2022 YTD | 2021 | 2020 | 2019 | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
US - Equity - Market Cap | |||||||||||
Large-Cap - Core | % | 18.76% | 10.51% | 12.11% | |||||||
Large-Cap - Growth | % | 17.24% | 25.04% | 15.68% | |||||||
Large-Cap - Value | % | 18.98% | -0.94% | 12.45% | |||||||
Mid-Cap - Core | % | 17.73% | 9.05% | 14.66% | |||||||
Mid-Cap - Growth | % | 13.09% | 28.29% | 18.69% | |||||||
Mid-Cap - Value | % | 21.4% | 3.38% | 14.13% | |||||||
Multi-Cap - Core | % | 15.68% | 10.58% | 13.15% | |||||||
Multi-Cap - Growth | % | 14.77% | 29.35% | 16.82% | |||||||
Multi-Cap - Value | % | 20.45% | 0.3% | 13.37% | |||||||
Small-Cap - Core | % | 17.33% | 9.69% | 14.78% | |||||||
Small-Cap - Growth | % | 8.98% | 31.96% | 18.89% | |||||||
Small-Cap - Value | % | 22.83% | 3.93% | 13.6% | |||||||
US - Equity - Sector | |||||||||||
Business/Financial Services - | % | 29.07% | -4.09% | 13.64% | |||||||
Consumer Goods/Services - | % | 10.09% | 19.69% | 13.06% | |||||||
Health/Biotechnology - | % | 8.49% | 12.99% | 15.08% | |||||||
Industrial Goods/Services - | % | 10.61% | 10.77% | 14.36% | |||||||
MLPs - | % | 25.05% | -3.69% | 18.56% | |||||||
Natural Resources/Materials - | % | 22.6% | 41.17% | 15.41% | |||||||
Real Estate - | % | 22.63% | -8.2% | 13.03% | |||||||
Science/Technology - | % | 15.02% | 38.69% | 19.55% | |||||||
Telecommunications - | % | 11.1% | 17.82% | 12.07% | |||||||
Utilities - | % | 9.11% | -6.48% | 10.02% | |||||||
INT - Equity - Market Cap | |||||||||||
Large-Cap - Core | % | 6.49% | 13.65% | 12.55% | |||||||
Large-Cap - Growth | % | 9.04% | 17.26% | 13.05% | |||||||
Large-Cap - Value | % | 12.57% | 2.73% | 11.41% | |||||||
Mid-Cap - Core | % | 12.98% | 15.76% | 12.73% | |||||||
Mid-Cap - Growth | % | 10.05% | 12.33% | 12.51% | |||||||
Mid-Cap - Value | % | 14.1% | 3.2% | 10.7% | |||||||
Multi-Cap - Core | % | 8.91% | 15.93% | 11.51% | |||||||
Multi-Cap - Growth | % | 8.69% | 19.34% | 13.72% | |||||||
Multi-Cap - Value | % | 10.5% | 0.58% | 10.59% | |||||||
Small-Cap - Core | % | 13.92% | 11.57% | 11.75% | |||||||
Small-Cap - Growth | % | 13.23% | 15.32% | 12.88% | |||||||
Small-Cap - Value | % | 19.15% | 2.81% | 9.41% | |||||||
INT - Equity - Sector | |||||||||||
Real Estate - | % | 10.1% | -2.56% | 12.63% | |||||||
GL - Equity - Market Cap | |||||||||||
Large-Cap - Core | % | 13.04% | 8.18% | 12.34% | |||||||
Large-Cap - Growth | % | 14.78% | 24.6% | 14% | |||||||
Large-Cap - Value | % | 16.47% | 1.99% | 13.2% | |||||||
Mid-Cap - Core | % | 20.8% | 19.3% | 14.89% | |||||||
Mid-Cap - Growth | % | 0% | 0% | 13.99% | |||||||
Mid-Cap - Value | % | 0% | 0% | 10.86% | |||||||
Multi-Cap - Core | % | 0% | 0% | 12.75% | |||||||
Multi-Cap - Growth | % | 0% | 0% | 15.4% | |||||||
Multi-Cap - Value | % | 0% | 0% | 11.89% | |||||||
Small-Cap - Core | % | 0% | 0% | 15.52% | |||||||
Small-Cap - Value | % | 0% | 0% | 9.15% | |||||||
GL - Equity - Sector | |||||||||||
Business/Financial Services - | % | 21.67% | -0.41% | 12.27% | |||||||
Consumer Goods/Services - | % | 6% | 29.9% | 10.21% | |||||||
Health/Biotechnology - | % | 11.91% | 8.03% | 13.02% | |||||||
Industrial Goods/Services - | % | 15.55% | 19.13% | 17.56% | |||||||
Infrastructure - | % | 9.54% | -4.17% | 13.76% | |||||||
Natural Resources/Materials - | % | 17.9% | 4.58% | 13.15% | |||||||
Precious Metals/Minerals - | % | -11.52% | 26.27% | 7.27% | |||||||
Real Estate - | % | 18.25% | -7.75% | 13.12% | |||||||
Science/Technology - | % | 14.34% | 53.26% | 21.01% |