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Vanguard US Equity Folio

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Annualized
YTD
2014 (DEC)
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 Folio 13.44% 13.44% 20.40% 16.10% 8.29% N/A N/A
Benchmark Index 11.77% 11.77% 19.79% 15.62% 7.81% N/A N/A
Annual
Vanguard US Equity Folio Benchmark
Index
2000 7.16% 8.13%
2001 -1.00% 3.01%
2002 -16.79% -13.71%
2003 35.11% 39.81%
2004 18.65% 18.60%
2005 6.92% 6.83%
2006 20.27% 21.14%
2007 -2.35% -3.86%
2008 -35.28% -35.85%
2009 29.35% 25.59%
2010 20.79% 21.64%
2011 0.08% -1.50%
2012 16.63% 17.33%
2013 31.76% 30.92%
2014 13.44% 11.74%
*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 US Equity Folio Benchmark Index
Mean Return 9.38% 9.86%
Median Return 11.90% 12.73%
Worst Return -35.28% -35.85%
Best Return 35.11% 39.81%
Negative Returns 4 4

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