| 2025 YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| US - Equity - Market Cap | |||||||||||
| Large-Cap - Core | % | % | % | % | 17.92% | 9.9% | 12.6% | 15.6% | 24.48% | 10.44% | 1.59% |
| Large-Cap - Growth | % | % | % | % | 14.56% | 21.54% | 14.37% | -1.65% | 37.59% | 4.78% | 5.38% |
| Large-Cap - Value | % | % | % | % | 18.69% | -5.79% | 11.63% | -8.22% | 32.41% | 17.06% | -3.81% |
| Mid-Cap - Core | % | % | % | % | 15.08% | 11.1% | 14.38% | -9.95% | 16.06% | 17.07% | -3.21% |
| Mid-Cap - Growth | % | % | % | % | 4.23% | 17.37% | 17.91% | -6.52% | 23.42% | 9.41% | 0% |
| Mid-Cap - Value | % | % | % | % | 16.11% | -3.69% | 14.33% | -12.68% | 12.16% | 22.32% | -6.96% |
| Multi-Cap - Core | % | % | % | % | 18.45% | 11.92% | 14.47% | -8.36% | 21.71% | 9.96% | 2.33% |
| Multi-Cap - Growth | % | % | % | % | 18.1% | 32.5% | 15.35% | -3.65% | 26.35% | 7.1% | 4.3% |
| Multi-Cap - Value | % | % | % | % | 24.88% | -1.47% | 13.07% | -12.09% | 340.18% | 17.9% | -6.48% |
| Small-Cap - Core | % | % | % | % | 19.37% | 9.42% | 13.57% | -11.66% | 23.33% | 21.08% | -6.4% |
| Small-Cap - Growth | % | % | % | % | 3.14% | 24.97% | 16.77% | -6.28% | 20.18% | 22.19% | 6.33% |
| Small-Cap - Value | % | % | % | % | 18.63% | -1.76% | 13.36% | -14% | 8.26% | 30.84% | -8.77% |
| US - Equity - Sector | |||||||||||
| Business/Financial Services - | % | % | % | % | 28.45% | -9.68% | 13.98% | -13.15% | 12.45% | 28.27% | 1.08% |
| Consumer Goods/Services - | % | % | % | % | 16.91% | 10.55% | 6.2% | -9.3% | 11.2% | 9.7% | 3.4% |
| Health/Biotechnology - | % | % | % | % | 8.59% | 20.37% | 14.84% | -2.21% | 27.13% | -9.91% | 8.71% |
| Industrial Goods/Services - | % | % | % | % | 18.21% | 12.3% | 15.65% | -15.04% | 23.26% | 19.01% | -4.08% |
| MLPs - | % | % | % | % | 33.15% | 25.99% | 18.42% | -13.91% | -4.7% | 24.45% | -33.52% |
| Natural Resources/Materials - | % | % | % | % | 28.84% | 60.09% | 16.14% | 127.95% | 1.82% | 28.65% | -25.47% |
| Real Estate - | % | % | % | % | 25.54% | -13.59% | 12.93% | -6.61% | 2.01% | 7.25% | 858.08% |
| Science/Technology - | % | % | % | % | 16.71% | 48.23% | 20.92% | -1.5% | 102.98% | 17.14% | 5.94% |
| Telecommunications - | % | % | % | % | 20.42% | 18.4% | 11.86% | -8.71% | 0.75% | 19.6% | 0.88% |
| Utilities - | % | % | % | % | 12.01% | -8.87% | 8.95% | 3.94% | 11.05% | 15.23% | -2.83% |
| INT - Equity - Sector | |||||||||||
| Real Estate - | % | % | % | % | 17.2% | -24.47% | 13.55% | -8.78% | 26.96% | 0.21% | -0.93% |
| GL - Equity - Market Cap | |||||||||||
| Large-Cap - Core | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Large-Cap - Growth | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Large-Cap - Value | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Mid-Cap - Core | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Mid-Cap - Growth | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Mid-Cap - Value | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Multi-Cap - Core | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Multi-Cap - Growth | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Multi-Cap - Value | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Small-Cap - Core | % | % | % | % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Small-Cap - Value | % | % | % | % | 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% |
| Consumer Goods/Services - | % | % | % | % | -1.96% | 33.34% | 14.25% | -15.51% | 38.06% | 3.06% | -3.41% |
| Health/Biotechnology - | % | % | % | % | 7.99% | 45.67% | 17.05% | -7.82% | 24.84% | -10.43% | 4.65% |
| Industrial Goods/Services - | % | % | % | % | 5.7% | 30.66% | 10.31% | -18.79% | 23.77% | 5.13% | -6.59% |
| Infrastructure - | % | % | % | % | 14.73% | 4.91% | 13.26% | -12.63% | 17.36% | 14.09% | -12.14% |
| Natural Resources/Materials - | % | % | % | % | 12.92% | 62.84% | 15.63% | -14.73% | 24.17% | 20.01% | -17.65% |
| Precious Metals/Minerals - | % | % | % | % | -4.92% | 62.99% | 10.35% | -19.43% | 13.7% | 70.11% | -27.35% |
| Real Estate - | % | % | % | % | 18.08% | -31.4% | 12.21% | -4.49% | 10.33% | 5.65% | -0.53% |
| Science/Technology - | % | % | % | % | 8.4% | 56.04% | 19.22% | -12.24% | 40.2% | 8.62% | 2.21% |
