5
Old Composite Index: 58% S&P 500, 37% Barclays Gov/Credit, 5% ML 91 Day Treasury
New Composite Index 45% MSCI World, 35% BC Aggregate, 10% CPI, 5% US REIT's, 5% ML 91 Day Tres. (updated January, 2012)
| 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | |
| Market Value | $ 1,681,609 | $ 4,334,149 | $ 5,830,780 | $ 7,327,733 | $ 9,266,316 | $ 10,401,183 | $ 7,899,661 | $ 9,134,237 |
| Total Account | na | 14.72% | 6.42% | 5.41% | 10.93% | 9.63% | -16.80% | 16.15% |
| Equities | na | 26.17% | 9.46% | 8.23% | 14.96% | 12.27% | -30.09% | 25.29% |
| Fixed Income | na | 2.44% | 1.84% | 1.55% | 4.22% | 6.01% | -0.37% | 4.73% |
| Composite Index | na | 18.42% | 7.93% | 3.87% | 10.78% | 6.11% | -19.25% | 17.03% |
| 2010 | 2011 | 2012 | 2013 | |||||
| Market Value | $ 10,048,851 | $ 10,414,782 | $ 11,579,457 | $ 14,476,075 | ||||
| Total Account | 10.84% | 4.11% | 11.70% | 14.23% | ||||
| Equities | 13.64% | 2.23% | 16.92% | 27.47% | ||||
| Fixed Income | 6.76% | 8.41% | 6.16% | -1.46% | ||||
| Composite Index | 11.18% | 4.46% | 9.99% | 11.11% |