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

Mid Cap


Annualized Periods as of 12/31/11

  Mid-Cap
(gross) 		Mid-Cap
(net) 		Russell Mid-Cap
Value Index		 S&P 500
Index		  
Q4 2011 7.7% 7.4% 13.4% 11.8%  
YTD 5.1% 3.8% -1.4% 2.1%  
1 year 5.1% 3.8% -1.4% 2.1%  
3 years 18.6% 17.4% 18.2% 14.1%  
5 years 6.2% 5.2% 0.0% -0.2%  
7 years 7.1% 6.1% 4.5% 2.6%  
10 years 9.0% 8.2% 7.7% 2.9%  
Since Inception* 9.3% 8.5% 7.1% 1.1%  

* July 1, 1999

 

Annual Rates of Return

  Mid-Cap
(gross) 		Mid-Cap
(net) 		Russell Mid-Cap
Value Index		 S&P 500
Index		  
2011 5.1% 3.8% -1.4% 2.1%  
2010 22.6% 21.4% 24.8% 15.1%  
2009 29.3 28.3% 34.2% 26.5%  
2008 -22.4 -23.2% -38.4% -37.0%  
2007 4.7% 3.7% -1.4% 5.5%  
2006 12.7% 12.0% 20.2% 15.8%  
2005 5.8% 5.1% 12.7% 4.9%  
2004 20.5% 19.8% 23.7% 10.9%  
2003 25.5% 24.9% 38.1% 28.7%  
2002 -2.6% -3.1% -9.6% -22.1%  
2001 17.8% 17.2% 2.3% -11.9%  
2000 17.8% 17.2% 19.2% -9.1%  
1999 (from 7/1) -8.0% -8.2% -7.3% 7.7%