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King Trust Company, N.A.

8050 Spring Arbor Road
PO Box 580
Spring Arbor, Michigan 49283

517.750.2727
800.325.8975
517.750.2752 (fax)

info@kingtrust.com

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Current Portfolio Returns

Below are the historical returns of our current portfolios.  Note that these returns may differ from actual client investment results, as accounts are funded on different dates with varying amounts, and portfolio holdings change over time. 

The returns below are quoted net of our annual management fee, and returns for 3- and 5-year periods are annualized.

Current Portfolios
As of 7/31/2008		 Stocks/
Bonds 		YTD
Return		 1 YR
Return		 3 YR
Return		 5 YR
Return
Conservative 27/73 -3.44 1.59 6.87 9.29
Income 33/67 -5.73 -3.56 4.9 8.51
Moderate Conservative 41/59 -5.37 -0.84 7.11 10.2
Moderate 67/33 -9.05 -5.2

7.8

 12.17
Moderate Aggressive 84/16 -11.53 -8.2 8.24 13.46
Aggressive 99/1 -13.74 -10.75 8.69 14.61
 

 

 

 

 

Not FDIC-insured.                  No bank guarantee.                 May lose value.


Past performance is no guarantee of future results.  All information is provided for informational purposes only.  The data contained herein is believed to be reliable but is not guaranteed, and is subject to change daily.