Annualized
YTD
2017 (FEB)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
Vanguard Global Equity Folio 5.09% 13.32% 6.10% 12.13% 5.65% N/A N/A
Benchmark Index 4.35% 15.80% 6.11% 12.25% 5.42% N/A N/A
Annual
Vanguard Global Equity Folio Benchmark Index
2001 N/A N/A
2002 N/A N/A
2003 N/A N/A
2004 N/A N/A
2005 N/A N/A
2006 N/A N/A
2007 4.81% 3.63%
2008 -39.22% -39.15%
2009 36.84% 34.59%
2010 19.56% 19.67%
2011 -5.47% -5.22%
2012 17.32% 17.83%
2013 27.01% 26.79%
2014 8.40% 7.19%
2015 -2.62% -3.36
2016 13.32% 15.80%
*Back-tested historical returns
– The performance results do not reflect the deduction of fees
– The client’s return will be reduced by the advisory fees and other expenses
– Our fees are as shown in Part 2 of company’s Form ADV
– Vanguard Global Equity Model Portfolio has no exposure to International Real Estate
Benchmark Index
S&P 500 TR Index 15%
Russell 1000 Value TR Index 15%
Russell Mid Cap Value TR Index 10%
Russell 2000 TR Index 10%
Russell 2000 Value TR Index 15%
DJ US Select Real Estate Index 5%
MSCI EAFE Value GR Index 8%
MSCI EAFE Small Cap GR Index 10%
MSCI Emerging Markets GR Index 12%
100%
Vanguard Global Equity Folio Benchmark Index
Mean Return 8.00% 7.78%
Median Return 10.86% 11.50%
Worst Return -39.22% -39.15%
Best Return 36.84% 34.59%
Negative Returns 3 3