Performance
Effective annual compound total return of EFO Model Portfolios for periods ending 12/31/2007 vs. S&P 500
(with dividends). Source: Hulbert Financial Digest & EFO.
1 year
2.5 yrs
5 years
10 years
17 years
Tax-advantaged
10.8%
14.0%
14.7%
15.8%
17.7%
Taxable
13.4%
13.6%
15.1%
12.7%
15.6%
S&P 500 FUND
5.4%
10.9%
11.0%
5.8%
11.3%
#1 fund newsletter tracked by The Hulbert Financial Digest
for 9 and 17 years ending December 2007EFO Model Portfolio Performance by Year
1999 2000 2001 2002 2003 2004 2005 2006 2007 Tx-Adv +77.4 -0.1 +7.2 -11.8 +34.3 +20.4 +9.2 +17.8 +10.8* Txbl +54.0 -10.8 +2.9 -12.4 +34.7 +22.2 +8.3 +15.3 +13.4 Wlshr +23.5 -10.9 -11.0 -20.9 +31.6 +12.6 +6.0 +15.7 +5.5 *Reflects account at Schwab (EFO's recommended custodian), where one load fund purchased is available no-load. Hulbert's 9.5% reflects the load.
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