期待: 《三体》译者签约仪式举行 预计明年亮相美国 (转自搜狐)# SciFiction - 星际浪子
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金融菜鸟一个,请帮忙选一下。。
Average Annual Total
Short Bonds/Stable/MMkt 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5
yrs. 10 yrs. Since* Inception Expense Ratio
Stable Value
Transamerica Stable Value Advantage Account 1.65 1.62 1.62 1.68
2.03 2.46 3.09 N/A N/A
N/A N/A N/A N/A N/A N/A N/A N/A
Interm./Long-Term Bond 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5
yrs. 10 yrs. Since* Inception Expense Ratio
Intermediate-Term Bonds
PIMCO Total Return Ret Acct -0.60 1.20 1.20 -1.80 3.47 6.
20 5.15 N/A 1.15
Barclays US Aggregate Bond -0.17 1.84 1.84 -0.10 3.75 4.80
4.46 N/A
Government Bonds
American Century Inflation-Adjusted Bond Ret Acct -0.60 1.73 1.73
-7.47 2.63 3.94 3.68 N/A 0.97
Barclays US Treasury US TIPS -0.47 1.95 1.95 -6.49 3.50 4.
91 4.52 N/A
JPMorgan Government Securities Ret Acct -0.46 1.34 1.34 -2.02
2.03 2.76 2.46 N/A 1.09
Barclays US Government -0.27 1.31 1.31 -1.17 3.18 2.73
3.98 N/A
Aggressive Bonds 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
High Yield Bonds
Federated Institutional High Yield Bond Ret Acct 0.30 3.02 3.02
6.89 8.30 15.74 7.87 N/A 1.20
BofAML US High Yield Master II 0.23 3.00 3.00 7.57 8.71 18
.19 8.54 N/A
World/Foreign Bonds
Templeton Global Bond Ret Acct 1.55 0.62 0.62 1.34 4.15 8
.83 8.16 N/A 1.13
Citigroup WGBI NonUSD -0.02 3.22 3.22 2.43 1.37 4.15 4.
27 N/A
Large-Cap Stocks 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
Large-Cap Value Stocks
Invesco Diversified Dividend Ret Acct 1.58 3.80 3.80 18.71
14.29 21.04 8.28 N/A 0.94
Russell 1000 Value 2.39 3.02 3.02 21.57 14.80 21.75 7.
58 N/A
Large-Cap Blend Stocks
American Funds Fundamental Investors Ret Acct -0.06 0.42 0.42
21.30 12.20 19.55 8.60 N/A 0.96
Russell 1000 0.64 2.05 2.05 22.41 14.75 21.73 7.80 N
/A
Vanguard Total Stock Market Index Ret Acct 0.52 2.02 2.02 22.14
13.91 21.19 7.21 N/A 0.80
Russell 1000 0.64 2.05 2.05 22.41 14.75 21.73 7.80 N
/A
Large-Cap Growth Stocks
American Funds AMCAP Ret Acct -1.33 3.05 3.05 27.56 15.57
21.96 7.69 N/A 1.03
Russell 1000 Growth -1.01 1.12 1.12 23.22 14.62 21.68 7
.86 N/A
Small/Mid-Cap Stocks 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
Mid-Cap Value Stocks
RidgeWorth Mid-Cap Value Equity Ret Acct 1.44 3.37 3.37 21.86
12.35 24.72 11.33 N/A 1.34
Russell MidCap Value 1.54 5.22 5.22 22.95 15.17 26.35
10.24 N/A
Mid-Cap Blend Stocks
ClearBridge Mid Cap Core Ret Acct 0.37 2.84 2.84 27.01 14.34
22.28 9.11 N/A 1.47
Russell Mid Cap -0.27 3.53 3.53 23.51 14.39 25.55 10.05
N/A
SSgA S&P Mid Cap Index Ret Acct 0.35 3.02 3.02 20.66 12.61
23.92 9.34 N/A 0.79
S&P Midcap 400 0.37 3.04 3.04 21.24 13.37 24.86 10.14
N/A
Mid-Cap Growth Stocks
Neuberger Berman Genesis Ret Acct 0.85 -1.29 -1.29 21.21 12.
10 21.10 10.19 N/A 1.46
Russell Mid Cap Growth -1.85 2.04 2.04 24.22 13.52 24.73
9.47 N/A
Wells Fargo Advantage Discovery Ret Acct -4.00 -1.36 -1.36 24.
50 13.87 25.71 10.72 N/A 1.43
Russell Mid Cap Growth -1.85 2.04 2.04 24.22 13.52 24.73
9.47 N/A
Small-Cap Value Stocks
DFA U.S. Targeted Value Portfolio Ret Acct 1.99 2.16 2.16 27.70
13.89 26.43 9.12 N/A 1.12
Russell 2000 Value 1.24 1.78 1.78 22.65 12.74 23.33 8.
07 N/A
Small-Cap Blend Stocks
SSgA Russell Small Cap Index Ret Acct -0.66 1.17 1.17 24.53
12.62 23.58 7.85 N/A 0.84
Russell 2000 -0.68 1.12 1.12 24.90 13.18 24.31 8.53
N/A
Small-Cap Growth Stocks
Invesco Small Cap Growth Ret Acct -1.43 2.75 2.75 27.34 14.
67 24.76 9.51 N/A 1.18
Russell 2000 Growth -2.46 0.48 0.48 27.19 13.61 25.24 8
.87 N/A
Real Estate
Vanguard REIT Index Ret Acct 0.53 9.95 9.95 3.78 9.90 27.
83 7.64 N/A 0.83
S&P United States REIT 0.54 9.94 9.94 4.15 10.64 28.73
8.16 N/A
International Stocks 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
World/Foreign Stocks
American Funds EuroPacific Growth Ret Acct -0.77 0.69 0.69 17.
54 6.17 15.28 7.99 N/A 1.12
MSCI ACWI Ex USA 0.26 0.51 0.51 12.31 4.15 15.52 7.12
N/A
American Funds New Perspective Ret Acct -1.26 0.32 0.32 19.62
10.61 18.50 8.55 N/A 1.10
MSCI ACWI 0.44 1.08 1.08 16.55 8.55 17.80 6.97 N/A
SSgA International Index Ret Acct -0.57 0.74 0.74 17.19 6.66
15.32 5.83 N/A 0.95
MSCI ACWI Ex USA 0.26 0.51 0.51 12.31 4.15 15.52 7.12
N/A
World/Foreign Small-Cap Stocks
Columbia Acorn International Ret Acct -0.26 1.22 1.22 15.42
8.15 20.94 11.27 N/A 1.35
MSCI World Ex USA SMID -0.53 2.83 2.83 19.27 6.83 19.33
8.27 N/A
Multi-Asset/Other 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
Sector
Goldman Sachs Technology Tollkeeper Ret Acct -4.02 0.91 0.91 24
.91 10.05 20.72 9.76 N/A 1.65
Morningstar SEC/Technology 0.02 2.99 2.99 26.06 12.80 21.
48 8.18 N/A
Target Date Investment Choices
Vanguard Target Retirement Income Ret Acct 0.06 1.58 1.58 4.43
5.48 9.31 4.49 N/A 0.91
Morningstar Lifetime Moderate Income -0.05 1.84 1.84 5.20 5.
98 9.90 6.12 N/A
Vanguard Target Retirement 2010 Ret Acct (Perf. Incp.: 06/06/2006) 0.15
1.68 1.68 6.69 6.37 11.35 N/A 5.27 0.91
Morningstar Lifetime Moderate 2010 0.10 2.22 2.22 7.18 7.14
12.39 6.97 N/A
Vanguard Target Retirement 2015 Ret Acct 0.20 1.76 1.76 9.42
7.34 12.93 5.33 N/A 0.91
Morningstar Lifetime Moderate 2015 0.17 2.34 2.34 8.47 7.67
13.68 7.33 N/A
Vanguard Target Retirement 2020 Ret Acct (Perf. Incp.: 06/06/2006) 0.29
1.80 1.80 11.44 8.05 14.15 N/A 5.71 0.91
Morningstar Lifetime Moderate 2020 0.25 2.40 2.40 10.17 8.25
15.21 7.66 N/A
Vanguard Target Retirement 2025 Ret Acct 0.31 1.77 1.77 12.91
8.57 15.27 5.65 N/A 0.92
Morningstar Lifetime Moderate 2025 0.35 2.39 2.39 12.34 8.92
16.83 7.94 N/A
Vanguard Target Retirement 2030 Ret Acct (Perf. Incp.: 06/06/2006) 0.35
1.73 1.73 14.41 9.10 16.37 N/A 5.81 0.92
Morningstar Lifetime Moderate 2030 0.44 2.32 2.32 14.51 9.57
18.15 8.18 N/A
Vanguard Target Retirement 2035 Ret Acct 0.40 1.70 1.70 15.90
9.59 17.34 6.13 N/A 0.93
Morningstar Lifetime Moderate 2035 0.51 2.23 2.23 16.05 10.02
18.94 8.35 N/A
Vanguard Target Retirement 2040 Ret Acct (Perf. Incp.: 06/06/2006) 0.41
1.66 1.66 16.91 10.03 17.63 N/A 6.08 0.93
Morningstar Lifetime Moderate 2040 0.54 2.16 2.16 16.72 10.18
19.25 8.47 N/A
Vanguard Target Retirement 2045 Ret Acct 0.44 1.69 1.69 16.92
10.04 17.65 6.51 N/A 0.93
Morningstar Lifetime Moderate 2045 0.56 2.13 2.13 16.75 10.09
19.30 8.51 N/A
Vanguard Target Retirement 2050 Ret Acct (Perf. Incp.: 06/06/2006) 0.42
1.66 1.66 16.90 10.03 17.65 N/A 6.13 0.93
Morningstar Lifetime Moderate 2050 0.57 2.11 2.11 16.61 9.95
19.28 8.54 N/A
Vanguard Target Retirement 2055 Ret Acct (Perf. Incp.: 08/17/2010) 0.45
1.71 1.71 16.95 10.14 N/A N/A 13.95 0.93
Morningstar Lifetime Moderate 2050 0.57 2.11 2.11 16.61 9.95
19.28 8.54 N/A
Asset Allocation Investment Choices
Compass EMP Conservative Balanced Portfolio Ret Acct (Perf. Incp.: 12/30/
2008) 0.05 1.20 1.20 3.16 2.82 7.25 N/A 6.66 1.
40
N/A N/A N/A N/A N/A N/A N/A N/A
Compass EMP Multi Asset Balanced Portfolio Ret Acct (Perf. Incp.: 12/30/2008
) 0.25 1.59 1.59 8.94 2.53 9.00 N/A 7.50 1.43
N/A N/A N/A N/A N/A N/A N/A N/A
Compass EMP All Growth Portfolio Ret Acct (Perf. Incp.: 12/30/2008) 0.58
1.77 1.77 16.34 2.92 11.48 N/A 8.70 1.50
N/A N/A N/A N/A N/A N/A N/A N/A
Alternative Investments
Compass EMP Alternative Strategies Ret Acct (Perf. Incp.: 12/29/2009) 0.
29 2.38 2.38 4.09 -2.75 N/A N/A 0.74 1.70
Average Annual Total
Short Bonds/Stable/MMkt 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5
yrs. 10 yrs. Since* Inception Expense Ratio
Stable Value
Transamerica Stable Value Advantage Account 1.65 1.62 1.62 1.68
2.03 2.46 3.09 N/A N/A
N/A N/A N/A N/A N/A N/A N/A N/A
Interm./Long-Term Bond 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5
yrs. 10 yrs. Since* Inception Expense Ratio
Intermediate-Term Bonds
PIMCO Total Return Ret Acct -0.60 1.20 1.20 -1.80 3.47 6.
20 5.15 N/A 1.15
Barclays US Aggregate Bond -0.17 1.84 1.84 -0.10 3.75 4.80
4.46 N/A
Government Bonds
American Century Inflation-Adjusted Bond Ret Acct -0.60 1.73 1.73
-7.47 2.63 3.94 3.68 N/A 0.97
Barclays US Treasury US TIPS -0.47 1.95 1.95 -6.49 3.50 4.
91 4.52 N/A
JPMorgan Government Securities Ret Acct -0.46 1.34 1.34 -2.02
2.03 2.76 2.46 N/A 1.09
Barclays US Government -0.27 1.31 1.31 -1.17 3.18 2.73
3.98 N/A
Aggressive Bonds 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
High Yield Bonds
Federated Institutional High Yield Bond Ret Acct 0.30 3.02 3.02
6.89 8.30 15.74 7.87 N/A 1.20
BofAML US High Yield Master II 0.23 3.00 3.00 7.57 8.71 18
.19 8.54 N/A
World/Foreign Bonds
Templeton Global Bond Ret Acct 1.55 0.62 0.62 1.34 4.15 8
.83 8.16 N/A 1.13
Citigroup WGBI NonUSD -0.02 3.22 3.22 2.43 1.37 4.15 4.
27 N/A
Large-Cap Stocks 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
Large-Cap Value Stocks
Invesco Diversified Dividend Ret Acct 1.58 3.80 3.80 18.71
14.29 21.04 8.28 N/A 0.94
Russell 1000 Value 2.39 3.02 3.02 21.57 14.80 21.75 7.
58 N/A
Large-Cap Blend Stocks
American Funds Fundamental Investors Ret Acct -0.06 0.42 0.42
21.30 12.20 19.55 8.60 N/A 0.96
Russell 1000 0.64 2.05 2.05 22.41 14.75 21.73 7.80 N
/A
Vanguard Total Stock Market Index Ret Acct 0.52 2.02 2.02 22.14
13.91 21.19 7.21 N/A 0.80
Russell 1000 0.64 2.05 2.05 22.41 14.75 21.73 7.80 N
/A
Large-Cap Growth Stocks
American Funds AMCAP Ret Acct -1.33 3.05 3.05 27.56 15.57
21.96 7.69 N/A 1.03
Russell 1000 Growth -1.01 1.12 1.12 23.22 14.62 21.68 7
.86 N/A
Small/Mid-Cap Stocks 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
Mid-Cap Value Stocks
RidgeWorth Mid-Cap Value Equity Ret Acct 1.44 3.37 3.37 21.86
12.35 24.72 11.33 N/A 1.34
Russell MidCap Value 1.54 5.22 5.22 22.95 15.17 26.35
10.24 N/A
Mid-Cap Blend Stocks
ClearBridge Mid Cap Core Ret Acct 0.37 2.84 2.84 27.01 14.34
22.28 9.11 N/A 1.47
Russell Mid Cap -0.27 3.53 3.53 23.51 14.39 25.55 10.05
N/A
SSgA S&P Mid Cap Index Ret Acct 0.35 3.02 3.02 20.66 12.61
23.92 9.34 N/A 0.79
S&P Midcap 400 0.37 3.04 3.04 21.24 13.37 24.86 10.14
N/A
Mid-Cap Growth Stocks
Neuberger Berman Genesis Ret Acct 0.85 -1.29 -1.29 21.21 12.
10 21.10 10.19 N/A 1.46
Russell Mid Cap Growth -1.85 2.04 2.04 24.22 13.52 24.73
9.47 N/A
Wells Fargo Advantage Discovery Ret Acct -4.00 -1.36 -1.36 24.
50 13.87 25.71 10.72 N/A 1.43
Russell Mid Cap Growth -1.85 2.04 2.04 24.22 13.52 24.73
9.47 N/A
Small-Cap Value Stocks
DFA U.S. Targeted Value Portfolio Ret Acct 1.99 2.16 2.16 27.70
13.89 26.43 9.12 N/A 1.12
Russell 2000 Value 1.24 1.78 1.78 22.65 12.74 23.33 8.
07 N/A
Small-Cap Blend Stocks
SSgA Russell Small Cap Index Ret Acct -0.66 1.17 1.17 24.53
12.62 23.58 7.85 N/A 0.84
Russell 2000 -0.68 1.12 1.12 24.90 13.18 24.31 8.53
N/A
Small-Cap Growth Stocks
Invesco Small Cap Growth Ret Acct -1.43 2.75 2.75 27.34 14.
67 24.76 9.51 N/A 1.18
Russell 2000 Growth -2.46 0.48 0.48 27.19 13.61 25.24 8
.87 N/A
Real Estate
Vanguard REIT Index Ret Acct 0.53 9.95 9.95 3.78 9.90 27.
83 7.64 N/A 0.83
S&P United States REIT 0.54 9.94 9.94 4.15 10.64 28.73
8.16 N/A
International Stocks 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
World/Foreign Stocks
American Funds EuroPacific Growth Ret Acct -0.77 0.69 0.69 17.
54 6.17 15.28 7.99 N/A 1.12
MSCI ACWI Ex USA 0.26 0.51 0.51 12.31 4.15 15.52 7.12
N/A
American Funds New Perspective Ret Acct -1.26 0.32 0.32 19.62
10.61 18.50 8.55 N/A 1.10
MSCI ACWI 0.44 1.08 1.08 16.55 8.55 17.80 6.97 N/A
SSgA International Index Ret Acct -0.57 0.74 0.74 17.19 6.66
15.32 5.83 N/A 0.95
MSCI ACWI Ex USA 0.26 0.51 0.51 12.31 4.15 15.52 7.12
N/A
World/Foreign Small-Cap Stocks
Columbia Acorn International Ret Acct -0.26 1.22 1.22 15.42
8.15 20.94 11.27 N/A 1.35
MSCI World Ex USA SMID -0.53 2.83 2.83 19.27 6.83 19.33
8.27 N/A
Multi-Asset/Other 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5 yrs.
10 yrs. Since* Inception Expense Ratio
Sector
Goldman Sachs Technology Tollkeeper Ret Acct -4.02 0.91 0.91 24
.91 10.05 20.72 9.76 N/A 1.65
Morningstar SEC/Technology 0.02 2.99 2.99 26.06 12.80 21.
48 8.18 N/A
Target Date Investment Choices
Vanguard Target Retirement Income Ret Acct 0.06 1.58 1.58 4.43
5.48 9.31 4.49 N/A 0.91
Morningstar Lifetime Moderate Income -0.05 1.84 1.84 5.20 5.
98 9.90 6.12 N/A
Vanguard Target Retirement 2010 Ret Acct (Perf. Incp.: 06/06/2006) 0.15
1.68 1.68 6.69 6.37 11.35 N/A 5.27 0.91
Morningstar Lifetime Moderate 2010 0.10 2.22 2.22 7.18 7.14
12.39 6.97 N/A
Vanguard Target Retirement 2015 Ret Acct 0.20 1.76 1.76 9.42
7.34 12.93 5.33 N/A 0.91
Morningstar Lifetime Moderate 2015 0.17 2.34 2.34 8.47 7.67
13.68 7.33 N/A
Vanguard Target Retirement 2020 Ret Acct (Perf. Incp.: 06/06/2006) 0.29
1.80 1.80 11.44 8.05 14.15 N/A 5.71 0.91
Morningstar Lifetime Moderate 2020 0.25 2.40 2.40 10.17 8.25
15.21 7.66 N/A
Vanguard Target Retirement 2025 Ret Acct 0.31 1.77 1.77 12.91
8.57 15.27 5.65 N/A 0.92
Morningstar Lifetime Moderate 2025 0.35 2.39 2.39 12.34 8.92
16.83 7.94 N/A
Vanguard Target Retirement 2030 Ret Acct (Perf. Incp.: 06/06/2006) 0.35
1.73 1.73 14.41 9.10 16.37 N/A 5.81 0.92
Morningstar Lifetime Moderate 2030 0.44 2.32 2.32 14.51 9.57
18.15 8.18 N/A
Vanguard Target Retirement 2035 Ret Acct 0.40 1.70 1.70 15.90
9.59 17.34 6.13 N/A 0.93
Morningstar Lifetime Moderate 2035 0.51 2.23 2.23 16.05 10.02
18.94 8.35 N/A
Vanguard Target Retirement 2040 Ret Acct (Perf. Incp.: 06/06/2006) 0.41
1.66 1.66 16.91 10.03 17.63 N/A 6.08 0.93
Morningstar Lifetime Moderate 2040 0.54 2.16 2.16 16.72 10.18
19.25 8.47 N/A
Vanguard Target Retirement 2045 Ret Acct 0.44 1.69 1.69 16.92
10.04 17.65 6.51 N/A 0.93
Morningstar Lifetime Moderate 2045 0.56 2.13 2.13 16.75 10.09
19.30 8.51 N/A
Vanguard Target Retirement 2050 Ret Acct (Perf. Incp.: 06/06/2006) 0.42
1.66 1.66 16.90 10.03 17.65 N/A 6.13 0.93
Morningstar Lifetime Moderate 2050 0.57 2.11 2.11 16.61 9.95
19.28 8.54 N/A
Vanguard Target Retirement 2055 Ret Acct (Perf. Incp.: 08/17/2010) 0.45
1.71 1.71 16.95 10.14 N/A N/A 13.95 0.93
Morningstar Lifetime Moderate 2050 0.57 2.11 2.11 16.61 9.95
19.28 8.54 N/A
Asset Allocation Investment Choices
Compass EMP Conservative Balanced Portfolio Ret Acct (Perf. Incp.: 12/30/
2008) 0.05 1.20 1.20 3.16 2.82 7.25 N/A 6.66 1.
40
N/A N/A N/A N/A N/A N/A N/A N/A
Compass EMP Multi Asset Balanced Portfolio Ret Acct (Perf. Incp.: 12/30/2008
) 0.25 1.59 1.59 8.94 2.53 9.00 N/A 7.50 1.43
N/A N/A N/A N/A N/A N/A N/A N/A
Compass EMP All Growth Portfolio Ret Acct (Perf. Incp.: 12/30/2008) 0.58
1.77 1.77 16.34 2.92 11.48 N/A 8.70 1.50
N/A N/A N/A N/A N/A N/A N/A N/A
Alternative Investments
Compass EMP Alternative Strategies Ret Acct (Perf. Incp.: 12/29/2009) 0.
29 2.38 2.38 4.09 -2.75 N/A N/A 0.74 1.70