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 Friday, March 12, 2010

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2010 Low -1.27 -1.38 -2.32 +2.12 +2.52 1
2010 Medium -3.09 -4.91 -6.90 +2.12 +2.52 1
2010 High -6.25 -9.65 -13.23 +2.12 +2.52 1

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2010 Low 0.55 0.50 0.69 4.78 5.06 1
2010 Medium 0.92 1.40 1.92 4.78 5.06 1
2010 High 1.80 2.78 3.81 4.78 5.06 1

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2010 Low -1.75 -1.74 -2.57 -8.13 -8.40 1
2010 Medium -3.45 -5.15 -7.01 -8.13 -8.40 1
2010 High -6.60 -9.88 -13.32 -8.13 -8.40 1

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2010 Low 0.94 0.84 1.04 4.29 4.38 1
2010 Medium 1.43 1.97 2.61 4.29 4.38 1
2010 High 2.58 3.72 4.95 4.29 4.38 1


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.