April 2009
Retirement Plan Investments
UPAL Pooled Fund Returns
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
Growth Equity 11.13 10.36 -27.98 -8.88 -2.25
Value Equity 10.02 -7.70 -38.90 -15.66 -5.06
Indexed Equity 9.49 -2.74 -33.55 -9.80 -2.09
Small-Mid Cap 10.39 -0.22 -25.85 -7.51 3.17
International 13.67 -3.55 -42.99 -11.95 1.54
U.S. Real Estate -1.22 -13.65 -25.52 -1.95 N/A
Multi-Alternative Asset 2.25 1.20 -15.01 -0.52 N/A
Intermediate Bond 0.87 1.81 4.17 6.55 4.38
Short Term Income 0.54 1.07 1.49 3.06 2.93
Money Market Fund 0.08 0.54 2.21 3.85 3.36
Invesco AIM STIT Govt & Agency Fund 0.02 0.15 1.30 3.60 3.24
UPAL Allocation Model Returns
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
Conservative 2.50 0.68 -7.79 1.89 2.80
Balanced 5.86 0.22 -20.88 -2.77 2.69
Growth 7.61 -0.01 -27.07 -6.43 0.98
Aggressive Growth 10.84 -1.64 -36.95 -11.88 -1.10
Target Date Fund Returns
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
MAP Target 2010 Fund 5.00 2.03 -16.40 -2.34 N/A
MAP Target 2020 Fund 7.33 1.95 -22.40 -4.85 N/A
MAP Target 2030 Fund 9.57 1.76 -28.33 -7.45 N/A
MAP Target 2040 Fund 10.66 1.65 -31.73 -9.03 N/A
MAP Target 2050 Fund 11.83 0.83 -34.05 -10.09 N/A
MAP Target 2060 Fund 11.40 2.19 N/A N/A N/A