | 5.78% | $13,540 | 8.25% | $13,540 | 8.21% | 9.70% | 4.05% | 0.87% | 0.09% |
| 2003 | 5 | 3.89% | $12,736 | 4.79% | $14,188 | 5.26% | $14,252 | 6.11% | 6.15% | 5.52% | 1.82% | 0.09% |
| 2003 | 6 | 1.22% | $12,891 | 1.31% | $14,374 | 1.26% | $14,432 | 1.43% | 2.66% | 2.25% | -0.13% | 0.09% |
| 2003 | 7 | 1.02% | $13,022 | 1.19% | $14,545 | 1.74% | $14,684 | 2.36% | 3.18% | 5.18% | -3.34% | 0.07% |
| 2003 | 8 | 1.49% | $13,216 | 1.74% | $14,799 | 1.93% | $14,967 | 2.39% | 2.51% | 0.65% | 0.61% | 0.08% |
| 2003 | 9 | 1.25% | $13,381 | 1.18% | $14,974 | -1.07% | $14,807 | -1.15% | 2.78% | 3.41% | 2.71% | 0.08% |
| 2003 | 10 | 3.57% | $13,859 | 3.78% | $15,540 | 5.64% | $15,642 | 6.12% | 6.49% | 1.63% | -0.96% | 0.08% |
| 2003 | 11 | 1.49% | $14,066 | 1.57% | $15,783 | 0.86% | $15,778 | 1.38% | 2.13% | 4.31% | 0.27% | 0.08% |
| 2003 | 12 | 3.93% | $14,618 | 4.12% | $16,434 | 5.22% | $16,601 | 4.48% | 7.80% | 3.08% | 0.88% | 0.08% |
| 2004 | 1 | 1.90% | $14,896 | 1.90% | $16,746 | 1.82% | $16,904 | 2.23% | 1.60% | 4.28% | 0.86% | 0.08% |
| 2004 | 2 | 1.55% | $15,126 | 1.55% | $17,005 | 1.38% | $17,136 | 1.43% | 2.50% | 1.64% | 1.03% | 0.08% |
| 2004 | 3 | 0.44% | $15,193 | 0.45% | $17,082 | -1.51% | $16,877 | -1.07% | 0.45% | 5.43% | 0.80% | 0.08% |
| 2004 | 4 | -2.79% | $14,769 | -3.80% | $16,432 | -1.58% | $16,611 | -2.11% | -3.14% | -14.56% | -2.61% | 0.08% |
| 2004 | 5 | 1.15% | $14,939 | 1.18% | $16,626 | 1.36% | $16,836 | 1.35% | 0.46% | 7.09% | -0.43% | 0.08% |
| 2004 | 6 | 1.35% | $15,141 | 1.77% | $16,921 | 1.93% | $17,161 | 2.09% | 2.40% | 2.79% | 0.56% | 0.09% |
| 2004 | 7 | -1.76% | $14,874 | -1.88% | $16,603 | -3.31% | $16,593 | -3.80% | -3.34% | 0.51% | 0.96% | 0.11% |
| 2004 | 8 | 1.64% | $15,118 | 1.67% | $16,881 | 0.38% | $16,657 | 0.31% | 0.75% | 7.83% | 1.94% | 0.12% |
| 2004 | 9 | 1.31% | $15,316 | 1.29% | $17,098 | 1.07% | $16,834 | 1.74% | 2.96% | -0.23% | 0.16% | 0.13% |
| 2004 | 10 | 2.11% | $15,640 | 2.15% | $17,466 | 1.51% | $17,089 | 1.68% | 3.24% | 5.39% | 0.85% | 0.14% |
| 2004 | 11 | 3.49% | $16,186 | 3.53% | $18,082 | 4.05% | $17,781 | 4.68% | 7.23% | 4.15% | -0.81% | 0.16% |
| 2004 | 12 | 3.10% | $16,688 | 3.17% | $18,656 | 3.39% | $18,384 | 3.63% | 4.44% | 4.83% | 0.92% | 0.18% |
| 2005 | 1 | -2.05% | $16,345 | -2.05% | $18,272 | -2.45% | $17,933 | -2.68% | -1.67% | -8.46% | 0.65% | 0.18% |
| 2005 | 2 | 1.86% | $16,649 | 1.84% | $18,608 | 2.09% | $18,308 | 2.07% | 4.68% | 2.85% | -0.63% | 0.21% |
| 2005 | 3 | -1.59% | $16,385 | -1.60% | $18,311 | -1.76% | $17,986 | -1.75% | -2.93% | -1.58% | -0.49% | 0.23% |
| 2005 | 4 | -0.35% | $16,327 | -0.38% | $18,240 | -1.91% | $17,642 | -2.32% | -2.07% | 5.81% | 1.35% | 0.23% |
| 2005 | 5 | 1.94% | $16,643 | 2.14% | $18,630 | 3.17% | $18,201 | 3.77% | 0.08% | 3.24% | 1.05% | 0.24% |
| 2005 | 6 | 1.25% | $16,850 | 1.25% | $18,863 | 0.13% | $18,224 | 0.81% | 1.30% | 4.96% | 0.55% | 0.25% |
| 2005 | 7 | 2.78% | $17,318 | 2.77% | $19,386 | 3.71% | $18,900 | 4.11% | 3.68% | 6.97% | -0.99% | 0.26% |
| 2005 | 8 | 0.23% | $17,357 | 0.18% | $19,420 | -0.91% | $18,727 | -0.94% | 2.85% | -3.74% | 1.36% | 0.28% |
| 2005 | 9 | 1.02% | $17,534 | 1.03% | $19,620 | 0.79% | $18,876 | 0.86% | 4.73% | 0.57% | -1.10% | 0.29% |
| 2005 | 10 | -1.90% | $17,201 | -1.93% | $19,243 | -1.68% | $18,559 | -1.86% | -3.37% | -2.35% | -0.81% | 0.29% |
| 2005 | 11 | 2.13% | $17,568 | 2.70% | $19,763 | 3.76% | $19,258 | 3.97% | 2.67% | 4.25% | 0.48% | 0.33% |
| 2005 | 12 | 1.37% | $17,809 | 1.39% | $20,039 | 0.02% | $19,262 | 0.14% | 5.14% | -0.10% | 0.99% | 0.32% |
| 2006 | 1 | 3.49% | $18,431 | 3.49% | $20,739 | 2.65% | $19,771 | 3.50% | 6.87% | 7.53% | -0.11% | 0.33% |
| 2006 | 2 | 0.17% | $18,462 | 0.15% | $20,770 | 0.26% | $19,823 | 0.00% | -0.72% | 1.83% | 0.37% | 0.37% |
| 2006 | 3 | 1.54% | $18,746 | 1.59% | $21,100 | 1.23% | $20,067 | 1.80% | 3.17% | 4.83% | -1.00% | 0.38% |
| 2006 | 4 | 1.04% | $18,941 | 1.06% | $21,323 | 1.33% | $20,335 | 1.11% | 5.12% | -3.63% | -0.21% | 0.38% |
| 2006 | 5 | -2.49% | $18,469 | -2.57% | $20,774 | -2.90% | $19,746 | -3.23% | -4.45% | -2.80% | -0.09% | 0.39% |
| 2006 | 6 | 0.52% | $18,565 | 0.57% | $20,891 | 0.13% | $19,771 | 0.17% | -0.38% | 5.29% | 0.10% | 0.40% |
| 2006 | 7 | 0.74% | $18,703 | 0.95% | $21,091 | 0.61% | $19,891 | -0.13% | 1.15% | 3.49% | 1.35% | 0.41% |
| 2006 | 8 | 1.78% | $19,035 | 2.32% | $21,581 | 2.36% | $20,361 | 2.31% | 2.53% | 3.72% | 1.64% | 0.42% |
| 2006 | 9 | 1.39% | $19,300 | 1.39% | $21,880 | 2.56% | $20,883 | 2.27% | 0.25% | 1.90% | 0.81% | 0.41% |
| 2006 | 10 | 3.04% | $19,886 | 3.13% | $22,564 | 3.25% | $21,562 | 3.53% | 4.00% | 6.11% | 0.72% | 0.40% |
| 2006 | 11 | 2.44% | $20,371 | 2.52% | $23,133 | 1.89% | $21,969 | 2.23% | 3.73% | 4.69% | 1.11% | 0.42% |
| 2006 | 12 | 0.75% | $20,524 | 0.76% | $23,309 | 1.39% | $22,275 | 1.13% | 3.09% | -1.81% | -0.48% | 0.41% |
| 2007 | 1 | 1.77% | $20,887 | 1.77% | $23,722 | 1.49% | $22,607 | 1.88% | 0.96% | 8.52% | -0.08% | 0.41% |
| 2007 | 2 | -0.42% | $20,799 | -0.45% | $23,615 | -1.97% | $22,162 | -1.61% | 0.06% | -2.41% | 1.50% | 0.42% |
| 2007 | 3 | 0.69% | $20,942 | 0.76% | $23,794 | 1.11% | $22,409 | 1.11% | 2.80% | -2.37% | 0.02% | 0.42% |
| 2007 | 4 | 1.91% | $21,342 | 2.54% | $24,398 | 4.42% | $23,399 | 4.01% | 3.92% | -0.04% | 0.51% | 0.41% |
| 2007 | 5 | 1.85% | $21,737 | 1.89% | $24,858 | 3.48% | $24,212 | 3.69% | 3.09% | -0.11% | -0.78% | 0.40% |
| 2007 | 6 | -1.59% | $21,392 | -1.56% | $24,469 | -1.68% | $23,806 | -1.67% | 0.61% | -9.26% | -0.39% | 0.39% |
| 2007 | 7 | -1.48% | $21,075 | -2.08% | $23,961 | -3.08% | $23,072 | -3.41% | -1.06% | -7.77% | 0.84% | 0.39% |
| 2007 | 8 | 1.14% | $21,314 | 1.38% | $24,291 | 1.50% | $23,418 | 1.45% | -0.72% | 6.49% | 1.34% | 0.40% |
| 2007 | 9 | 1.77% | $21,693 | 3.39% | $25,114 | 3.72% | $24,290 | 3.59% | 6.38% | 4.25% | 0.72% | 0.33% |
| 2007 | 10 | 1.71% | $22,063 | 2.41% | $25,719 | 1.58% | $24,673 | 1.85% | 5.90% | 1.22% | 0.93% | 0.31% |
| 2007 | 11 | -2.30% | $21,556 | -3.11% | $24,919 | -4.19% | $23,640 | -4.49% | -4.57% | -9.32% | 1.91% | 0.32% |
| 2007 | 12 | -0.35% | $21,481 | -1.10% | $24,645 | -0.70% | $23,475 | -0.60% | -2.28% | -5.11% | 0.22% | 0.26% |
| 2008 | 1 | -2.02% | $21,047 | -3.67% | $23,740 | -6.02% | $22,063 | -6.08% | -8.55% | -0.34% | 1.69% | 0.28% |
| 2008 | 2 | -0.66% | $20,907 | -1.46% | $23,394 | -3.25% | $21,345 | -3.07% | 0.33% | -3.73% | 0.19% | 0.16% |
| 2008 | 3 | 0.27% | $20,963 | 0.39% | $23,484 | -0.44% | $21,251 | -0.58% | -0.71% | 6.45% | 0.30% | 0.15% |
| 2008 | 4 | 1.57% | $21,293 | 3.56% | $24,320 | 4.85% | $22,283 | 5.02% | 5.85% | 5.89% | -0.30% | 0.11% |
| 2008 | 5 | 0.65% | $21,431 | 0.87% | $24,532 | 1.29% | $22,571 | 2.09% | 1.51% | 0.14% | -0.79% | 0.12% |
| 2008 | 6 | -5.15% | $20,327 | -6.14% | $23,027 | -8.44% | $20,666 | -8.19% | -8.99% | -10.77% | -0.01% | 0.15% |
| 2008 | 7 | -0.39% | $20,249 | -0.67% | $22,874 | -0.83% | $20,494 | -0.77% | -3.67% | 3.15% | 0.00% | 0.16% |
| 2008 | 8 | 0.09% | $20,268 | 0.13% | $22,903 | 1.45% | $20,791 | 1.58% | -5.10% | 2.25% | 0.70% | 0.14% |
| 2008 | 9 | -3.70% | $19,518 | -6.25% | $21,472 | -8.91% | $18,939 | -9.26% | -13.09% | -0.11% | -1.10% | 0.14% |
| 2008 | 10 | -3.24% | $18,886 | -14.71% | $18,313 | -16.79% | $15,759 | -17.63% | -22.09% | -31.23% | -2.53% | 0.08% |
| 2008 | 11 | -0.73% | $18,747 | -4.55% | $17,480 | -7.17% | $14,628 | -7.90% | -6.29% | -23.39% | 3.64% | 0.04% |
| 2008 | 12 | 0.74% | $18,887 | 4.58% | $18,280 | 1.07% | $14,784 | 1.86% | 8.16% | 17.39% | 3.32% | 0.00% |
| 2009 | 1 | -1.46% | $18,610 | -7.64% | $16,883 | -8.41% | $13,540 | -8.26% | -11.96% | -17.39% | -0.70% | 0.01% |
| 2009 | 2 | -2.08% | $18,224 | -7.97% | $15,537 | -10.66% | $12,097 | -10.45% | -9.58% | -20.76% | -0.42% | 0.02% |
| 2009 | 3 | 1.84% | $18,559 | 5.90% | $16,454 | 8.76% | $13,157 | 8.65% | 9.31% | 3.76% | 1.48% | 0.02% |
| 2009 | 4 | 2.01% | $18,932 | 9.16% | $17,961 | 9.56% | $14,415 | 10.61% | 12.78% | 31.31% | 0.36% | 0.02% |
| 2009 | 5 | 1.60% | $19,234 | 5.50% | $18,950 | 5.62% | $15,225 | 5.38% | 14.35% | 2.36% | 0.85% | 0.01% |
| 2009 | 6 | -0.08% | $19,218 | -0.28% | $18,897 | 0.22% | $15,258 | 0.34% | -1.32% | -3.25% | 0.54% | 0.01% |
| 2009 | 7 | 3.41% | $19,874 | 6.63% | $20,149 | 7.58% | $16,414 | 7.82% | 9.96% | 10.64% | 1.43% | 0.02% |
| 2009 | 8 | 1.94% | $20,259 | 3.78% | $20,911 | 3.60% | $17,005 | 3.63% | 3.50% | 13.99% | 1.01% | 0.02% |
| 2009 | 9 | 2.30% | $20,724 | 3.84% | $21,713 | 3.72% | $17,637 | 4.23% | 5.15% | 6.69% | 1.19% | 0.01% |
| 2009 | 10 | -1.07% | $20,501 | -1.89% | $21,303 | -1.87% | $17,308 | -2.57% | -2.17% | -4.64% | 0.41% | 0.01% |
| 2009 | 11 | 1.98% | $20,907 | 4.18% | $22,194 | 5.98% | $18,343 | 5.63% | 3.86% | 6.85% | 1.36% | 0.00% |
| 2009 | 12 | 0.98% | $21,112 | 1.77% | $22,588 | 1.95% | $18,700 | 2.86% | 1.53% | 7.03% | -1.68% | 0.01% |
| 2010 | 1 | -2.47% | $20,590 | -2.47% | $22,029 | -3.60% | $18,026 | -3.50% | -5.07% | -5.32% | 1.57% | 0.01% |
| 2010 | 2 | 1.39% | $20,877 | 1.97% | $22,464 | 3.09% | $18,583 | 3.36% | 0.22% | 5.55% | 0.20% | 0.01% |
| 2010 | 3 | 2.94% | $21,490 | 4.79% | $23,539 | 6.01% | $19,701 | 6.27% | 6.71% | 10.09% | -0.08% | 0.01% |
| 2010 | 4 | 1.56% | $21,824 | 1.61% | $23,919 | 1.58% | $20,012 | 2.17% | -1.71% | 7.09% | 1.06% | 0.01% |
| 2010 | 5 | -3.98% | $20,955 | -5.65% | $22,566 | -8.01% | $18,410 | -8.00% | -10.78% | -5.41% | 0.87% | 0.01% |
| 2010 | 6 | -0.81% | $20,785 | -2.55% | $21,991 | -5.24% | $17,445 | -5.66% | -1.17% | -5.24% | 1.61% | 0.01% |
| 2010 | 7 | 2.68% | $21,343 | 5.93% | $23,295 | 7.00% | $18,666 | 6.99% | 10.33% | 9.73% | 0.94% | 0.02% |
| 2010 | 8 | -1.23% | $21,080 | -2.14% | $22,796 | -4.53% | $17,820 | -4.75% | -3.22% | -1.24% | 1.48% | 0.01% |
| 2010 | 9 | 3.97% | $21,917 | 6.03% | $24,170 | 8.92% | $19,410 | 9.47% | 10.41% | 4.37% | -0.01% | 0.01% |
| 2010 | 10 | 1.98% | $22,350 | 2.88% | $24,866 | 3.79% | $20,145 | 3.94% | 3.55% | 4.80% | 0.36% | 0.01% |
| 2010 | 11 | -0.97% | $22,133 | -1.05% | $24,603 | 0.00% | $20,145 | 0.58% | -4.52% | -2.04% | -0.57% | 0.01% |
| 2010 | 12 | 2.97% | $22,791 | 4.49% | $25,709 | 6.67% | $21,489 | 6.81% | 8.34% | 4.63% | -1.15% | 0.01% |
| 2011 | 1 | 1.37% | $23,104 | 1.37% | $26,061 | 2.36% | $21,995 | 2.19% | 0.70% | 3.32% | 0.08% | 0.01% |
| 2011 | 2 | 2.49% | $23,678 | 2.50% | $26,714 | 3.42% | $22,747 | 3.60% | 2.71% | 4.58% | 0.16% | 0.01% |
| 2011 | 3 | -0.05% | $23,667 | -0.05% | $26,700 | 0.03% | $22,753 | 0.45% | -0.43% | -1.44% | -0.01% | 0.01% |
| 2011 | 4 | 2.35% | $24,222 | 3.23% | $27,561 | 2.95% | $23,423 | 2.99% | 5.24% | 5.66% | 1.32% | 0.01% |
| 2011 | 5 | -0.51% | $24,099 | -0.54% | $27,412 | -1.15% | $23,155 | -1.16% | -2.87% | 1.36% | 1.30% | 0.00% |
| 2011 | 6 | -1.35% | $23,772 | -1.49% | $27,002 | -1.67% | $22,768 | -1.79% | -1.51% | -3.35% | -0.39% | 0.01% |
| 2011 | 7 | -0.42% | $23,672 | -0.60% | $26,840 | -2.05% | $22,302 | -2.28% | -1.53% | 1.55% | 1.58% | 0.00% |
| 2011 | 8 | -2.95% | $22,974 | -4.19% | $25,714 | -5.45% | $21,087 | -5.99% | -8.45% | -5.53% | 1.46% | 0.01% |
| 2011 | 9 | -1.53% | $22,624 | -6.20% | $24,119 | -7.04% | $19,602 | -7.75% | -12.29% | -10.98% | 0.89% | 0.00% |
| 2011 | 10 | 3.23% | $23,353 | 7.70% | $25,977 | 10.91% | $21,741 | 11.51% | 10.22% | 14.39% | 0.16% | 0.00% |
| 2011 | 11 | -0.42% | $23,255 | -1.12% | $25,685 | -0.23% | $21,691 | -0.29% | -2.88% | -3.73% | -0.30% | 0.00% |
| 2011 | 12 | 0.20% | $23,301 | 0.68% | $25,860 | 1.02% | $21,911 | 0.80% | -2.64% | 4.61% | 1.08% | 0.00% |
| 2012 | 1 | 2.63% | $23,913 | 4.40% | $26,997 | 4.46% | $22,889 | 5.08% | 7.27% | 6.49% | 0.87% | 0.00% |
| 2012 | 2 | 2.61% | $24,536 | 2.64% | $27,711 | 4.31% | $23,875 | 4.26% | 5.14% | -1.12% | -0.05% | 0.01% |
| 2012 | 3 | 1.42% | $24,884 | 1.44% | $28,109 | 3.28% | $24,659 | 3.07% | -0.75% | 5.14% | -0.58% | 0.01% |
| 2012 | 4 | 0.01% | $24,887 | -0.03% | $28,101 | -0.64% | $24,501 | -0.65% | -1.78% | 2.88% | 1.14% | 0.01% |
| 2012 | 5 | -3.62% | $23,985 | -5.05% | $26,683 | -6.02% | $23,027 | -6.24% | -11.14% | -4.60% | 0.95% | 0.01% |
| 2012 | 6 | 2.82% | $24,662 | 3.34% | $27,574 | 4.11% | $23,973 | 3.91% | 6.03% | 5.64% | 0.04% | 0.01% |
| 2012 | 7 | 0.62% | $24,814 | 1.12% | $27,882 | 1.37% | $24,301 | 1.03% | 0.44% | 1.93% | 1.39% | 0.01% |
| 2012 | 8 | 1.29% | $25,133 | 1.54% | $28,311 | 2.24% | $24,845 | 2.48% | 2.72% | -0.14% | 0.03% | 0.01% |
| 2012 | 9 | 1.60% | $25,536 | 1.61% | $28,766 | 2.58% | $25,486 | 2.58% | 3.62% | -1.83% | 0.11% | 0.01% |
| 2012 | 10 | -0.63% | $25,376 | -0.68% | $28,571 | -1.86% | $25,012 | -1.76% | 0.56% | -0.83% | 0.11% | 0.01% |
| 2012 | 11 | 0.68% | $25,549 | 0.69% | $28,768 | 0.56% | $25,152 | 0.74% | 1.82% | -0.37% | 0.19% | 0.01% |
| 2012 | 12 | 1.39% | $25,904 | 1.66% | $29,246 | 0.90% | $25,379 | 1.19% | 4.17% | 3.69% | -0.20% | 0.01% |
| 2013 | 1 | 3.02% | $26,687 | 3.02% | $30,131 | 5.18% | $26,692 | 5.50% | 3.34% | 3.71% | -0.71% | 0.00% |
| 2013 | 2 | 0.55% | $26,834 | 0.56% | $30,299 | 1.34% | $27,050 | 1.28% | -1.23% | 1.24% | 0.54% | 0.01% |
| 2013 | 3 | 1.93% | $27,351 | 2.07% | $30,926 | 3.74% | $28,061 | 3.88% | 0.77% | 2.89% | 0.08% | 0.01% |
| 2013 | 4 | 2.34% | $27,991 | 2.35% | $31,654 | 1.91% | $28,597 | 1.70% | 3.58% | 6.70% | 0.91% | 0.01% |
| 2013 | 5 | -0.63% | $27,816 | -0.72% | $31,424 | 2.33% | $29,262 | 2.32% | -2.95% | -5.96% | -1.71% | 0.00% |
| 2013 | 6 | -1.95% | $27,274 | -1.92% | $30,820 | -1.35% | $28,867 | -1.27% | -3.75% | -1.96% | -1.65% | 0.00% |
| 2013 | 7 | 1.87% | $27,785 | 3.37% | $31,860 | 5.07% | $30,331 | 5.49% | 4.56% | 0.83% | 0.20% | 0.00% |
| 2013 | 8 | -2.33% | $27,137 | -2.41% | $31,094 | -2.91% | $29,448 | -2.82% | -1.63% | -6.86% | -0.64% | 0.00% |
| 2013 | 9 | 3.52% | $28,093 | 3.57% | $32,204 | 3.12% | $30,367 | 3.66% | 7.21% | 3.28% | 0.96% | 0.00% |
| 2013 | 10 | 3.05% | $28,951 | 3.16% | $33,223 | 4.59% | $31,760 | 4.22% | 3.41% | 4.46% | 0.78% | 0.00% |
| 2013 | 11 | 0.52% | $29,100 | 0.72% | $33,462 | 3.03% | $32,722 | 2.88% | 0.12% | -5.23% | -0.35% | 0.00% |
| 2013 | 12 | 1.13% | $29,430 | 1.30% | $33,897 | 2.51% | $33,544 | 2.63% | 1.25% | 0.26% | -0.65% | 0.01% |
| 2014 | 1 | -1.32% | $29,043 | -1.32% | $33,451 | -3.47% | $32,381 | -3.11% | -4.78% | 4.19% | 1.54% | 0.01% |
| 2014 | 2 | 3.49% | $30,057 | 3.57% | $34,645 | 4.56% | $33,857 | 4.73% | 5.39% | 4.96% | 0.48% | 0.00% |
| 2014 | 3 | 0.29% | $30,145 | 0.29% | $34,746 | 0.82% | $34,136 | 0.51% | 0.41% | 0.49% | -0.15% | 0.00% |
| 2014 | 4 | 0.86% | $30,403 | 0.87% | $35,050 | 0.72% | $34,383 | 0.06% | 1.31% | 3.37% | 0.77% | 0.00% |
| 2014 | 5 | 1.79% | $30,949 | 1.80% | $35,681 | 2.33% | $35,186 | 2.17% | 1.88% | 2.35% | 1.05% | 0.00% |
| 2014 | 6 | 1.51% | $31,416 | 1.51% | $36,219 | 2.05% | $35,908 | 2.54% | 1.74% | 1.14% | 0.11% | 0.00% |
| 2014 | 7 | -1.19% | $31,043 | -1.18% | $35,791 | -1.39% | $35,410 | -1.98% | -1.61% | 0.04% | -0.26% | 0.00% |
| 2014 | 8 | 2.52% | $31,824 | 2.53% | $36,696 | 3.98% | $36,820 | 4.18% | 1.05% | 2.93% | 1.13% | 0.00% |
| 2014 | 9 | -2.67% | $30,974 | -2.71% | $35,700 | -1.41% | $36,300 | -2.14% | -5.01% | -5.96% | -0.72% | 0.00% |
| 2014 | 10 | 2.31% | $31,690 | 2.41% | $36,559 | 2.42% | $37,179 | 2.74% | -0.31% | 9.93% | 0.94% | 0.00% |
| 2014 | 11 | 0.98% | $32,001 | 1.36% | $37,055 | 2.68% | $38,177 | 2.41% | -0.25% | 1.98% | 0.65% | 0.00% |
| 2014 | 12 | -0.51% | $31,837 | -0.41% | $36,902 | -0.26% | $38,076 | -0.01% | -3.65% | 1.93% | 0.09% | 0.00% |
| 2015 | 1 | 0.26% | $31,918 | 0.28% | $37,006 | -3.02% | $36,927 | -2.77% | 0.13% | 6.72% | 2.31% | 0.00% |
| 2015 | 2 | 2.47% | $32,708 | 2.63% | $37,977 | 5.74% | $39,046 | 5.76% | 5.52% | -3.59% | -1.08% | 0.00% |
| 2015 | 3 | -0.43% | $32,568 | -0.44% | $37,811 | -1.59% | $38,424 | -1.04% | -1.54% | 1.72% | 0.41% | 0.00% |
| 2015 | 4 | 0.36% | $32,683 | 0.49% | $37,995 | 0.95% | $38,789 | 0.42% | 5.08% | -5.92% | -0.36% | 0.00% |
| 2015 | 5 | 0.21% | $32,751 | 0.19% | $38,068 | 1.27% | $39,282 | 1.39% | -0.94% | -0.27% | -0.45% | 0.00% |
| 2015 | 6 | -1.98% | $32,101 | -1.99% | $37,313 | -1.93% | $38,523 | -1.71% | -2.69% | -4.60% | -1.01% | 0.00% |
| 2015 | 7 | 1.28% | $32,512 | 1.23% | $37,773 | 2.08% | $39,324 | 1.63% | -0.80% | 5.60% | 0.76% | 0.00% |
| 2015 | 8 | -4.60% | $31,016 | -4.64% | $36,022 | -6.05% | $36,946 | -6.03% | -7.29% | -6.25% | -0.36% | 0.01% |
| 2015 | 9 | -0.70% | $30,798 | -1.42% | $35,509 | -2.48% | $36,028 | -2.93% | -3.90% | 3.02% | 0.76% | 0.01% |
| 2015 | 10 | 2.85% | $31,675 | 4.87% | $37,238 | 8.42% | $39,063 | 7.84% | 6.26% | 5.78% | 0.01% | 0.00% |
| 2015 | 11 | -0.19% | $31,615 | -0.19% | $37,169 | 0.29% | $39,175 | 0.54% | -1.32% | -0.64% | -0.27% | 0.01% |
| 2015 | 12 | -1.16% | $31,249 | -1.16% | $36,737 | -1.59% | $38,551 | -2.03% | -2.07% | 1.79% | -0.38% | 0.02% |
| 2016 | 1 | -2.34% | $30,517 | -3.29% | $35,527 | -4.98% | $36,632 | -5.67% | -5.59% | -3.36% | 1.43% | 0.01% |
| 2016 | 2 | -0.14% | $30,473 | -0.29% | $35,422 | -0.15% | $36,579 | -0.04% | -2.27% | -0.43% | 0.66% | 0.03% |
| 2016 | 3 | 3.70% | $31,600 | 5.65% | $37,423 | 6.78% | $39,058 | 7.01% | 8.19% | 10.41% | 0.94% | 0.03% |
| 2016 | 4 | 0.50% | $31,760 | 0.55% | $37,628 | 0.37% | $39,204 | 0.63% | 2.22% | -2.41% | 0.38% | 0.02% |
| 2016 | 5 | 0.75% | $31,999 | 0.75% | $37,910 | 1.78% | $39,903 | 1.79% | -1.02% | 2.36% | 0.01% | 0.02% |
| 2016 | 6 | 1.17% | $32,374 | 1.20% | $38,364 | 0.25% | $40,002 | 0.23% | -0.94% | 6.88% | 1.94% | 0.03% |
| 2016 | 7 | 1.75% | $32,941 | 3.06% | $39,538 | 3.68% | $41,473 | 3.95% | 4.41% | 4.18% | 0.64% | 0.02% |
| 2016 | 8 | -0.17% | $32,886 | -0.21% | $39,456 | 0.13% | $41,527 | 0.26% | 0.74% | -3.68% | -0.17% | 0.02% |
| 2016 | 9 | 0.12% | $32,927 | 0.11% | $39,499 | 0.01% | $41,530 | 0.15% | 1.37% | -1.83% | -0.09% | 0.03% |
| 2016 | 10 | -1.44% | $32,453 | -2.06% | $38,683 | -1.83% | $40,769 | -2.21% | -1.72% | -5.72% | -0.81% | 0.02% |
| 2016 | 11 | 0.38% | $32,575 | 0.39% | $38,834 | 3.70% | $42,277 | 4.44% | -2.15% | -1.73% | -2.64% | 0.03% |
| 2016 | 12 | 1.71% | $33,133 | 1.72% | $39,502 | 1.96% | $43,107 | 1.92% | 2.02% | 4.66% | 0.24% | 0.04% |
| 2017 | 1 | 1.62% | $33,670 | 1.62% | $40,143 | 1.88% | $43,918 | 1.91% | 3.87% | -0.04% | 0.29% | 0.04% |
| 2017 | 2 | 2.33% | $34,453 | 2.33% | $41,078 | 3.96% | $45,659 | 3.71% | 1.50% | 3.43% | 0.66% | 0.04% |
| 2017 | 3 | 0.33% | $34,568 | 0.34% | $41,219 | 0.10% | $45,704 | 0.07% | 2.82% | -2.36% | -0.07% | 0.04% |
| 2017 | 4 | 1.10% | $34,949 | 1.12% | $41,680 | 1.02% | $46,170 | 1.05% | 2.20% | 0.15% | 0.76% | 0.06% |
| 2017 | 5 | 1.14% | $35,348 | 1.17% | $42,168 | 1.39% | $46,813 | 1.01% | 3.01% | -0.65% | 0.67% | 0.07% |
| 2017 | 6 | 0.69% | $35,591 | 0.69% | $42,457 | 0.61% | $47,099 | 0.92% | 0.52% | 2.10% | 0.01% | 0.08% |
| 2017 | 7 | 1.67% | $36,185 | 1.71% | $43,185 | 2.04% | $48,061 | 1.87% | 3.42% | 1.23% | 0.39% | 0.08% |
| 2017 | 8 | 0.42% | $36,336 | 0.41% | $43,364 | 0.29% | $48,202 | 0.15% | 0.64% | -0.25% | 0.85% | 0.09% |
| 2017 | 9 | 1.17% | $36,761 | 1.22% | $43,894 | 2.06% | $49,195 | 2.45% | 1.81% | -0.13% | -0.54% | 0.08% |
| 2017 | 10 | 1.18% | $37,195 | 1.24% | $44,440 | 2.32% | $50,335 | 2.16% | 1.94% | -1.01% | 0.11% | 0.09% |
| 2017 | 11 | 1.59% | $37,785 | 1.62% | $45,162 | 3.06% | $51,875 | 3.04% | 0.78% | 2.64% | -0.17% | 0.09% |
| 2017 | 12 | 0.91% | $38,129 | 0.96% | $45,594 | 1.10% | $52,447 | 0.99% | 2.01% | -0.23% | 0.44% | 0.10% |
| 2018 | 1 | 2.49% | $39,080 | 2.49% | $46,730 | 5.71% | $55,443 | 5.31% | 5.59% | -4.21% | -1.09% | 0.11% |
| 2018 | 2 | -3.59% | $37,678 | -3.60% | $45,048 | -3.69% | $53,394 | -3.72% | -5.14% | -7.65% | -1.03% | 0.12% |
| 2018 | 3 | -0.10% | $37,639 | -0.42% | $44,860 | -2.56% | $52,030 | -1.99% | -0.64% | 3.83% | 0.63% | 0.14% |
| 2018 | 4 | 0.15% | $37,695 | 0.15% | $44,927 | 0.37% | $52,224 | 0.38% | 0.83% | 0.84% | -0.83% | 0.14% |
| 2018 | 5 | 1.13% | $38,120 | 1.26% | $45,493 | 2.39% | $53,475 | 2.79% | -1.92% | 3.60% | 0.61% | 0.15% |
| 2018 | 6 | 0.28% | $38,226 | 0.27% | $45,617 | 0.61% | $53,798 | 0.68% | -2.08% | 4.13% | 0.03% | 0.16% |
| 2018 | 7 | 1.91% | $38,958 | 1.94% | $46,502 | 3.71% | $55,794 | 3.34% | 2.48% | 0.74% | 0.03% | 0.16% |
| 2018 | 8 | 1.34% | $39,479 | 1.41% | $47,156 | 3.25% | $57,605 | 3.44% | -2.19% | 2.46% | 0.52% | 0.17% |
| 2018 | 9 | -0.30% | $39,360 | -0.29% | $47,017 | 0.55% | $57,924 | 0.16% | 0.30% | -2.63% | -0.54% | 0.17% |
| 2018 | 10 | -5.15% | $37,334 | -5.24% | $44,553 | -6.85% | $53,957 | -7.40% | -8.35% | -2.98% | -0.73% | 0.18% |
| 2018 | 11 | 1.13% | $37,755 | 1.72% | $45,320 | 2.03% | $55,051 | 2.06% | 1.26% | 4.73% | 0.53% | 0.19% |
| 2018 | 12 | -3.59% | $36,398 | -5.07% | $43,022 | -9.04% | $50,074 | -9.29% | -4.85% | -7.97% | 1.80% | 0.19% |
| 2019 | 1 | 3.17% | $37,550 | 6.43% | $45,787 | 8.00% | $54,081 | 8.59% | 7.58% | 11.74% | 1.01% | 0.20% |
| 2019 | 2 | 1.48% | $38,104 | 1.83% | $46,627 | 3.20% | $55,812 | 3.50% | 1.72% | 0.72% | -0.06% | 0.20% |
| 2019 | 3 | 1.72% | $38,761 | 1.72% | $47,430 | 1.94% | $56,893 | 1.44% | 0.72% | 4.18% | 1.96% | 0.20% |
| 2019 | 4 | 2.15% | $39,593 | 2.20% | $48,472 | 4.04% | $59,192 | 3.98% | 2.76% | -0.10% | 0.04% | 0.20% |
| 2019 | 5 | -3.13% | $38,354 | -3.32% | $46,865 | -6.36% | $55,424 | -6.45% | -5.55% | 0.10% | 1.83% | 0.20% |
| 2019 | 6 | 4.18% | $39,956 | 4.50% | $48,973 | 7.03% | $59,322 | 6.97% | 5.83% | 1.69% | 1.15% | 0.19% |
| 2019 | 7 | 0.42% | $40,125 | 0.45% | $49,194 | 1.43% | $60,168 | 1.44% | -1.89% | 1.58% | 0.23% | 0.17% |
| 2019 | 8 | -0.07% | $40,097 | -0.13% | $49,128 | -1.59% | $59,211 | -2.03% | -2.35% | 3.76% | 2.78% | 0.17% |
| 2019 | 9 | 0.85% | $40,437 | 1.26% | $49,745 | 1.86% | $60,312 | 1.70% | 2.72% | 1.89% | -0.60% | 0.16% |
| 2019 | 10 | 1.68% | $41,118 | 1.70% | $50,590 | 2.15% | $61,611 | 2.10% | 3.38% | 1.06% | 0.21% | 0.15% |
| 2019 | 11 | 1.58% | $41,770 | 1.63% | $51,415 | 3.62% | $63,842 | 3.77% | 1.11% | -1.28% | -0.06% | 0.13% |
| 2019 | 12 | 2.03% | $42,618 | 2.09% | $52,490 | 3.01% | $65,761 | 2.85% | 4.27% | 0.81% | -0.15% | 0.13% |
| 2020 | 1 | 0.06% | $42,643 | 0.06% | $52,521 | -0.05% | $65,728 | -0.08% | -3.30% | 1.17% | 2.11% | 0.13% |
| 2020 | 2 | -4.81% | $40,592 | -4.76% | $50,022 | -8.24% | $60,311 | -8.18% | -6.72% | -7.08% | 1.71% | 0.13% |
| 2020 | 3 | -5.76% | $38,253 | -10.45% | $44,794 | -12.37% | $52,849 | -13.78% | -16.11% | -19.30% | -0.59% | 0.10% |
| 2020 | 4 | 1.07% | $38,662 | 7.75% | $48,265 | 12.81% | $59,621 | 13.25% | 8.09% | 8.87% | 1.69% | 0.01% |
| 2020 | 5 | 0.98% | $39,041 | 3.29% | $49,853 | 4.76% | $62,457 | 5.38% | 4.80% | 1.74% | 0.54% | 0.01% |
| 2020 | 6 | 1.05% | $39,452 | 2.12% | $50,910 | 1.98% | $63,692 | 2.28% | 4.24% | 2.44% | 0.70% | 0.01% |
| 2020 | 7 | 1.54% | $40,060 | 3.83% | $52,859 | 5.63% | $67,276 | 5.64% | 4.10% | 3.56% | 1.55% | 0.01% |
| 2020 | 8 | 3.20% | $41,344 | 3.41% | $54,663 | 7.18% | $72,104 | 7.18% | 4.31% | 0.44% | -1.02% | 0.01% |
| 2020 | 9 | -2.06% | $40,492 | -2.07% | $53,533 | -3.81% | $69,356 | -3.57% | -1.96% | -2.64% | 0.08% | 0.01% |
| 2020 | 10 | -0.95% | $40,108 | -1.76% | $52,591 | -2.67% | $67,504 | -2.16% | -2.21% | -3.09% | -0.61% | 0.01% |
| 2020 | 11 | 5.75% | $42,416 | 8.59% | $57,108 | 10.94% | $74,886 | 12.19% | 12.93% | 9.67% | 1.11% | 0.01% |
| 2020 | 12 | 2.45% | $43,456 | 3.30% | $58,991 | 3.84% | $77,760 | 4.45% | 5.82% | 2.78% | 0.15% | 0.01% |
| 2021 | 1 | -0.39% | $43,284 | -0.39% | $58,759 | -1.02% | $76,966 | -0.34% | -0.10% | 0.00% | -0.80% | 0.01% |
| 2021 | 2 | 1.20% | $43,803 | 1.63% | $59,716 | 2.75% | $79,086 | 3.19% | 2.32% | 3.37% | -1.51% | 0.01% |
| 2021 | 3 | 1.51% | $44,465 | 1.87% | $60,834 | 4.37% | $82,543 | 3.47% | 1.69% | 5.10% | -1.38% | 0.00% |
| 2021 | 4 | 2.59% | $45,615 | 3.79% | $63,138 | 5.32% | $86,936 | 5.14% | 2.78% | 7.97% | 0.95% | 0.00% |
| 2021 | 5 | 0.95% | $46,046 | 0.95% | $63,740 | 0.69% | $87,533 | 0.43% | 3.14% | 0.76% | 0.24% | 0.00% |
| 2021 | 6 | 1.12% | $46,561 | 1.45% | $64,666 | 2.31% | $89,553 | 2.53% | -0.46% | 2.62% | 0.77% | 0.00% |
| 2021 | 7 | 1.23% | $47,135 | 1.28% | $65,491 | 2.38% | $91,682 | 1.71% | -1.28% | 4.44% | 1.21% | 0.00% |
| 2021 | 8 | 1.64% | $47,909 | 1.73% | $66,627 | 3.03% | $94,459 | 2.86% | 1.73% | 2.15% | -0.20% | 0.01% |
| 2021 | 9 | -3.32% | $46,319 | -3.47% | $64,313 | -4.66% | $90,054 | -4.49% | -3.42% | -5.66% | -0.91% | 0.00% |
| 2021 | 10 | 3.79% | $48,075 | 4.12% | $66,964 | 6.99% | $96,352 | 6.71% | 2.61% | 7.03% | -0.03% | 0.00% |
| 2021 | 11 | -1.60% | $47,306 | -1.66% | $65,852 | -0.71% | $95,672 | -1.49% | -4.41% | -2.18% | 0.33% | 0.00% |
| 2021 | 12 | 3.13% | $48,788 | 3.42% | $68,104 | 4.47% | $99,948 | 3.81% | 4.09% | 9.70% | -0.41% | 0.00% |
| Metric | Target Volatility Model | Buy & Hold Portfolio | Vanguard 500 Index Investor |
|---|---|---|---|
| Arithmetic Mean (monthly) | 0.55% | 0.69% | 0.87% |
| Arithmetic Mean (annualized) | 6.84% | 8.59% | 10.94% |
| Geometric Mean (monthly) | 0.53% | 0.64% | 0.77% |
| Geometric Mean (annualized) | 6.54% | 7.98% | 9.65% |
| Standard Deviation (monthly) | 2.14% | 3.07% | 4.42% |
| Standard Deviation (annualized) | 7.40% | 10.63% | 15.32% |
| Downside Deviation (monthly) | 1.40% | 2.06% | 2.95% |
| Max. Drawdown | -18.45% | -39.59% | -50.97% |
| US Market Correlation | 0.90 | 0.96 | 0.99 |
| Beta(*) | 0.43 | 0.66 | 1.00 |
| Alpha (annualized) | 2.15% | 1.40% | 0.00% |
| R2 | 79.09% | 90.18% | 100.00% |
| Sharpe Ratio | 0.63 | 0.59 | 0.55 |
| Sortino Ratio | 0.91 | 0.86 | 0.81 |
| Treynor Ratio (%) | 10.95 | 9.63 | 8.50 |
| Calmar Ratio | 1.00 | 1.12 | 1.32 |
| Active Return | -3.10% | -1.67% | N/A |
| Tracking Error | 9.37% | 6.20% | N/A |
| Information Ratio | -0.33 | -0.27 | N/A |
| Skewness | -0.78 | -0.86 | -0.61 |
| Excess Kurtosis | 1.08 | 2.60 | 1.09 |
| Historical Value-at-Risk (5%) | -3.33% | -5.05% | -7.20% |
| Analytical Value-at-Risk (5%) | -2.96% | -4.36% | -6.41% |
| Conditional Value-at-Risk (5%) | -4.69% | -7.09% | -9.94% |
| Upside Capture Ratio (%) | 50.35 | 68.22 | 100.00 |
| Downside Capture Ratio (%) | 46.79 | 65.59 | 100.00 |
| Safe Withdrawal Rate | 6.45% | 7.21% | 7.44% |
| Perpetual Withdrawal Rate | 4.00% | 5.27% | 6.72% |
| Positive Periods | 199 out of 300 (66.33%) | 198 out of 300 (66.00%) | 196 out of 300 (65.33%) |
| Gain/Loss Ratio | 0.96 | 0.92 | 0.87 |
| * Vanguard 500 Index Investor is used as the benchmark for calculations. Value-at-risk metrics are based on monthly values. | |||
| Stress Period | Start | End | Target Volatility Model | Buy & Hold Portfolio | Vanguard 500 Index Investor |
|---|---|---|---|---|---|
| Asian Crisis | Jul 1997 | Jan 1998 | -3.54% | -3.61% | -5.61% |
| Russian Debt Default | Jul 1998 | Oct 1998 | -9.85% | -10.77% | -15.38% |
| Dotcom Crash | Mar 2000 | Oct 2002 | -18.40% | -20.74% | -44.82% |
| Subprime Crisis | Nov 2007 | Mar 2009 | -17.40% | -39.59% | -50.97% |
| COVID-19 Start | Jan 2020 | Mar 2020 | -10.30% | -14.71% | -19.63% |
| Rank | Start | End | Length | Recovery By | Recovery Time | Underwater Period | Drawdown |
|---|---|---|---|---|---|---|---|
| 1 | Sep 2000 | Feb 2003 | 2 years 6 months | Dec 2003 | 10 months | 3 years 4 months | -18.45% |
| 2 | Nov 2007 | Feb 2009 | 1 year 4 months | Oct 2010 | 1 year 8 months | 3 years | -17.40% |
| 3 | Feb 2020 | Mar 2020 | 2 months | Dec 2020 | 9 months | 11 months | -10.30% |
| 4 | Jul 1998 | Aug 1998 | 2 months | Jan 1999 | 5 months | 7 months | -9.85% |
| 5 | Sep 2018 | Dec 2018 | 4 months | Apr 2019 | 4 months | 8 months | -7.80% |
| 6 | Jun 2015 | Feb 2016 | 9 months | Jul 2016 | 5 months | 1 year 2 months | -6.95% |
| 7 | May 2011 | Sep 2011 | 5 months | Feb 2012 | 5 months | 10 months | -6.60% |
| 8 | Feb 2018 | Mar 2018 | 2 months | Aug 2018 | 5 months | 7 months | -3.69% |
| 9 | May 2012 | May 2012 | 1 month | Aug 2012 | 3 months | 4 months | -3.62% |
| 10 | Aug 1997 | Aug 1997 | 1 month | Sep 1997 | 1 month | 2 months | -3.54% |
| Worst 10 drawdowns included above | |||||||
| Rank | Start | End | Length | Recovery By | Recovery Time | Underwater Period | Drawdown |
|---|---|---|---|---|---|---|---|
| 1 | Nov 2007 | Feb 2009 | 1 year 4 months | Jan 2011 | 1 year 11 months | 3 years 3 months | -39.59% |
| 2 | Sep 2000 | Sep 2002 | 2 years 1 month | Dec 2003 | 1 year 3 months | 3 years 4 months | -20.74% |
| 3 | Feb 2020 | Mar 2020 | 2 months | Jul 2020 | 4 months | 6 months | -14.71% |
| 4 | May 2011 | Sep 2011 | 5 months | Feb 2012 | 5 months | 10 months | -12.49% |
| 5 | Jul 1998 | Aug 1998 | 2 months | Nov 1998 | 3 months | 5 months | -10.77% |
| 6 | Sep 2018 | Dec 2018 | 4 months | Mar 2019 | 3 months | 7 months | -8.77% |
| 7 | Jun 2015 | Feb 2016 | 9 months | Jun 2016 | 4 months | 1 year 1 month | -6.95% |
| 8 | Apr 2012 | May 2012 | 2 months | Aug 2012 | 3 months | 5 months | -5.07% |
| 9 | Apr 2000 | May 2000 | 2 months | Aug 2000 | 3 months | 5 months | -4.38% |
| 10 | Feb 2018 | Mar 2018 | 2 months | Aug 2018 | 5 months | 7 months | -4.00% |
| Worst 10 drawdowns included above | |||||||
| Rank | Start | End | Length | Recovery By | Recovery Time | Underwater Period | Drawdown |
|---|---|---|---|---|---|---|---|
| 1 | Nov 2007 | Feb 2009 | 1 year 4 months | Aug 2012 | 3 years 6 months | 4 years 10 months | -50.97% |
| 2 | Sep 2000 | Sep 2002 | 2 years 1 month | Nov 2006 | 4 years 2 months | 6 years 3 months | -44.82% |
| 3 | Jan 2020 | Mar 2020 | 3 months | Jul 2020 | 4 months | 7 months | -19.63% |
| 4 | Jul 1998 | Aug 1998 | 2 months | Nov 1998 | 3 months | 5 months | -15.38% |
| 5 | Oct 2018 | Dec 2018 | 3 months | Apr 2019 | 4 months | 7 months | -13.55% |
| 6 | Aug 2015 | Sep 2015 | 2 months | May 2016 | 8 months | 10 months | -8.38% |
| 7 | Jan 2000 | Feb 2000 | 2 months | Mar 2000 | 1 month | 3 months | -6.84% |
| 8 | Sep 2020 | Oct 2020 | 2 months | Nov 2020 | 1 month | 3 months | -6.38% |
| 9 | May 2019 | May 2019 | 1 month | Jun 2019 | 1 month | 2 months | -6.36% |
| 10 | Jul 1999 | Sep 1999 | 3 months | Nov 1999 | 2 months | 5 months | -6.25% |
| Worst 10 drawdowns included above | |||||||
| Roll Period | Target Volatility Model | Buy & Hold Portfolio | Vanguard 500 Index Investor | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Average | High | Low | Average | High | Low | Average | High | Low | |
| 1 year | 6.56% | 27.93% | -14.40% | 8.32% | 44.58% | -33.58% | 10.29% | 56.19% | -43.32% |
| 3 years | 6.02% | 16.43% | -5.75% | 7.16% | 21.27% | -9.22% | 7.83% | 27.53% | -16.14% |
| 5 years | 5.98% | 12.84% | -0.85% | 6.93% | 17.40% | -1.79% | 7.14% | 22.85% | -6.73% |
| 7 years | 6.24% | 8.84% | 3.74% | 7.10% | 12.49% | 1.37% | 7.26% | 17.12% | -3.94% |
| 10 years | 6.26% | 8.70% | 3.79% | 7.02% | 11.62% | 1.74% | 7.06% | 16.52% | -3.51% |
| 15 years | 6.25% | 8.25% | 5.18% | 6.99% | 8.99% | 5.63% | 6.96% | 10.77% | 3.64% |
| # | Start | End | Months | Assets | Target Volatility Model | Buy & Hold Portfolio | Vanguard 500 Index Investor |
|---|---|---|---|---|---|---|---|
| 221 | Jan 2022 | Jan 2022 | 1 | Please sign-in for forward signals | - | - | - |
| 220 | Dec 2021 | Dec 2021 | 1 | 39.25% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.63% Vanguard Total Intl Stock Index Inv (VGTSX) 9.81% Vanguard Real Estate Index Investor (VGSIX) 29.44% Vanguard Total Bond Market Index Inv (VBMFX) 1.86% Cash (CASHX) | 3.13% | 3.42% | 4.47% |
| 219 | Nov 2021 | Nov 2021 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -1.60% | -1.66% | -0.71% |
| 218 | Oct 2021 | Oct 2021 | 1 | 38.89% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.45% Vanguard Total Intl Stock Index Inv (VGTSX) 9.72% Vanguard Real Estate Index Investor (VGSIX) 29.17% Vanguard Total Bond Market Index Inv (VBMFX) 2.77% Cash (CASHX) | 3.79% | 4.12% | 6.99% |
| 217 | Jul 2021 | Sep 2021 | 3 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -0.52% | -0.54% | 0.56% |
| 216 | Jun 2021 | Jun 2021 | 1 | 31.68% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.84% Vanguard Total Intl Stock Index Inv (VGTSX) 7.92% Vanguard Real Estate Index Investor (VGSIX) 23.76% Vanguard Total Bond Market Index Inv (VBMFX) 20.80% Cash (CASHX) | 1.12% | 1.45% | 2.31% |
| 215 | May 2021 | May 2021 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 0.95% | 0.95% | 0.69% |
| 214 | Apr 2021 | Apr 2021 | 1 | 27.99% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.99% Vanguard Total Intl Stock Index Inv (VGTSX) 7.00% Vanguard Real Estate Index Investor (VGSIX) 20.99% Vanguard Total Bond Market Index Inv (VBMFX) 30.03% Cash (CASHX) | 2.59% | 3.79% | 5.32% |
| 213 | Mar 2021 | Mar 2021 | 1 | 33.16% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.58% Vanguard Total Intl Stock Index Inv (VGTSX) 8.29% Vanguard Real Estate Index Investor (VGSIX) 24.87% Vanguard Total Bond Market Index Inv (VBMFX) 17.10% Cash (CASHX) | 1.51% | 1.87% | 4.37% |
| 212 | Feb 2021 | Feb 2021 | 1 | 29.50% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.75% Vanguard Total Intl Stock Index Inv (VGTSX) 7.38% Vanguard Real Estate Index Investor (VGSIX) 22.13% Vanguard Total Bond Market Index Inv (VBMFX) 26.24% Cash (CASHX) | 1.20% | 1.63% | 2.75% |
| 211 | Jan 2021 | Jan 2021 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -0.39% | -0.39% | -1.02% |
| 210 | Dec 2020 | Dec 2020 | 1 | 30.01% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.01% Vanguard Total Intl Stock Index Inv (VGTSX) 7.50% Vanguard Real Estate Index Investor (VGSIX) 22.51% Vanguard Total Bond Market Index Inv (VBMFX) 24.97% Cash (CASHX) | 2.45% | 3.30% | 3.84% |
| 209 | Nov 2020 | Nov 2020 | 1 | 26.25% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.13% Vanguard Total Intl Stock Index Inv (VGTSX) 6.56% Vanguard Real Estate Index Investor (VGSIX) 19.69% Vanguard Total Bond Market Index Inv (VBMFX) 34.37% Cash (CASHX) | 5.75% | 8.59% | 10.94% |
| 208 | Oct 2020 | Oct 2020 | 1 | 21.20% Vanguard Total Stock Mkt Idx Inv (VTSMX) 10.60% Vanguard Total Intl Stock Index Inv (VGTSX) 5.30% Vanguard Real Estate Index Investor (VGSIX) 15.90% Vanguard Total Bond Market Index Inv (VBMFX) 47.00% Cash (CASHX) | -0.95% | -1.76% | -2.67% |
| 207 | Sep 2020 | Sep 2020 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -2.06% | -2.07% | -3.81% |
| 206 | Aug 2020 | Aug 2020 | 1 | 36.95% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.47% Vanguard Total Intl Stock Index Inv (VGTSX) 9.24% Vanguard Real Estate Index Investor (VGSIX) 27.71% Vanguard Total Bond Market Index Inv (VBMFX) 7.63% Cash (CASHX) | 3.20% | 3.41% | 7.18% |
| 205 | Jul 2020 | Jul 2020 | 1 | 15.75% Vanguard Total Stock Mkt Idx Inv (VTSMX) 7.88% Vanguard Total Intl Stock Index Inv (VGTSX) 3.94% Vanguard Real Estate Index Investor (VGSIX) 11.81% Vanguard Total Bond Market Index Inv (VBMFX) 60.62% Cash (CASHX) | 1.54% | 3.83% | 5.63% |
| 204 | Jun 2020 | Jun 2020 | 1 | 18.90% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.45% Vanguard Total Intl Stock Index Inv (VGTSX) 4.72% Vanguard Real Estate Index Investor (VGSIX) 14.17% Vanguard Total Bond Market Index Inv (VBMFX) 52.76% Cash (CASHX) | 1.05% | 2.12% | 1.98% |
| 203 | May 2020 | May 2020 | 1 | 11.30% Vanguard Total Stock Mkt Idx Inv (VTSMX) 5.65% Vanguard Total Intl Stock Index Inv (VGTSX) 2.82% Vanguard Real Estate Index Investor (VGSIX) 8.47% Vanguard Total Bond Market Index Inv (VBMFX) 71.75% Cash (CASHX) | 0.98% | 3.29% | 4.76% |
| 202 | Apr 2020 | Apr 2020 | 1 | 5.12% Vanguard Total Stock Mkt Idx Inv (VTSMX) 2.56% Vanguard Total Intl Stock Index Inv (VGTSX) 1.28% Vanguard Real Estate Index Investor (VGSIX) 3.84% Vanguard Total Bond Market Index Inv (VBMFX) 87.21% Cash (CASHX) | 1.07% | 7.75% | 12.81% |
| 201 | Mar 2020 | Mar 2020 | 1 | 21.44% Vanguard Total Stock Mkt Idx Inv (VTSMX) 10.72% Vanguard Total Intl Stock Index Inv (VGTSX) 5.36% Vanguard Real Estate Index Investor (VGSIX) 16.08% Vanguard Total Bond Market Index Inv (VBMFX) 46.39% Cash (CASHX) | -5.76% | -10.45% | -12.37% |
| 200 | Oct 2019 | Feb 2020 | 5 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 0.38% | 0.56% | -0.00% |
| 199 | Sep 2019 | Sep 2019 | 1 | 25.53% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.76% Vanguard Total Intl Stock Index Inv (VGTSX) 6.38% Vanguard Real Estate Index Investor (VGSIX) 19.15% Vanguard Total Bond Market Index Inv (VBMFX) 36.18% Cash (CASHX) | 0.85% | 1.26% | 1.86% |
| 198 | Jul 2019 | Aug 2019 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 0.35% | 0.32% | -0.19% |
| 197 | Jun 2019 | Jun 2019 | 1 | 37.28% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.64% Vanguard Total Intl Stock Index Inv (VGTSX) 9.32% Vanguard Real Estate Index Investor (VGSIX) 27.96% Vanguard Total Bond Market Index Inv (VBMFX) 6.79% Cash (CASHX) | 4.18% | 4.50% | 7.03% |
| 196 | Mar 2019 | May 2019 | 3 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 0.66% | 0.51% | -0.69% |
| 195 | Feb 2019 | Feb 2019 | 1 | 31.95% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.98% Vanguard Total Intl Stock Index Inv (VGTSX) 7.99% Vanguard Real Estate Index Investor (VGSIX) 23.96% Vanguard Total Bond Market Index Inv (VBMFX) 20.12% Cash (CASHX) | 1.48% | 1.83% | 3.20% |
| 194 | Jan 2019 | Jan 2019 | 1 | 19.05% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.52% Vanguard Total Intl Stock Index Inv (VGTSX) 4.76% Vanguard Real Estate Index Investor (VGSIX) 14.28% Vanguard Total Bond Market Index Inv (VBMFX) 52.39% Cash (CASHX) | 3.17% | 6.43% | 8.00% |
| 193 | Dec 2018 | Dec 2018 | 1 | 29.48% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.74% Vanguard Total Intl Stock Index Inv (VGTSX) 7.37% Vanguard Real Estate Index Investor (VGSIX) 22.11% Vanguard Total Bond Market Index Inv (VBMFX) 26.29% Cash (CASHX) | -3.59% | -5.07% | -9.04% |
| 192 | Nov 2018 | Nov 2018 | 1 | 24.73% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.37% Vanguard Total Intl Stock Index Inv (VGTSX) 6.18% Vanguard Real Estate Index Investor (VGSIX) 18.55% Vanguard Total Bond Market Index Inv (VBMFX) 38.17% Cash (CASHX) | 1.13% | 1.72% | 2.03% |
| 191 | Jun 2018 | Oct 2018 | 5 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -2.06% | -2.07% | 0.90% |
| 190 | May 2018 | May 2018 | 1 | 34.71% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.36% Vanguard Total Intl Stock Index Inv (VGTSX) 8.68% Vanguard Real Estate Index Investor (VGSIX) 26.04% Vanguard Total Bond Market Index Inv (VBMFX) 13.21% Cash (CASHX) | 1.13% | 1.26% | 2.39% |
| 189 | Apr 2018 | Apr 2018 | 1 | 29.08% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.54% Vanguard Total Intl Stock Index Inv (VGTSX) 7.27% Vanguard Real Estate Index Investor (VGSIX) 21.81% Vanguard Total Bond Market Index Inv (VBMFX) 27.30% Cash (CASHX) | 0.15% | 0.15% | 0.37% |
| 188 | Mar 2018 | Mar 2018 | 1 | 19.43% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.71% Vanguard Total Intl Stock Index Inv (VGTSX) 4.86% Vanguard Real Estate Index Investor (VGSIX) 14.57% Vanguard Total Bond Market Index Inv (VBMFX) 51.44% Cash (CASHX) | -0.10% | -0.42% | -2.56% |
| 187 | Nov 2016 | Feb 2018 | 16 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 16.10% | 16.45% | 30.97% |
| 186 | Oct 2016 | Oct 2016 | 1 | 28.33% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.17% Vanguard Total Intl Stock Index Inv (VGTSX) 7.08% Vanguard Real Estate Index Investor (VGSIX) 21.25% Vanguard Total Bond Market Index Inv (VBMFX) 29.17% Cash (CASHX) | -1.44% | -2.06% | -1.83% |
| 185 | Aug 2016 | Sep 2016 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -0.04% | -0.10% | 0.14% |
| 184 | Jul 2016 | Jul 2016 | 1 | 22.70% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.35% Vanguard Total Intl Stock Index Inv (VGTSX) 5.67% Vanguard Real Estate Index Investor (VGSIX) 17.02% Vanguard Total Bond Market Index Inv (VBMFX) 43.26% Cash (CASHX) | 1.75% | 3.06% | 3.68% |
| 183 | May 2016 | Jun 2016 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 1.93% | 1.96% | 2.04% |
| 182 | Apr 2016 | Apr 2016 | 1 | 35.46% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.73% Vanguard Total Intl Stock Index Inv (VGTSX) 8.87% Vanguard Real Estate Index Investor (VGSIX) 26.60% Vanguard Total Bond Market Index Inv (VBMFX) 11.35% Cash (CASHX) | 0.50% | 0.55% | 0.37% |
| 181 | Mar 2016 | Mar 2016 | 1 | 25.59% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.79% Vanguard Total Intl Stock Index Inv (VGTSX) 6.40% Vanguard Real Estate Index Investor (VGSIX) 19.19% Vanguard Total Bond Market Index Inv (VBMFX) 36.03% Cash (CASHX) | 3.70% | 5.65% | 6.78% |
| 180 | Feb 2016 | Feb 2016 | 1 | 19.77% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.88% Vanguard Total Intl Stock Index Inv (VGTSX) 4.94% Vanguard Real Estate Index Investor (VGSIX) 14.83% Vanguard Total Bond Market Index Inv (VBMFX) 50.58% Cash (CASHX) | -0.14% | -0.29% | -0.15% |
| 179 | Jan 2016 | Jan 2016 | 1 | 28.49% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.24% Vanguard Total Intl Stock Index Inv (VGTSX) 7.12% Vanguard Real Estate Index Investor (VGSIX) 21.37% Vanguard Total Bond Market Index Inv (VBMFX) 28.78% Cash (CASHX) | -2.34% | -3.29% | -4.98% |
| 178 | Dec 2015 | Dec 2015 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -1.16% | -1.16% | -1.59% |
| 177 | Nov 2015 | Nov 2015 | 1 | 38.90% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.45% Vanguard Total Intl Stock Index Inv (VGTSX) 9.73% Vanguard Real Estate Index Investor (VGSIX) 29.18% Vanguard Total Bond Market Index Inv (VBMFX) 2.74% Cash (CASHX) | -0.19% | -0.19% | 0.29% |
| 176 | Oct 2015 | Oct 2015 | 1 | 22.91% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.46% Vanguard Total Intl Stock Index Inv (VGTSX) 5.73% Vanguard Real Estate Index Investor (VGSIX) 17.18% Vanguard Total Bond Market Index Inv (VBMFX) 42.72% Cash (CASHX) | 2.85% | 4.87% | 8.42% |
| 175 | Sep 2015 | Sep 2015 | 1 | 19.86% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.93% Vanguard Total Intl Stock Index Inv (VGTSX) 4.96% Vanguard Real Estate Index Investor (VGSIX) 14.89% Vanguard Total Bond Market Index Inv (VBMFX) 50.36% Cash (CASHX) | -0.70% | -1.42% | -2.48% |
| 174 | May 2015 | Aug 2015 | 4 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -5.10% | -5.19% | -4.75% |
| 173 | Apr 2015 | Apr 2015 | 1 | 29.32% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.66% Vanguard Total Intl Stock Index Inv (VGTSX) 7.33% Vanguard Real Estate Index Investor (VGSIX) 21.99% Vanguard Total Bond Market Index Inv (VBMFX) 26.70% Cash (CASHX) | 0.36% | 0.49% | 0.95% |
| 172 | Mar 2015 | Mar 2015 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -0.43% | -0.44% | -1.59% |
| 171 | Feb 2015 | Feb 2015 | 1 | 36.28% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.14% Vanguard Total Intl Stock Index Inv (VGTSX) 9.07% Vanguard Real Estate Index Investor (VGSIX) 27.21% Vanguard Total Bond Market Index Inv (VBMFX) 9.31% Cash (CASHX) | 2.47% | 2.63% | 5.74% |
| 170 | Jan 2015 | Jan 2015 | 1 | 36.08% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.04% Vanguard Total Intl Stock Index Inv (VGTSX) 9.02% Vanguard Real Estate Index Investor (VGSIX) 27.06% Vanguard Total Bond Market Index Inv (VBMFX) 9.80% Cash (CASHX) | 0.26% | 0.28% | -3.02% |
| 169 | Dec 2014 | Dec 2014 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -0.51% | -0.41% | -0.26% |
| 168 | Nov 2014 | Nov 2014 | 1 | 30.01% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.01% Vanguard Total Intl Stock Index Inv (VGTSX) 7.50% Vanguard Real Estate Index Investor (VGSIX) 22.51% Vanguard Total Bond Market Index Inv (VBMFX) 24.97% Cash (CASHX) | 0.98% | 1.36% | 2.68% |
| 167 | Mar 2014 | Oct 2014 | 8 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 5.43% | 5.53% | 9.81% |
| 166 | Feb 2014 | Feb 2014 | 1 | 38.70% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.35% Vanguard Total Intl Stock Index Inv (VGTSX) 9.67% Vanguard Real Estate Index Investor (VGSIX) 29.02% Vanguard Total Bond Market Index Inv (VBMFX) 3.26% Cash (CASHX) | 3.49% | 3.57% | 4.56% |
| 165 | Dec 2013 | Jan 2014 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -0.20% | -0.03% | -1.04% |
| 164 | Nov 2013 | Nov 2013 | 1 | 37.60% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.80% Vanguard Total Intl Stock Index Inv (VGTSX) 9.40% Vanguard Real Estate Index Investor (VGSIX) 28.20% Vanguard Total Bond Market Index Inv (VBMFX) 6.01% Cash (CASHX) | 0.52% | 0.72% | 3.03% |
| 163 | Aug 2013 | Oct 2013 | 3 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 4.19% | 4.28% | 4.71% |
| 162 | Jul 2013 | Jul 2013 | 1 | 23.07% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.53% Vanguard Total Intl Stock Index Inv (VGTSX) 5.77% Vanguard Real Estate Index Investor (VGSIX) 17.30% Vanguard Total Bond Market Index Inv (VBMFX) 42.34% Cash (CASHX) | 1.87% | 3.37% | 5.07% |
| 161 | Jun 2013 | Jun 2013 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -1.95% | -1.92% | -1.35% |
| 160 | May 2013 | May 2013 | 1 | 32.51% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.26% Vanguard Total Intl Stock Index Inv (VGTSX) 8.13% Vanguard Real Estate Index Investor (VGSIX) 24.38% Vanguard Total Bond Market Index Inv (VBMFX) 18.72% Cash (CASHX) | -0.63% | -0.72% | 2.33% |
| 159 | Apr 2013 | Apr 2013 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 2.34% | 2.35% | 1.91% |
| 158 | Mar 2013 | Mar 2013 | 1 | 38.14% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.07% Vanguard Total Intl Stock Index Inv (VGTSX) 9.53% Vanguard Real Estate Index Investor (VGSIX) 28.60% Vanguard Total Bond Market Index Inv (VBMFX) 4.66% Cash (CASHX) | 1.93% | 2.07% | 3.74% |
| 157 | Jan 2013 | Feb 2013 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 3.59% | 3.60% | 6.58% |
| 156 | Dec 2012 | Dec 2012 | 1 | 34.27% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.13% Vanguard Total Intl Stock Index Inv (VGTSX) 8.57% Vanguard Real Estate Index Investor (VGSIX) 25.70% Vanguard Total Bond Market Index Inv (VBMFX) 14.34% Cash (CASHX) | 1.39% | 1.66% | 0.90% |
| 155 | Nov 2012 | Nov 2012 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 0.68% | 0.69% | 0.56% |
| 154 | Oct 2012 | Oct 2012 | 1 | 39.13% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.56% Vanguard Total Intl Stock Index Inv (VGTSX) 9.78% Vanguard Real Estate Index Investor (VGSIX) 29.35% Vanguard Total Bond Market Index Inv (VBMFX) 2.18% Cash (CASHX) | -0.63% | -0.68% | -1.86% |
| 153 | Sep 2012 | Sep 2012 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 1.60% | 1.61% | 2.58% |
| 152 | Aug 2012 | Aug 2012 | 1 | 33.51% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.76% Vanguard Total Intl Stock Index Inv (VGTSX) 8.38% Vanguard Real Estate Index Investor (VGSIX) 25.13% Vanguard Total Bond Market Index Inv (VBMFX) 16.22% Cash (CASHX) | 1.29% | 1.54% | 2.24% |
| 151 | Jul 2012 | Jul 2012 | 1 | 22.17% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.08% Vanguard Total Intl Stock Index Inv (VGTSX) 5.54% Vanguard Real Estate Index Investor (VGSIX) 16.62% Vanguard Total Bond Market Index Inv (VBMFX) 44.59% Cash (CASHX) | 0.62% | 1.12% | 1.37% |
| 150 | Jun 2012 | Jun 2012 | 1 | 33.72% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.86% Vanguard Total Intl Stock Index Inv (VGTSX) 8.43% Vanguard Real Estate Index Investor (VGSIX) 25.29% Vanguard Total Bond Market Index Inv (VBMFX) 15.69% Cash (CASHX) | 2.82% | 3.34% | 4.11% |
| 149 | May 2012 | May 2012 | 1 | 29.62% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.81% Vanguard Total Intl Stock Index Inv (VGTSX) 7.41% Vanguard Real Estate Index Investor (VGSIX) 22.22% Vanguard Total Bond Market Index Inv (VBMFX) 25.94% Cash (CASHX) | -3.62% | -5.05% | -6.02% |
| 148 | Apr 2012 | Apr 2012 | 1 | 36.45% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.23% Vanguard Total Intl Stock Index Inv (VGTSX) 9.11% Vanguard Real Estate Index Investor (VGSIX) 27.34% Vanguard Total Bond Market Index Inv (VBMFX) 8.87% Cash (CASHX) | 0.01% | -0.03% | -0.64% |
| 147 | Feb 2012 | Mar 2012 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 4.06% | 4.12% | 7.73% |
| 146 | Jan 2012 | Jan 2012 | 1 | 23.88% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.94% Vanguard Total Intl Stock Index Inv (VGTSX) 5.97% Vanguard Real Estate Index Investor (VGSIX) 17.91% Vanguard Total Bond Market Index Inv (VBMFX) 40.31% Cash (CASHX) | 2.63% | 4.40% | 4.46% |
| 145 | Dec 2011 | Dec 2011 | 1 | 13.96% Vanguard Total Stock Mkt Idx Inv (VTSMX) 6.98% Vanguard Total Intl Stock Index Inv (VGTSX) 3.49% Vanguard Real Estate Index Investor (VGSIX) 10.47% Vanguard Total Bond Market Index Inv (VBMFX) 65.09% Cash (CASHX) | 0.20% | 0.68% | 1.02% |
| 144 | Nov 2011 | Nov 2011 | 1 | 14.64% Vanguard Total Stock Mkt Idx Inv (VTSMX) 7.32% Vanguard Total Intl Stock Index Inv (VGTSX) 3.66% Vanguard Real Estate Index Investor (VGSIX) 10.98% Vanguard Total Bond Market Index Inv (VBMFX) 63.40% Cash (CASHX) | -0.42% | -1.12% | -0.23% |
| 143 | Oct 2011 | Oct 2011 | 1 | 15.86% Vanguard Total Stock Mkt Idx Inv (VTSMX) 7.93% Vanguard Total Intl Stock Index Inv (VGTSX) 3.96% Vanguard Real Estate Index Investor (VGSIX) 11.89% Vanguard Total Bond Market Index Inv (VBMFX) 60.35% Cash (CASHX) | 3.23% | 7.70% | 10.91% |
| 142 | Sep 2011 | Sep 2011 | 1 | 9.57% Vanguard Total Stock Mkt Idx Inv (VTSMX) 4.78% Vanguard Total Intl Stock Index Inv (VGTSX) 2.39% Vanguard Real Estate Index Investor (VGSIX) 7.18% Vanguard Total Bond Market Index Inv (VBMFX) 76.08% Cash (CASHX) | -1.53% | -6.20% | -7.04% |
| 141 | Aug 2011 | Aug 2011 | 1 | 28.09% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.04% Vanguard Total Intl Stock Index Inv (VGTSX) 7.02% Vanguard Real Estate Index Investor (VGSIX) 21.06% Vanguard Total Bond Market Index Inv (VBMFX) 29.79% Cash (CASHX) | -2.95% | -4.19% | -5.45% |
| 140 | Jul 2011 | Jul 2011 | 1 | 28.61% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.30% Vanguard Total Intl Stock Index Inv (VGTSX) 7.15% Vanguard Real Estate Index Investor (VGSIX) 21.46% Vanguard Total Bond Market Index Inv (VBMFX) 28.48% Cash (CASHX) | -0.42% | -0.60% | -2.05% |
| 139 | Jun 2011 | Jun 2011 | 1 | 36.91% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.45% Vanguard Total Intl Stock Index Inv (VGTSX) 9.23% Vanguard Real Estate Index Investor (VGSIX) 27.68% Vanguard Total Bond Market Index Inv (VBMFX) 7.74% Cash (CASHX) | -1.35% | -1.49% | -1.67% |
| 138 | May 2011 | May 2011 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -0.51% | -0.54% | -1.15% |
| 137 | Apr 2011 | Apr 2011 | 1 | 29.25% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.62% Vanguard Total Intl Stock Index Inv (VGTSX) 7.31% Vanguard Real Estate Index Investor (VGSIX) 21.93% Vanguard Total Bond Market Index Inv (VBMFX) 26.89% Cash (CASHX) | 2.35% | 3.23% | 2.95% |
| 136 | Mar 2011 | Mar 2011 | 1 | 36.95% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.47% Vanguard Total Intl Stock Index Inv (VGTSX) 9.24% Vanguard Real Estate Index Investor (VGSIX) 27.71% Vanguard Total Bond Market Index Inv (VBMFX) 7.63% Cash (CASHX) | -0.05% | -0.05% | 0.03% |
| 135 | Jan 2011 | Feb 2011 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 3.89% | 3.91% | 5.85% |
| 134 | Dec 2010 | Dec 2010 | 1 | 26.33% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.17% Vanguard Total Intl Stock Index Inv (VGTSX) 6.58% Vanguard Real Estate Index Investor (VGSIX) 19.75% Vanguard Total Bond Market Index Inv (VBMFX) 34.17% Cash (CASHX) | 2.97% | 4.49% | 6.67% |
| 133 | Nov 2010 | Nov 2010 | 1 | 37.06% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.53% Vanguard Total Intl Stock Index Inv (VGTSX) 9.27% Vanguard Real Estate Index Investor (VGSIX) 27.80% Vanguard Total Bond Market Index Inv (VBMFX) 7.35% Cash (CASHX) | -0.97% | -1.05% | 0.00% |
| 132 | Oct 2010 | Oct 2010 | 1 | 27.44% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.72% Vanguard Total Intl Stock Index Inv (VGTSX) 6.86% Vanguard Real Estate Index Investor (VGSIX) 20.58% Vanguard Total Bond Market Index Inv (VBMFX) 31.40% Cash (CASHX) | 1.98% | 2.88% | 3.79% |
| 131 | Sep 2010 | Sep 2010 | 1 | 25.17% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.59% Vanguard Total Intl Stock Index Inv (VGTSX) 6.29% Vanguard Real Estate Index Investor (VGSIX) 18.88% Vanguard Total Bond Market Index Inv (VBMFX) 37.06% Cash (CASHX) | 3.97% | 6.03% | 8.92% |
| 130 | Aug 2010 | Aug 2010 | 1 | 22.29% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.15% Vanguard Total Intl Stock Index Inv (VGTSX) 5.57% Vanguard Real Estate Index Investor (VGSIX) 16.72% Vanguard Total Bond Market Index Inv (VBMFX) 44.27% Cash (CASHX) | -1.23% | -2.14% | -4.53% |
| 129 | Jul 2010 | Jul 2010 | 1 | 17.49% Vanguard Total Stock Mkt Idx Inv (VTSMX) 8.74% Vanguard Total Intl Stock Index Inv (VGTSX) 4.37% Vanguard Real Estate Index Investor (VGSIX) 13.11% Vanguard Total Bond Market Index Inv (VBMFX) 56.28% Cash (CASHX) | 2.68% | 5.93% | 7.00% |
| 128 | Jun 2010 | Jun 2010 | 1 | 12.92% Vanguard Total Stock Mkt Idx Inv (VTSMX) 6.46% Vanguard Total Intl Stock Index Inv (VGTSX) 3.23% Vanguard Real Estate Index Investor (VGSIX) 9.69% Vanguard Total Bond Market Index Inv (VBMFX) 67.71% Cash (CASHX) | -0.81% | -2.55% | -5.24% |
| 127 | May 2010 | May 2010 | 1 | 28.30% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.15% Vanguard Total Intl Stock Index Inv (VGTSX) 7.07% Vanguard Real Estate Index Investor (VGSIX) 21.22% Vanguard Total Bond Market Index Inv (VBMFX) 29.26% Cash (CASHX) | -3.98% | -5.65% | -8.01% |
| 126 | Apr 2010 | Apr 2010 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 1.56% | 1.61% | 1.58% |
| 125 | Mar 2010 | Mar 2010 | 1 | 24.25% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.12% Vanguard Total Intl Stock Index Inv (VGTSX) 6.06% Vanguard Real Estate Index Investor (VGSIX) 18.19% Vanguard Total Bond Market Index Inv (VBMFX) 39.38% Cash (CASHX) | 2.94% | 4.79% | 6.01% |
| 124 | Feb 2010 | Feb 2010 | 1 | 27.83% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.92% Vanguard Total Intl Stock Index Inv (VGTSX) 6.96% Vanguard Real Estate Index Investor (VGSIX) 20.87% Vanguard Total Bond Market Index Inv (VBMFX) 30.42% Cash (CASHX) | 1.39% | 1.97% | 3.09% |
| 123 | Jan 2010 | Jan 2010 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -2.47% | -2.47% | -3.60% |
| 122 | Dec 2009 | Dec 2009 | 1 | 23.69% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.85% Vanguard Total Intl Stock Index Inv (VGTSX) 5.92% Vanguard Real Estate Index Investor (VGSIX) 17.77% Vanguard Total Bond Market Index Inv (VBMFX) 40.77% Cash (CASHX) | 0.98% | 1.77% | 1.95% |
| 121 | Nov 2009 | Nov 2009 | 1 | 19.22% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.61% Vanguard Total Intl Stock Index Inv (VGTSX) 4.81% Vanguard Real Estate Index Investor (VGSIX) 14.42% Vanguard Total Bond Market Index Inv (VBMFX) 51.94% Cash (CASHX) | 1.98% | 4.18% | 5.98% |
| 120 | Oct 2009 | Oct 2009 | 1 | 23.95% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.98% Vanguard Total Intl Stock Index Inv (VGTSX) 5.99% Vanguard Real Estate Index Investor (VGSIX) 17.97% Vanguard Total Bond Market Index Inv (VBMFX) 40.12% Cash (CASHX) | -1.07% | -1.89% | -1.87% |
| 119 | Sep 2009 | Sep 2009 | 1 | 24.47% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.23% Vanguard Total Intl Stock Index Inv (VGTSX) 6.12% Vanguard Real Estate Index Investor (VGSIX) 18.35% Vanguard Total Bond Market Index Inv (VBMFX) 38.83% Cash (CASHX) | 2.30% | 3.84% | 3.72% |
| 118 | Aug 2009 | Aug 2009 | 1 | 20.04% Vanguard Total Stock Mkt Idx Inv (VTSMX) 10.02% Vanguard Total Intl Stock Index Inv (VGTSX) 5.01% Vanguard Real Estate Index Investor (VGSIX) 15.03% Vanguard Total Bond Market Index Inv (VBMFX) 49.90% Cash (CASHX) | 1.94% | 3.78% | 3.60% |
| 117 | Jul 2009 | Jul 2009 | 1 | 20.60% Vanguard Total Stock Mkt Idx Inv (VTSMX) 10.30% Vanguard Total Intl Stock Index Inv (VGTSX) 5.15% Vanguard Real Estate Index Investor (VGSIX) 15.45% Vanguard Total Bond Market Index Inv (VBMFX) 48.50% Cash (CASHX) | 3.41% | 6.63% | 7.58% |
| 116 | Jun 2009 | Jun 2009 | 1 | 12.69% Vanguard Total Stock Mkt Idx Inv (VTSMX) 6.35% Vanguard Total Intl Stock Index Inv (VGTSX) 3.17% Vanguard Real Estate Index Investor (VGSIX) 9.52% Vanguard Total Bond Market Index Inv (VBMFX) 68.26% Cash (CASHX) | -0.08% | -0.28% | 0.22% |
| 115 | May 2009 | May 2009 | 1 | 11.53% Vanguard Total Stock Mkt Idx Inv (VTSMX) 5.76% Vanguard Total Intl Stock Index Inv (VGTSX) 2.88% Vanguard Real Estate Index Investor (VGSIX) 8.65% Vanguard Total Bond Market Index Inv (VBMFX) 71.18% Cash (CASHX) | 1.60% | 5.50% | 5.62% |
| 114 | Apr 2009 | Apr 2009 | 1 | 7.94% Vanguard Total Stock Mkt Idx Inv (VTSMX) 3.97% Vanguard Total Intl Stock Index Inv (VGTSX) 1.98% Vanguard Real Estate Index Investor (VGSIX) 5.95% Vanguard Total Bond Market Index Inv (VBMFX) 80.15% Cash (CASHX) | 2.01% | 9.16% | 9.56% |
| 113 | Mar 2009 | Mar 2009 | 1 | 11.90% Vanguard Total Stock Mkt Idx Inv (VTSMX) 5.95% Vanguard Total Intl Stock Index Inv (VGTSX) 2.97% Vanguard Real Estate Index Investor (VGSIX) 8.92% Vanguard Total Bond Market Index Inv (VBMFX) 70.26% Cash (CASHX) | 1.84% | 5.90% | 8.76% |
| 112 | Feb 2009 | Feb 2009 | 1 | 10.09% Vanguard Total Stock Mkt Idx Inv (VTSMX) 5.04% Vanguard Total Intl Stock Index Inv (VGTSX) 2.52% Vanguard Real Estate Index Investor (VGSIX) 7.57% Vanguard Total Bond Market Index Inv (VBMFX) 74.78% Cash (CASHX) | -2.08% | -7.97% | -10.66% |
| 111 | Jan 2009 | Jan 2009 | 1 | 7.69% Vanguard Total Stock Mkt Idx Inv (VTSMX) 3.85% Vanguard Total Intl Stock Index Inv (VGTSX) 1.92% Vanguard Real Estate Index Investor (VGSIX) 5.77% Vanguard Total Bond Market Index Inv (VBMFX) 80.77% Cash (CASHX) | -1.46% | -7.64% | -8.41% |
| 110 | Dec 2008 | Dec 2008 | 1 | 5.81% Vanguard Total Stock Mkt Idx Inv (VTSMX) 2.91% Vanguard Total Intl Stock Index Inv (VGTSX) 1.45% Vanguard Real Estate Index Investor (VGSIX) 4.36% Vanguard Total Bond Market Index Inv (VBMFX) 85.46% Cash (CASHX) | 0.74% | 4.58% | 1.07% |
| 109 | Nov 2008 | Nov 2008 | 1 | 5.41% Vanguard Total Stock Mkt Idx Inv (VTSMX) 2.71% Vanguard Total Intl Stock Index Inv (VGTSX) 1.35% Vanguard Real Estate Index Investor (VGSIX) 4.06% Vanguard Total Bond Market Index Inv (VBMFX) 86.47% Cash (CASHX) | -0.73% | -4.55% | -7.17% |
| 108 | Oct 2008 | Oct 2008 | 1 | 8.59% Vanguard Total Stock Mkt Idx Inv (VTSMX) 4.30% Vanguard Total Intl Stock Index Inv (VGTSX) 2.15% Vanguard Real Estate Index Investor (VGSIX) 6.44% Vanguard Total Bond Market Index Inv (VBMFX) 78.52% Cash (CASHX) | -3.24% | -14.71% | -16.79% |
| 107 | Sep 2008 | Sep 2008 | 1 | 22.58% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.29% Vanguard Total Intl Stock Index Inv (VGTSX) 5.64% Vanguard Real Estate Index Investor (VGSIX) 16.93% Vanguard Total Bond Market Index Inv (VBMFX) 43.56% Cash (CASHX) | -3.70% | -6.25% | -8.91% |
| 106 | Aug 2008 | Aug 2008 | 1 | 19.40% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.70% Vanguard Total Intl Stock Index Inv (VGTSX) 4.85% Vanguard Real Estate Index Investor (VGSIX) 14.55% Vanguard Total Bond Market Index Inv (VBMFX) 51.51% Cash (CASHX) | 0.09% | 0.13% | 1.45% |
| 105 | Jul 2008 | Jul 2008 | 1 | 24.57% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.28% Vanguard Total Intl Stock Index Inv (VGTSX) 6.14% Vanguard Real Estate Index Investor (VGSIX) 18.43% Vanguard Total Bond Market Index Inv (VBMFX) 38.58% Cash (CASHX) | -0.39% | -0.67% | -0.83% |
| 104 | Jun 2008 | Jun 2008 | 1 | 33.65% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.82% Vanguard Total Intl Stock Index Inv (VGTSX) 8.41% Vanguard Real Estate Index Investor (VGSIX) 25.24% Vanguard Total Bond Market Index Inv (VBMFX) 15.88% Cash (CASHX) | -5.15% | -6.14% | -8.44% |
| 103 | May 2008 | May 2008 | 1 | 26.74% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.37% Vanguard Total Intl Stock Index Inv (VGTSX) 6.69% Vanguard Real Estate Index Investor (VGSIX) 20.06% Vanguard Total Bond Market Index Inv (VBMFX) 33.15% Cash (CASHX) | 0.65% | 0.87% | 1.29% |
| 102 | Apr 2008 | Apr 2008 | 1 | 16.36% Vanguard Total Stock Mkt Idx Inv (VTSMX) 8.18% Vanguard Total Intl Stock Index Inv (VGTSX) 4.09% Vanguard Real Estate Index Investor (VGSIX) 12.27% Vanguard Total Bond Market Index Inv (VBMFX) 59.10% Cash (CASHX) | 1.57% | 3.56% | 4.85% |
| 101 | Mar 2008 | Mar 2008 | 1 | 22.63% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.32% Vanguard Total Intl Stock Index Inv (VGTSX) 5.66% Vanguard Real Estate Index Investor (VGSIX) 16.97% Vanguard Total Bond Market Index Inv (VBMFX) 43.42% Cash (CASHX) | 0.27% | 0.39% | -0.44% |
| 100 | Feb 2008 | Feb 2008 | 1 | 20.10% Vanguard Total Stock Mkt Idx Inv (VTSMX) 10.05% Vanguard Total Intl Stock Index Inv (VGTSX) 5.02% Vanguard Real Estate Index Investor (VGSIX) 15.07% Vanguard Total Bond Market Index Inv (VBMFX) 49.76% Cash (CASHX) | -0.66% | -1.46% | -3.25% |
| 99 | Jan 2008 | Jan 2008 | 1 | 23.29% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.65% Vanguard Total Intl Stock Index Inv (VGTSX) 5.82% Vanguard Real Estate Index Investor (VGSIX) 17.47% Vanguard Total Bond Market Index Inv (VBMFX) 41.77% Cash (CASHX) | -2.02% | -3.67% | -6.02% |
| 98 | Dec 2007 | Dec 2007 | 1 | 17.34% Vanguard Total Stock Mkt Idx Inv (VTSMX) 8.67% Vanguard Total Intl Stock Index Inv (VGTSX) 4.34% Vanguard Real Estate Index Investor (VGSIX) 13.01% Vanguard Total Bond Market Index Inv (VBMFX) 56.64% Cash (CASHX) | -0.35% | -1.10% | -0.70% |
| 97 | Nov 2007 | Nov 2007 | 1 | 30.93% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.47% Vanguard Total Intl Stock Index Inv (VGTSX) 7.73% Vanguard Real Estate Index Investor (VGSIX) 23.20% Vanguard Total Bond Market Index Inv (VBMFX) 22.67% Cash (CASHX) | -2.30% | -3.11% | -4.19% |
| 96 | Oct 2007 | Oct 2007 | 1 | 27.84% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.92% Vanguard Total Intl Stock Index Inv (VGTSX) 6.96% Vanguard Real Estate Index Investor (VGSIX) 20.88% Vanguard Total Bond Market Index Inv (VBMFX) 30.41% Cash (CASHX) | 1.71% | 2.41% | 1.58% |
| 95 | Sep 2007 | Sep 2007 | 1 | 19.12% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.56% Vanguard Total Intl Stock Index Inv (VGTSX) 4.78% Vanguard Real Estate Index Investor (VGSIX) 14.34% Vanguard Total Bond Market Index Inv (VBMFX) 52.21% Cash (CASHX) | 1.77% | 3.39% | 3.72% |
| 94 | Aug 2007 | Aug 2007 | 1 | 27.03% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.51% Vanguard Total Intl Stock Index Inv (VGTSX) 6.76% Vanguard Real Estate Index Investor (VGSIX) 20.27% Vanguard Total Bond Market Index Inv (VBMFX) 32.43% Cash (CASHX) | 1.14% | 1.38% | 1.50% |
| 93 | Jul 2007 | Jul 2007 | 1 | 30.06% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.03% Vanguard Total Intl Stock Index Inv (VGTSX) 7.52% Vanguard Real Estate Index Investor (VGSIX) 22.55% Vanguard Total Bond Market Index Inv (VBMFX) 24.85% Cash (CASHX) | -1.48% | -2.08% | -3.08% |
| 92 | May 2007 | Jun 2007 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 0.23% | 0.29% | 1.74% |
| 91 | Apr 2007 | Apr 2007 | 1 | 28.19% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.10% Vanguard Total Intl Stock Index Inv (VGTSX) 7.05% Vanguard Real Estate Index Investor (VGSIX) 21.14% Vanguard Total Bond Market Index Inv (VBMFX) 29.52% Cash (CASHX) | 1.91% | 2.54% | 4.42% |
| 90 | Mar 2007 | Mar 2007 | 1 | 30.59% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.29% Vanguard Total Intl Stock Index Inv (VGTSX) 7.65% Vanguard Real Estate Index Investor (VGSIX) 22.94% Vanguard Total Bond Market Index Inv (VBMFX) 23.53% Cash (CASHX) | 0.69% | 0.76% | 1.11% |
| 89 | Sep 2006 | Feb 2007 | 6 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 9.26% | 9.43% | 8.85% |
| 88 | Aug 2006 | Aug 2006 | 1 | 28.95% Vanguard Total Stock Mkt Idx Inv (VTSMX) 14.47% Vanguard Total Intl Stock Index Inv (VGTSX) 7.24% Vanguard Real Estate Index Investor (VGSIX) 21.71% Vanguard Total Bond Market Index Inv (VBMFX) 27.63% Cash (CASHX) | 1.78% | 2.32% | 2.36% |
| 87 | Jul 2006 | Jul 2006 | 1 | 25.31% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.66% Vanguard Total Intl Stock Index Inv (VGTSX) 6.33% Vanguard Real Estate Index Investor (VGSIX) 18.98% Vanguard Total Bond Market Index Inv (VBMFX) 36.72% Cash (CASHX) | 0.74% | 0.95% | 0.61% |
| 86 | Jun 2006 | Jun 2006 | 1 | 31.65% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.83% Vanguard Total Intl Stock Index Inv (VGTSX) 7.91% Vanguard Real Estate Index Investor (VGSIX) 23.74% Vanguard Total Bond Market Index Inv (VBMFX) 20.87% Cash (CASHX) | 0.52% | 0.57% | 0.13% |
| 85 | Mar 2006 | May 2006 | 3 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 0.04% | 0.02% | -0.39% |
| 84 | Feb 2006 | Feb 2006 | 1 | 37.15% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.57% Vanguard Total Intl Stock Index Inv (VGTSX) 9.29% Vanguard Real Estate Index Investor (VGSIX) 27.86% Vanguard Total Bond Market Index Inv (VBMFX) 7.13% Cash (CASHX) | 0.17% | 0.15% | 0.26% |
| 83 | Dec 2005 | Jan 2006 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 4.91% | 4.94% | 2.67% |
| 82 | Nov 2005 | Nov 2005 | 1 | 30.59% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.29% Vanguard Total Intl Stock Index Inv (VGTSX) 7.65% Vanguard Real Estate Index Investor (VGSIX) 22.94% Vanguard Total Bond Market Index Inv (VBMFX) 23.53% Cash (CASHX) | 2.13% | 2.70% | 3.76% |
| 81 | Jun 2005 | Oct 2005 | 5 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 3.35% | 3.29% | 1.97% |
| 80 | May 2005 | May 2005 | 1 | 35.30% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.65% Vanguard Total Intl Stock Index Inv (VGTSX) 8.83% Vanguard Real Estate Index Investor (VGSIX) 26.48% Vanguard Total Bond Market Index Inv (VBMFX) 11.74% Cash (CASHX) | 1.94% | 2.14% | 3.17% |
| 79 | Aug 2004 | Apr 2005 | 9 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 9.77% | 9.86% | 6.32% |
| 78 | Jul 2004 | Jul 2004 | 1 | 38.28% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.14% Vanguard Total Intl Stock Index Inv (VGTSX) 9.57% Vanguard Real Estate Index Investor (VGSIX) 28.71% Vanguard Total Bond Market Index Inv (VBMFX) 4.31% Cash (CASHX) | -1.76% | -1.88% | -3.31% |
| 77 | Jun 2004 | Jun 2004 | 1 | 30.16% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.08% Vanguard Total Intl Stock Index Inv (VGTSX) 7.54% Vanguard Real Estate Index Investor (VGSIX) 22.62% Vanguard Total Bond Market Index Inv (VBMFX) 24.60% Cash (CASHX) | 1.35% | 1.77% | 1.93% |
| 76 | May 2004 | May 2004 | 1 | 37.89% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.94% Vanguard Total Intl Stock Index Inv (VGTSX) 9.47% Vanguard Real Estate Index Investor (VGSIX) 28.41% Vanguard Total Bond Market Index Inv (VBMFX) 5.29% Cash (CASHX) | 1.15% | 1.18% | 1.36% |
| 75 | Apr 2004 | Apr 2004 | 1 | 30.26% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.13% Vanguard Total Intl Stock Index Inv (VGTSX) 7.57% Vanguard Real Estate Index Investor (VGSIX) 22.70% Vanguard Total Bond Market Index Inv (VBMFX) 24.34% Cash (CASHX) | -2.79% | -3.80% | -1.58% |
| 74 | Nov 2003 | Mar 2004 | 5 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 9.62% | 9.92% | 7.89% |
| 73 | Oct 2003 | Oct 2003 | 1 | 39.47% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.73% Vanguard Total Intl Stock Index Inv (VGTSX) 9.87% Vanguard Real Estate Index Investor (VGSIX) 29.60% Vanguard Total Bond Market Index Inv (VBMFX) 1.33% Cash (CASHX) | 3.57% | 3.78% | 5.64% |
| 72 | Sep 2003 | Sep 2003 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 1.25% | 1.18% | -1.07% |
| 71 | Aug 2003 | Aug 2003 | 1 | 34.61% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.31% Vanguard Total Intl Stock Index Inv (VGTSX) 8.65% Vanguard Real Estate Index Investor (VGSIX) 25.96% Vanguard Total Bond Market Index Inv (VBMFX) 13.46% Cash (CASHX) | 1.49% | 1.74% | 1.93% |
| 70 | Jul 2003 | Jul 2003 | 1 | 37.11% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.55% Vanguard Total Intl Stock Index Inv (VGTSX) 9.28% Vanguard Real Estate Index Investor (VGSIX) 27.83% Vanguard Total Bond Market Index Inv (VBMFX) 7.24% Cash (CASHX) | 1.02% | 1.19% | 1.74% |
| 69 | Jun 2003 | Jun 2003 | 1 | 37.55% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.77% Vanguard Total Intl Stock Index Inv (VGTSX) 9.39% Vanguard Real Estate Index Investor (VGSIX) 28.16% Vanguard Total Bond Market Index Inv (VBMFX) 6.13% Cash (CASHX) | 1.22% | 1.31% | 1.26% |
| 68 | May 2003 | May 2003 | 1 | 32.45% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.23% Vanguard Total Intl Stock Index Inv (VGTSX) 8.11% Vanguard Real Estate Index Investor (VGSIX) 24.34% Vanguard Total Bond Market Index Inv (VBMFX) 18.87% Cash (CASHX) | 3.89% | 4.79% | 5.26% |
| 67 | Apr 2003 | Apr 2003 | 1 | 21.62% Vanguard Total Stock Mkt Idx Inv (VTSMX) 10.81% Vanguard Total Intl Stock Index Inv (VGTSX) 5.40% Vanguard Real Estate Index Investor (VGSIX) 16.21% Vanguard Total Bond Market Index Inv (VBMFX) 45.96% Cash (CASHX) | 3.23% | 5.78% | 8.25% |
| 66 | Mar 2003 | Mar 2003 | 1 | 33.31% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.66% Vanguard Total Intl Stock Index Inv (VGTSX) 8.33% Vanguard Real Estate Index Investor (VGSIX) 24.98% Vanguard Total Bond Market Index Inv (VBMFX) 16.72% Cash (CASHX) | 0.19% | 0.22% | 0.96% |
| 65 | Feb 2003 | Feb 2003 | 1 | 25.68% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.84% Vanguard Total Intl Stock Index Inv (VGTSX) 6.42% Vanguard Real Estate Index Investor (VGSIX) 19.26% Vanguard Total Bond Market Index Inv (VBMFX) 35.79% Cash (CASHX) | -0.33% | -0.55% | -1.52% |
| 64 | Jan 2003 | Jan 2003 | 1 | 33.32% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.66% Vanguard Total Intl Stock Index Inv (VGTSX) 8.33% Vanguard Real Estate Index Investor (VGSIX) 24.99% Vanguard Total Bond Market Index Inv (VBMFX) 16.69% Cash (CASHX) | -1.67% | -2.02% | -2.62% |
| 63 | Dec 2002 | Dec 2002 | 1 | 27.20% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.60% Vanguard Total Intl Stock Index Inv (VGTSX) 6.80% Vanguard Real Estate Index Investor (VGSIX) 20.40% Vanguard Total Bond Market Index Inv (VBMFX) 32.00% Cash (CASHX) | -1.47% | -1.85% | -5.89% |
| 62 | Nov 2002 | Nov 2002 | 1 | 16.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 8.00% Vanguard Total Intl Stock Index Inv (VGTSX) 4.00% Vanguard Real Estate Index Investor (VGSIX) 12.00% Vanguard Total Bond Market Index Inv (VBMFX) 60.01% Cash (CASHX) | 1.60% | 3.50% | 5.88% |
| 61 | Oct 2002 | Oct 2002 | 1 | 20.45% Vanguard Total Stock Mkt Idx Inv (VTSMX) 10.23% Vanguard Total Intl Stock Index Inv (VGTSX) 5.11% Vanguard Real Estate Index Investor (VGSIX) 15.34% Vanguard Total Bond Market Index Inv (VBMFX) 48.87% Cash (CASHX) | 1.86% | 2.78% | 8.78% |
| 60 | Sep 2002 | Sep 2002 | 1 | 18.79% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.40% Vanguard Total Intl Stock Index Inv (VGTSX) 4.70% Vanguard Real Estate Index Investor (VGSIX) 14.09% Vanguard Total Bond Market Index Inv (VBMFX) 53.02% Cash (CASHX) | -2.79% | -5.52% | -10.87% |
| 59 | Aug 2002 | Aug 2002 | 1 | 13.35% Vanguard Total Stock Mkt Idx Inv (VTSMX) 6.67% Vanguard Total Intl Stock Index Inv (VGTSX) 3.34% Vanguard Real Estate Index Investor (VGSIX) 10.01% Vanguard Total Bond Market Index Inv (VBMFX) 66.64% Cash (CASHX) | 0.33% | 0.74% | 0.65% |
| 58 | Jul 2002 | Jul 2002 | 1 | 34.16% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.08% Vanguard Total Intl Stock Index Inv (VGTSX) 8.54% Vanguard Real Estate Index Investor (VGSIX) 25.62% Vanguard Total Bond Market Index Inv (VBMFX) 14.60% Cash (CASHX) | -4.72% | -5.36% | -7.72% |
| 57 | Jun 2002 | Jun 2002 | 1 | 33.67% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.83% Vanguard Total Intl Stock Index Inv (VGTSX) 8.42% Vanguard Real Estate Index Investor (VGSIX) 25.25% Vanguard Total Bond Market Index Inv (VBMFX) 15.83% Cash (CASHX) | -2.77% | -3.15% | -7.13% |
| 56 | May 2002 | May 2002 | 1 | 39.01% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.51% Vanguard Total Intl Stock Index Inv (VGTSX) 9.75% Vanguard Real Estate Index Investor (VGSIX) 29.26% Vanguard Total Bond Market Index Inv (VBMFX) 2.47% Cash (CASHX) | 0.12% | 0.15% | -0.75% |
| 55 | Apr 2002 | Apr 2002 | 1 | 34.15% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.07% Vanguard Total Intl Stock Index Inv (VGTSX) 8.54% Vanguard Real Estate Index Investor (VGSIX) 25.61% Vanguard Total Bond Market Index Inv (VBMFX) 14.63% Cash (CASHX) | -1.09% | -1.30% | -6.07% |
| 54 | Mar 2002 | Mar 2002 | 1 | 32.70% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.35% Vanguard Total Intl Stock Index Inv (VGTSX) 8.18% Vanguard Real Estate Index Investor (VGSIX) 24.53% Vanguard Total Bond Market Index Inv (VBMFX) 18.24% Cash (CASHX) | 2.54% | 3.03% | 3.74% |
| 53 | Feb 2002 | Feb 2002 | 1 | 38.23% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.11% Vanguard Total Intl Stock Index Inv (VGTSX) 9.56% Vanguard Real Estate Index Investor (VGSIX) 28.67% Vanguard Total Bond Market Index Inv (VBMFX) 4.43% Cash (CASHX) | -0.17% | -0.18% | -1.94% |
| 52 | Jan 2002 | Jan 2002 | 1 | 32.45% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.22% Vanguard Total Intl Stock Index Inv (VGTSX) 8.11% Vanguard Real Estate Index Investor (VGSIX) 24.34% Vanguard Total Bond Market Index Inv (VBMFX) 18.88% Cash (CASHX) | -0.98% | -1.24% | -1.47% |
| 51 | Dec 2001 | Dec 2001 | 1 | 34.21% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.10% Vanguard Total Intl Stock Index Inv (VGTSX) 8.55% Vanguard Real Estate Index Investor (VGSIX) 25.66% Vanguard Total Bond Market Index Inv (VBMFX) 14.48% Cash (CASHX) | 0.93% | 0.97% | 0.87% |
| 50 | Nov 2001 | Nov 2001 | 1 | 32.38% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.19% Vanguard Total Intl Stock Index Inv (VGTSX) 8.10% Vanguard Real Estate Index Investor (VGSIX) 24.29% Vanguard Total Bond Market Index Inv (VBMFX) 19.04% Cash (CASHX) | 3.22% | 3.48% | 7.65% |
| 49 | Oct 2001 | Oct 2001 | 1 | 15.81% Vanguard Total Stock Mkt Idx Inv (VTSMX) 7.90% Vanguard Total Intl Stock Index Inv (VGTSX) 3.95% Vanguard Real Estate Index Investor (VGSIX) 11.86% Vanguard Total Bond Market Index Inv (VBMFX) 60.48% Cash (CASHX) | 0.84% | 1.65% | 1.90% |
| 48 | Sep 2001 | Sep 2001 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -5.86% | -5.33% | -8.09% |
| 47 | Aug 2001 | Aug 2001 | 1 | 32.96% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.48% Vanguard Total Intl Stock Index Inv (VGTSX) 8.24% Vanguard Real Estate Index Investor (VGSIX) 24.72% Vanguard Total Bond Market Index Inv (VBMFX) 17.60% Cash (CASHX) | -1.74% | -1.94% | -6.27% |
| 46 | Jul 2001 | Jul 2001 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -0.71% | -0.62% | -1.00% |
| 45 | Jun 2001 | Jun 2001 | 1 | 32.82% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.41% Vanguard Total Intl Stock Index Inv (VGTSX) 8.21% Vanguard Real Estate Index Investor (VGSIX) 24.62% Vanguard Total Bond Market Index Inv (VBMFX) 17.94% Cash (CASHX) | -0.50% | -0.55% | -2.45% |
| 44 | May 2001 | May 2001 | 1 | 18.25% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.13% Vanguard Total Intl Stock Index Inv (VGTSX) 4.56% Vanguard Real Estate Index Investor (VGSIX) 13.69% Vanguard Total Bond Market Index Inv (VBMFX) 54.37% Cash (CASHX) | 0.24% | 0.17% | 0.65% |
| 43 | Apr 2001 | Apr 2001 | 1 | 19.68% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.84% Vanguard Total Intl Stock Index Inv (VGTSX) 4.92% Vanguard Real Estate Index Investor (VGSIX) 14.76% Vanguard Total Bond Market Index Inv (VBMFX) 50.80% Cash (CASHX) | 2.61% | 4.63% | 7.77% |
| 42 | Mar 2001 | Mar 2001 | 1 | 35.94% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.97% Vanguard Total Intl Stock Index Inv (VGTSX) 8.98% Vanguard Real Estate Index Investor (VGSIX) 26.95% Vanguard Total Bond Market Index Inv (VBMFX) 10.16% Cash (CASHX) | -3.44% | -3.73% | -6.36% |
| 41 | Feb 2001 | Feb 2001 | 1 | 24.75% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.37% Vanguard Total Intl Stock Index Inv (VGTSX) 6.19% Vanguard Real Estate Index Investor (VGSIX) 18.56% Vanguard Total Bond Market Index Inv (VBMFX) 38.13% Cash (CASHX) | -3.05% | -5.22% | -9.14% |
| 40 | Jan 2001 | Jan 2001 | 1 | 21.61% Vanguard Total Stock Mkt Idx Inv (VTSMX) 10.81% Vanguard Total Intl Stock Index Inv (VGTSX) 5.40% Vanguard Real Estate Index Investor (VGSIX) 16.21% Vanguard Total Bond Market Index Inv (VBMFX) 45.96% Cash (CASHX) | 1.48% | 2.32% | 3.55% |
| 39 | Dec 2000 | Dec 2000 | 1 | 27.40% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.70% Vanguard Total Intl Stock Index Inv (VGTSX) 6.85% Vanguard Real Estate Index Investor (VGSIX) 20.55% Vanguard Total Bond Market Index Inv (VBMFX) 31.50% Cash (CASHX) | 2.00% | 2.74% | 0.51% |
| 38 | Nov 2000 | Nov 2000 | 1 | 22.39% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.19% Vanguard Total Intl Stock Index Inv (VGTSX) 5.60% Vanguard Real Estate Index Investor (VGSIX) 16.79% Vanguard Total Bond Market Index Inv (VBMFX) 44.03% Cash (CASHX) | -2.12% | -3.91% | -7.89% |
| 37 | Oct 2000 | Oct 2000 | 1 | 37.81% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.90% Vanguard Total Intl Stock Index Inv (VGTSX) 9.45% Vanguard Real Estate Index Investor (VGSIX) 28.35% Vanguard Total Bond Market Index Inv (VBMFX) 5.49% Cash (CASHX) | -1.59% | -1.70% | -0.43% |
| 36 | Sep 2000 | Sep 2000 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -2.35% | -2.20% | -5.29% |
| 35 | Aug 2000 | Aug 2000 | 1 | 32.10% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.05% Vanguard Total Intl Stock Index Inv (VGTSX) 8.03% Vanguard Real Estate Index Investor (VGSIX) 24.08% Vanguard Total Bond Market Index Inv (VBMFX) 19.75% Cash (CASHX) | 2.61% | 2.94% | 6.19% |
| 34 | Jul 2000 | Jul 2000 | 1 | 30.66% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.33% Vanguard Total Intl Stock Index Inv (VGTSX) 7.67% Vanguard Real Estate Index Investor (VGSIX) 23.00% Vanguard Total Bond Market Index Inv (VBMFX) 23.34% Cash (CASHX) | -0.30% | -0.36% | -1.50% |
| 33 | Jun 2000 | Jun 2000 | 1 | 23.12% Vanguard Total Stock Mkt Idx Inv (VTSMX) 11.56% Vanguard Total Intl Stock Index Inv (VGTSX) 5.78% Vanguard Real Estate Index Investor (VGSIX) 17.34% Vanguard Total Bond Market Index Inv (VBMFX) 42.20% Cash (CASHX) | 2.23% | 3.47% | 2.49% |
| 32 | May 2000 | May 2000 | 1 | 19.06% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.53% Vanguard Total Intl Stock Index Inv (VGTSX) 4.77% Vanguard Real Estate Index Investor (VGSIX) 14.30% Vanguard Total Bond Market Index Inv (VBMFX) 52.35% Cash (CASHX) | -0.63% | -1.79% | -2.04% |
| 31 | Apr 2000 | Apr 2000 | 1 | 24.40% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.20% Vanguard Total Intl Stock Index Inv (VGTSX) 6.10% Vanguard Real Estate Index Investor (VGSIX) 18.30% Vanguard Total Bond Market Index Inv (VBMFX) 39.00% Cash (CASHX) | -1.42% | -2.64% | -3.00% |
| 30 | Mar 2000 | Mar 2000 | 1 | 33.02% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.51% Vanguard Total Intl Stock Index Inv (VGTSX) 8.25% Vanguard Real Estate Index Investor (VGSIX) 24.76% Vanguard Total Bond Market Index Inv (VBMFX) 17.46% Cash (CASHX) | 3.17% | 3.72% | 9.75% |
| 29 | Feb 2000 | Feb 2000 | 1 | 24.12% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.06% Vanguard Total Intl Stock Index Inv (VGTSX) 6.03% Vanguard Real Estate Index Investor (VGSIX) 18.09% Vanguard Total Bond Market Index Inv (VBMFX) 39.70% Cash (CASHX) | 1.26% | 1.76% | -1.91% |
| 28 | Dec 1999 | Jan 2000 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 2.02% | 2.31% | 0.64% |
| 27 | Nov 1999 | Nov 1999 | 1 | 25.83% Vanguard Total Stock Mkt Idx Inv (VTSMX) 12.92% Vanguard Total Intl Stock Index Inv (VGTSX) 6.46% Vanguard Real Estate Index Investor (VGSIX) 19.37% Vanguard Total Bond Market Index Inv (VBMFX) 35.42% Cash (CASHX) | 1.47% | 2.17% | 2.02% |
| 26 | Oct 1999 | Oct 1999 | 1 | 35.23% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.62% Vanguard Total Intl Stock Index Inv (VGTSX) 8.81% Vanguard Real Estate Index Investor (VGSIX) 26.42% Vanguard Total Bond Market Index Inv (VBMFX) 11.92% Cash (CASHX) | 2.81% | 3.23% | 6.33% |
| 25 | Sep 1999 | Sep 1999 | 1 | 34.20% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.10% Vanguard Total Intl Stock Index Inv (VGTSX) 8.55% Vanguard Real Estate Index Investor (VGSIX) 25.65% Vanguard Total Bond Market Index Inv (VBMFX) 14.49% Cash (CASHX) | -0.66% | -0.88% | -2.74% |
| 24 | Aug 1999 | Aug 1999 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -0.43% | -0.43% | -0.50% |
| 23 | Jul 1999 | Jul 1999 | 1 | 38.78% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.39% Vanguard Total Intl Stock Index Inv (VGTSX) 9.70% Vanguard Real Estate Index Investor (VGSIX) 29.09% Vanguard Total Bond Market Index Inv (VBMFX) 3.04% Cash (CASHX) | -1.18% | -1.29% | -3.13% |
| 22 | Jun 1999 | Jun 1999 | 1 | 34.79% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.39% Vanguard Total Intl Stock Index Inv (VGTSX) 8.70% Vanguard Real Estate Index Investor (VGSIX) 26.09% Vanguard Total Bond Market Index Inv (VBMFX) 13.03% Cash (CASHX) | 2.32% | 2.65% | 5.56% |
| 21 | May 1999 | May 1999 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | -1.85% | -1.89% | -2.39% |
| 20 | Apr 1999 | Apr 1999 | 1 | 34.75% Vanguard Total Stock Mkt Idx Inv (VTSMX) 17.38% Vanguard Total Intl Stock Index Inv (VGTSX) 8.69% Vanguard Real Estate Index Investor (VGSIX) 26.06% Vanguard Total Bond Market Index Inv (VBMFX) 13.12% Cash (CASHX) | 3.49% | 3.96% | 3.85% |
| 19 | Mar 1999 | Mar 1999 | 1 | 32.51% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.25% Vanguard Total Intl Stock Index Inv (VGTSX) 8.13% Vanguard Real Estate Index Investor (VGSIX) 24.38% Vanguard Total Bond Market Index Inv (VBMFX) 18.73% Cash (CASHX) | 2.26% | 2.70% | 4.00% |
| 18 | Feb 1999 | Feb 1999 | 1 | 31.23% Vanguard Total Stock Mkt Idx Inv (VTSMX) 15.62% Vanguard Total Intl Stock Index Inv (VGTSX) 7.81% Vanguard Real Estate Index Investor (VGSIX) 23.42% Vanguard Total Bond Market Index Inv (VBMFX) 21.92% Cash (CASHX) | -1.96% | -2.63% | -3.12% |
| 17 | Jan 1999 | Jan 1999 | 1 | 39.30% Vanguard Total Stock Mkt Idx Inv (VTSMX) 19.65% Vanguard Total Intl Stock Index Inv (VGTSX) 9.83% Vanguard Real Estate Index Investor (VGSIX) 29.48% Vanguard Total Bond Market Index Inv (VBMFX) 1.74% Cash (CASHX) | 1.31% | 1.33% | 4.20% |
| 16 | Dec 1998 | Dec 1998 | 1 | 36.84% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.42% Vanguard Total Intl Stock Index Inv (VGTSX) 9.21% Vanguard Real Estate Index Investor (VGSIX) 27.63% Vanguard Total Bond Market Index Inv (VBMFX) 7.91% Cash (CASHX) | 2.95% | 3.36% | 5.81% |
| 15 | Nov 1998 | Nov 1998 | 1 | 19.33% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.66% Vanguard Total Intl Stock Index Inv (VGTSX) 4.83% Vanguard Real Estate Index Investor (VGSIX) 14.49% Vanguard Total Bond Market Index Inv (VBMFX) 51.69% Cash (CASHX) | 2.04% | 3.90% | 6.07% |
| 14 | Oct 1998 | Oct 1998 | 1 | 18.17% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.09% Vanguard Total Intl Stock Index Inv (VGTSX) 4.54% Vanguard Real Estate Index Investor (VGSIX) 13.63% Vanguard Total Bond Market Index Inv (VBMFX) 54.57% Cash (CASHX) | 2.38% | 4.74% | 8.16% |
| 13 | Sep 1998 | Sep 1998 | 1 | 19.19% Vanguard Total Stock Mkt Idx Inv (VTSMX) 9.60% Vanguard Total Intl Stock Index Inv (VGTSX) 4.80% Vanguard Real Estate Index Investor (VGSIX) 14.39% Vanguard Total Bond Market Index Inv (VBMFX) 52.02% Cash (CASHX) | 1.86% | 3.32% | 6.41% |
| 12 | Aug 1998 | Aug 1998 | 1 | 37.78% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.89% Vanguard Total Intl Stock Index Inv (VGTSX) 9.45% Vanguard Real Estate Index Investor (VGSIX) 28.34% Vanguard Total Bond Market Index Inv (VBMFX) 5.54% Cash (CASHX) | -8.80% | -9.62% | -14.47% |
| 11 | Jul 1998 | Jul 1998 | 1 | 36.10% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.05% Vanguard Total Intl Stock Index Inv (VGTSX) 9.02% Vanguard Real Estate Index Investor (VGSIX) 27.07% Vanguard Total Bond Market Index Inv (VBMFX) 9.76% Cash (CASHX) | -1.15% | -1.28% | -1.05% |
| 10 | Jun 1998 | Jun 1998 | 1 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 1.60% | 1.64% | 4.07% |
| 9 | May 1998 | May 1998 | 1 | 33.71% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.85% Vanguard Total Intl Stock Index Inv (VGTSX) 8.43% Vanguard Real Estate Index Investor (VGSIX) 25.28% Vanguard Total Bond Market Index Inv (VBMFX) 15.73% Cash (CASHX) | -0.92% | -1.25% | -1.74% |
| 8 | Mar 1998 | Apr 1998 | 2 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 3.40% | 3.50% | 6.16% |
| 7 | Feb 1998 | Feb 1998 | 1 | 33.21% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.61% Vanguard Total Intl Stock Index Inv (VGTSX) 8.30% Vanguard Real Estate Index Investor (VGSIX) 24.91% Vanguard Total Bond Market Index Inv (VBMFX) 16.96% Cash (CASHX) | 3.49% | 4.13% | 7.19% |
| 6 | Jan 1998 | Jan 1998 | 1 | 37.79% Vanguard Total Stock Mkt Idx Inv (VTSMX) 18.89% Vanguard Total Intl Stock Index Inv (VGTSX) 9.45% Vanguard Real Estate Index Investor (VGSIX) 28.34% Vanguard Total Bond Market Index Inv (VBMFX) 5.53% Cash (CASHX) | 1.02% | 1.05% | 1.11% |
| 5 | Dec 1997 | Dec 1997 | 1 | 27.25% Vanguard Total Stock Mkt Idx Inv (VTSMX) 13.63% Vanguard Total Intl Stock Index Inv (VGTSX) 6.81% Vanguard Real Estate Index Investor (VGSIX) 20.44% Vanguard Total Bond Market Index Inv (VBMFX) 31.86% Cash (CASHX) | 1.11% | 1.46% | 1.72% |
| 4 | Nov 1997 | Nov 1997 | 1 | 21.62% Vanguard Total Stock Mkt Idx Inv (VTSMX) 10.81% Vanguard Total Intl Stock Index Inv (VGTSX) 5.41% Vanguard Real Estate Index Investor (VGSIX) 16.22% Vanguard Total Bond Market Index Inv (VBMFX) 45.94% Cash (CASHX) | 0.93% | 1.52% | 4.60% |
| 3 | Jun 1997 | Oct 1997 | 5 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 6.25% | 6.33% | 8.51% |
| 2 | May 1997 | May 1997 | 1 | 33.86% Vanguard Total Stock Mkt Idx Inv (VTSMX) 16.93% Vanguard Total Intl Stock Index Inv (VGTSX) 8.47% Vanguard Real Estate Index Investor (VGSIX) 25.40% Vanguard Total Bond Market Index Inv (VBMFX) 15.34% Cash (CASHX) | 4.05% | 4.75% | 6.09% |
| 1 | Jan 1997 | Apr 1997 | 4 | 40.00% Vanguard Total Stock Mkt Idx Inv (VTSMX) 20.00% Vanguard Total Intl Stock Index Inv (VGTSX) 10.00% Vanguard Real Estate Index Investor (VGSIX) 30.00% Vanguard Total Bond Market Index Inv (VBMFX) | 2.01% | 1.94% | 8.74% |