Balanced Composite

Balanced Composite Performance Summary

Annualized rates of return as of January 31, 2012

 YTD1 year3 year5 year10 yearSince 12/31/89*
Balanced Composite 3.85 0.44 15.07 1.08 5.14 7.45
Balanced Index 3.75 2.47 14.99 1.79 5.30 7.32

 

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We encourage you to review the  Frequently Asked Questions and Disclosures to gain a better understanding of how we present our performance. We also welcome your inquiry for further explanation.