Returns

Category Average Return

Fund Category YTD
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
US - Equity - Market Cap - Large-Cap - Core % % % 17.92% 9.9% 12.6% 15.6% 24.48% 10.44% 1.59% 17.52% 26.27% 11.14% 1.3% 14.92% % % % % % %
US - Equity - Market Cap - Large-Cap - Growth % % % 14.56% 21.54% 14.37% -1.65% 37.59% 4.78% 5.38% 14.51% 33.99% 15.45% 1.92% 16.32% % % % % % %
US - Equity - Market Cap - Large-Cap - Value % % % 18.69% -5.79% 11.63% -8.22% 32.41% 17.06% -3.81% 11.8% 33.17% 16.91% 0.87% 14.72% % % % % % %
US - Equity - Market Cap - Mid-Cap - Core % % % 15.08% 11.1% 14.38% -9.95% 16.06% 17.07% -3.21% 10.03% 74.23% 17.4% -5.58% 16.95% % % % % % %
US - Equity - Market Cap - Mid-Cap - Growth % % % 4.23% 17.37% 17.91% -6.52% 23.42% 9.41% 0% 8.11% 33.28% 15.62% -2.92% 28.35% % % % % % %
US - Equity - Market Cap - Mid-Cap - Value % % % 16.11% -3.69% 14.33% -12.68% 12.16% 22.32% -6.96% 11.48% 37.08% 17.54% -3.01% 20.65% % % % % % %
US - Equity - Market Cap - Multi-Cap - Core % % % 18.45% 11.92% 14.47% -8.36% 21.71% 9.96% 2.33% 11.43% 33.23% 14.33% 1.84% 18.02% % % % % % %
US - Equity - Market Cap - Multi-Cap - Growth % % % 18.1% 32.5% 15.35% -3.65% 26.35% 7.1% 4.3% 10.55% 36.2% 12.6% 0.55% 21.25% % % % % % %
US - Equity - Market Cap - Multi-Cap - Value % % % 24.88% -1.47% 13.07% -12.09% 340.18% 17.9% -6.48% 10.34% 31.45% 12.1% 0.05% 19.1% % % % % % %
US - Equity - Market Cap - Small-Cap - Core % % % 19.37% 9.42% 13.57% -11.66% 23.33% 21.08% -6.4% 4.98% 124.29% 14.88% -1.21% 25.44% % % % % % %
US - Equity - Market Cap - Small-Cap - Growth % % % 3.14% 24.97% 16.77% -6.28% 20.18% 22.19% 6.33% 1.65% 47.93% 17.64% -3.53% 27.97% % % % % % %
US - Equity - Market Cap - Small-Cap - Value % % % 18.63% -1.76% 13.36% -14% 8.26% 30.84% -8.77% 6.35% 39.32% 18.44% -3.57% 23.87% % % % % % %
US - Equity - Sector - Business/Financial Services - % % % 28.45% -9.68% 13.98% -13.15% 12.45% 28.27% 1.08% 7.58% 45.9% 19.49% -11.2% 14.58% % % % % % %
US - Equity - Sector - Consumer Goods/Services - % % % 16.91% 10.55% 6.2% -9.3% 11.2% 9.7% 3.4% 5.3% 49.3% 23.6% 1.9% 39.1% % % % % % %
US - Equity - Sector - Health/Biotechnology - % % % 8.59% 20.37% 14.84% -2.21% 27.13% -9.91% 8.71% 25.52% 45.22% 20.01% 7.86% 15.98% % % % % % %
US - Equity - Sector - Industrial Goods/Services - % % % 18.21% 12.3% 15.65% -15.04% 23.26% 19.01% -4.08% 8.64% 40.33% 25.04% -2.79% 21.45% % % % % % %
US - Equity - Sector - MLPs - % % % 33.15% 25.99% 18.42% -13.91% -4.7% 24.45% -33.52% 2.04% 18.66% 1.21% 9.4% 20.75% % % % % % %
US - Equity - Sector - Natural Resources/Materials - % % % 28.84% 60.09% 16.14% 127.95% 1.82% 28.65% -25.47% -13.58% 24.43% 7.4% -6.47% 26.5% % % % % % %
US - Equity - Sector - Real Estate - % % % 25.54% -13.59% 12.93% -6.61% 2.01% 7.25% 858.08% 38.44% 0.97% 9.86% 2039.04% 26.46% % % % % % %
US - Equity - Sector - Science/Technology - % % % 16.71% 48.23% 20.92% -1.5% 102.98% 17.14% 5.94% 16.3% 36.33% 16.2% -5.47% 20.49% % % % % % %
US - Equity - Sector - Telecommunications - % % % 20.42% 18.4% 11.86% -8.71% 0.75% 19.6% 0.88% 5.12% 19.13% 11.96% -8.96% 19.03% % % % % % %
US - Equity - Sector - Utilities - % % % 12.01% -8.87% 8.95% 3.94% 11.05% 15.23% -2.83% 23.78% 14.56% 3.36% 12.1% 7.73% % % % % % %
INT - Equity - Sector - Real Estate - % % % 17.2% -24.47% 13.55% -8.78% 26.96% 0.21% -0.93% 5.76% 3.1% 39.89% -15.58% 14.28% % % % % % %
GL - Equity - Market Cap - Large-Cap - Core % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Large-Cap - Growth % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Large-Cap - Value % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Mid-Cap - Core % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Mid-Cap - Growth % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Mid-Cap - Value % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Multi-Cap - Core % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Multi-Cap - Growth % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Multi-Cap - Value % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Small-Cap - Core % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Market Cap - Small-Cap - Value % % % 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% % % % % % %
GL - Equity - Sector - Business/Financial Services - % % % 20.96% -6.88% 12.63% -16.4% 23.34% 3.25% -0.43% 2.68% 22.2% 33.08% -22.45% 7.88% % % % % % %
GL - Equity - Sector - Consumer Goods/Services - % % % -1.96% 33.34% 14.25% -15.51% 38.06% 3.06% -3.41% 3.45% 18.79% 284.1% -17.38% 19.05% % % % % % %
GL - Equity - Sector - Health/Biotechnology - % % % 7.99% 45.67% 17.05% -7.82% 24.84% -10.43% 4.65% 19.1% 46% 26.07% 16.4% 2% % % % % % %
GL - Equity - Sector - Industrial Goods/Services - % % % 5.7% 30.66% 10.31% -18.79% 23.77% 5.13% -6.59% -1.52% 32% 18.05% -23.62% 15.4% % % % % % %
GL - Equity - Sector - Infrastructure - % % % 14.73% 4.91% 13.26% -12.63% 17.36% 14.09% -12.14% 5.5% 8.78% 15.36% -16.23% 10.46% % % % % % %
GL - Equity - Sector - Natural Resources/Materials - % % % 12.92% 62.84% 15.63% -14.73% 24.17% 20.01% -17.65% -8.78% 19.98% 3.09% -26.48% 11.72% % % % % % %
GL - Equity - Sector - Precious Metals/Minerals - % % % -4.92% 62.99% 10.35% -19.43% 13.7% 70.11% -27.35% -17.28% -51.72% -11.28% -27.93% 43.22% % % % % % %
GL - Equity - Sector - Real Estate - % % % 18.08% -31.4% 12.21% -4.49% 10.33% 5.65% -0.53% 13.8% 0.77% 27.65% -4.4% 22.5% % % % % % %
GL - Equity - Sector - Science/Technology - % % % 8.4% 56.04% 19.22% -12.24% 40.2% 8.62% 2.21% 4.32% 40.03% 8% -13.33% 13% % % % % % %