Category Average Return
3 Years
5 Years
| 2022 | 2021 | 2020 | 2019 | |||
|---|---|---|---|---|---|---|
| US - Equity - Market-Cap | ||||||
| Large-Cap - Core | -19.39% | 15% | 8.08% | 19.89% | ||
| Large-Cap - Growth | -30.44% | 10.2% | 21.1% | 22.62% | ||
| Large-Cap - Value | -11.8% | 15.81% | -3.51% | 18.74% | ||
| Mid-Cap - Core | -19.36% | 14.89% | 4.48% | 20.94% | ||
| Mid-Cap - Growth | -30.11% | 1.84% | 25.75% | 23.48% | ||
| Mid-Cap - Value | -13% | 18.25% | -0.05% | 22.3% | ||
| Multi-Cap - Core | -21.37% | 13% | 6.58% | 21.51% | ||
| Multi-Cap - Growth | -30.32% | 6.34% | 21.82% | 23.16% | ||
| Multi-Cap - Value | -13.65% | 18% | -2.55% | 19.35% | ||
| Small-Cap - Core | -20.59% | 12.47% | 5.68% | 19.56% | ||
| Small-Cap - Growth | -31.21% | -2.26% | 24.98% | 21.62% | ||
| Small-Cap - Value | -15.12% | 20.32% | 1.43% | 17.92% | ||
| US - Equity - Sector | ||||||
| Business-Financial Services - | -21.05% | 28.26% | -4.98% | 24.56% | ||
| Consumer Goods-Services - | -24.25% | 6.81% | 18.12% | 23.19% | ||
| Health-Biotechnology - | -22.43% | -1.13% | 11.68% | 21.54% | ||
| Industrial Goods-Services - | -24.49% | 3.81% | 9.5% | 21.2% | ||
| MLPs - | 12.44% | 34.4% | -7.95% | 4.72% | ||
| Natural Resources-Materials - | 20.83% | 36.56% | 38.99% | 6.75% | ||
| Real Estate - | -22.95% | 31.39% | -10.55% | 17.69% | ||
| Science-Technology - | -33.95% | 4.59% | 36.07% | 29.5% | ||
| Telecommunications - | -23.16% | 1.03% | 16.78% | 13.7% | ||
| Utilities - | -5.19% | 9.42% | -6.38% | 16.55% | ||
| International - Equity - Market-Cap | ||||||
| Large-Cap - Core | -19.85% | -0.72% | 11.33% | 20.37% | ||
| Large-Cap - Growth | -24.94% | 2.4% | 15.15% | 23.8% | ||
| Large-Cap - Value | -15.29% | 9.23% | -0.17% | 14.64% | ||
| Mid-Cap - Core | -22.99% | 5.19% | 14.7% | 25.39% | ||
| Mid-Cap - Growth | -27.56% | 4.7% | 11.03% | 21.95% | ||
| Mid-Cap - Value | -13.4% | 7.9% | 1.6% | 13.5% | ||
| Multi-Cap - Core | -18.99% | 6.49% | 12.05% | 18.47% | ||
| Multi-Cap - Growth | -27.22% | 1.48% | 16.35% | 24.55% | ||
| Multi-Cap - Value | -12.36% | 8.61% | -0.2% | 13.75% | ||
| Small-Cap - Core | -24.11% | 6.16% | 8.41% | 20.15% | ||
| Small-Cap - Growth | -26.72% | 2.87% | 14.34% | 22.68% | ||
| Small-Cap - Value | -16% | 14.11% | 1.62% | 13.66% | ||
| International - Equity - Sector | ||||||
| Real Estate - | -19.42% | 7.05% | -10.12% | 15.65% | ||
| Global - Equity - Market-Cap | ||||||
| Large-Cap - Core | -21.31% | 10.4% | 6.92% | 20.27% | ||
| Large-Cap - Growth | -27.34% | 8.77% | 29.29% | 26.11% | ||
| Large-Cap - Value | -20.91% | 7.78% | 1.85% | 16.6% | ||
| Mid-Cap - Core | -20.68% | 11.49% | 15.8% | 21.04% | ||
| Mid-Cap - Growth | -25.24% | 7.12% | 9.06% | 20.81% | ||
| Mid-Cap - Value | -3.31% | 13.44% | -9.76% | 19.3% | ||
| Multi-Cap - Core | -20.96% | 7.57% | 12.39% | 20.13% | ||
| Multi-Cap - Growth | -30.58% | 7.1% | 38.22% | 23.8% | ||
| Multi-Cap - Value | -10.62% | 14.09% | 1.86% | 16.95% | ||
| Small-Cap - Core | -28.81% | 3.02% | 38.75% | 22.53% | ||
| Small-Cap - Value | -21.36% | 11.06% | 29.63% | 9.69% | ||
| Global - Equity - Sector | ||||||
| Business-Financial Services - | -21.38% | 13.43% | -0.41% | 18.15% | ||
| Consumer Goods-Services - | -27.7% | 1.9% | 29.9% | 24.4% | ||
| Health-Biotechnology - | -17.57% | 2.09% | 6.01% | 21.46% | ||
| Industrial Goods-Services - | -19.15% | 11.7% | 19.13% | 26.73% | ||
| Infrastructure - | -6.79% | 10.62% | -6.32% | 21.58% | ||
| Natural Resources-Materials - | 10.37% | 27.44% | 0.01% | 11.43% | ||
| Precious Metals-Minerals - | -7.61% | -11.86% | 24.72% | 38.59% | ||
| Real Estate - | -21.92% | 20.31% | -8.69% | 15.3% | ||
| Science-Technology - | -36.09% | 1.82% | 49.99% | 34.1% |