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ETF Index Funds

The following performance figures, as of 9/30/2017, 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 4.45% 18.54% 10.77% 14.16% -- 14.75% 0.04%
VUG Vanguard Growth ETF 4.82% 19.84% 11.50% 14.42% 8.82% 8.80% 0.06%
QQQ PowerShares QQQ 5.91% 23.74% 14.98% 17.63% 11.99% 6.44% 0.20%
DIA SPDR Dow Jones Industrial Average 5.55% 25.29% 12.19% 13.38% 7.54% -- 0.17%
VTV Vanguard Value ETF 4.08% 17.73% 9.89% 14.01% 6.24% 8.16% 0.06%
SUSA iShares MSCI USA ESG Select 2.64% 16.69% 9.91% 13.42% 6.73% 7.65% 0.50%
VO VANGUARD MID-CAP ETF 3.50% 15.28% 9.71% 14.38% 7.93% 9.81% 0.06%
DVY iShares Select Dividend 2.35% 12.74% 11.78% 13.82% 6.88% 8.30% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E 6.19% 21.16% 14.04% 15.57% 9.22% 10.47% 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 0.37% -3.09% 2.78% 1.48% 5.07% 4.83% 0.15%
BND Vanguard Total Bond Market 0.79% -0.12% 2.62% 1.95% 4.18% 4.21% 0.05%
TIP iShares TIPS Bond 0.79% -1.04% 1.49% -0.11% 3.76% 3.96% 0.20%
SCHO SCHWAB SHORT-TERM US TREAS 0.24% 0.19% 0.68% 0.56% -- 0.64% 0.06%
BWX SPDR Barclays International Treasury Bond 1.76% -2.51% -0.35% -0.93% -- 2.26% 0.50%
PCY PowerShares Emerging Markets Sovereign Debt 2.94% 2.20% 6.84% 4.34% -- 7.12% 0.50%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT 0.87% 0.49% 9.54% 9.47% 6.07% 8.88% 0.12%
VWO Vanguard FTSE Emerging Markets 7.97% 18.66% 4.18% 3.75% 1.01% 7.11% 0.14%
VEA Vanguard FTSE Developed Markets 5.49% 19.31% 5.92% 8.95% 1.68% 2.11% 0.07%
DBC PowerShares DB Commodity Index Tracking Fund 6.57% 2.60% -12.79% -11.68% -5.45% -3.36% 0.89%
IAU iShares Gold Trust 3.10% -2.99% 1.71% -6.54% 5.27% 8.71% 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 0.23% 0.61% 0.20% 0.12% 0.06% 0.04% 0.20%

 

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