Core-Plus Logo
A Free article from ActivePortfolioCoach.com

Want a FREE
Phone Coaching Webinar (no obligation)
with the Coach Himself?  

($250 Value)

Click the icons above for more information


ActivePortfolioCoach.com, Inc.
4700 N. Cloverdale Rd, Suite 205
Boise, Idaho 83713

info@ActivePortfolioCoach.com
Model 1 - ProFunds: Mutual Funds - Core-Plus™
Model 2 - ProFunds: Variable (Prudential-American Skandia) - Core-Plus™
Model 3 - Rydex: Mutual Funds - Core-Plus™
Model 4 - Rydex: Variable (Nationwide MarketFlex) - Core-Plus™
Model 5 - ProFunds: Variable (Midland Vector® Annuity) - Core-Plus™
Model 6 - ETF Model - Core-Plus™
Low Risk Medium Risk High Risk

Model 1 - ProFunds: Mutual Funds - Core-Plus™

YTD Performance - Updated Through Wednesday, December 31, 2008

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2009 Low -10.00 -6.86 -3.96 -38.49 -40.54 7
2009 Medium -6.30 -3.27 -0.78 -38.49 -40.54 7
2009 High -7.16 -4.56 -2.49 -38.49 -40.54 7

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2009 Low 1.64 1.73 2.09 11.80 11.81 7
2009 Medium 2.81 3.82 4.86 11.80 11.81 7
2009 High 5.63 7.83 9.85 11.80 11.81 7

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2009 Low -15.49 -13.88 -13.02 -48.76 -50.38 7
2009 Medium -17.91 -18.89 -20.07 -48.76 -50.38 7
2009 High -27.21 -31.44 -35.25 -48.76 -50.38 7

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2009 Low 6.60 6.13 6.10 21.34 22.58 7
2009 Medium 8.32 9.31 10.22 21.34 22.58 7
2009 High 13.58 16.42 18.82 21.34 22.58 7


Low Risk = Moderate Capital Gains with below-market risk and volatility.
Medium Risk = Maximum Capital Gains, while accepting average market risk and volatility.
High Risk = Maximum Capital Gains, while accepting greater than market risk and volatility.
CONSERV = Conservative
GROWTH = Growth
AGGR = Aggressive
S&P 500 = S&P 500 Index
NASDAQ = NASDAQ Composite Index
TRADES = Number of times the Active portion of the portfolio changed from Long, Short or Cash.

¹ Standard Deviation (SD):
Within Core-Plus™, Standard Deviation is measured monthly.
For example, when you see SD = 4.0%, this means that most of the time (8 out of 12 months) the portfolio has gains or losses of no more than 4.0% in a month. This monthly SD can be converted (approximately) to Morningstar’s annual SD by multiplying the SD= value by 3.4 (the square root of 12).

² Maximum Drawdown (MD):
The maximum percentage loss from the highest point to the lowest point during the given period of time.

³ Ulcer Index (UI):
Ulcer Index measures the ability of a portfolio to regain its value from a previous high. It is calculated as the root-mean-square of the areas between highs and the time it takes for the portfolio to reach those highs again. It provides a measure of the magnitude of all of a portfolio’s losses.