| 2025 YTD | 2024 | 2023 | 2022 | 2021 | 2020 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| US - Equity - Market Cap | |||||||||||
| Large-Cap - Core | % | % | % | % | 17.92% | 9.9% | |||||
| Large-Cap - Growth | % | % | % | % | 14.56% | 21.54% | |||||
| Large-Cap - Value | % | % | % | % | 18.69% | -5.79% | |||||
| Mid-Cap - Core | % | % | % | % | 15.08% | 11.1% | |||||
| Mid-Cap - Growth | % | % | % | % | 4.23% | 17.37% | |||||
| Mid-Cap - Value | % | % | % | % | 16.11% | -3.69% | |||||
| Multi-Cap - Core | % | % | % | % | 18.45% | 11.92% | |||||
| Multi-Cap - Growth | % | % | % | % | 18.1% | 32.5% | |||||
| Multi-Cap - Value | % | % | % | % | 24.88% | -1.47% | |||||
| Small-Cap - Core | % | % | % | % | 19.37% | 9.42% | |||||
| Small-Cap - Growth | % | % | % | % | 3.14% | 24.97% | |||||
| Small-Cap - Value | % | % | % | % | 18.63% | -1.76% | |||||
| US - Equity - Sector | |||||||||||
| Business/Financial Services - | % | % | % | % | 28.45% | -9.68% | |||||
| Consumer Goods/Services - | % | % | % | % | 16.91% | 10.55% | |||||
| Health/Biotechnology - | % | % | % | % | 8.59% | 20.37% | |||||
| Industrial Goods/Services - | % | % | % | % | 18.21% | 12.3% | |||||
| MLPs - | % | % | % | % | 33.15% | 25.99% | |||||
| Natural Resources/Materials - | % | % | % | % | 28.84% | 60.09% | |||||
| Real Estate - | % | % | % | % | 25.54% | -13.59% | |||||
| Science/Technology - | % | % | % | % | 16.71% | 48.23% | |||||
| Telecommunications - | % | % | % | % | 20.42% | 18.4% | |||||
| Utilities - | % | % | % | % | 12.01% | -8.87% | |||||
| INT - Equity - Sector | |||||||||||
| Real Estate - | % | % | % | % | 17.2% | -24.47% | |||||
| GL - Equity - Market Cap | |||||||||||
| Large-Cap - Core | % | % | % | % | 0% | 0% | |||||
| Large-Cap - Growth | % | % | % | % | 0% | 0% | |||||
| Large-Cap - Value | % | % | % | % | 0% | 0% | |||||
| Mid-Cap - Core | % | % | % | % | 0% | 0% | |||||
| Mid-Cap - Growth | % | % | % | % | 0% | 0% | |||||
| Mid-Cap - Value | % | % | % | % | 0% | 0% | |||||
| Multi-Cap - Core | % | % | % | % | 0% | 0% | |||||
| Multi-Cap - Growth | % | % | % | % | 0% | 0% | |||||
| Multi-Cap - Value | % | % | % | % | 0% | 0% | |||||
| Small-Cap - Core | % | % | % | % | 0% | 0% | |||||
| Small-Cap - Value | % | % | % | % | 0% | 0% | |||||
| GL - Equity - Sector | |||||||||||
| Business/Financial Services - | % | % | % | % | 20.96% | -6.88% | |||||
| Consumer Goods/Services - | % | % | % | % | -1.96% | 33.34% | |||||
| Health/Biotechnology - | % | % | % | % | 7.99% | 45.67% | |||||
| Industrial Goods/Services - | % | % | % | % | 5.7% | 30.66% | |||||
| Infrastructure - | % | % | % | % | 14.73% | 4.91% | |||||
| Natural Resources/Materials - | % | % | % | % | 12.92% | 62.84% | |||||
| Precious Metals/Minerals - | % | % | % | % | -4.92% | 62.99% | |||||
| Real Estate - | % | % | % | % | 18.08% | -31.4% | |||||
| Science/Technology - | % | % | % | % | 8.4% | 56.04% |
