Figure 2. Recommended Fund Portfolio vs. Benchmarks


Portfolio Year-to-Date Return (%) Annual Return (%) 1-Year Risk-Grade 1-Year Risk-Adjusted Return (%)
1-Year 3-Year 10-Year
Recommended Funds* 7.6 7.6 19.6 13.0 44 9.2
Vanguard 500 Idx (VFINX) 4.8 4.8 14.3 9.0 63 4.8
Vanguard Small Cap Idx (NAESX) 7.4 7.4 23.3 10.3 84 6.6
Data as of 12/31/2005
* The return for the recommended funds is for historical interest. The actual portfolio began in 2003