Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -36.09% | -40.85% | -44.34% | -32.96% | n/a |
Stable Value Option |
4.51% | |||||
Wellington Core |
-3.44% | |||||
PRIMCO GIC |
4.58% | |||||
CDs | 3.50% | |||||
Dreyfus Government Money Market Index | 2.93% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
6.66% | |||||
Equity Index Option (BGI – US Equity Index) |
-37.33% | |||||
Benchmark | ||||||
Russell 3000 |
-37.31% | |||||
Value Stock Option |
-42.58% | |||||
Morgan Value (separately managed) |
-39.25% | |||||
CGM Focus | -48.18% | |||||
Goldman Sachs Mid Value Instl. | -36.47% | |||||
Neuberger Berman Partners |
-52.06% | |||||
T. Rowe Price Value |
-39.85% | |||||
BGI – Value Index |
-36.88% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-36.85% | |||||
Growth Stock Option |
-39.62% | |||||
Turner Mid Cap Growth |
-48.64% | |||||
Marsico Focus |
-40.75% | |||||
Wellington Mid Cap Opportunities |
-35.55% | |||||
Primecap Odyssey Growth | -34.25% | |||||
T. Rowe Price Growth Stock | -42.38% | |||||
BGI – Growth Index |
-38.28% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-38.44% | |||||
International Stock Option |
-48.64% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-52.18% | |||||
Amer Cent-20th Cent. Int’l Growth |
-45.21% | |||||
Templeton Instl. Foreign |
-42.15% | |||||
Oppenheimer Intl Sm Co A | -65.97% | |||||
Thornburg Intl Value R5 | -41.65% | |||||
Marsico Intl Opp | -50.64% | |||||
Dimensional Emerging Markets Value | -53.94% | |||||
Royce International Value | -39.92% | |||||
BGI Eafe Index |
-42.44% | |||||
Benchmark | ||||||
MSCI EAFE Net Divs |
-43.38% | |||||
Diversified Small Company Stock Option |
-36.44% | |||||
Royce Opportunity |
-45.73% | |||||
Dimensional U.S. Micro Cap Portfolio |
-36.72% | |||||
Third Avenue Sm Cap Instl. | -34.56% | |||||
iShares Morningstar Small Growth Index | -40.08% | |||||
Brown Capital Mgmt. Small. Co. Instl. | -30.14% | |||||
Morgan Stanley US Small Cap Value Instl | -26.99% | |||||
BGI – Small Company Index |
-33.69% | |||||
Benchmark | ||||||
Russell 2000 Total |
-33.79% | |||||
Conservative Model Portfolio |
-15.10% | |||||
Benchmark | ||||||
Conservative Composite Index |
-10.83% | |||||
Moderate Model Portfolio |
-26.59% | |||||
Benchmark | ||||||
Moderate Composite Index |
-22.27% | |||||
Aggressive Model Portfolio |
-32.38% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-28.82% |
Archive for December, 2008
2009 December
Sunday, December 28th, 2008December 2008
Sunday, December 21st, 2008Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
---|---|---|---|---|---|---|---|---|---|---|
01 | 239.54 | 264.06 | 234.28 | 198.94 | 216.34 | 257.97 | 247.92 | 255.94 | 246.04 | – |
02 | 239.57 | 275.15 | 244.20 | 205.16 | 222.54 | 269.85 | 252.04 | 262.29 | 253.70 | – |
03 | 239.59 | 282.26 | 250.68 | 211.02 | 223.15 | 275.87 | 254.71 | 266.17 | 258.09 | – |
04 | 239.62 | 273.49 | 243.05 | 205.20 | 217.53 | 267.89 | 251.53 | 261.08 | 252.04 | – |
05 | 239.69 | 285.55 | 252.39 | 212.49 | 221.67 | 279.24 | 255.74 | 267.39 | 259.50 | – |
08 | 239.72 | 297.34 | 262.31 | 219.88 | 231.38 | 291.78 | 259.98 | 274.56 | 268.22 | – |
09 | 239.74 | 291.08 | 256.02 | 215.81 | 230.20 | 284.23 | 257.61 | 271.04 | 264.03 | – |
10 | 239.76 | 295.76 | 259.83 | 218.74 | 236.02 | 290.49 | 259.23 | 274.20 | 268.01 | – |
11 | 239.79 | 286.43 | 251.63 | 211.84 | 235.99 | 277.76 | 255.92 | 269.05 | 261.81 | – |
12 | 239.86 | 288.43 | 254.49 | 213.77 | 239.10 | 286.38 | 256.91 | 271.40 | 265.06 | – |
15 | 239.88 | 284.10 | 250.67 | 210.56 | 237.32 | 277.01 | 255.38 | 268.46 | 261.22 | – |
16 | 239.91 | 301.17 | 264.02 | 221.15 | 249.50 | 293.51 | 261.13 | 278.09 | 272.81 | – |
17 | 239.93 | 299.44 | 262.30 | 221.56 | 248.93 | 296.71 | 260.49 | 277.90 | 272.90 | – |
18 | 239.96 | 293.22 | 256.96 | 218.19 | 242.88 | 292.86 | 258.32 | 274.43 | 268.82 | – |
19 | 240.03 | 294.47 | 258.10 | 219.29 | 241.39 | 296.83 | 258.82 | 275.23 | 269.87 | – |
22 | 240.05 | 287.02 | 253.14 | 214.84 | 237.46 | 289.61 | 256.51 | 271.38 | 265.22 | – |
23 | 240.08 | 284.01 | 250.66 | 213.29 | 235.67 | 286.13 | 255.49 | 269.72 | 263.18 | – |
24 | 240.13 | 285.54 | 252.18 | 214.29 | 236.56 | 286.64 | 256.10 | 270.54 | 264.07 | – |
25 | Market Closed – Holiday | |||||||||
26 | 240.20 | 287.76 | 253.90 | 215.40 | 237.98 | 290.00 | 256.89 | 271.87 | 265.74 | – |
29 | 240.22 | 286.62 | 252.37 | 214.34 | 239.89 | 285.35 | 256.39 | 271.06 | 264.62 | – |
30 | 240.25 | 294.75 | 259.05 | 219.52 | 245.76 | 294.90 | 259.20 | 275.90 | 270.55 | – |
31 | 240.27 | 300.19 | 263.24 | 222.80 | 247.48 | 305.02 | 261.03 | 279.15 | 274.75 | – |
December Fund Performance (in percentages) | ||||||||||
0.31% | 2.44% | 1.90% | 2.77% | 7.24% | 6.45% | 1.08% | 2.61% | 3.57% | – |