Spreadsheet: 82612d1282667342-form-with-range-change-based-on-dates-historical-mpt-stats-for-actual-asf-quarterly-performance-history
Sheet: ASF Portfolios

 | Income | Balanced | Cons. Gro | Growth | R3000/Div | Risk Free Rate | Russell 2000 | [NAME] | S&P/Div | [NAME]
 |  |  |  |  |  | (3-Mo. T [NAME]) |  |  |  | (USD)
1992-03-31 00:00:00 | 2.69 | 2.06 | 2.81 | 5.84 | -1.59 | 1.00099 | 7.49 | -1.28 | -2.53 | -12.27699
1992-06-30 00:00:00 | -1.07 | -0.55 | -0.59 | -1.46 | 0.87 | 0.95274 | -6.84 | 4.03 | 1.9 | 1.60893
1992-09-30 00:00:00 | 0.49 | 0.8 | -0.06 | -1.38 | 3.15 | 0.79971 | 2.88 | 4.3 | 3.16 | 0.97562
1992-12-31 00:00:00 | 1.82 | 2.09 | 2.67 | 4.67 | 7.03 | 0.78598 | 14.94 | 0.26 | 5.04 | -4.3236
1993-03-31 00:00:00 | 4 | 4.4 | 4.63 | 5.42 | 4.17 | 0.76452 | 4.27 | 4.13 | 4.35 | 11.48513
1993-06-30 00:00:00 | 2.72 | 1.83 | 1.97 | 1.4 | 0.81 | 0.76195 | 2.19 | 2.65 | 0.48 | 9.62617
1993-09-30 00:00:00 | 3.42 | 3.86 | 4.23 | 4.32 | 3.7 | 0.77138 | 8.75 | 2.61 | 2.59 | 6.24413
1993-12-31 00:00:00 | 7.84 | 8 | 9.13 | 10.01 | 1.82 | 0.78683 | 2.59 | 0.06 | 2.32 | 0.49688
1994-03-31 00:00:00 | -5.35 | -6.41 | -5.93 | -6.03 | -3.83 | 0.83063 | -2.66 | -2.87 | -3.8 | 3.13645
1994-06-30 00:00:00 | -1.96 | -1.34 | -1.45 | -1.64 | -0.54 | 1.03376 | -3.91 | -1.03 | 0.4 | 4.73827
1994-09-30 00:00:00 | 4.7 | 4.76 | 5.24 | 5.94 | 5.31 | 1.15636 | 6.95 | 0.61 | 4.9 | -0.26249
1994-12-31 00:00:00 | -2.16 | -2.37 | -3.06 | -3.99 | -0.53 | 1.35736 | -1.85 | 0.38 | -0.02 | -1.39191
1995-03-31 00:00:00 | 1.22 | 1.77 | 1.43 | 1.03 | 9.01 | 1.48682 | 4.62 | 5.04 | 9.73 | 1.44721
1995-06-30 00:00:00 | 5.31 | 5.56 | 5.51 | 5.69 | 9.42 | 1.44594 | 9.38 | 6.09 | 9.54 | 0.31248
1995-09-30 00:00:00 | 3.87 | 4.29 | 4.41 | 4.94 | 9.01 | 1.38338 | 9.88 | 1.96 | 7.94 | 3.75224
1995-12-31 00:00:00 | 2.58 | 1.71 | 1.49 | 1.59 | 5.22 | 1.35126 | 2.17 | 4.26 | 6.01 | 3.63479
1996-03-31 00:00:00 | 0.42 | 1.02 | 2.58 | 2.84 | 5.47 | 1.26714 | 5.1 | -1.77 | 5.37 | 2.49465
1996-06-30 00:00:00 | 1.05 | 1.28 | 1.84 | 2.52 | 4.17 | 1.29314 | 5 | 0.57 | 4.48 | 1.19334
1996-09-30 00:00:00 | 1.44 | 1.21 | 0.61 | 0.82 | 2.95 | 1.31829 | 0.34 | 1.85 | 3.1 | -0.52638
1996-12-31 00:00:00 | 4.16 | 4.42 | 4.36 | 4.38 | 7.7 | 1.27927 | 5.2 | 3 | 8.34 | 1.18722
1997-03-31 00:00:00 | 0.11 | 0.08 | -0.12 | 0 | 0.87 | 1.30008 | -5.17 | -0.56 | 2.66 | -1.95351
1997-06-30 00:00:00 | 7.42 | 8.25 | 9.69 | 10.29 | 16.75 | 1.30528 | 16.21 | 3.67 | 17.46 | 12.5499
1997-09-30 00:00:00 | 4.24 | 4.12 | 4.77 | 4.4 | 9.33 | 1.29661 | 14.88 | 3.32 | 7.49 | -1.05941
1997-12-31 00:00:00 | -2.44 | -2.67 | -3.69 | -4.05 | 2.35 | 1.30875 | -3.35 | 2.94 | 2.87 | -8.19131
1998-03-31 00:00:00 | 4.83 | 6.02 | 7.57 | 8.13 | 13.05 | 1.30181 | 10.06 | 1.56 | 13.93 | 14.29497
1998-06-30 00:00:00 | -0.42 | -0.55 | -0.72 | -1.11 | 1.82 | 1.28274 | -4.66 | 2.34 | 3.3 | 0.70163
1998-09-30 00:00:00 | -3.8 | -6.19 | -9.37 | -12.31 | -11.18 | 1.24116 | -20.15 | 4.23 | -9.95 | -14.5511
1998-12-31 00:00:00 | 5.37 | 7.55 | 11.48 | 13.61 | 21.43 | 1.09848 | 16.31 | 0.34 | 21.3 | 20.21527
1999-03-31 00:00:00 | 1.45 | 1.24 | 1.79 | 2.65 | 3.39 | 1.13216 | -5.42 | -0.5 | 4.97 | 1.02986
1999-06-30 00:00:00 | 2.15 | 3.33 | 5.37 | 5.15 | 7.71 | 1.14427 | 15.55 | -0.88 | 7.04 | 2.18738
1999-09-30 00:00:00 | -2.02 | -1.71 | -0.33 | 1 | -6.58 | 1.20307 | -6.32 | 0.68 | -6.25 | 4.03293
1999-12-31 00:00:00 | 9.55 | 16.19 | 26.84 | 35.64 | 16.22 | 1.30356 | 18.44 | -0.12 | 14.88 | 16.63155
2000-03-31 00:00:00 | 2.51 | 3.34 | 7.75 | 8.28 | 4.57 | 1.45204 | 7.08 | 2.21 | 2.28 | -0.3909
2000-06-30 00:00:00 | -2.98 | -4.26 | -5.43 | -7.79 | -3.46 | 1.52513 | -3.78 | 1.74 | -2.66 | -4.25232
2000-09-30 00:00:00 | 1.37 | 1.83 | 0.01 | -0.89 | 0.74 | 1.5931 | 1.11 | 3.01 | -0.98 | -8.34619
2000-12-31 00:00:00 | 1.58 | -6.72 | -10.32 | -15.11 | -9.01 | 1.60095 | -6.91 | 4.21 | -7.83 | -2.99641
2001-03-31 00:00:00 | 0.95 | -8.92 | -12.71 | -15.9 | -12.15 | 1.29144 | -6.51 | 3.04 | -11.86 | -14.03234
2001-06-30 00:00:00 | 3.16 | 3.71 | 4.97 | 4.67 | 6.88 | 0.96567 | 14.29 | 0.56 | 5.85 | -1.67499
2001-09-30 00:00:00 | 0.37 | -10.81 | -14.53 | -16.76 | -15.62 | 0.85384 | -20.79 | 4.61 | -14.7 | -14.31233
2001-12-31 00:00:00 | 7.8 | 9.38 | 13.03 | 14.98 | 11.76 | 0.50783 | 21.09 | 0.05 | 10.69 | 6.84676
2002-03-31 00:00:00 | 0.74 | 0.61 | -0.22 | -0.75 | 0.97 | 0.44896 | 3.98 | 0.09 | 0.28 | 0.05541
2002-06-30 00:00:00 | -6.72 | -8.26 | -10.47 | -11.62 | -13.09 | 0.4464 | -8.35 | 3.69 | -13.44 | -2.82018
2002-09-30 00:00:00 | -10.22 | -12.34 | -14.09 | -16.22 | -17.23 | 0.4268 | -21.4 | 4.58 | -17.24 | -20.12093
2002-12-31 00:00:00 | 4.34 | 4.29 | 4.79 | 4.89 | 8.02 | 0.34848 | 6.16 | 1.57 | 8.4 | 6.19809
2003-03-31 00:00:00 | -0.66 | -2.07 | -3.02 | -3.56 | -3.04 | 0.29829 | -4.49 | 1.39 | -3.1 | -8.82801
2003-06-30 00:00:00 | 9.14 | 12.25 | 14.21 | 15.2 | 16.24 | 0.2728 | 23.42 | 2.5 | 15.41 | 18.09798
2003-09-30 00:00:00 | 2.8 | 3.99 | 5.02 | 6.18 | 3.43 | 0.24138 | 9.08 | -0.15 | 2.57 | 7.57044
2003-12-31 00:00:00 | 7.94 | 9.52 | 9.68 | 11.14 | 12.43 | 0.23713 | 14.52 | 0.32 | 12.13 | 16.80054
2004-03-31 00:00:00 | 2.98 | 3.23 | 3.4 | 3.97 | 2.23 | 0.23713 | 6.26 | 2.66 | 1.8 | 3.74807
2004-06-30 00:00:00 | -1.66 | -1.05 | -1.14 | -0.88 | 1.33 | 0.27875 | 0.47 | -2.44 | 1.75 | -0.68044
2004-09-30 00:00:00 | 1.44 | 0.2 | -1.04 | -1.59 | -1.9 | 0.38677 | -2.86 | 3.2 | -1.96 | -0.74858
2004-12-31 00:00:00 | 5.08 | 7.18 | 8.17 | 8.93 | 10.16 | 0.52063 | 14.09 | 0.95 | 9.22 | 14.98004
2005-03-31 00:00:00 | -0.59 | -0.93 | -1.08 | -1.73 | -2.2 | 0.65998 | -5.34 | -0.48 | -2.13 | -0.76722
2005-06-30 00:00:00 | 0.87 | 1.59 | 1.88 | 2.22 | 2.24 | 0.74908 | 4.32 | 3.01 | 1.37 | -2.00359
2005-09-30 00:00:00 | 2.9 | 5.03 | 6.03 | 6.99 | 4.01 | 0.88219 | 4.69 | -0.67 | 3.6 | 9.84754
2005-12-31 00:00:00 | 0.6 | 1.1 | 1.16 | 1.61 | 2.04 | 1.00387 | 1.13 | 0.59 | 2.03 | 3.78567
2006-03-31 00:00:00 | 2.85 | 4.05 | 5.59 | 6.44 | 5.31 | 1.14925 | 13.94 | -0.65 | 4.28 | 8.78065
2006-06-30 00:00:00 | -0.26 | -1.16 | -1.92 | -2.47 | -1.98 | 1.23711 | -5.02 | -0.08 | -1.46 | -0.26121
2006-09-30 00:00:00 | 1.26 | 0.85 | 0.84 | 0.57 | 4.64 | 1.29567 | 0.44 | 3.81 | 5.65 | 3.422
2006-12-31 00:00:00 | 4.24 | 5.43 | 6.25 | 6.97 | 7.12 | 1.28919 | 8.9 | 1.24 | 6.66 | 10.03672
2007-03-31 00:00:00 | 1.34 | 1.33 | 1.37 | 1.45 | 1.28 | 1.31471 | 1.95 | 1.5 | 0.7 | 3.5207
2007-06-30 00:00:00 | 2.57 | 3.62 | 4.54 | 5.47 | 5.77 | 1.25622 | 4.42 | -0.52 | 6.24 | 5.34251
2007-09-30 00:00:00 | 0.75 | 1.52 | 2.08 | 2.77 | 1.55 | 1.19105 | -3.09 | 2.84 | 2.02 | 1.68558
2007-12-31 00:00:00 | -1.43 | -1.49 | -1.45 | -1.73 | -3.34 | 0.92369 | -4.58 | 3 | -3.36 | -2.04393
2008-03-31 00:00:00 | -3.09 | -4.69 | -5.71 | -7.06 | -9.52 | 0.55962 | -9.9 | 2.17 | -9.47 | -9.52983
2008-06-30 00:00:00 | 0.59 | 0.47 | 1.25 | 1.09 | -1.69 | 0.42532 | 0.58 | -1.02 | -2.73 | -3.50385
2008-09-30 00:00:00 | -9.54 | -11.49 | -14.1 | -15.21 | -8.73 | 0.41866 | -1.11 | -0.49 | -8.49 | -21.04717
2008-12-31 00:00:00 | -7.13 | -12.31 | -15.23 | -18.56 | -22.78 | 0.09541 | -26.12 | 4.58 | -21.85 | -20.32833
2009-03-31 00:00:00 | -1.55 | -2.56 | -2.78 | -3.87 | -10.8 | 0.05828 | -14.95 | 0.12 | -10.93 | -14.64231
2009-06-30 00:00:00 | 10.29 | 13.22 | 15.11 | 18.23 | 16.82 | 0.0454 | 20.69 | 1.78 | 15.94 | 23.75686
2009-09-30 00:00:00 | 9.1 | 9.85 | 10.98 | 12.85 | 16.31 | 0.0426 | 19.28 | 3.74 | 15.56 | 18.7951
2009-12-31 00:00:00 | 2.96 | 3.45 | 3.89 | 4.28 | 5.9 | 0.01787 | 3.87 | 0.2 | 6.01 | 1.79825
2010-03-31 00:00:00 | 2.33 | 2.51 | 2.4 | 2.6 | 5.94 | 0.02639 | 8.85 | 1.78 | 5.41 | 0.22208
2010-06-30 00:00:00 | -3.51 | -6.55 | -7.6 | -9.07 | -11.32 | 0.038 | -9.92 | 3.49 | -11.45 | -14.90674
 |  | Start Date (Qtr) |  |  | End Date (Qtr)
 |  | 2008-12-31 00:00:00 |  |  | 2009-12-31 00:00:00