Annualized
YTD
2015 (JUL)
1 Year
2014
3 Yrs
2012-2014
5 Yrs
2010-2014
10 Yrs
2005-2014
15 Yrs
2000-2014
20 Yrs
1995-2014
Vanguard US Equity Folio1.82%13.44%20.45%16.13%N/AN/AN/A
Benchmark Index0.76%12.22%19.93%15.78%N/AN/AN/A
Annual
Vanguard US Equity FolioBenchmark Index
2000N/AN/A
2001N/AN/A
2002N/AN/A
2003N/AN/A
2004N/AN/A
2005N/AN/A
2006N/AN/A
2007-2.27%-2.93%
2008-35.57%-35.22%
200929.03%25.17%
201020.80%21.32%
20110.06%-0.56%
201216.70%17.25%
201332.01%31.11%
201413.44%12.22%
*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 Index21%
Russell 1000 Value TR Index21%
Russell Mid Cap Value TR Index14%
Russell 2000 TR Index14%
Russell 2000 Value TR Index21%
DJ US Select Real Estate Index9%
100%
Vanguard US Equity FolioBenchmark Index
Mean Return9.28%8.50%
Median Return15.07%14.63%
Worst Return-35.57%-35.10%
Best Return32.01%39.92%
Negative Returns23