Asset Allocation Advisors Performance

Performance Data %

   
Asset Allocation Advisors
Morningstar Moderate Allocation Category
Treasury Bills
3 Months
BarCap US Aggregate Bond Index
Standards & Poor's 500
Stock Index
 
 
 
  2nd Qtr 1.69 2.20 0.07 2.21 2.46
  1st Qtr 1.56 0.87 0.07 3.03 1.35
Year 2016          
  4th Qtr 2.50 2.54 0.04 -0.57 7.04
  3rd Qtr -5.07 -5.61 0.00 1.23 -6.44
  2nd Qtr -1.01 -0.53 0.00 -1.68 0.28
  1st Qtr 0.64 1.80 0.01 1.61 0.95
Year 2015          
  4th Qtr 0.87 1.82 0.01 1.79 4.93
  3rd Qtr -1.64 -1.28 0.01 0.17 1.13
  2nd Qtr 2.93 3.59 0.01 2.04 5.23
  1st Qtr 1.67 1.64 0.01 1.84 1.81
Year 2014 3.83 5.83 0.04 5.97 13.69
  4th Qtr 4.15 5.40 0.01 -0.14 10.51
  3rd Qtr 3.39 4.26 0.01 0.57 5.25
  2nd Qtr -0.60 0.05 0.01 -2.32 2.91
  1st Qtr 4.27 5.67 0.02 -0.12 10.61
Year 2013  11.60  16.18 0.05 -2.01 32.38
  4th Qtr 1.50 1.13 0.02 0.21 -0.38
  3rd Qtr  3.78  4.57 0.03 1.59  6.35
  2nd Qtr -1.92 -2.20 0.02 2.06 -2.75
  1st Qtr 5.50 8.09 0.01 0.30 12.59
Year 2012 9.00 11.79 0.08 4.21 16.00
  4th Qtr 4.52 6.69 0.00 1.12 11.82
  3rd Qtr -9.44 -10.43 0.01 3.82 -13.87
  2nd Qtr 0.73 0.37 0.02 2.29 0.10
  1st Qtr 3.48 3.85 0.03 0.42 5.92
Year 2011 -1.34 -0.39 0.06 7.84 2.11
  4th Qtr 5.37 6.30 0.04 -1.30 10.76
  3rd Qtr 7.11 8.46 0.04 2.48 11.29
  2nd Qtr -6.78 -6.63 0.04 3.49 -11.43
  1st Qtr 3.33 3.79 0.03 1.78 5.39
Year 2010 8.71 11.73 0.14 6.54 15.06
  4th Qtr 3.84 3.79 0.02 0.20 6.04
  3rd Qtr 11.12 12.20 0.04 3.74 15.61
  2nd Qtr 11.53 13.18 0.05 1.78 15.93
  1st Qtr -7.29 -5.88 0.06 0.12 -11.01
Year 2009 19.31 24.05 0.16 5.93 26.46
  4th Qtr -14.82 -15.09 0.10 4.58 -21.94
  3rd Qtr -9.24 -8.94 0.42 -0.49 -8.37
  2nd Qtr -0.06 -0.96 0.43 -1.02 -2.73
  1st Qtr -3.23 -6.14 0.56 2.17 -9.45
Year 2008 -25.23 -28.13 1.51 5.24 -37.00
  4th Qtr -0.55 -1.37 0.92 3.00 -3.33
  3rd Qtr 1.04 1.81 1.19 2.84 2.03
  2nd Qtr 4.61 3.90 1.26 -0.52 6.28
  1st Qtr 1.73 1.52 1.31 1.50 0.64
Year 2007
6.94
5.92
4.76
6.96
5.50
  4th Qtr 5.58 5.06 1.29 1.24 6.70
  3rd Qtr 2.47 3.58 1.30 3.81 5.67
  2nd Qtr 0.22 -1.24 1.24 -0.08 -1.44
  1st Qtr 4.18 3.54 1.15 -0.65 4.21
Year 2006
12.96
11.28
5.07
4.33
15.80
  4th Qtr 1.06 1.58 1.00 0.59 2.09
  3rd Qtr 4.87 3.10 0.88 -0.67 3.60
  2nd Qtr 1.10 1.84 0.75 3.01 1.37
  1st Qtr 0.05 -1.37 0.66 -0.48 -2.15
Year 2005 7.20 5.19
3.33
2.43
4.91
Inception-to-Date 11-1/2 Years        
  Cumulative 56.66% 70.86% 16.30% 67.76% 120.48%
  Annualized 3.98% 4.77% 1.32% 4.60% 7.12%
Please see Investment Performance Disclosures