Model Portfolios
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. Read More »Model Shadow Stock Portfolio
| YTD Return (%) |
Annual Return | Ann'l Std Dev (%) |
3-Year Risk-Adjusted Return (%)** | |||
| 1-Yr | 3-Yr | 5-Yr | 10-Yr | |||
| 6.3 | 6.3 | 38.6 | 5.2 | 18.4 | 30.8 | 27.5 |
1-Year Return: 6.3%
As Of 12/31/2011
Model Mutual Fund Portfolio
| YTD Return (%) |
Annual Return | Ann'l Std Dev (%) |
3-Year Risk-Adjusted Return (%)** | |||
| 1-Yr | 3-Yr | 5-Yr | 10-Yr | |||
| -1.7 | -1.7 | 13.9 | 0.9 | nmf* | 21.0 | 13.9 |
1-Year Return: -1.7%
As Of 12/31/2011
Model ETF Portfolio
| YTD Return (%) |
Annual Return | Ann'l Std Dev (%) |
3-Year Risk-Adjusted Return (%)** | |||
| 1-Yr | 3-Yr | 5-Yr | 10-Yr | |||
| -3.7 | -3.7 | 18.0 | -1.8 | nmf | 27.9 | 14.5 |
1-Year Return: -3.7%
As Of 12/31/2011
Data as of 12/31/2011.
* The average 10-year annual return for the funds currently in the Model Fund Portfolio is 8.8%. The actual model portfolio began in June 2003.
** See "Important Concepts."
* The average 10-year annual return for the funds currently in the Model Fund Portfolio is 8.8%. The actual model portfolio began in June 2003.
** See "Important Concepts."

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