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Ranking of DAP Funds by 3 Year Annualized Returns – reporting as of 12/31/2022
Ticker Fund Name 1M 3M YTD 1YR 3YR 5YR
FGKFX Fidelity Growth Company K6 -8.39 3.68 -32.62 -32.62 11.56 N/A
CIT BPCIT LCV Fund -4.34 12.58 -4.20 -4.20 8.42 7.53
CIT State Street Russell All Cap Index Fund -5.85 7.23 -19.09 -19.09 7.13 8.81
JDMNX Janus Henderson Enterprise -4.29 9.54 -15.94 -15.94 5.96 9.82
RNPGX American Funds New Perspective R6 -5.11 8.49 -25.61 -25.61 5.54 7.69
FOCSX Fidelity Small Cap Growth K6 -5.49 5.30 -25.01 -25.01 4.48 8.19
Custom Large Cap Core Stock Fund -5.92 6.30 -21.41 -21.41 4.35 6.78
CIT Ceredex Mid Cap Value Equity -3.27 11.80 -13.71 -13.71 3.87 6.70
VFIFX Vanguard Target Retirement 2050 -4.06 9.23 -17.46 -17.46 3.80 5.18
VFFVX Vanguard Target Retirement 2055 -4.04 9.23 -17.46 -17.46 3.79 5.18
VTTSX Vanguard Target Retirement 2060 -4.06 9.23 -17.46 -17.46 3.79 5.18
VLXVX Vanguard Target Retirement 2065 -4.05 9.24 -17.39 -17.39 3.78 5.15
VTIVX Vanguard Target Retirement 2045 -3.95 8.89 -17.36 -17.36 3.74 5.14
Custom Diversified Inflation Real Return Fund -2.48 6.77 -7.39 -7.39 3.46 4.11
Custom Small/Mid Cap Core Stock Fund -4.67 8.33 -19.78 -19.78 3.36 5.49
GSSUX Goldman Sachs Small Cap Value -6.36 9.62 -14.74 -14.74 3.30 3.15
VFORX Vanguard Target Retirement 2040 -3.71 8.20 -16.98 -16.98 3.17 4.74
Custom Income Fund -0.63 2.89 -2.72 -2.72 2.72 3.33
VTTHX Vanguard Target Retirement 2035 -3.55 7.45 -16.62 -16.62 2.64 4.34
Custom Aggressive Fund -2.76 9.62 -15.92 -15.92 2.48 4.09
Custom Conservative Fund -1.43 4.97 -8.67 -8.67 2.19 3.40
Custom Stable Value Fund 0.21 0.61 2.06 2.06 2.17 2.49
VTHRX Vanguard Target Retirement 2030 -3.31 6.81 -16.27 -16.27 2.09 3.94
Custom Moderate Fund -2.28 8.05 -14.20 -14.20 2.01 3.69
VTTVX Vanguard Target Retirement 2025 -3.01 6.03 -15.55 -15.55 1.66 3.58
Custom International Stock Fund -0.73 17.02 -14.94 -14.94 1.61 2.48
VTWNX Vanguard Target Retirement 2020 -2.56 4.97 -14.15 -14.15 1.33 3.22
DIPSX DFA Inflation-Protected Securities -1.16 1.99 -12.22 -12.22 1.14 2.06
CIT SSgA US Infl-Prot Sec Index Fund -1.20 1.82 -12.04 -12.04 1.05 1.99
VMFXX Vanguard Federal Money Market Inv 0.34 0.88 1.55 1.55 0.67 1.18
CIT SSgA Global All Cap Equity ex-US Index -1.51 14.70 -16.33 -16.33 0.40 1.04
VTINX Vanguard Target Retirement Income -2.14 3.74 -12.74 -12.74 0.34 2.30
CHYYX Columbia High Yield Bond -1.02 3.87 -10.69 -10.69 -0.22 2.23
LISIX Lazard Intl Strategic Equity Instl -2.94 14.44 -16.88 -16.88 -0.86 1.20
Custom Fixed Income Fund -0.36 2.40 -13.59 -13.59 -2.30 0.53
Sep Acct Metropolitan West Total Return Bond -0.19 2.00 -13.96 -13.96 -2.51 0.24
ANAZX AB Global Bond -0.69 1.18 -11.99 -11.99 -2.76 -0.13
CIT SSgA US Bond Index Fund -0.64 1.66 -13.16 -13.16 -2.78 -0.03
CIT Aberdeen Emerging Markets -2.77 10.10 -25.48 -25.48 -3.17 -1.30
VLXVX Vanguard Target Retirement 2070 -4.06 9.21 N/A N/A N/A N/A
CIT TS&W International Sm Cp Eq 2.88 21.11 -16.02 -16.02 N/A N/A

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