Fund | % Alloc | 12 Year Average | Year to Date Sep 2018 |
---|---|---|---|
Lord Abbett Short Duration Income I | 30 | 2.59 | 0.97 |
iShares Barclays 1-3 Year Treasury Bond | 25 | 1.99 | 0.16 |
JPMorgan Core Bond Select | 5 | 4.46 | -1.44 |
Loomis Sayles Strategic Income Y | 5 | 6.16 | 1.86 |
Vanguard Wellesley Income Inv | 3 | 7.34 | 0.23 |
Janus Overseas T | 2 | 3.63 | -1.53 |
Vanguard Prime Money Market | 30 | 1.34 | 1.42 |
JSC Conservative Allocation | 100 | 2.68 | 0.76 |
Target Date Funds vs. JSC Advisors | Beginning | 12 yr | Ending Market Value |
---|---|---|---|
Vanguard Short-Term Treasury Inv | $10,000.00 | 2.29 | $13,121.36 |
JSC Conservative Allocation | $10,000.00 | 2.68 | $13,730.47 |
Past results do not guarantee future returns.
Fund | % Alloc | 11 Year Average | Year to Date Sep 2018 |
---|---|---|---|
Templeton Global Bond Adv | 30 | 6.39 | -0.28 |
Harbor Bond Instl | 13 | 5.09 | -1.35 |
Loomis Sayles Strategic Income Y | 12 | 6.16 | 1.86 |
Hartford Capital Appreciation R5 | 5 | 6.68 | 9.97 |
TCW Relative Value Mid Cap I | 5 | 7.23 | 0.99 |
Columbia Acorn Z | 5 | 7.56 | 18.52 |
Vanguard Wellesley Income Inv | 6 | 6.99 | 0.23 |
iShares Russell 2000 Index | 5 | 7.81 | 11.51 |
Janus Overseas T | 6 | 0.37 | -1.53 |
iShares Cohen & Steers Realty M | 4 | 3.94 | 0.49 |
Delaware Small Cap Value Instl | 5 | 8.41 | 2.37 |
Ivy Global Natural Resources Y | 4 | -1.48 | -0.68 |
JSC Moderate Conservative Allocation | 100 | 6.54 | 2.11 |
Target Date Funds vs. JSC Advisors | Beginning | 11 yr | Ending Market Value |
---|---|---|---|
Vanguard Target Retirement 2015 Inv | $10,000.00 | 5.49 | $17,995.76 |
JSC Moderate Conservative Allocation | $10,000.00 | 6.54 | $20,065.91 |
Past results do not guarantee future returns.
Fund | % Alloc | 11 Year Average | Year to Date Sep 2018 |
---|---|---|---|
Templeton Global Bond Adv | 20 | 6.39 | -0.28 |
Harbor Bond Instl | 10 | 5.09 | -1.35 |
Loomis Sayles Strategic Income Y | 10 | 6.16 | 1.86 |
Hartford Capital Appreciation R5 | 10 | 6.68 | 9.97 |
TCW Relative Value Mid Cap I | 6 | 7.23 | 0.99 |
Columbia Acorn Z | 4 | 7.56 | 18.52 |
Vanguard Wellesley Income Inv | 6 | 6.99 | 0.23 |
iShares Russell 2000 Index | 6 | 7.81 | 11.51 |
Janus Overseas T | 10 | 0.37 | -1.53 |
iShares Cohen & Steers Realty M | 4 | 3.94 | 0.49 |
Delaware Small Cap Value Instl | 8 | 8.41 | 2.37 |
Ivy Global Natural Resources Y | 6 | -1.48 | -0.68 |
JSC Moderate Aggressive Allocation | 100 | 6.42 | 2.57 |
Target Date Funds vs. JSC Advisors | Beginning | 11 yr | Ending Market Value |
---|---|---|---|
Vanguard Target Retirement 2025 Inv | $10,000.00 | 5.98 | $18,936.29 |
JSC Moderate Aggressive Allocation | $10,000.00 | 6.42 | $19,818.30 |
Past results do not guarantee future returns.
Fund | % Alloc | 11 Year Average | Year to Date Sep 2018 |
---|---|---|---|
Templeton Global Bond Adv | 10 | 6.39 | -0.28 |
Harbor Bond Instl | 5 | 5.09 | -1.35 |
Loomis Sayles Strategic Income Y | 5 | 6.16 | 1.86 |
Hartford Capital Appreciation R5 | 15 | 6.68 | 9.97 |
TCW Relative Value Mid Cap I | 8 | 7.23 | 0.99 |
Columbia Acorn Z | 5 | 7.56 | 18.52 |
Vanguard Wellesley Income Inv | 8 | 6.99 | 0.23 |
iShares Russell 2000 Index | 8 | 7.81 | 11.51 |
Janus Overseas T | 15 | 0.37 | -1.53 |
iShares Cohen & Steers Realty M | 6 | 3.94 | 0.49 |
Delaware Small Cap Value Instl | 8 | 8.41 | 2.37 |
Ivy Global Natural Resources Y | 7 | -1.48 | -0.68 |
JSC Aggressive Allocation | 100 | 6.17 | 3.42 |
Target Date Funds vs. JSC Advisors | Beginning | 11 yr | Ending Market Value |
---|---|---|---|
Vanguard Target Retirement 2045 Inv | $10,000.00 | 6.68 | $20,359.22 |
JSC Aggressive Allocation | $10,000.00 | 6.17 | $19,315.25 |
Past results do not guarantee future returns.
Fund | % Alloc | 6 Year Average | Year to Date Sep 2014 |
---|---|---|---|
Vanguard International Growth | 15 | 2.50 | -2.74 |
Vanguard Total Stock Market ETF | 15 | 6.98 | 6.93 |
Vanguard Growth Index Signal | 15 | 7.19 | 8.13 |
Vanguard Value Index Signal | 15 | 4.04 | 8.12 |
Vanguard Extended Market Index ETF | 5 | 9.34 | 1.09 |
Vanguard Short-Term Bond ETF | 5 | 3.05 | 0.98 |
Vanguard Small Cap Value ETF | 5 | 9.62 | 2.46 |
Vanguard Materials ETF | 10 | 4.99 | 6.71 |
Vanguard Wellesley Income Inv | 15 | 7.32 | 5.61 |
JSC Vanguard Allocation | 100 | 6.39 | 4.81 |
Target Date Funds vs. JSC Advisors | Beginning | 6 yr | Ending Market Value |
---|---|---|---|
Vanguard Target Retirement 2045 Inv | $10,000.00 | 5.23 | $13,580.35 |
JSC Vanguard Allocation | $10,000.00 | 6.39 | $14,499.00 |
Past results do not guarantee future returns.