| As of the close on 03-28-13 | March | Q1 | 2013 |
| S&P 500 Index Total Return | 3.75% | 10.61% | 10.61% |
| Asset Class Category Average Performance | |||
| Internmediate-Term Bond | 0.16% | 0.31% | 0.31% |
| Domestic Large Cap Value | 3.93% | 11.22% | 11.22% |
| Domestic Mid Cap Value | 4.37% | 12.88% | 12.88% |
| Domestic Small Cap Value | 4.24% | 12.28% | 12.28% |
| Foreign Large Cap Value | 0.97% | 3.28% | 3.28% |
| Foreign Small/Mid Cap Value | 1.43% | 6.88% | 6.88% |
| Domestic Large Cap Growth | 3.31% | 8.92% | 8.92% |
| Domestic Mid Cap Growth | 3.45% | 10.75% | 10.75% |
| Domestic Small Cap Growth | 4.63% | 12.06% | 12.06% |
| Foreign Large Cap Growth | 1.05% | 3.70% | 3.70% |
| Diversified Emerging Markets | -1.00% | -0.25% | -0.25% |
| Gold & Precious Metals Equites | 0.22% | -17.28% | -17.28% |
| Real Estate | 2.75% | 6.78% | 6.78% |
| Broad Basket Commodities | -0.39% | -1.43% | -1.43% |
| Sector Category Average Performance | |||
| Technology | 2.39% | 6.85% | 6.85% |
| Consumer Discretionary | 4.19% | 11.15% | 11.15% |
| Financials | 3.02% | 10.87% | 10.87% |
| Telecommunications | 3.12% | 5.92% | 5.92% |
| Industrials | 3.55% | 11.70% | 11.70% |
| Utilities | 5.00% | 11.40% | 11.40% |
| Natural Resources | 0.95% | 2.49% | 2.49% |
| Real Estate | 2.75% | 6.78% | 6.78% |
| Health Care | 6.53% | 16.07% | 16.07% |
| Consumer Staples | 4.42% | 12.45% | 12.45% |
| Energy | 2.99% | 11.25% | 11.25% |
| Regions | |||
| Europe Stock | 0.17% | 2.64% | 2.64% |
| China Region | -3.09% | -2.46% | -2.46% |
| Japan Stock | 7.24% | 14.32% | 14.32% |
| Latin America | -0.30% | 0.68% | 0.68% |
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.
