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ETF Index Funds

The following performance figures, as of 12/31/2018, 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 -13.47% -4.50% 9.25% 8.45% -- 12.66% 0.04%
VUG Vanguard Growth ETF -16.23% -3.30% 9.48% 9.01% 14.50% 8.23% 0.05%
QQQ PowerShares QQQ -16.73% -0.12% 12.37% 13.10% 19.06% 6.39% 0.20%
DIA SPDR Dow Jones Industrial Average -11.29% -3.74% 12.78% 9.54% 13.01% 7.32% 0.17%
VTV Vanguard Value ETF -10.82% -5.44% 9.06% 7.76% 11.95% 7.54% 0.05%
DSI ISHARES MSCI KLD 400 SOCIAL -12.51% -3.88% 8.69% 7.66% 12.50% 6.71% 0.25%
SCHM SCHWAB US MID CAP ETF -16.72% -8.77% 7.69% 6.61% -- 10.02% 0.05%
DVY iShares Select Dividend -9.74% -6.32% 9.37% 8.03% 11.85% 7.54% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E -20.18% -8.49% 9.44% 6.32% 13.62% 9.43% 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 3.86% 0.99% 1.51% 2.98% 2.91% 4.49% 0.15%
BND Vanguard Total Bond Market 1.64% -0.11% 1.98% 2.45% 3.15% 3.78% 0.05%
VTIP VANGUARD SHORT-TERM TIPS -0.19% 0.56% 1.27% 0.52% -- 0.26% 0.06%
SCHO SCHWAB SHORT-TERM US TREAS 1.37% 1.56% 0.89% 0.72% -- 0.69% 0.06%
BWX SPDR Barclays International Treasury Bond 1.25% -1.85% 2.78% -0.25% 1.38% 1.98% 0.35%
EMB ISHARES JP MORGAN USD EMERGI -1.15% -5.47% 4.43% 4.06% 6.12% 5.35% 0.40%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT -6.47% -6.02% 2.30% 7.41% 12.04% 7.71% 0.12%
IEMG ISHARES CORE MSCI EMERGING -7.28% -14.93% 8.83% 1.30% -- 1.62% 0.14%
VEA Vanguard FTSE Developed Markets -13.34% -14.75% 3.43% 0.72% 6.13% 0.84% 0.07%
DBC PowerShares DB Commodity Index Tracking Fund -18.31% -11.62% 3.19% -10.56% -3.60% -3.40% 0.89%
IAU iShares Gold Trust 7.52% -1.76% 6.30% 1.02% 3.55% 7.89% 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 0.53% 1.70% 0.90% 0.55% 0.31% 1.30% 0.20%

 

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