| As of the close on 12-31-12 | Dec | Q4 | 2012 |
| S&P 500 Index Total Return | 0.91% | -0.38% | 16.00% |
| Asset Class Category Average Performance | |||
| Internmediate-Term Bond | 0.07% | 0.75% | 6.87% |
| Large Cap Value | 1.56% | 0.96% | 14.53% |
| Mid Cap Value | 2.34% | 3.28% | 16.43% |
| Small Cap Value | 3.52% | 3.78% | 16.16% |
| Foreign Large Cap Value | 3.91% | 6.65% | 16.49% |
| Foreign Small/Mid Cap Value | 4.43% | 6.30% | 20.55% |
| Large Cap Growth | 1.57% | -0.63% | 15.26% |
| Mid Cap Growth | 1.56% | 1.15% | 13.89% |
| Small Cap Growth | 2.31% | -0.09% | 13.24% |
| Foreign Large Cap Growth | 2.83% | 5.32% | 17.88% |
| Diversified Emerging Markets | 4.98% | 6.01% | 18.06% |
| Gold & Precious Metals Equites | -3.09% | -13.16% | -8.66% |
| Real Estate | 3.46% | 2.31% | 17.64% |
| Broad Basket Commodities | -1.97% | -5.35% | -0.32% |
| Sector Category Average Performance | |||
| Technology | 1.55% | -1.69% | 13.19% |
| Consumer Discretionary | -0.24% | 1.12% | 21.76% |
| Financials | 3.90% | 4.49% | 24.68% |
| Telecommunications | 1.70% | 0.02% | 15.57% |
| Industrials | 3.94% | 7.81% | 19.13% |
| Utilities | 1.02% | -0.51% | 7.26% |
| Natural Resources | 2.56% | -0.06% | 4.41% |
| Real Estate | 3.46% | 2.31% | 17.64% |
| Health Care | 0.09% | -1.38% | 21.46% |
| Consumer Staples | -1.27% | 0.44% | 14.65% |
| Energy | 1.17% | -1.00% | 1.42% |
| Regions | |||
| Europe Stock | 3.54% | 6.87% | 20.94% |
| China Region | 5.29% | 10.91% | 17.08% |
| Japan Stock | 5.72% | 6.98% | 10.42% |
| Latin America | 7.80% | 5.38% | 9.88% |
Jon R. Orcutt is the founder of Allocation For Life, Author of The Allocation For Life Investment Newsletter, Author of "Master The Markets With Mutual Funds: A Common Sense Guide To Investing Success" and manager/creator of the AFL Models available to Allocation For Life subscribers at Folio Investing.
