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Vanguard US Equity Folio

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Annualized
YTD
2015 (JUN)
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 0.82% 13.44% 20.45% 16.13% N/A N/A N/A
Benchmark Index 0.49% 12.22% 19.93% 15.78% N/A N/A N/A
Annual
Vanguard US Equity Folio Benchmark
Index
2000 N/A N/A
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 -2.27% -2.93%
2008 -35.57% -35.22%
2009 29.03% 25.17%
2010 20.80% 21.32%
2011 0.06% -0.56%
2012 16.70% 17.25%
2013 32.01% 31.11%
2014 13.44% 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
Benchmark Index
S&P 500 TR Index 21%
Russell 1000 Value TR Index 21%
Russell Mid Cap Value TR Index 14%
Russell 2000 TR Index 14%
Russell 2000 Value TR Index 21%
DJ US Select Real Estate Index 9%
100%
Vanguard US Equity Folio Benchmark Index
Mean Return 9.28% 8.50%
Median Return 15.07% 14.63%
Worst Return -35.57% -35.10%
Best Return 32.01% 39.92%
Negative Returns 2 3

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