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Model Performance

401k Plan Model Q2 2017 YTD 2017 1/1/07 – 6/30/17
Cumulative
1/1/07 – 6/30/17
Annualized
Agressive 3.79% 8.24% 73.46% 5.39%
Moderately Aggressive 2.99 5.04 67.63 5.04
Moderate 2.49 5.10 62.30 4.72
Moderately Conservative 1.69 4.32 55.88 4.32
Conservative 1.23 3.83 48.39 3.83
Ultra Conservative 1.04 3.10 37.74 3.10
S&P 500 3.09 9.35 114.00 7.51
Russell 2000 2.46 4.99 100.38 6.84
5-Year Treasury Bonds 0.61 1.27 57.26 0.27
Cash (Ryan Index) 0.16 0.27 11.90 1.08

Model Performance

 

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