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Notices
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Mike Brewi (not verified)
19th November 2012 | 3:27pm

Hi, I am trying to calculate a performance against a benchmark using five allocations as such:

Money Market & Equivalents (Lipper Money Market Index) = 2.4% allocation
Municipal Bonds (Lipper General & Insured Muni Debt) = 25.8% allocation
Taxable Bonds (Baclays Treasury index) = 21.4% allocation
US Equities (S&P 500 Index) = 48.3% allocation
Int'l Equities (MSCI Eafe Index) = 2.1% allocation

Benchmark is 50% S&P Index, 40% Barclay Aggregate Bond Index and 10% Lipper Money Market Index.

I know the portfolio return is 3.2% and that the benchmark return is 3.8% but I can't figure how to get to these percentages. Can you provide any help?

Thank you so much!

Mike