April 2008
Retirement Plan Investments
UPAL Pooled Fund Returns
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
Growth Equity 5.16 -6.45 -3.65 6.98 9.45
Value Equity 4.67 -5.40 -16.01 4.72 9.37
Indexed Equity 5.20 -4.77 -4.40 8.45 10.73
Small-Mid Cap 4.61 -4.29 -5.14 12.34 17.73
International 4.86 -5.04 -0.40 17.70 20.49
U.S. Real Estate -0.03 0.75 9.67 14.42 N/A
Multi-Alternative Asset 0.93 1.26 6.05 6.81 N/A
Intermediate Bond 0.01 2.61 8.56 5.20 4.15
Short Term Income -1.05 -0.74 2.22 3.53 3.08
Money Market Fund 0.23 1.50 4.73 4.35 3.10
American Freedom U.S. Govt. Money Mkt. Fund 0.17 0.98 4.31 4.40 3.15
UPAL Allocation Model Returns
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
Conservative 0.89 0.19 5.06 6.51 6.06
Balanced 2.57 -1.40 3.12 10.01 11.88
Growth 3.36 -2.83 -0.20 9.87 12.73
Aggressive Growth 4.84 -5.52 -5.54 10.68 14.82
Target Date Fund Returns
Portfolio % MTD % YTD % Trailing 12 Mos. % Trailing 3 Yrs. % Trailing 5 Yrs.
MAP Target 2010 Fund 1.81 -0.98 1.30 7.53 N/A
MAP Target 2020 Fund 3.13 -1.86 -0.30 8.72 N/A
MAP Target 2030 Fund 4.34 -2.27 -1.32 9.48 N/A
MAP Target 2040 Fund 4.97 -2.79 -2.37 10.25 N/A
MAP Target 2050 Fund 5.54 -3.34 -3.03 10.63 N/A