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ETF Index Funds

The following performance figures, as of 6/30/2017, 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 3.10% 17.86% 9.57% 14.58% -- 14.60% 0.04%
VUG Vanguard Growth ETF 4.70% 20.17% 10.15% 14.85% 8.76% 8.59% 0.06%
QQQ PowerShares QQQ 4.26% 29.31% 14.80% 17.91% 12.21% 6.20% 0.20%
DIA SPDR Dow Jones Industrial Average 3.93% 21.96% 10.85% 13.27% 7.38% -- 0.17%
VTV Vanguard Value ETF 1.83% 16.55% 8.75% 14.36% 5.83% 7.99% 0.06%
KLD iShares MSCI USA ESG Select 4.42% 19.99% 9.07% 14.03% 6.67% 7.58% 0.50%
VO VANGUARD MID-CAP ETF 2.69% 17.08% 8.04% 14.73% 7.44% 9.72% 0.06%
DVY iShares Select Dividend 2.02% 11.58% 9.68% 14.09% 6.33% 8.27% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E 1.67% 22.24% 9.23% 15.41% 8.37% 10.25% 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 1.42% -3.96% 2.86% 1.59% 5.51% 4.88% 0.15%
BND Vanguard Total Bond Market 1.56% -0.51% 2.45% 2.11% 4.41% 4.24% 0.05%
TIP iShares TIPS Bond -0.46% -0.79% 0.51% 0.13% 4.13% 3.97% 0.20%
SCHO SCHWAB SHORT-TERM US TREAS 0.18% -0.18% 0.61% 0.55% -- 0.63% 0.06%
BWX SPDR Barclays International Treasury Bond 3.72% -3.30% -2.75% -0.39% -- 2.13% 0.50%
PCY PowerShares Emerging Markets Sovereign Debt 1.99% 4.04% 5.34% 5.30% -- 6.99% 0.50%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT 1.73% -1.85% 8.08% 9.30% 6.16% 8.99% 0.12%
VWO Vanguard FTSE Emerging Markets 3.44% 18.84% 0.77% 3.32% 1.53% 6.59% 0.14%
VEA Vanguard FTSE Developed Markets 6.37% 20.23% 1.86% 9.11% -- 1.62% 0.07%
DBC PowerShares DB Commodity Index Tracking Fund -5.00% -5.86% -18.37% -10.90% -5.20% -3.97% 0.89%
IAU iShares Gold Trust -0.58% -6.43% -2.49% -5.15% 6.36% 8.63% 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 0.18% 0.38% 0.13% 0.08% 0.04% 0.02% 0.20%

 

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