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Mutual Funds



Category Average Return

3 Years 5 Years

2022
US - Equity - Market-Cap
Large-Cap - Core -19.39%
Large-Cap - Growth -30.44%
Large-Cap - Value -11.8%
Mid-Cap - Core -19.36%
Mid-Cap - Growth -30.11%
Mid-Cap - Value -13%
Multi-Cap - Core -21.37%
Multi-Cap - Growth -30.32%
Multi-Cap - Value -13.65%
Small-Cap - Core -20.59%
Small-Cap - Growth -31.21%
Small-Cap - Value -15.12%
US - Equity - Sector
Business-Financial Services - -21.05%
Consumer Goods-Services - -24.25%
Health-Biotechnology - -22.43%
Industrial Goods-Services - -24.49%
MLPs - 12.44%
Natural Resources-Materials - 20.83%
Real Estate - -22.95%
Science-Technology - -33.95%
Telecommunications - -23.16%
Utilities - -5.19%
International - Equity - Market-Cap
Large-Cap - Core -19.85%
Large-Cap - Growth -24.94%
Large-Cap - Value -15.29%
Mid-Cap - Core -22.99%
Mid-Cap - Growth -27.56%
Mid-Cap - Value -13.4%
Multi-Cap - Core -18.99%
Multi-Cap - Growth -27.22%
Multi-Cap - Value -12.36%
Small-Cap - Core -24.11%
Small-Cap - Growth -26.72%
Small-Cap - Value -16%
International - Equity - Sector
Real Estate - -19.42%
Global - Equity - Market-Cap
Large-Cap - Core -21.31%
Large-Cap - Growth -27.34%
Large-Cap - Value -20.91%
Mid-Cap - Core -20.68%
Mid-Cap - Growth -25.24%
Mid-Cap - Value -3.31%
Multi-Cap - Core -20.96%
Multi-Cap - Growth -30.58%
Multi-Cap - Value -10.62%
Small-Cap - Core -28.81%
Small-Cap - Value -21.36%
Global - Equity - Sector
Business-Financial Services - -21.38%
Consumer Goods-Services - -27.7%
Health-Biotechnology - -17.57%
Industrial Goods-Services - -19.15%
Infrastructure - -6.79%
Natural Resources-Materials - 10.37%
Precious Metals-Minerals - -7.61%
Real Estate - -21.92%
Science-Technology - -36.09%