|
|
 |
|
|
|
Large Cap
|
 |
|
|
|
|
|
|
| Historical Performance of Large Capitalization Accounts |
| Annualized Trailing Periods Ending December 31, 2007 |
| 1 Year |
20.8 |
19.9 |
11.8 |
5.5 |
| 2 Years |
16.0 |
15.1 |
10.4 |
10.5 |
| 3 Years |
15.0 |
14.1 |
8.7 |
8.6 |
| 4 Years |
14.0 |
13.1 |
8.1 |
9.2 |
| 5 Years |
16.5 |
15.5 |
12.1 |
12.8 |
| Since Inception** |
10.2 |
9.3 |
4.2 |
6.1 |
| Annual Periods, |
| YTD 9/30/2008* |
-16.8 |
-17.4 |
-20.3 |
-19.3 |
| 2007 |
20.8 |
19.9 |
11.8 |
5.5 |
| 2006 |
11.4 |
10.5 |
9.1 |
15.8 |
| 2005 |
13.1 |
12.1 |
5.3 |
4.9 |
| 2004 |
11.0 |
10.0 |
6.3 |
10.9 |
| 2003 |
27.1 |
26.0 |
29.7 |
28.7 |
| 2002 |
-16.5 |
-17.3 |
-27.9 |
-22.1 |
| * Preliminary |
| ** Inception is January 2, 2002 |
|
|
|
|
|
|
|
| Monthly Historical Performance of Large Capitalization Accounts |
| From Inception at 1-Jan-02 through 30-Sep-08 |
| |
From Inception* |
49.2 |
40.7 |
1.8 |
15.0 |
| |
Annualized* |
6.1 |
5.2 |
0.3 |
2.1 |
| |
Year 2008-to-date* |
-16.8 |
-17.4 |
-20.3 |
-19.3 |
| 2008 |
September* |
-11.9 |
-12.0 |
-11.6 |
-8.9 |
| |
August |
0.0 |
0.0 |
1.1 |
1.5 |
| |
July |
-1.2 |
-1.3 |
-1.9 |
-0.8 |
| |
June |
|