Fund Investments
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Investment Performance
| | | | 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. | |
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Comparing Fund Investment Returns to General Market Returns (Gross of Fees)
| Periods Ending
June 30, 2010 | | Returns for
Last Quarter | 1 Year | 3 Years* | 5 Years* | | YMCA Retirement Fund Actual Return | -5.1% | 14.6% | -5.2% | 2.3% | | Composite Benchmark | -4.8% | 11.8% | -2.2% | 3.6% | | Domestic and International Equities | | S & P 500 Index | -11.4% | 14.4% | -9.8% | -0.8% | | Russell 3000 Index | -11.3% | 15.7% | -9.5% | -0.5% | | Dow Jones Industrial Average Index | -9.4% | 18.9% | -7.4% | 1.7% | | Dow Jones U.S. Total Market Index | -11.4% | 15.6% | -9.3% | -0.2% | | NASDAQ Composite Index | -11.8% | 16.0% | -6.0% | 1.3% | | MSCI - All Country World - Ex US | -12.3% | 10.9% | -10.3% | 3.8% | | MSCI-EAFE | -14.0% | 5.9% | -13.4% | 0.9% | | YMCA Retirement Fund | -11.3% | 16.5% | -10.1% | 0.8% | | Fixed Income | | Barclays Capital Aggregate | 3.5% | 9.5% | 7.6% | 5.5% | | Merrill Lynch 10 Yr Treasury Bond Index | 8.3% | 8.2% | 9.3% | 5.3% | | Merrill Lynch 30 Yr Treasury Bond Index | 15.3% | 11.4% | 11.0% | 5.1% | | YMCA Retirement Fund | 3.1% | 15.2% | 6.7% | 5.3% |
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* Annualized
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