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ALL-CAP | MID-CAP | LARGE-CAP DISCLOSURES

Large Cap


Annualized Periods as of 6/30/10

  Large-Cap
(gross)
Large-Cap
(net)
Russell 1000
Value Index
S&P 500
Index
 
Q2 2010 -6.9% -7.4% -11.1% -11.4%  
YTD -2.3% -3.2% -5.1% -6.7%  
1 year 18.8% 16.6% 16.9% 14.4%  
3 years -3.9% -5.8% -12.3% -9.8%  
5 years 3.6% 2.0% -1.6% -0.8%  
7 years 6.0% 4.4% 3.5% 2.8%  
Since Inception* 6.0% 4.3% 1.3% -0.7%  

*January 1, 2001

Annual Rates of Return

  Large-Cap
(gross)
Large-Cap
(net)
Russell 1000
Value Index
S&P 500
Index
 
2010 (through 6/30) -2.3% -3.2% -5.1% -6.7%  
2009 25.0% 22.6% 19.7% 26.5%  
2008 -22.8% -24.4% -36.9% -37.0%  
2007 2.1% 0.7% -0.2% 5.5%  
2006 18.2% 17.1% 22.3% 15.8%  
2005 5.7% 4.4% 7.1% 4.9%  
2004 12.6% 11.2% 16.5% 10.9%  
2003 23.3% 21.2% 30.0% 28.7%  
2002 -9.0% -10.7% -15.5% -22.1%  
2001 14.6% 12.5% -5.6% -11.9%