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AHRP Home Page > Performance Summary

Performance Summary

 as of 3/31/2008
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Percent Average Annual Total Returns

INVESTMENT CHOICE NAME

Trading Symbol

3/31/08 YTD

1 Year

3 Year

5 Year

10 Year

Fidelity Freedom Income Fund

FFFAX

-1.75%

1.41% 4.53%

4.84%

4.66%

Fidelity Freedom 2010 Fund

FFFCX

-5.06%

0.14% 6.19%

8.31%

5.61%

Fidelity Freedom 2020 Fund

FFFDX

-7.27%

-1.32% 7.22%

10.91%

5.61%

Fidelity Freedom 2030 Fund

FFFEX

-9.08%

-2.65% 7.56%

12.04%

5.33%

Fidelity Freedom 2040 Fund

FFFFX

-9.66%

-3.29% 7.66%

12.83%

--

Fidelity Freedom 2050 Fund

FFFHX

-10.24%

-3.53%

--

--

--

STABLE VALUE

 

 

       

AHRP Capital Preservation Account1

N/A

 

       

BOND FUNDS

 

 

       

American Funds Bond Fund of America

ABNDX

-1.40%

-0.06% 3.39%

4.75%

5.29%

Comerica SDA Total Bond Market Index Fund2

  2.50% 8.69% 5.48% 4.27% --

BALANCED (Stocks and Bonds) FUNDS

 

 

       

American Funds Balanced Fund – Class A

ABALX -5.90% -0.45% 5.45% 9.66%

6.96%

Fidelity Balanced Fund

FBALX -7.29% -1.99% 8.05%

12.60%

7.71%

Pax World Balanced Fund2

PAXWX -6.84% 0.65% 6.53% 9.85% 6.51%

LARGE-CAP STOCK FUNDS

 

 

       
Comerica SDA Large Cap Equity Index Fund2   -9.83% -5.75% 5.22% 10.65% --

Fidelity Blue Chip Growth Fund

FBGRX

-10.58%

0.61%

4.57%

8.20%

1.78%

Fidelity Growth & Income Portfolio

FGRIX -10.37% -9.27% 1.73%

6.55%

2.08%

Am Funds Washington Mutual Investors Fund - Class A

AWSHX -7.97% -5.21%

5.87%

11.21%

5.07%

Vanguard Institutional Index

VINIX -9.45% -5.09%

5.81%

11.28%

4.11%

MID-CAP STOCK FUNDS

 

 

       

Comerica SDA Small-Mid Cap Equity Ind Fnd2

  -8.45% -9.87% 5.64% 14.41% --

CRM Mid Cap Value Fund/Inv

CRMMX -8.58% -4.35% 8.40% 18.02% --

Franklin Small-Mid Cap Growth Fund - Class A

FRSGX -14.88% -10.25% 5.47% 12.50% 4.64%

INTERNATIONAL STOCK FUNDS

 

 

       

Am Funds EuroPacific Growth Fund – Class A

AEPGX -7.94% 6.40%

17.36%

23.27%

9.85%

Comerica SDA International Equity Index2

  -9.26% -3.97% 12.37%

20.35%

--

Fidelity Diversified International Fund

FDIVX -9.62% 1.72%

14.57%

22.18%

10.85%

Templeton Developing Markets Trust – Class A

TEDMX -15.25% 7.51%

20.51%

29.46%

10.16%

SMALL-CAP STOCK FUNDS

 

 

       
Morgan Stanley Instl. Sm. Company Growth B MSSMX -11.86% -11.08% 5.28% 15.24% 10.25%
RS Investment Trust: Partners Fund RSPFX -8.63% -15.65% 3.48% 18.42% 9.98%

SECTOR FUNDS

 

 

       

Cohen & Steers Realty Shares

CSRSX 2.70% -18.77%

12.03%

20.00%

11.38%

Allianz Funds: RCM Global Technology/Inst

DRGTX -18.55% 6.00%

10.02%

19.48%

11.25%

MFS® Utilities Fund – Class A

MMUFX -9.41% 6.07%

20.66%

25.49%

10.27%

Hartford HLS Global Health

HIAHX -11.87% -7.72%

7.95%

12.52%

--

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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