CID_Exhibit_N.pdf
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- Attached to
- Custodian Banking Services Federal contract opportunity
- Solicitation number
- PBGC01-RP-14-0007
- Issued by
- Pension Benefit Guaranty Corporation
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CID Exhibit N
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Text version
CONFIDENTIAL
Estimated Market Values and Returns vs. Actual Market Values and Returns Start Date? ► 07/31/2012 130
Estimated Market Values Based on 60/40 PBGC Return - Target 60% S&P 500 / 40% BC Aggregate
How many rolling months? ► 12 1
July 1, 2012 - June 30, 2013 11.69 11.96 3.91
Returns Here ► Allocation blend? ► 60/40 1
Estimated 60/40 Actual PBGC Market Value 60/40 Buy & Hold 60/40 PBGC Actual PBGC Return 60/40 60/40 Actual 60/40 60/40 Actual
Market Value Market Value Difference S&P 500 BC Aggregate Index♣ Return‡ Total Return Difference (*) B&H Link PBGC Link PBGC Link B&H Link PBGC Link PBGC Link
Annualized Cumulative
CONFIDENTIAL CID Exhibit N
Estimated Market Values and Returns vs. Actual Market Values and Returns
Estimated Market Values Based on 60/40 PBGC Return - Target 60% S&P 500 / 40% BC Aggregate
July 1, 2012 - June 30, 2013
FYTD 1 Year 2 Year 3 Year 4 Year 5 Year 5 FYTD 6 Year FYTD 1 Year 2 Year 3 Year 4 Year 5 Year 5 FYTD 6 Year FYTD 1 Year 2 Year 3 Year 4 Year 5 Year 5 FYTD 6 Year
Return
Return Return Return Return Return Return
Return Return
Return Return Return Return Return Return
Return Return
Return Return Return Return Return Return
Return
60/40 Buy & Hold Index 60/40 PBGC Return Actual PBGC Total Return
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