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| Objective |
Year-to-Date |
Four weeks (ended 06.21) |
One Year |
3 Years |
| Large Cap Growth |
-15.32%
|
-6.59% |
-31.76% |
+4.40% |
|
Large Cap Core
|
-7.48%
|
-4.44%
|
-16.33%
|
+4.15%
|
|
Large Cap Value
|
-2.15%
|
-3.76%
|
+2.84%
|
+5.42%
|
|
Mid Cap Growth
|
-15.57%
|
-7.33%
|
-29.70%
|
+10.68%
|
|
Mid Cap Core
|
-2.34%
|
-4.38%
|
-3.65%
|
+10.78%
|
|
Mid Cap Value
|
+7.64%
|
-2.49%
|
+9.29%
|
+6.84%
|
|
Small Cap Growth
|
-9.60%
|
-6.12%
|
-22.42%
|
+9.78%
|
|
Small Cap Core
|
+4.52%
|
-3.52%
|
+4.50%
|
+7.79%
|
|
Small Cap Value
|
+11.77%
|
-1.66%
|
+26.01%
|
+8.69%
|
|
Equity Income
|
-1.25%
|
-2.88%
|
+5.84%
|
+4.73%
|
|
Balanced
|
-1.96%
|
-2.31%
|
-2.90%
|
+5.00%
|
|
Short Term Bond
|
+4.16%
|
+1.06%
|
+9.73%
|
+5.94%
|
|
Long Term Bond
|
4.30%
|
+1.57%
|
+11.34%
|
+4.80%
|
|
Long Term US Funds
|
2.70%
|
+2.12%
|
+11.35%
|
+5.36%
|
|
General US Taxable
|
1.67%
|
+0.00%
|
+2.67%
|
+1.43%
|
Figures appearing in Bold are generally considered the YTD winners.
Five Year performance figures were purposely left out. Most of them look pretty respectable, but if the market continues to erode, those figures will shift south with the rest of them.
The value oriented funds as well as those new darlings of modest return, the bond funds, continue moving forward. Below you will find the benchmarks that were used to compare these funds.
| Index |
Year-to-Date |
Four weeks (ended 06.21) |
One Year |
3 Years |
| Dow Jones |
+0.14%
|
-3.46% |
+3.68% |
+8.82% |
| S & P 500 |
-5.75%
|
-4.25% |
-15.37% |
+5.28% |
| Russell 2000 (small cap) |
+3.50%
|
-2.47% |
+4.09% |
+6.17% |
| Lipper Long Term Gov't Index (bonds) |
+3.17%
|
+1.87% |
+11.57% |
+5.46% |
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