| 2026 YTD | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| US - Equity - Market Cap | |||||||||||
| Large-Cap - Core | % | % | % | % | % | 17.92% | |||||
| Large-Cap - Growth | % | % | % | % | % | 14.56% | |||||
| Large-Cap - Value | % | % | % | % | % | 18.69% | |||||
| Mid-Cap - Core | % | % | % | % | % | 15.08% | |||||
| Mid-Cap - Growth | % | % | % | % | % | 4.23% | |||||
| Mid-Cap - Value | % | % | % | % | % | 16.11% | |||||
| Multi-Cap - Core | % | % | % | % | % | 18.45% | |||||
| Multi-Cap - Growth | % | % | % | % | % | 18.1% | |||||
| Multi-Cap - Value | % | % | % | % | % | 24.88% | |||||
| Small-Cap - Core | % | % | % | % | % | 19.37% | |||||
| Small-Cap - Growth | % | % | % | % | % | 3.14% | |||||
| Small-Cap - Value | % | % | % | % | % | 18.63% | |||||
| US - Equity - Sector | |||||||||||
| Business/Financial Services - | % | % | % | % | % | 28.45% | |||||
| Consumer Goods/Services - | % | % | % | % | % | 16.91% | |||||
| Health/Biotechnology - | % | % | % | % | % | 8.59% | |||||
| Industrial Goods/Services - | % | % | % | % | % | 18.21% | |||||
| MLPs - | % | % | % | % | % | 33.15% | |||||
| Natural Resources/Materials - | % | % | % | % | % | 28.84% | |||||
| Real Estate - | % | % | % | % | % | 25.54% | |||||
| Science/Technology - | % | % | % | % | % | 16.71% | |||||
| Telecommunications - | % | % | % | % | % | 20.42% | |||||
| Utilities - | % | % | % | % | % | 12.01% | |||||
| INT - Equity - Sector | |||||||||||
| Real Estate - | % | % | % | % | % | 17.2% | |||||
| GL - Equity - Market Cap | |||||||||||
| Large-Cap - Core | % | % | % | % | % | 0% | |||||
| Large-Cap - Growth | % | % | % | % | % | 0% | |||||
| Large-Cap - Value | % | % | % | % | % | 0% | |||||
| Mid-Cap - Core | % | % | % | % | % | 0% | |||||
| Mid-Cap - Growth | % | % | % | % | % | 0% | |||||
| Mid-Cap - Value | % | % | % | % | % | 0% | |||||
| Multi-Cap - Core | % | % | % | % | % | 0% | |||||
| Multi-Cap - Growth | % | % | % | % | % | 0% | |||||
| Multi-Cap - Value | % | % | % | % | % | 0% | |||||
| Small-Cap - Core | % | % | % | % | % | 0% | |||||
| Small-Cap - Value | % | % | % | % | % | 0% | |||||
| GL - Equity - Sector | |||||||||||
| Business/Financial Services - | % | % | % | % | % | 20.96% | |||||
| Consumer Goods/Services - | % | % | % | % | % | -1.96% | |||||
| Health/Biotechnology - | % | % | % | % | % | 7.99% | |||||
| Industrial Goods/Services - | % | % | % | % | % | 5.7% | |||||
| Infrastructure - | % | % | % | % | % | 14.73% | |||||
| Natural Resources/Materials - | % | % | % | % | % | 12.92% | |||||
| Precious Metals/Minerals - | % | % | % | % | % | -4.92% | |||||
| Real Estate - | % | % | % | % | % | 18.08% | |||||
| Science/Technology - | % | % | % | % | % | 8.4% |
