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ETF Index Funds

The following performance figures, as of 12/31/2017, 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 6.81% 21.77% 11.45% 15.79% -- 15.25% 0.04%
VUG Vanguard Growth ETF 6.31% 27.72% 11.92% 16.11% 9.53% 9.11% 0.06%
QQQ PowerShares QQQ 7.31% 32.66% 15.87% 20.43% 12.82% 6.75% 0.20%
DIA SPDR Dow Jones Industrial Average 11.13% 28.08% 14.28% 16.27% 9.13% 7.93% 0.17%
VTV Vanguard Value ETF 7.16% 17.14% 10.76% 15.40% 7.69% 8.54% 0.06%
SUSA iShares MSCI USA ESG Select 6.72% 22.53% 10.52% 15.01% 7.89% 8.04% 0.50%
VO VANGUARD MID-CAP ETF 5.73% 19.27% 9.40% 15.00% 8.96% 10.06% 0.06%
DVY iShares Select Dividend 6.10% 14.83% 11.02% 15.16% 8.19% 8.60% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E 3.85% 13.15% 11.96% 15.99% 10.38% 10.55% 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 -0.28% 2.55% 1.69% 1.50% 4.51% 4.73% 0.15%
BND Vanguard Total Bond Market 0.41% 3.57% 2.21% 2.04% 3.85% 4.15% 0.05%
TIP iShares TIPS Bond 1.26% 2.92% 1.91% 0.07% 3.35% 3.98% 0.20%
SCHO SCHWAB SHORT-TERM US TREAS -0.32% 0.33% 0.50% 0.49% -- 0.57% 0.06%
BWX SPDR Barclays International Treasury Bond 1.58% 9.93% 1.07% -0.60% 1.99% 2.36% 0.50%
PCY PowerShares Emerging Markets Sovereign Debt 0.29% 9.70% 6.92% 3.67% 6.69% 6.97% 0.50%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT 1.42% 4.91% 5.28% 9.25% 7.66% 8.82% 0.12%
VWO Vanguard FTSE Emerging Markets 5.87% 31.48% 7.50% 3.37% 1.35% 7.44% 0.14%
VEA Vanguard FTSE Developed Markets 4.34% 26.42% 8.95% 8.18% 2.36% 2.48% 0.07%
DBC PowerShares DB Commodity Index Tracking Fund 7.86% 4.86% -3.44% -9.78% -6.06% -2.68% 0.89%
IAU iShares Gold Trust 1.62% 12.91% 3.03% -5.13% 4.26% 8.67% 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 0.25% 0.78% 0.29% 0.17% 0.09% 0.05% 0.20%

 

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