|
Oregon Savings Growth Plan
Performance Results
as of
May 31, 2008
DEFERRED COMP PLAN
OPTION
BENCHMARKS
(for comparison) |
1 Month
|
3 Months
|
Year to Date
|
Annualized
|
10 Years
|
|
From Inception
10/31/96
|
Since
10/31/01
|
1
Year
|
2
Years
|
3
Years
|
5
Years
|
| Short-Term Fixed Option |
0.17% |
0.56% |
1.16% |
3.60% |
2.63% |
3.99% |
4.54% |
4.30% |
3.05% |
3.37% |
| 91-Day T-Bill |
0.03% |
0.36% |
1.02% |
3.88% |
2.81% |
3.85% |
4.52% |
4.29% |
3.17% |
3.65% |
| Stable Value Option |
0.38% |
1.16% |
1.91% |
4.81% |
4.23% |
4.53% |
4.49% |
4.36% |
4.16% |
4.67% |
| 91-Day T-Bill |
0.03% |
0.36% |
1.02% |
3.88% |
2.81% |
3.85% |
4.52% |
4.29% |
3.17% |
3.65% |
| Rolling Average 5 Year CMT** |
0.32% |
0.96% |
1.61% |
5.10% |
4.36% |
3.91% |
3.85% |
3.84% |
4.07% |
4.92% |
| Intermediate-Bond Option |
-0.47% |
-0.69% |
0.53% |
5.48% |
4.61% |
4.13% |
5.46% |
3.52% |
3.60% |
5.18% |
| Lehman Bros. Bond Aggregate |
-0.73% |
-0.60% |
1.21% |
6.16% |
4.76% |
6.89% |
6.78% |
4.30% |
3.83% |
5.78% |
| Large Company Value Stock Option |
0.49% |
4.13% |
-4.56% |
8.66% |
8.74% |
-11.98% |
4.77% |
7.70% |
11.57% |
5.78% |
| Russell 1000 Value |
-0.16% |
3.92% |
-4.42% |
9.52% |
8.69% |
-12.28% |
4.96% |
7.45% |
11.41% |
6.11% |
| Stock Index Option |
1.99% |
6.48% |
-3.10% |
7.82% |
6.87% |
-6.81% |
6.77% |
7.83% |
10.30% |
4.36% |
| Russell 3000 |
2.05% |
6.52% |
-3.05% |
8.12% |
7.13% |
-6.62% |
6.99% |
8.03% |
10.55% |
4.76% |
| Large Company Growth Stock Option |
3.21% |
7.28% |
-2.45% |
5.60% |
5.07% |
-1.52% |
7.69% |
7.86% |
8.81% |
2.50% |
| Russell 1000 Growth |
3.67% |
8.44% |
-2.00% |
5.99% |
4.89% |
-0.17% |
9.62% |
8.45% |
9.24% |
2.32% |
| International Stock Option |
1.48% |
5.97% |
-4.42% |
9.34% |
14.26% |
-1.81% |
10.94% |
17.36% |
19.26% |
8.39% |
| MSCI EAFE |
0.97% |
5.33% |
-3.03% |
7.56% |
13.18% |
-2.53% |
11.19% |
16.61% |
19.24% |
6.82% |
| Small/Mid-Size Company Stock Option |
4.21% |
10.05% |
0.41% |
11.70% |
12.20% |
-6.94% |
5.86% |
9.67% |
14.31% |
10.50% |
| Russell 2500 |
4.75% |
9.57% |
0.05% |
10.36% |
11.59% |
-8.34% |
5.30% |
9.10% |
13.83% |
8.43% |
| LifePath® Retirement |
0.18% |
1.98% |
|
|
|
|
|
|
|
|
| LifePath® 2010 |
0.38% |
2.40% |
|
|
|
|
|
|
|
|
| LifePath® 2015 |
0.49% |
3.05% |
|
|
|
|
|
|
|
|
| LifePath® 2020 |
0.79% |
3.80% |
|
|
|
|
|
|
|
|
| LifePath® 2025 |
1.00% |
4.46% |
|
|
|
|
|
|
|
|
| LifePath® 2030 |
1.00% |
4.91% |
|
|
|
|
|
|
|
|
| LifePath® 2035 |
1.21% |
5.37% |
|
|
|
|
|
|
|
|
| LifePath® 2040 |
1.31% |
5.84% |
|
|
|
|
|
|
|
|
| LifePath® 2045 |
1.42% |
6.34% |
|
|
|
|
|
|
|
|
| LifePath® 2050 |
1.74% |
6.38% |
|
|
|
|
|
|
|
|
**5 Year Rolling Average of the 5 Year Constant Maturing Treasury Yield.
Performance figures are net of fees. The results shown represent past performance and should not be considered a representation of performance of the options in the future. Investment returns and principal are not guaranteed.
|
