Table 1. Model Shadow Stock Portfolio: Annual Performance Since Inception
  Avg Annual
Ret Since
Inception*
(%)
YTD
Ret*
(%)
Annual Rate of Return (%)
2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Shadow Stock Portfolio 16.5% (10.2%) (1.8%) 29.4% 17.9% 43.7% 73.1% 10.8% 21.4% (7.7%) (0.0%) (8.9%) 44.3% 22.3% 20.7% 2.0% 32.3%
S&P 500 (VFINX) 9.1% (11.4%) 5.4% 15.6% 4.8% 10.8% 28.5% (22.1%) (12.0%) (9.1%) 21.1% 28.6% 33.2% 22.9% 37.4% 1.2% 9.9%
Vanguard Small Cap (NAESX) 10.1% (3.8%) 1.2% 15.6% 7.4% 19.9% 45.6% (20.0%) 3.1% (2.7%) 23.1% (2.6%) 24.6% 18.1% 28.7% (0.5%) 18.7%
DFA US Micro Cap (DFSCX) 12.3% (6.4%) (5.2%) 16.2% 4.9% 18.4% 60.7% (13.3%) 22.8% (3.6%) 29.8% (7.3%) 22.8% 17.6% 34.5% 3.1% 21.0%
*Data as of 8/31/2008.