AAII model portfolios provide members with stock and mutual fund research and analysis. Our ultimate goal with these portfolios is to provide you with the best of both worlds—investment ideas and investment education.   

AAII Model Portfolio Year-to- Date Return (%) Annual Return (%) 3-Year Risk- Grade 3-Year Risk- Adjusted Return (%)** 1-Year 3-Year 10-Year Mutual Fund Portfolio 20.3 -11.5 -3.4 na* 148 -2.7 Shadow Stock Portfolio 76.7 9.2 -0.9 15.0 211 0.9 Vanguard 500 Idx/Inv (VFINX) 19.3 -6.9 -5.5 -0.2 130 -5.8 Data as of 9/30/2009. * The average 10-year annual return for the funds currently in the Model Fund Portfolio is 10.4%. The actual model portfolio began in June 2003. ** See "Important Concepts."

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RISK-ADJUSTED RETURN How considering risk will help you achieve higher returns.

Mutual Fund Portfolio Shadow Stock Portfolio