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ETF Index Funds

The following performance figures, as of 9/30/2018, 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 7.51% 17.88% 17.30% 13.89% -- 15.14% 0.04%
VUG Vanguard Growth ETF 7.81% 22.72% 18.63% 15.21% 13.41% 9.69% 0.05%
QQQ PowerShares QQQ 8.43% 28.72% 23.43% 20.00% 18.07% 7.48% 0.20%
DIA SPDR Dow Jones Industrial Average 9.52% 20.60% 20.32% 14.40% 12.06% 8.06% 0.17%
VTV Vanguard Value ETF 7.30% 13.63% 15.91% 12.43% 10.66% 8.52% 0.05%
DSI ISHARES MSCI KLD 400 SOCIAL 6.18% 16.67% 16.32% 12.74% 10.65% 8.07% 0.25%
SCHM SCHWAB US MID CAP ETF 5.72% 16.99% 15.77% 12.41% -- 13.02% 0.05%
DVY iShares Select Dividend 2.95% 10.11% 14.77% 12.07% 10.33% 8.42% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E 4.87% 19.05% 19.47% 13.31% 12.82% 10.93% 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 -0.73% -3.04% -0.27% 1.75% 3.72% 4.32% 0.15%
BND Vanguard Total Bond Market 0.08% -1.33% 1.25% 2.10% 3.59% 3.72% 0.05%
VTIP VANGUARD SHORT-TERM TIPS 0.09% 0.99% 1.32% 0.53% -- 0.31% 0.06%
SCHO SCHWAB SHORT-TERM US TREAS 0.14% -0.14% 0.27% 0.47% -- 0.54% 0.06%
BWX SPDR Barclays International Treasury Bond -1.07% -1.53% 2.07% -0.56% 1.83% 1.91% 0.35%
EMB ISHARES JP MORGAN USD EMERGI 2.23% -3.21% 5.25% 4.47% 6.65% 5.59% 0.39%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT 0.47% 1.91% 7.01% 8.67% 7.46% 8.37% 0.12%
IEMG ISHARES CORE MSCI EMERGING -1.39% -1.64% 11.67% 3.52% -- 2.99% 0.14%
VEA Vanguard FTSE Developed Markets 1.23% 2.64% 9.80% 4.83% 5.40% 2.16% 0.07%
DBC PowerShares DB Commodity Index Tracking Fund 1.64% 16.69% 5.86% -6.95% -6.00% -1.91% 0.89%
IAU iShares Gold Trust -4.91% -7.15% 1.97% -2.38% 2.95% 7.47% 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 0.44% 1.41% 0.73% 0.44% 0.29% 1.27% 0.20%

 

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