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Our portfolio model performance has been updated through March 31, 2011. To view it, click here, read the disclosure, scroll to the bottom of the page, and click on the accept button. The update shows model performance net of fund expenses and advisory fees for 1, 5, 10, and 20 year periods and for annual time periods. It also shows 20 year standard deviation results for each portfolio. Standard deviation is a common measure of portfolio risk as measured by the variability of portfolio return.
As a comparison, we show the results of benchmark indices, including the S&P 500, MSCI World ex-US, MSCI World Small Cap, MSCI World Value, Intermediate Bond, and 3 month US Treasury Bills.
Tags: benchmarks, disclosure, portfolio