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AHRP Home Page > Performance Summary

Performance Summary

 as of 6/30/2008
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Percent Average Annual Total Returns

INVESTMENT CHOICE NAME

Trading Symbol

6/30/08 YTD

1 Year

3 Year

5 Year

10 Year

Fidelity Freedom Income Fund

FFFAX

-1.42%

0.03% 4.06%

4.11%

4.50%

Fidelity Freedom 2010 Fund

FFFCX

-4.89%

-3.45% 5.49%

6.58%

5.42%

Fidelity Freedom 2020 Fund

FFFDX

-7.07%

-6.04% 6.53%

8.40%

5.42%

Fidelity Freedom 2030 Fund

FFFEX

-8.85%

-8.21% 6.92%

9.20%

5.16%

Fidelity Freedom 2040 Fund

FFFFX

-9.35%

-9.00% 7.06%

9.71%

--

Fidelity Freedom 2050 Fund

FFFHX

-10.13%

-9.68%

--

--

--

STABLE VALUE

 

 

       

AHRP Capital Preservation Account1

N/A

 

       

BOND FUNDS

 

 

       

American Funds Bond Fund of America

ABNDX

-1.35%

0.26% 2.65%

3.66%

5.14%

Comerica SDA Total Bond Market Index Fund2

  1.28% 8.17% 4.11% 3.56% --

BALANCED (Stocks and Bonds) FUNDS

 

 

       

American Funds Balanced Fund – Class A

ABALX -8.49% -7.81% 3.90% 6.46%

6.71%

Fidelity Balanced Fund

FBALX -6.54% -6.09% 7.17%

9.69%

7.55%

Pax World Balanced Fund2

PAXWX -6.76% -4.74% 5.82% 8.16% 6.15%

LARGE-CAP STOCK FUNDS

 

 

       
Comerica SDA Large Cap Equity Index Fund2   -12.23% -13.65% 3.81% 7.03% --

Fidelity Blue Chip Growth Fund

FBGRX

-10.12%

-6.10%

4.07%

5.66%

1.41%

Fidelity Growth & Income Portfolio

FGRIX -19.43% -24.08% -2.11%

2.26%

0.70%

Am Funds Washington Mutual Investors Fund - Class A

AWSHX -12.21% -15.26%

3.74%

6.96%

4.54%

Vanguard Institutional Index

VINIX -11.93% -13.13%

4.37%

7.54%

--

MID-CAP STOCK FUNDS

 

 

       

Comerica SDA Small-Mid Cap Equity Ind Fnd2

  -4.53% -9.30% 6.37% 12.02% --

CRM Mid Cap Value Fund/Inv

CRMMX -8.40% -10.52% 7.78% 14.24% --

Franklin Small-Mid Cap Growth Fund - Class A

FRSGX -10.65% -12.09% 5.80% 9.74% 5.64%

INTERNATIONAL STOCK FUNDS

 

 

       

Am Funds EuroPacific Growth Fund – Class A

AEPGX -10.10% -4.18%

16.13%

18.70%

9.61%

Comerica SDA International Equity Index2

  -11.10% -11.42% 12.01%

15.73%

--

Fidelity Diversified International Fund

FDIVX -9.67% -5.66%

14.39%

17.85%

10.58%

Templeton Developing Markets Trust – Class A

TEDMX -16.49% -6.37%

18.46%

24.29%

12.73%

SMALL-CAP STOCK FUNDS

 

 

       
Morgan Stanley Instl. Sm. Company Growth B MSSMX -13.32% -15.75% 2.33% 10.32% 9.81%
RS Investment Trust: Partners Fund RSPFX -3.41% -15.63% 3.61% 14.53% 11.73%

SECTOR FUNDS

 

 

       

Cohen & Steers Realty Shares

CSRSX -2.60% -15.28%

4.97%

15.75%

11.33%

Allianz Funds: RCM Global Technology/Inst

DRGTX -16.60% -3.20%

9.56%

12.71%

10.27%

MFS® Utilities Fund – Class A

MMUFX -1.92% 5.45%

21.07%

22.90%

11.16%

Hartford HLS Global Health

HIAHX -8.51% -6.77%

7.12%

9.02%

--

Where no value is indicated, these accounts do not have a lengthy history.

1This is a fixed interest account using a compounded interest rate. It is not a mutual fund. It is the only investment choice with a rate of return that is known in advance, thus historical rates are not shown. The compounded interest rate for 2008 is 5.20%.

2Socially Screened Fund - excludes investing in companies involved in the alcohol, tobacco, pornography, and gambling industries among other restrictions.
 

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