Copyright © 2009-2011 Cohne Holdings LLC. All rights reserved.
RETURNS as of 2/28/2011
5, 3 & 1 year returns are annualized.
Mutual Fund Models YTD 2010 2009
Aggressive Growth 3.2 6.9 36.4
Growth 2.7 7.4 36.2
Growth & Income 1.4 3.0 29.6
Income 0.2 2.8 26.8
S&P 500 Index 5.5 15.1 26.5
ETF Models YTD 5Yr 3Yr 1Yr Risk
Growth 7.9 16.0 13.5 15.5 0.95
Moderate Growth 6.5 15.6 14.5 17.5 0.86
Conservative Growth 3.1 12.1 11.4 8.6 0.61
Conservative Income 3.2 10.2 9.5 7.8 0.41
S&P 500 Index 5.5 2.5 1.7 22.2 1.00
Trading Models YTD 5Yr 3Yr 1Yr Risk
Stock Model 5.7 47.2 32.2 46.3 1.22
Penny Stock Model 89.9 89.9 104.0 200.4 1.68
ETF Rotation Model -2.7 48.2 37.5 27.1 1.41
S&P 500 Index 5.5 2.5 1.7 22.2 1.00
Questions?
Research & Investment Team
Phone (781) 836-4840