ben stein
&
phil demuth

YOUR RETURNS VS. INDEX RETURNS SMACKDOWN

$ Total Value of your portfolio on 06/30/2014
$ New money you added to your portfolio during this period (other than dividends and capital gains)
$ Money you withdrew from the portfolio during this period (other than management fees)
$ Total Value of your portfolio on 09/30/2014
$ Dollar amount Fixed Income (Cash + Bonds) in your portfolio
% Your Estimated Total Return for the quarter ending 09/30/2014
% Total Return of a matched index fund portfolio for this period containing VT and BND (Total World Stock Market and Total US Bond Market)

To use, highlight the relevant numbers in the white boxes above and overwrite them.

Note: This total returns estimator is for your entertainment only. Contact your custodian or investment advisor to find out your investment returns.