| | Fiscal | YTD | Annualized |
|---|
| QTR | YTD | 2014 | 1 Yr | 3 Yrs | 5 Yrs | 10 yrs |
|---|
| Equity | 4.82 | 21.15 | 5.35 | 21.15 | 14.44 | 17.23 | 8.02 |
|---|
| MSCI World Index | 4.85 | 24.05 | 6.18 | 24.05 | 11.81 | 14.99 | 7.25 |
|---|
| S&P 500 | 5.23 | 24.61 | 7.13 | 24.61 | 16.58 | 18.83 | 7.78 |
|---|
| Fixed | 1.98 | 4.87 | 3.48 | 4.87 | 4.53 | 5.34 | 4.12 |
|---|
| Barclays Aggregate | 2.04 | 4.37 | 3.93 | 4.37 | 3.66 | 4.85 | 4.69 |
|---|
| Barclays Gov/Credit | 1.92 | 4.28 | 3.94 | 4.28 | 4.08 | 5.09 | 4.73 |
|---|
| Real Estate | 5.86 | 10.78 | 15.48 | 10.78 | 8.22 | na | na |
|---|
| S&P 500 US REIT | 6.69 | 11.84 | 16.96 | 11.84 | 10.56 | 22.37 | 8.13 |
|---|
| Alternatives | 2.22 | 8.17 | 2.87 | 8.17 | na | na | na |
|---|
| CPI | 0.68 | 1.88 | 2.08 | 1.88 | 1.77 | 1.98 | 2.36 |
|---|
| HFRX Absolute Return | 0.50 | 3.68 | 1.82 | 3.68 | 1.31 | 0.25 | 1.21 |
|---|
| ML 91 Day | 0.01 | 0.05 | 0.02 | 0.05 | 0.07 | 0.11 | 1.63 |
|---|
| Total Account Net | 3.46 | 12.68 | 4.20 | 12.68 | 9.21 | 11.38 | 6.13 |
|---|
| Total Account Gross | 3.58 | 13.20 | 4.44 | 13.20 | 9.72 | 11.90 | 6.61 |
|---|
| Blended Benchmark* | 3.38 | 13.15 | 5.39 | 13.15 | 7.79 | 10.22 | 6.41 |
|---|
4