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ETF Index Funds

The following performance figures, as of 3/31/2017, 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 5.87% 17.10% 10.30% 13.25% -- 14.66% 0.05%
VUG Vanguard Growth ETF 9.47% 15.93% 10.63% 12.91% 8.99% 8.38% 0.08%
QQQ PowerShares QQQ 11.96% 22.47% 15.94% 15.79% 12.76% 6.04% 0.02%
DIA SPDR Dow Jones Industrial Average 5.06% 19.66% 10.43% 11.97% 7.91% -- 0.17%
VTV Vanguard Value ETF 3.14% 18.75% 9.59% 13.41% 6.22% 8.00% 0.08%
KLD iShares MSCI USA ESG Select 7.12% 17.17% 9.50% 11.43% 6.96% 7.36% 0.05%
VO VANGUARD MID-CAP ETF 6.13% 16.71% 8.66% 12.88% 7.80% 9.69% 0.08%
DVY iShares Select Dividend 3.65% 15.12% 11.02% 13.95% 6.27% 8.27% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E 0.91% 24.50% 9.37% 14.18% 8.73% 10.30% 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 1.03% -2.63% 3.18% 2.30% 5.23% 4.87% 0.15%
BND Vanguard Total Bond Market 0.77% 0.34% 2.58% 2.22% -- 4.19% 0.06%
TIP iShares TIPS Bond 1.31% 1.46% 1.90% 0.83% 4.09% 4.08% 0.02%
SCHO SCHWAB SHORT-TERM US TREAS 0.24% 0.16% 0.63% 0.55% 0.55% 0.62% 0.06%
BWX SPDR Barclays International Treasury Bond 2.54% -4.41% -3.05% -1.28% -- 1.80% 0.05%
PCY PowerShares Emerging Markets Sovereign Debt 4.18% 8.02% 6.48% 5.76% -- 6.95% 0.05%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT 0.80% 3.00% 9.90% 9.71% 4.93% 9.03% 0.12%
VWO Vanguard FTSE Emerging Markets 11.21% 17.83% 2.01% 0.90% 2.68% 6.43% 0.14%
VEA Vanguard FTSE Developed Markets 7.96% 12.94% 1.24% 6.17% -- 1.01% 0.09%
DBC PowerShares DB Commodity Index Tracking Fund -3.98% 14.45% -16.48% -11.97% -4.60% -3.62% 0.89%
IAU iShares Gold Trust 8.39% 1.09% -1.16% -5.88% 6.19% 8.86% 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 0.12% 0.32% 0.13% 0.10% 0.67% 1.27% 0.02%

 

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