YMCA Retirement Fund

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Board Sets Interest Credits for Jan-Mar 2010

At the November 19, 2009 meeting of the Fund's Board of Trustees, Management recommended, and the Board decided the interest that will be credited January-March.

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The YMCA Retirement Fund is a Long-Term Value Proposition

The clearest measure of comparable value of the Fund is the long-term benefit as indicated by the charts below:

3 Years

5 Years

10 Years

Average Annualized Rates of Return for Periods Ended October 31, 2009

3 Years

5 Years

10 Years

YRF Account

7.72%

8.92%

8.29%

65/35 Blend

-2.08%

2.53%

2.42%

YMCA Retirement Fund Account

65% Stocks / 35% Bonds

The blended return represents a 65% weighting in stocks and 35% in bonds. Stocks use the Russell 3000 index, or the total US stock market. Bonds use the Barclays Capital Aggregate which measures the return for domestic bonds.

You Asked...

	What should I be looking for on my 2009 Benefits Statement? 7/15/2009
	How secure is my annuity? 12/15/2008
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