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ETF Index Funds

The following performance figures, as of 3/31/2018, are courtesy of the American Stock Exchange, Bloomberg.* For performance data current to the most recent months end and access to the fund's prospectus, click on the fund symbol.
 

Equity Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VOO VANGUARD S&P 500 ETF -0.87% 14.02% 10.78% 13.30% -- 14.59% 0.04%
VUG Vanguard Growth ETF 1.13% 17.98% 12.15% 14.32% 10.86% 9.03% 0.06%
QQQ PowerShares QQQ 2.98% 22.01% 16.05% 19.68% 15.00% 6.82% 0.20%
DIA SPDR Dow Jones Industrial Average -1.94% 19.55% 13.41% 13.22% 9.74% 7.72% 0.17%
VTV Vanguard Value ETF -2.38% 10.87% 10.00% 12.24% 8.48% 8.20% 0.06%
SUSA iShares MSCI USA ESG Select 0.08% 14.47% 10.55% 12.36% 8.93% 7.89% 0.50%
VO VANGUARD MID-CAP ETF -0.04% 12.34% 6.81% 12.26% 10.18% 9.88% 0.06%
DVY iShares Select Dividend -2.69% 7.81% 10.42% 12.00% 8.98% 8.24% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E 0.57% 12.76% 10.76% 13.55% 11.37% 10.44% 0.07%

 

Fixed Income Funds (Bond Funds)
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
IEF iShares 7-10 Year Treasury Bond -1.94% -0.46% 0.17% 1.07% 3.72% 4.52% 0.15%
BND Vanguard Total Bond Market -1.59% 1.15% 1.12% 1.73% 3.53% 3.91% 0.05%
TIP iShares TIPS Bond -0.88% 0.69% 1.14% -0.09% 2.79% 3.84% 0.20%
SCHO SCHWAB SHORT-TERM US TREAS -0.15% -0.06% 0.30% 0.43% -- 0.53% 0.06%
BWX SPDR Barclays International Treasury Bond 3.96% 11.46% 3.79% 0.93% 1.57% 2.68% 0.50%
PCY PowerShares Emerging Markets Sovereign Debt -3.56% 1.55% 4.89% 3.81% 6.35% 6.43% 0.50%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT -8.18% -4.44% 0.77% 5.76% 6.54% 7.97% 0.12%
VWO Vanguard FTSE Emerging Markets 2.52% 21.21% 7.58% 4.64% 2.72% 7.50% 0.14%
VEA Vanguard FTSE Developed Markets -1.00% 15.92% 6.63% 7.14% 3.17% 2.32% 0.07%
DBC PowerShares DB Commodity Index Tracking Fund 2.23% 11.64% -0.18% -9.06% -7.25% -2.45% 0.89%
IAU iShares Gold Trust 1.76% 6.00% 3.60% -3.91% 3.30% 8.65% 0.25%

 

Stable Value Fund
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
DGCXX DREYFUS GOVERN CASH MGMT 0.31% 0.97% 0.39% 0.23% 0.12% 0.07% 0.20%

 

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