S&P 500 vs Callan Diversified Portfolio
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"Diversified Portfolio" Securities20 Year Average199619971998199920002001200220032004200520062007 * 20082009201020112012201320142015"Diversified Portfolio" Securities
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Barclays Agg5.743.649.648.70.8211.638.4310.264.14.342.434.336.975.245.936.547.844.21-2.025.970.55Barclays Agg
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MSCI EAFE6.976.051.782026.96-14.17-21.44-15.9438.5920.2513.5426.3411.17-43.3831.787.75-12.1417.3222.78-4.9-0.81MSCI EAFE
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Barclays Crop High Yield
8.4611.3512.761.872.39-5.865.28-1.4128.911.132.7411.851.87-26.1658.2115.124.9815.817.442.45-4.47Barclays Corp High Yield
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S&P 500 Value9.972229.9814.6912.736.08-11.71-20.8531.7915.715.8220.811.99-39.2221.9715.10.4817.6831.9912.36-3.13S&P 500 Value
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Russell 2000 Growth9.4511.2612.951.2343.09-22.43-9.23-30.2648.5414.314.1513.357.05-38.5434.4729.09-2.9114.5943.35.6-1.38Russell 2000 Growth
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S&P500 Growth10.9023.9736.5242.1628.24-22.08-12.73-23.5925.666.13411.019.13-34.9231.5715.054.6514.6132.7514.895.52S&P500 Growth
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Russell 200010.0316.4922.36-2.5512.26-3.022.49-20.4847.2618.334.5518.37-1.57-33.7927.1726.85-4.1816.3538.824.89-4.41Russell 2000
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Russell 2000 Value11.8321.3731.78-6.45-1.4922.8314.02-11.4246.0322.254.7123.48-9.78-28.9220.5824.5-5.518.0534.524.22-7.47Russell 2000 Value
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MSCI Emerging Markets11.796.03-11.59-25.3466.42-30.61-2.37-6.0056.2825.9534.5432.5936.78-53.1879.0219.20-18.1718.63-2.27-1.82-14.60MSCI Emerging Markets
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Average of Average Returns
9.4613.5716.246.0321.27-6.40-3.03-13.3036.3515.388.5018.017.07-32.5434.5217.69-2.7715.2523.034.85-3.36
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Single Security Portfolio20 Year Average19961997199819992000200120022003200420052006200720082009201020112012201320142015Single Security Portfolio
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S&P 50010.3922.9833.3628.5821.04-9.11-11.89-22.128.6810.884.9115.795.49-37.0026.4715.062.1116.0032.3913.691.38S&P 500
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* In 2008, the year when the market lost OVER half its value at one point, the diversified portfolio of 10 securities lost 32.5%, the S&P lost 37% of its value. Missing out on the superior overall performance of the S&P 500 is a high price to pay just to lose a little less in the worst market in 80 years.*
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