POWERFUND PORTFOLIOS Since 2002
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Conservative PORTFOLIO PERFORMANCE - VALUE OF $10,000

This chart shows the performance of the Conservative model portfolio model portfolio since inception (3/31/02) compared to the S&P 500 (including dividends) as represented by the Vanguard 500 fund (VFINX) based on an initial investment of $10,000.

Chart
Conservative
Aggressive
S&P500

Conservative PORTFOLIO QUICK FACTS

Average Expense Ratio 0.24%
Minimum Investment Reg/IRA $10K/$10K
Number of Holdings 9
% Stock Funds 36%
% Bond/Cash 64%
% Alt/Other 0%
Current % Risk of S&P 500 47%
Portfolio Standard Deviation 5.6
Average Holding Period 38 months
Average Stock Fund Turnover 5%
Portfolio Inception 03/31/2002
Last Trade 02/28/2020

Conservative PORTFOLIO ALLOCATION

Broad Allocation
Categories

Conservative PORTFOLIO VERSION HISTORY

The Conservative Powerfund Portfolo has been around since early 2002, and in that time it's gone through lots of changes. You can see each version of this portfolio in the chart below. Click on the double arrows by the dates at the top of the chart to navigate.

3/28/2002 - 5/30/2002
% Name/Ticker Category Per. Ret.
15% Harbor Bond (HABDX) Investment Grade Bond 2.01%
25% BlackRock International Bond (CIFIX) Global Bond 1.02%
5% Columbia Real Estate (CREEX) Real Estate 0.73%
15% FMI Sasco Contrarian Value (FMIVX) Mid Cap Value 0.65%
10% Northern Income Equity (NOIEX) U.S. Balanced 0.30%
10% Columbia High Yield (CMHYX) High Yield Bond 0.27%
10% SSgA Yield Plus (SSYPX) Investment Grade Bond 0.05%
10% Strong Dividend Growth (SDVIX) Large Cap Value -4.49%
Period Portfolio Return: 0.27%
Period Portfolio vs. S&P: 7.27%
5/31/2002 - 7/30/2002
% Name/Ticker Category Per. Ret.
25% American Century International (BEGBX) Global Bond 6.75%
5% Columbia Real Estate (CREEX) Real Estate 0.53%
15% Harbor Bond (HABDX) Investment Grade Bond 0.25%
10% SSgA Yield Plus (SSYPX) Investment Grade Bond 0.05%
10% Columbia High Yield (CMHYX) High Yield Bond -4.20%
10% Strong Dividend Growth (SDVIX) Large Cap Value -5.39%
15% FMI Sasco Contrarian Value (FMIVX) Mid Cap Value -6.38%
10% Northern Income Equity (NOIEX) U.S. Balanced -9.03%
Period Portfolio Return: -0.25%
Period Portfolio vs. S&P: 14.90%
7/31/2002 - 10/30/2002
% Name/Ticker Category Per. Ret.
25% American Century International (BEGBX) Global Bond 3.29%
15% Harbor Bond (HABDX) Investment Grade Bond 2.94%
10% Columbia High Yield (CMHYX) High Yield Bond 2.19%
10% Northern Income Equity (NOIEX) U.S. Balanced -2.92%
5% Columbia Real Estate (CREEX) Real Estate -4.93%
15% FMI Sasco Contrarian Value (FMIVX) Mid Cap Value -6.37%
10% Vanguard Dividend Growth (VDIGX) Large Cap Value -7.78%
10% Strong Dividend Growth (SDVIX) Large Cap Value -10.99%
Period Portfolio Return: -1.90%
Period Portfolio vs. S&P: -0.01%
10/31/2002 - 2/27/2003
% Name/Ticker Category Per. Ret.
25% American Century International (BEGBX) Global Bond 10.23%
10% Vanguard Hi-Yld Corp (VWEHX) High Yield Bond 7.14%
10% Northern Income Equity (NOIEX) U.S. Balanced 3.30%
15% Harbor Bond (HABDX) Investment Grade Bond 3.23%
5% SSgA Tuckerman Active REIT (SSREX) Real Estate 2.59%
15% FMI Sasco Contrarian Value (FMIVX) Mid Cap Value -2.54%
10% Strong Dividend Growth (SDVIX) Large Cap Value -2.77%
10% Vanguard Dividend Growth (VDIGX) Large Cap Value -6.07%
Period Portfolio Return: 3.02%
Period Portfolio vs. S&P: 7.91%
2/28/2003 - 7/30/2003
% Name/Ticker Category Per. Ret.
10% American Century Utility Incom (BULIX) Utilities 19.84%
10% Vanguard Dividend Growth (VDIGX) Large Cap Value 17.22%
15% FMI Sasco Contrarian Value (FMIVX) Mid Cap Value 16.45%
5% SSgA Tuckerman Active REIT (SSREX) Real Estate 13.87%
10% Northern Income Equity (NOIEX) U.S. Balanced 9.45%
10% Vanguard Hi-Yld Corp (VWEHX) High Yield Bond 7.41%
25% American Century International (BEGBX) Global Bond 6.28%
15% Harbor Bond (HABDX) Investment Grade Bond 2.77%
Period Portfolio Return: 10.42%
Period Portfolio vs. S&P: -7.74%
7/31/2003 - 2/26/2004
% Name/Ticker Category Per. Ret.
10% Forward International Sm Co (PISRX) International Diversified 40.03%
10% Vanguard Dividend Growth (VDIGX) Large Cap Value 16.79%
10% American Century Utility Income (BULIX) Utilities 15.13%
5% Northern Income Equity (NOIEX) U.S. Balanced 13.34%
20% American Century International (BEGBX) Global Bond 12.65%
5% Vanguard Hi-Yld Corp (VWEHX) High Yield Bond 8.79%
15% Harbor Bond (HABDX) Investment Grade Bond 4.81%
25% Vanguard Short Term Investment (VFSTX) Shorter Term Bond 2.06%
Period Portfolio Return: 11.68%
Period Portfolio vs. S&P: -5.02%
2/27/2004 - 4/28/2005
% Name/Ticker Category Per. Ret.
10% American Century Utility Income (BULIX) Utilities 22.48%
5% Forward International Sm Co (PISRX) International Diversified 19.69%
10% American Century International (BEGBX) Global Bond 8.52%
10% Vanguard Dividend Growth (VDIGX) Large Cap Value 6.14%
15% Bridgeway Balanced (BRBPX) U.S. Balanced 6.13%
5% Vanguard Hi-Yld Corp (VWEHX) High Yield Bond 5.40%
15% Harbor Bond (HABDX) Investment Grade Bond 3.17%
30% Vanguard Short Term Investment (VFSTX) Shorter Term Bond 0.66%
Period Portfolio Return: 6.48%
Period Portfolio vs. S&P: 4.74%
4/29/2005 - 2/27/2006
% Name/Ticker Category Per. Ret.
5% SSgA International Growth Oppo (SINGX) International Diversified 27.87%
5% American Century Utility Income (BULIX) Utilities 13.16%
10% Bridgeway Balanced (BRBPX) U.S. Balanced 9.79%
10% Vanguard Dividend Growth (VDIGX) Large Cap Value 8.99%
5% Health Care Select SPDR (XLV) Healthcare 7.57%
5% Vanguard Hi-Yld Corp (VWEHX) High Yield Bond 6.08%
30% Vanguard Short Term Investment (VFSTX) Shorter Term Bond 2.16%
25% Harbor Bond (HABDX) Investment Grade Bond 1.74%
5% American Century International (BEGBX) Global Bond -4.73%
Period Portfolio Return: 5.23%
Period Portfolio vs. S&P: -8.31%
2/28/2006 - 10/30/2006
% Name/Ticker Category Per. Ret.
5% Vanguard Telecom VIPER (VOX) Telecom 14.57%
5% SSgA International Growth Oppo (SINGX) International Diversified 5.21%
5% American Century International (BEGBX) Global Bond 4.74%
10% Vanguard U.S. Value (VUVLX) Large Cap Value 4.38%
5% Health Care Select SPDR (XLV) Healthcare 3.96%
30% Vanguard Short Term Investment (VFSTX) Shorter Term Bond 3.20%
5% Vanguard Hi-Yld Corp (VWEHX) High Yield Bond 2.94%
25% Harbor Bond (HABDX) Investment Grade Bond 2.35%
10% Bridgeway Balanced (BRBPX) U.S. Balanced 2.34%
Period Portfolio Return: 3.77%
Period Portfolio vs. S&P: -5.01%
10/31/2006 - 6/28/2007
% Name/Ticker Category Per. Ret.
5% Janus Global Research (JARFX) Global 21.79%
5% SSgA International Growth Oppo (SINGX) International Diversified 15.07%
10% Vanguard U.S. Value (VUVLX) Large Cap Value 11.27%
5% Health Care Select SPDR (XLV) Healthcare 7.69%
5% Vanguard Hi-Yld Corp (VWEHX) High Yield Bond 6.76%
10% Bridgeway Balanced (BRBPX) U.S. Balanced 5.44%
30% Vanguard Short Term Investment (VFSTX) Shorter Term Bond 2.62%
5% American Century International (BEGBX) Global Bond 1.30%
25% Harbor Bond (HABDX) Investment Grade Bond 0.72%
Period Portfolio Return: 5.35%
Period Portfolio vs. S&P: -5.24%
6/29/2007 - 8/30/2007
% Name/Ticker Category Per. Ret.
5% American Century International (BEGBX) Global Bond 2.78%
5% AmCent Long-Short Equity (ALHIX) Long/Short 1.34%
25% Harbor Bond (HABDX) Investment Grade Bond 1.24%
35% Dreyfus Bond Market Index Basi (DBIRX) Investment Grade Bond 0.84%
5% Janus Global Research (JARFX) Global 0.07%
10% Bridgeway Balanced (BRBPX) U.S. Balanced -0.46%
5% Vanguard Growth ETF (VUG) Large Cap Growth -1.56%
5% Health Care Select SPDR (XLV) Healthcare -3.03%
5% Vanguard U.S. Value (VUVLX) Large Cap Value -4.81%
Period Portfolio Return: 0.23%
Period Portfolio vs. S&P: 2.96%
8/31/2007 - 12/28/2007
% Name/Ticker Category Per. Ret.
10% Janus Global Research (JARFX) Global 8.40%
5% American Century International (BEGBX) Global Bond 7.37%
25% Harbor Bond (HABDX) Investment Grade Bond 5.35%
5% Vanguard Growth ETF (VUG) Large Cap Growth 4.06%
5% Health Care Select SPDR (XLV) Healthcare 3.76%
35% Dreyfus Bond Market Index Basi (DBIRX) Investment Grade Bond 3.61%
10% Bridgeway Balanced (BRBPX) U.S. Balanced 1.69%
5% Vanguard U.S. Value (VUVLX) Large Cap Value -3.06%
Period Portfolio Return: 4.38%
Period Portfolio vs. S&P: 3.45%
12/31/2007 - 6/27/2008
% Name/Ticker Category Per. Ret.
25% Harbor Bond (HABDX) Investment Grade Bond 2.84%
35% Dreyfus Bond Market Index Basi (DBIRX) Investment Grade Bond 1.06%
10% Janus Global Research (JARFX) Global -0.96%
5% Vanguard Growth ETF (VUG) Large Cap Growth -1.19%
10% Bridgeway Balanced (BRBPX) U.S. Balanced -1.83%
5% Vanguard U.S. Value (VUVLX) Large Cap Value -2.20%
5% Nakoma Absolute Return (NARFX) Long/Short -8.16%
5% Health Care Select SPDR (XLV) Healthcare -13.55%
Period Portfolio Return: -0.11%
Period Portfolio vs. S&P: 11.97%
6/30/2008 - 10/30/2008
% Name/Ticker Category Per. Ret.
5% Nakoma Absolute Return (NARFX) Long/Short 0.01%
20% Dreyfus Bond Market Index Basi (DBIRX) Investment Grade Bond -0.38%
25% Harbor Bond (HABDX) Investment Grade Bond -3.56%
10% Metropolitan West High Yield B (MWHYX) High Yield Bond -6.29%
10% Bridgeway Balanced (BRBPX) U.S. Balanced -6.91%
5% Vanguard U.S. Value (VUVLX) Large Cap Value -7.96%
5% Vanguard Growth ETF (VUG) Large Cap Growth -12.00%
5% Health Care Select SPDR (XLV) Healthcare -12.67%
10% Janus Global Research (JARFX) Global -19.65%
5% Vanguard Telecom Serv ETF (VOX) Telecom -29.05%
Period Portfolio Return: -6.00%
Period Portfolio vs. S&P: 18.90%
10/31/2008 - 2/26/2009
% Name/Ticker Category Per. Ret.
10% Dreyfus Bond Market Index Basi (DBIRX) Investment Grade Bond 6.45%
15% BlackRock MuniAssets Fund (MUA (MUA) Municipal Bond 5.04%
15% Harbor Bond (HABDX) Investment Grade Bond 4.60%
10% Metropolitan West High Yield B (MWHYX) High Yield Bond 0.28%
5% Nakoma Absolute Return (NARFX) Long/Short -0.32%
10% Bridgeway Balanced (BRBPX) U.S. Balanced -6.62%
10% Vanguard Telecom Serv ETF (VOX) Telecom -7.49%
5% Health Care Select SPDR (XLV) Healthcare -9.46%
10% Janus Global Research (JARFX) Global -9.53%
5% Vanguard Growth ETF (VUG) Large Cap Growth -12.04%
5% Vanguard U.S. Value (VUVLX) Large Cap Value -14.95%
Period Portfolio Return: -0.92%
Period Portfolio vs. S&P: 20.46%
2/27/2009 - 6/29/2009
% Name/Ticker Category Per. Ret.
5% Financial Select Sector SPDR (XLF) Financial Services 62.46%
10% Janus Global Research (JARFX) Global 36.52%
5% Vanguard Growth ETF (VUG) Large Cap Growth 24.11%
10% Vanguard Telecom Serv ETF (VOX) Telecom 23.70%
5% Vanguard U.S. Value (VUVLX) Large Cap Value 22.15%
10% Metropolitan West High Yield B (MWHYX) High Yield Bond 20.16%
5% Health Care Select SPDR (XLV) Healthcare 16.72%
10% Bridgeway Balanced (BRBPX) U.S. Balanced 9.02%
20% Harbor Bond (HABDX) Investment Grade Bond 8.27%
10% Dreyfus Bond Market Index Basi (DBIRX) Investment Grade Bond 2.15%
10% Nakoma Absolute Return (NARFX) Long/Short -2.91%
Period Portfolio Return: 15.63%
Period Portfolio vs. S&P: -11.57%
6/30/2009 - 5/27/2010
% Name/Ticker Category Per. Ret.
5% Vanguard U.S. Value (VUVLX) Large Cap Value 31.84%
5% Vanguard Growth ETF (VUG) Large Cap Growth 31.21%
10% Janus Global Research (JARFX) Global 29.59%
10% Metropolitan West High Yield B (MWHYX) High Yield Bond 25.71%
10% Vanguard Telecom Services ETF (VOX) Telecom 12.74%
5% Health Care Select SPDR (XLV) Healthcare 11.74%
20% Harbor Bond (HABDX) Investment Grade Bond 10.24%
10% Bridgeway Balanced (BRBPX) U.S. Balanced 9.22%
10% Dreyfus Bond Market Index Basi (DBIRX) Investment Grade Bond 6.19%
5% PIA Short Term Securities (PIASX) Mortgage Bond 0.84%
10% Nakoma Absolute Return (NARFX) Long/Short -10.41%
Period Portfolio Return: 13.57%
Period Portfolio vs. S&P: -8.60%
5/28/2010 - 6/29/2010
% Name/Ticker Category Per. Ret.
20% Harbor Bond (HABDX) Investment Grade Bond 0%
5% PIA Short Term Securities (PIASX) Mortgage Bond 0%
5% Metropolitan West High Yield B (MWHYX) High Yield Bond 0%
10% Nakoma Absolute Return (NARFX) Long/Short 0%
5% Vanguard Growth ETF (VUG) Large Cap Growth 0%
20% Dreyfus Bond Market Index Basi (DBIRX) Investment Grade Bond 0%
5% Janus Global Research (JARFX) Global 0%
10% Bridgeway Balanced (BRBPX) U.S. Balanced 0%
5% Amer Centry Utility Income (BULIX) Utilities -0.49%
10% Vanguard Telecom Serv ETF (VOX) Telecom -0.81%
5% Health Care Select SPDR (XLV) Healthcare -1.00%
Period Portfolio Return: 92.18%
Period Portfolio vs. S&P: -159.11%
6/30/2010 - 9/16/2011
% Name/Ticker Category Per. Ret.
5% American Century Utility Income (BULIX) Utilities 27.38%
5% Vanguard Telecom Serv ETF (VOX) Telecom 23.53%
5% Health Care Select SPDR (XLV) Healthcare 19.38%
5% PRIMECAP Odyssey Stock (POSKX) Large Cap Growth 17.89%
5% Jensen Value J (JNVSX) Blend 16.02%
5% Homestead Value Fund (HOVLX) Large Cap Value 14.10%
5% Vanguard European ETF (VGK) Europe 12.53%
5% UMB Scout Worldwide (UMBWX) International Diversified 11.28%
20% American Century Core Plus (ACCNX) Investment Grade Bond 7.09%
15% American Century Government Bond (CPTNX) Government Bond 6.44%
20% Vanguard Short-Term Bond ETF (BSV) Very Short Term Bond 3.83%
5% PowerShares DB US Dollar Index (UUP) Alternative -13.25%
Period Portfolio Return: 9.56%
Period Portfolio vs. S&P: -11.15%
9/19/2011 - 8/14/2013
% Name/Ticker Category Per. Ret.
5% Health Care Select SPDR (XLV) Healthcare 60.68%
5% Homestead Value Fund (HOVLX) Large Cap Value 52.04%
5% Jensen Value J (JNVSX) Blend 43.91%
10% Vanguard European ETF (VGK) Europe 40.84%
5% Vanguard Telecom Services ETF (VOX) Telecom 37.50%
5% American Century Utility Income (BULIX) Utilities 27.62%
6% iShares MSCI Japan Index (EWJ) Japan 24.34%
20% American Century Core Plus (ACCNX) Investment Grade Bond 4.04%
15% Vanguard Long-Term Bond Index ETF (BLV) Government Bond 2.37%
5% PowerShares DB US Dollar Index (UUP) Alternative 1.05%
15% American Century Government Bond (CPTNX) Government Bond 0.14%
4% Vanguard Extended Duration Treasury (EDV) Government Bond -5.20%
Period Portfolio Return: 18.61%
Period Portfolio vs. S&P: -27.01%
8/15/2013 - 9/26/2014
% Name/Ticker Category Per. Ret.
10% Vanguard MegaCap Growth (MGK) Large Cap Growth 25.20%
4% Vanguard Extended Duration Treasury (EDV) Government Bond 24.23%
20% Vanguard Long-Term Bond Index ETF (BLV) Government Bond 15.72%
6% American Century Utility Income (BULIX) Utilities 12.95%
6% Vanguard Telecom Services ETF (VOX) Telecom 12.58%
5% Artisan Global Equity (ARTHX) Global 9.78%
9% Vanguard European ETF (VGK) Europe 9.39%
5% Wasatch Long/Short (FMLSX) Long/Short 7.30%
10% PIMCO Mortgage Opportunities D (PMZDX) Mortgage Bond 6.58%
15% PIMCO BOND ETF (BOND) Investment Grade Bond 6.38%
10% DoubleLine Floating Rate N (DLFRX) Shorter Term Bond 2.18%
Period Portfolio Return: 11.64%
Period Portfolio vs. S&P: -10.24%
9/29/2014 - 3/12/2015
% Name/Ticker Category Per. Ret.
4% Vanguard Extended Duration Treasury (EDV) Government Bond 15.04%
5% Artisan Global Equity (ARTHX) Global 7.94%
10% Vanguard MegaCap Growth (MGK) Large Cap Growth 7.75%
20% Vanguard Long-Term Bond Index ETF (BLV) Government Bond 6.86%
6% American Century Utility Income (BULIX) Utilities 2.64%
10% DoubleLine Floating Rate N (DLFRX) Shorter Term Bond 2.48%
25% Vanguard Mortgage-Backed Securities (VMBS) Mortgage Bond 2.05%
6% Vanguard Telecom Services ETF (VOX) Telecom 1.96%
9% Vanguard European ETF (VGK) Europe -1.73%
5% Wasatch Long/Short (FMLSX) Long/Short -4.61%
Period Portfolio Return: 3.97%
Period Portfolio vs. S&P: -1.43%
3/13/2015 - 1/06/2016
% Name/Ticker Category Per. Ret.
25% Vanguard Mortgage-Backed Securities (VMBS) Mortgage Bond 1.49%
6% Vanguard Telecom Services ETF (VOX) Telecom 0.54%
16% SPDR Barclays Intl. Treasury (BWX) Foreign Bond -0.21%
10% Vanguard MegaCap Growth (MGK) Large Cap Growth -1.26%
4% Vanguard Extended Duration Treasury (EDV) Government Bond -2.71%
20% Vanguard Long-Term Bond Index ETF (BLV) Government Bond -3.50%
5% Artisan Global Equity (ARTHX) Global -6.18%
9% Vanguard European ETF (VGK) Europe -7.24%
5% Wasatch Long/Short (FMLSX) Long/Short -16.29%
Period Portfolio Return: -2.38%
Period Portfolio vs. S&P: -0.87%
1/07/2016 - 6/28/2018
% Name/Ticker Category Per. Ret.
6% Artisan Global Equity (ARTHX) Global 80.73%
6% Homestead Value (HOVLX) Large Cap Value 41.63%
5% iShares Mortgage REIT (REM) Alternative 39.85%
6% Vanguard Utilities (VPU) Utilities 33.12%
8% Vanguard European ETF (VGK) Europe 28.59%
6% Artisan High Income Fund (ARTFX) High Yield Bond 27.30%
20% Vanguard Long-Term Bond Index ETF (BLV) Government Bond 10.83%
5% Vanguard Extended Duration Treasury (EDV) Government Bond 8.30%
20% SPDR Barclays Intl. Treasury (BWX) Foreign Bond 7.54%
14% Vanguard Mortgage-Backed Securities (VMBS) Mortgage Bond 2.24%
4% ETRACS 1xMonthly Short Alerian MLP (MLPS) Long/Short -24.15%
Period Portfolio Return: 16.40%
Period Portfolio vs. S&P: -30.19%
6/29/2018 - 2/27/2020
% Name/Ticker Category Per. Ret.
5% Vanguard Extended Duration Treasury (EDV) Government Bond 39.07%
19% Vanguard Long-Term Bond Index ETF (BLV) Government Bond 29.18%
6% Vanguard Utilities (VPU) Utilities 28.62%
30% Dodge & Cox Global Bond Fund (DODLX) Foreign Bond 13.81%
13% iShares Global Telecom ETF (IXP) Telecom 12.27%
7% Homestead Value (HOVLX) Large Cap Value 10.19%
12% Vanguard Mortgage-Backed Securities (VMBS) Mortgage Bond 9.49%
8% Vanguard European ETF (VGK) Europe -1.88%
Period Portfolio Return: 16.69%
Period Portfolio vs. S&P: 3.61%
2/28/2020 - 4/02/2020
% Name/Ticker Category Per. Ret.
6% VANGUARD LONG-TERM BOND (BLV) Government Bond 5.20%
15% VANGUARD SHORT-TERM BOND (BSV) Very Short Term Bond 0.84%
6% VANGUARD MORTGAGE-BACKED SECURITIES (VMBS) Mortgage Bond 0.67%
30% DODGE & COX GLOBAL BOND (DODLX) Foreign Bond -2.61%
7% iSHARES JP MORGAN EM BOND (LEMB) Foreign Bond -4.68%
7% FRANKLIN FTSE GERMANY (FLGR) Europe -8.19%
7% HOMESTEAD VALUE (HOVLX) Large Cap Value -9.01%
12% VANGUARD FTSE EUROPE (VGK) Europe -9.18%
10% VANGUARD ENERGY (VDE) Natural Resources -26.37%
Period Portfolio Return: -11.78%
Period Portfolio vs. S&P: 2.52%
4/03/2020 - Present

% Name/Ticker Category Per. Ret.
7% iSHARES JP MORGAN EM BOND (LEMB) Foreign Bond 13.97%
27% VANGUARD ST INFLATION PROTECTED (VTIP) Government Bond 1.66%
6% FRANKLIN FTSE GERMANY (FLGR) International Diversified 34.51%
8% VANGUARD ENERGY (VDE) Natural Resources 25.31%
10% VANGUARD FTSE EUROPE (VGK) Europe 25.1%
26% Schwab US TIPS (SCHP) Government Bond 2.48%
6% Homestead Value Fund (HOVLX) Large Cap Value 22.16%
5% iSHARES EDGE QUALITY FACTOR (QUAL) Blend 24.69%
5% Franklin FTSE South Korea (FLKR) International Diversified 30.63%
Period Portfolio Return: 12.71%
Period Portfolio vs. S&P: -14.28%