| Q3 2008 | YTD | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR | INCEPT* | |
| Balanced Gross | -9.33% | -18.69% | -16.91% | 1.54% | 6.23% | 7.00% | 11.69% |
| Balanced Net | -9.48% | -19.09% | -17.46% | 0.88% | 5.55% | 6.31% | 10.97% |
| 60/40 Blended | -5.68% | -12.05% | -12.71% | 1.73% | 4.59% | 4.14% | 7.65% |
| 50/50 Blended | -5.01% | -10.19% | -10.30% | 2.07% | 4.41% | 4.35% | 7.41% |
| TIM Gross | TIM Net |
50%S&P 50%LBGC |
60%S&P 40%LBGC |
2007 | 14.29% | 13.56% | 6.51% | 6.33% |
| 2006 | 9.60% | 8.90% | 9.68% | 10.89% |
| 2005 | 6.85% | 6.16% | 3.73% | 3.97% |
| 2004 | 13.77% | 13.04% | 7.58% | 8.25% |
| 2003 | 23.60% | 22.81% | 16.34% | 18.76% |
| 2002 | (6.97%) | (7.58%) | (6.25%) | (9.53%) |
| 2001 | (3.28%) | (3.91%) | (1.62%) | (3.68%) |
| 2000 | 6.86% | 6.17% | 1.16% | (0.92%) |
| 1999 | 16.60% | 15.85% | 9.06% | 11.40% |
| 1998 | 31.07% | 30.24% | 19.45% | 21.35% |
| 1997 | 31.68% | 30.85% | 21.28% | 23.66% |
| 1996 | 16.99% | 16.24% | 12.63% | 14.65% |
| 1995 | 42.26% | 41.37% | 28.16% | 30.00% |