Model Fund Portfolio Year-to-Year Performance

The Model Fund Portfolio’s Year-To-Year Performance records the historical returns of our real-money portfolio since its inception in June 2003.

For more information on the benchmarks to which we compare our portfolio in the table below, click its ticker symbol.


YEAR-TO-YEAR PERFORMANCE
  Average Annual
Return Since
Inception*
2015 YTD* Annual Rate of Return
2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003*
Model Fund Portfolio 8.9% 0.5% 9.9% 26.7% 12.6% (1.7%) 20.3% 24.9% (35.9%) 10.2% 16.1% 5.4% 17.7% 18.6%
Vanguard 500 Index (VFINX) 8.7% 3.3% 13.5% 32.2% 15.8% 2.0% 14.9% 26.5% (37.0%) 5.4% 15.6% 4.8% 10.8% 15.0%
*YTD & Inception performance through 7/31/2015; 2003 performance June 30 to December 31, 2003