Returns

Scenario 1 Scenario 2 Scenario 3 Scenario 4 Scenario 5

Foreign Stock (FS) 10.06% 13.12% 13.47% 45.42% -21.93%
Intermediate Term Bond (IB) 17.64% 3.25% 7.51% -1.33% 7.36%
Large Cap Growth (LG) 32.41% 18.71% 33.28% 41.46% -23.26%
Large Cap Value (LV) 32.36% 20.61% 12.93% 7.06% -5.37%
Small Cap Growth (SG) 33.44% 19.40% 3.85% 58.68% -9.02%
Small Cap Value (SV) 24.56% 25.32% -6.70% 5.43% 17.31%

Starting Value Buy Sell Final Value

Foreign Stock (FS) 10,000 5,026.85 - 15,026.85
Intermediate Term Bond (IB) 10,000 41,268.53 - 51,268.53
Large Cap Growth (LG) 10,000 - 5,060.68 4,939.32
Large Cap Value (LV) 40,000 - 40,000.00 -
Small Cap Growth (SG) 10,000 - 10,000.00 -
Small Cap Value (SV) 20,000 7,674.99 - 27,674.99
Sum Invested 100,000
Transaction Cost @ 1% 1,090
Amount Invested + Trans Cost 100,000

Scenario 1 Scenario 2 Scenario 3 Scenario 4 Scenario 5

Returns 18953.28 11569.20 5663.97 9693.92 4119.63
Deviation -8953.28 -1569.20 4336.03 306.08 5880.37
Squared deviation 80161242.57 2462402.61 18801193.32 93685.15 34578762.74
Transaction Cost
50.27
412.69
50.61
400.00
100.00
76.75

Average Return
10000

27219457.28 Min Variance

 Returns
Scenario 1 Scenario 2 Scenario 3 Scenario 4 Scenario 5
Foreign Stock (FS) 10.06% 13.12% 13.47% 45.42% -21.93%
Intermediate Term Bond (IB) 17.64% 3.25% 7.51% -1.33% 7.36%
Large Cap Growth (LG) 32.41% 18.71% 33.28% 41.46% -23.26%
Large Cap Value (LV) 32.36% 20.61% 12.93% 7.06% -5.37%
Small Cap Growth (SG) 33.44% 19.40% 3.85% 58.68% -9.02%
Small Cap Value (SV) 24.56% 25.32% -6.70% 5.43% 17.31%

Starting Value Buy Sell Final Value

Foreign Stock (FS) 10,000 6,472.44 - 16,472.44
Intermediate Term Bond (IB) 10,000 46,302.16 - 56,302.16
Large Cap Growth (LG) 10,000 - 4,515.25 5,484.75
Large Cap Value (LV) 50,000 - 50,000.00 -
Small Cap Growth (SG) 10,000 - 10,000.00 -
Small Cap Value (SV) 20,000 10,463.13 - 30,463.13
Sum Invested 110,000
Transaction Cost @ 1% 1,278
Amount Invested + Trans Cost 110,000

Scenario 1 Scenario 2 Scenario 3 Scenario 4 Scenario 5

Returns 20848.18 12730.46 6231.42 10661.09 4528.85
Deviation -9848.18 -1730.46 4768.58 338.91 6471.15
Squared deviation 96986617.99 2994503.56 22739318.56 114862.91 41875799.63
Transaction Cost
64.72
563.02
45.15
500.00
100.00
104.63

Average Return
11000

32942220.53 Min Variance