PCA Core Investment Options Returns

Investment Options

YTD as of

Average Annual Return Through 06/30/08

08/22/2008

1 Yr

3 Yrs

5 Yrs

PCA Mid Cap Growth

-6.17%

-6.7%

7.5%

10.7%

PCA Mid Cap Value

-11.03%

-19.7%

2.7%

7.5%

PCA Equity

-11.90%

-8.0%

5.4%

8.9%
PCA Balanced -6.84% -2.7% 4.5% 5.7%
PCA Income -0.43% 5.5% 3.2% 3.1%

Small Cap

-0.96%

 -6.2% 6.2% 11.1%

Large Cap Growth

-10.88%

3.6%

8.5%

 8.5%

Stock Index

-11.04%

-13.5%

3.9%

7.0%

International

-18.28%

-11.5%

8.8%

12.8%

Bond

2.17%

5.3%

4.3%

3.8%

Money Market

1.67%

3.8%

4.0%

2.7%

*source: Morningstar


 

Note: Investment returns shown are net of investment manager, custodial and administrative fees.  All 2008 figures are unaudited.


 

INDEX Average Annual Returns through 06/30/08

1 Yr.

3 Yr.

5 Yr.

S&P 500

-13.12%

4.41%

7.59%

DJIA

-13.30%

5.84%

7.21%
NASDAQ -11.92% 3.69% 7.16%
Russell 1000 Growth -5.96% 5.92% 7.33%
Russell 1000 Value -18.79% 3.53% 8.92%
Russell 2000 Index -16.22% 3.76% 10.27%
Russell Midcap Growth Index -6.43% 8.20% 12.33%
Russell Midcap Value Index -17.08% 4.98% 13.00%
Lehman Aggregate (Bond) 7.13% 4.09% 3.86%
MSCI ACWI-EX US (International) -10.17% 13.32% 17.16%

 

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