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 US Equity Folio 4.36% 16.62% 9.26% 14.94% 7.09% N/A N/A
Benchmark Index 3.50% 19.24% 8.91% 14.72% 6.56% N/A N/A
Annual
Vanguard US 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 -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%
2015 -1.41% -2.97%
2016 16.62% 19.24%
*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 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 8.94% 8.46%
Median Return 15.03% 14.74%
Worst Return -35.57% -35.22%
Best Return 32.01% 31.11%
Negative Returns 3 4