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Easy ROR Pro
> Summary and Order Info
> Frequently Asked Questions

  
SCREENS
> Report Options
> Extended Report Options
> Transaction Entry
> Recurring Transactions
> Risk/Reward Analysis

  
GRAPHS
> Total Return
> Activity
> Rolling Average ROR

  
REPORTS
> Rate of Return Before/After Tax
> Rate of Return w/Benchmarks
> Rate of Return Daily Valuation
> Composite Cumulative
> Rate of Return Extended
> Multi-Year Rate of Return
> Volatility
> Gain/Loss

  
MANUALS
> User Manual
> Section 508 VPAT
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03/19/2010 07:22:06    RATE of RETURN - Daily Valuation                   Page 1
                         12/31/1993 through 12/31/2004                          
                           Benchmark - Russell 1000®                            
Annual Compounding                                                              

      Gross-of   Net-of   Benchmark   Internal   Number  Percent          Total 
        Fees      Fees     Return    Dispersion    of       of         Composite
Year      %         %        %           %        Pf's    Assets         Assets 

SMP Sample Porfolio                                                           
1994     -4.7     -4.7        N/A                         32.4           401,219
1995     21.5     21.5        N/A                         31.3           487,387
1996      7.6      7.6       22.4                         25.7           467,352
1997     17.8     17.8       32.9                         12.8           550,365
1998       .4       .4       27.0                         11.5           536,632
1999     -1.2     -1.2       20.9                         15.0           530,305
2000     15.3     15.3       -7.8                         13.1           591,931
2001      1.9      1.9      -12.4                         13.7           584,936
2002      5.2      5.2      -21.7                         16.4           605,968
2003     17.9     17.9       29.9                         15.2           693,981
2004     11.1     11.1       11.4                         14.5           747,430
                                                                                
Composite  Asset & Cash Flow Weighted - 11 Selected Portfolios                  
1994     -1.0     -1.0        N/A       4.1       4                    1,237,663
1995     28.5     28.5        N/A      26.1       4                    1,558,246
1996     12.4     12.4       22.4       5.3       4                    1,817,050
1997     17.8     17.8       32.9       1.1       4                    4,300,663
1998      2.1      2.1       27.0       5.0       5                    4,683,264
1999      -.7      -.7       20.9       3.3       4                    3,528,218
2000     16.0     16.0       -7.8       2.1       6                    4,520,123
2001      -.4      -.4      -12.4       1.4       5                    4,255,531
2002     -1.5     -1.5      -21.7       4.8       4                    3,692,004
2003     24.8     24.8       29.9       5.8       4                    4,574,670
2004     10.7     10.7       11.4       1.8       7                    5,169,860

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