PCA Target Retirement Funds Returns

Investment Options

YTD as of

 Quarterly Return

Target Fund Allocations

11/28/2008

 3rd Qtr 2008 USLargeCap USMidCap

USSmallCap

Int'l Equity

FixedIncome/Gov/Equ

PCA TR 2050

-40.11%

 -11.55% 30% 20%

20%

30%

0%

PCA TR 2045

-40.09%

 -11.55% 30% 20%

20%

30%

0%

PCA TR 2040

-40.09%

 -11.55% 30% 20%

20%

30%

0%
PCA TR 2035 -38.83% -11.17% 28.5% 19% 19% 28.5% 5%
PCA TR 2030 -37.56% -10.80% 27% 18% 18% 27% 10%

PCA TR 2025

-35.02%

 -10.06% 24% 16% 16% 24% 20%

PCA TR 2020

-31.23%

 -9.41% 21% 14%

14%

21%

 30%

PCA TR 2015

-28.97%

 -8.65% 19.5% 13%

13%

19.5%

35%

PCA TR 2010

-27.30%

 -8.25% 18% 12%

12%

18%

40%

PCA TR 2005

-24.00%

 -7.46% 15% 10%

10%

15%

50%
PCA TR 2000

-17.47%

-6.25%

12%

8%

8%

12%

60%

PCA TR 1995

-13.27%

 -5.58% 9% 6%

6%

9%

70%

Harvester

-10.72%

 -4.91% 7.5% 5%

5%

7.5%

75%

*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

-22.09%

0.17%

5.14%

DJIA

-19.87%

3.33%

5.62%
NASDAQ -22.92% -1.09% 3.11%
Russell 1000 Growth -21.11% -0.04% 3.68%
Russell 1000 Value -23.56% 0.10% 7.12%
Russell 2000 Index -14.49% 1.82% 8.13%
Russell Midcap Growth Index -24.77% -.79% 6.53%
Russell Midcap Value Index -20.49% .52% 9.98%
Lehman Aggregate (Bond) 3.65% 4.15% 3.78%
MSCI ACWI-EX US (International) -30.13% 1.57% 10.15%

 

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