Period Ending June 30, 2012
|
DMBA |
2nd Quarter 2012 |
Year-to-Date |
1-year History |
3-year History |
5-year History |
|
Vanguard Admiral Money Market |
0.00 |
0.00 |
0.01 |
0.02 |
0.92 |
|
Vanguard Prime Money Market |
0.03 |
0.05 |
0.10 |
0.18 |
1.31 |
|
Short Term Bond Fund |
0.70 |
2.32 |
2.70 |
5.11 |
4.47 |
|
Intermediate Bond |
2.79 |
5.75 |
6.96 |
8.86 |
9.23 |
|
Inflation Protected Bond Index |
3.24 |
4.00 |
11.95 |
9.62 |
8.25 |
|
Large Blend |
-2.75 |
9.48 |
5.45 |
16.42 |
0.27 |
|
Mid Cap Value |
-6.81 |
5.61 |
-6.51 |
11.84 |
--- |
|
Mid Cap Value Growth |
-4.45 |
11.87 |
3.31 |
18.20 |
4.85 |
|
Small Value |
-4.60 |
8.17 |
-4.57 |
19.54 |
-1.62 |
|
Small Growth |
-5.38 |
8.62 |
-6.30 |
12.80 |
-1.75 |
|
Foreign Large Value |
-8.44 |
1.10 |
-13.89 |
2.89 |
-6.94 |
|
Foreign Large Growth |
-5.51 |
7.99 |
-8.73 |
10.99 |
-4.05 |
|
Current Income Preset Mix |
0.98 |
4.18 |
6.00 |
--- |
--- |
|
Short Term Preset Mix |
-0.06 |
5.01 |
4.21 |
8.81 |
4.21 |
|
Intermediate Term Preset Mix |
-1.85 |
6.30 |
2.39 |
11.90 |
2.75 |
|
Long Term Preset Mix |
-3.00 |
6.72 |
1.09 |
13.27 |
1.29 |
|
Stock Only Preset Mix |
-4.36 |
6.87 |
-0.83 |
14.16 |
-0.64 |
|
TIAA-CREF |
2nd Quarter 2012 |
Year-to-Date |
1-year History |
3-year History |
5-year History |
|
TIAA RA |
0.75 |
1.5 |
4.00 |
3.83 |
4.59 |
|
TIAA SRA |
0.75 |
1.5 |
3.25 |
3.03 |
3.83 |
|
TIAA Real Estate |
2.52 |
5.86 |
11.09 |
5.92 |
-2.27 |
|
CREF Money Market |
0.00 |
0.00 |
0.00 |
--- |
0.99 |
|
CREF Bond |
2.01 |
2.84 |
7.14 |
7.04 |
5.98 |
|
CREF Inflation-linked Bond |
2.96 |
3.66 |
11.18 |
9.17 |
7.91 |
|
CREF Social Choice |
-2.15 |
4.65 |
2.16 |
11.55 |
2.44 |
|
CREF Stock |
-4.84 |
7.87 |
-2.71 |
13.59 |
-1.26 |
|
CREF Global Equities |
-4.88 |
8.09 |
-4.81 |
11.48 |
-2.77 |
|
CREF Equity Index |
-3.21 |
9.12 |
3.47 |
16.29 |
0.03 |
|
CREF Growth |
-4.44 |
10.36 |
5.03 |
16.47 |
2.56 |
|
International Equity |
-9.43 |
7.55 |
-19.21 |
6.95 |
-7.55 |
|
International Equity Index |
-6.83 |
3.84 |
-13.68 |
5.92 |
-6.03 |
|
Equity Index |
-3.22 |
9.14 |
3.57 |
16.34 |
0.14 |
|
Growth & Income |
-4.10 |
9.56 |
4.45 |
15.27 |
2.23 |
|
Large-Cap Growth |
-5.61 |
9.30 |
3.99 |
15.35 |
2.03 |
|
Large-Cap Growth Index |
-4.05 |
9.91 |
5.43 |
17.11 |
2.54 |
|
Large-Cap Value |
-3.14 |
9.49 |
-0.82 |
14.03 |
-2.74 |
|
Large-Cap Value Index |
-2.23 |
8.55 |
2.75 |
15.45 |
-2.44 |
|
Mid-Cap Growth |
-4.96 |
11.53 |
-4.27 |
19.46 |
2.22 |
|
Mid-Cap Value |
-3.81 |
7.81 |
-2.32 |
16.83 |
-0.25 |
|
Small-Cap Blend Index |
-3.42 |
8.55 |
-2.10 |
17.52 |
0.35 |
|
Small-Cap Equity |
-5.23 |
7.12 |
-4.74 |
17.42 |
-0.44 |
|
Social Choice Equity |
-4.62 |
6.27 |
0.71 |
15.25 |
0.14 |
|
S&P 500 Index |
-2.80 |
9.29 |
5.07 |
15.99 |
-0.07 |
|
Bond |
1.90 |
3.27 |
7.35 |
6.95 |
6.14 |
|
Bond Plus |
2.18 |
4.15 |
7.73 |
8.58 |
6.00 |
|
High-Yield |
2.14 |
6.44 |
7.81 |
13.93 |
8.08 |
|
Inflation-Linked Bond |
2.92 |
3.63 |
11.12 |
9.05 |
7.77 |
|
Short-Term Bond |
0.60 |
1.76 |
2.51 |
4.16 |
3.97 |
|
Managed Allocation |
-2.21 |
6.87 |
1.93 |
11.91 |
1.44 |
|
Real Estate Securities |
3.57 |
15.90 |
12.70 |
32.52 |
1.78 |
|
Money Market |
0.00 |
0.00 |
0.00 |
--- |
1.05 |
|
Lifecycle 2010 |
-1.54 |
5.69 |
2.69 |
10.80 |
2.41 |
|
Lifecycle 2015 |
-2.09 |
6.13 |
1.91 |
11.33 |
1.76 |
|
Lifecycle 2020 |
-2.62 |
6.50 |
1.06 |
11.81 |
1.01 |
|
Lifecycle 2025 |
-3.18 |
6.92 |
0.17 |
12.28 |
0.28 |
|
Lifecycle 2030 |
-3.74 |
7.36 |
-0.83 |
12.69 |
-0.49 |
|
Lifecycle 2035 |
-4.42 |
7.57 |
-1.83 |
13.00 |
-0.85 |
|
Lifecycle 2040 |
-4.52 |
7.75 |
-1.88 |
13.01 |
-0.83 |
|
Lifecycle 2045 |
-4.54 |
7.68 |
-1.93 |
12.90 |
--- |
|
Lifecycle 2050 |
-4.56 |
7.71 |
-1.84 |
12.98 |
--- |
|
Lifecycle Retirement |
-0.98 |
5.30 |
3.58 |
9.79 |
--- |