Fund Performance (Returns)
(calculated and updated monthly)
Core Fund Returns
Target Fund Returns
Index Returns
| PCA Core Investment Options Returns |
| Investment Options |
YTD as of: |
Average Annual Return through 6/30/10 |
| |
8/31/2010 |
1 Yr |
3 Yrs |
5 Yrs |
|
PCA Large Cap Growth
(inception 12/28/09)
|
-7.04% |
N/A |
N/A |
N/A |
|
PCA Large Cap Value
(inception 12/28/09)
|
-6.52% |
N/A |
N/A |
N/A |
|
S&P 500 Stock Index
|
-5.01% |
13.14% |
-10.41% |
-1.41% |
| PCA Mid Cap Growth |
-2.02% |
19.42% |
-4.44% |
3.03% |
| PCA Mid Cap Value |
0.13% |
22.65% |
-10.52% |
-0.67% |
| Small Cap |
-11.31% |
14.98% |
-9.20% |
-0.91% |
| International Stock |
-4.25% |
10.67% |
-11.51% |
0.17% |
| PCA Diversified Bond |
8.24% |
10.97% |
6.43% |
4.68% |
| Conservative Bond |
2.21% |
1.94% |
3.56% |
3.68% |
| Money Market |
-0.31% |
-0.30% |
1.46% |
2.51% |
| *source: Morningstar |
Note: Investment returns shown are net of investment manager, custodial and administrative fees. All 2010 figures are unaudited.
PCA Target Retirement Funds Returns
|
Investment Options
|
YTD as of
|
Average Returns through 6/30/2010 |
|
8/31/2010
|
1 Yr |
3 Yrs
|
5 Yrs
|
|
PCA TRF 2055
(inception 3/31/2010)
|
-12.01% |
N/A |
N/A |
N/A |
|
PCA TRF 2050
|
-6.61% |
13.55% |
-9.75% |
N/A |
PCA TRF 2045
|
-6.61% |
13.56%
|
-9.74%
|
N/A |
PCA TRF 2040
|
-5.75% |
14.42% |
-9.51% |
N/A |
PCA TRF 2035
|
-4.98%
|
14.67%
|
-8.62%
|
N/A
|
PCA TRF 2030
|
-3.41%
|
15.69%
|
-7.53%
|
N/A |
PCA TRF 2025
|
-2.03%
|
15.92%
|
-5.86%
|
N/A |
PCA TRF 2020
|
-0.56%
|
15.60%
|
-4.12%
|
N/A
|
PCA TRF 2015
|
0.66%
|
15.58%
|
-3.17%
|
N/A
|
PCA TRF 2010
|
1.93% |
15.74%
|
-2.29%
|
N/A
|
PCA TRF 2005
|
3.02%
|
15.22%
|
-0.83%
|
N/A
|
PCA Harvester
|
2.87%
|
10.25%
|
2.36%
|
N/A |
Note: Investment returns shown are net of investment manager, custodial and administrative fees. All 2010 figures are unaudited.
INDEX
|
Average Annual Returns through 6/30/10
|
|
1 Yr
|
3 Yrs
|
5 Yrs
|
S&P 500
|
14.43%
|
-9.81%
|
-0.79%
|
DJIA
|
18.94%
|
-7.39%
|
1.66%
|
NASDAQ
|
14.94%
|
-6.77%
|
0.50%
|
Russell 1000 Growth
|
13.62%
|
-6.91%
|
0.38%
|
Russell 1000 Value
|
16.92%
|
-12.32%
|
-1.64%
|
Russell 2000 Index
|
21.48%
|
-8.60%
|
0.37%
|
Russell Midcap Growth Index
|
21.30%
|
-7.53%
|
1.37%
|
Russell Midcap Value Index
|
28.91%
|
-9.44%
|
0.71%
|
Barclays Capital Aggregate (Bond)
|
9.49%
|
7.55%
|
5.54%
|
MSCI ACWI - ex US (International)
|
10.43%
|
-10.70%
|
3.38%
|
