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

Mid Cap


Annualized Periods as of 6/30/10

  Mid-Cap
(gross) 		Mid-Cap
(net) 		Russell Mid-Cap
Value Index		 S&P 500
Index		  
Q2 2010 -2.2% -2.4% -9.6% -11.4%  
YTD 3.8% 3.6% -0.9% -6.7%  
1 year 29.8% 29.2% 28.9% 14.4%  
3 years -2.0% -2.8% -9.4% -9.8%  
5 years 4.9% 4.2% 0.7% -0.8%  
7 years 8.2% 7.6% 7.4% 2.8%  
10 years 10.0% 9.3% 7.6% -1.6%  
Since Inception* 8.3% 7.7% 6.1% -0.8%  

* July 1, 1999

 

Annual Rates of Return

  Mid-Cap
(gross) 		Mid-Cap
(net) 		Russell Mid-Cap
Value Index		 S&P 500
Index		  
2010 (through 6/30) 3.8% 3.6% -0.9% -6.7%  
2009 29.7% 28.9% 34.2% 26.5%  
2008 -23.5% -24.1% -38.4% -37.0%  
2007 4.7% 3.7% -1.4% 5.5%  
2006 12.7% 12.0% 20.2% 15.8%  
2005 5.7% 5.1% 12.7% 4.9%  
2004 20.6% 20.0% 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%