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Model Performance

401k Plan Model 4th Quarter 2015 2015 1/1/06 – 12/31/15
Cumulative
1/1/06 – 12/31/15
Annualized
Agressive 3.64%  -3.22% 69.23% 5.40%
Moderately Aggressive 2.89 -2.63 64.03 5.07
Moderate 1.94 -2.03 59.94 4.81
Moderately Conservative 1.64 -1.33 52.92 4.34
Conservative 1.12 0.18 48.11 4.01
Ultra Conservative 0.05 0.57 39.34 3.37
S&P 500 7.04 1.38 102.42 7.31
Russell 2000 3.59 -4.41 95.53 6.94
5-Year Treasury Bonds -1.38 1.36 58.77 4.73
Cash (Ryan Index) 0.00 0.23 16.39 1.53

 

401k Plan Model Performance

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