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ETF Index Funds

The following performance figures, as of 12/31/2016, 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 3.98% 12.17% 8.87% 14.64% -- 14.24% 0.05%
VUG Vanguard Growth ETF -0.25% 6.28% 7.63% 14.07% 8.14% 7.79% 0.08%
QQQ PowerShares QQQ 0.09% 7.10% 11.79% 17.63% 11.59% 5.45% 0.20%
DIA SPDR Dow Jones Industrial Average 8.71% 16.37% 8.56% 12.75% 7.35% 7.26% 0.17%
VTV Vanguard Value ETF 7.70% 17.12% 9.48% 14.99% 5.98% 7.90% 0.08%
KLD iShares MSCI USA ESG Select 1.64% 12.15% 7.77% 12.48% 6.17% 6.90% 0.50%
VO VANGUARD MID-CAP ETF 2.19% 11.26% 7.68% 14.38% 7.63% 9.38% 0.08%
DVY iShares Select Dividend 4.17% 21.65% 11.02% 14.25% 6.08% 8.14% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E 11.20% 26.61% 9.48% 16.60% 8.96% 10.40% 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 -5.77% 1.01% 3.80% 1.71% 5.28% 4.88% 0.15%
BND Vanguard Total Bond Market -3.17% 2.53% 2.95% 2.10% -- 4.21% 0.06%
TIP iShares TIPS Bond -2.64% 4.68% 2.13% 0.73% 4.22% 4.06% 0.20%
SCHO SCHWAB SHORT-TERM US TREAS -0.47% 0.78% 0.57% 0.46% -- 0.61% 0.06%
BWX SPDR Barclays International Treasury Bond -9.92% 0.64% -2.90% -1.35% -- 1.57% 0.50%
PCY PowerShares Emerging Markets Sovereign Debt -6.56% 8.92% 6.74% 5.68% -- 6.67% 0.50%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT -2.85% 8.60% 13.19% 11.77% 5.22% 9.15% 0.12%
VWO Vanguard FTSE Emerging Markets -4.46% 12.21% -1.90% 1.36% 1.79% 5.62% 0.15%
VEA Vanguard FTSE Developed Markets -1.52% 2.67% -1.29% 6.79% -- 0.22% 0.09%
DBC PowerShares DB Commodity Index Tracking Fund 5.53% 18.56% -14.85% -10.00% -3.90% -3.34% 0.89%
IAU iShares Gold Trust -12.69% 8.31% -1.74% -6.16% 5.76% 8.32% 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 0.08% 0.24% 0.09% 0.07% 0.78% 1.28% 0.20%

 

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