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Ranking of DAP Funds by 3 Year Annualized Returns – reporting as of 10/31/2022
Ticker Fund Name 1M 3M YTD 1YR 3YR 5YR
FGKFX Fidelity Growth Company K6 7.46 -5.78 -30.16 -31.34 16.66 N/A
CIT BPCIT LCV Fund 11.49 0.47 -5.13 -0.93 10.30 8.35
CIT State Street Russell All Cap Index Fund 8.19 -5.33 -18.36 -16.42 9.83 9.88
FOCSX Fidelity Small Cap Growth K6 7.92 -1.74 -23.15 -27.34 8.56 9.16
JDMNX Janus Henderson Enterprise 8.67 -4.23 -16.61 -15.00 7.80 10.13
Custom Large Cap Core Stock Fund 7.92 -5.20 -20.21 -18.04 7.17 8.01
RNPGX American Funds New Perspective R6 4.59 -8.89 -28.29 -28.61 6.67 7.15
GSSUX Goldman Sachs Small Cap Value 12.67 -2.05 -12.37 -10.50 6.26 4.41
Custom Small/Mid Cap Core Stock Fund 8.27 -5.13 -19.83 -20.13 5.20 6.14
CIT Ceredex Mid Cap Value Equity 7.56 -4.84 -16.97 -13.20 4.90 6.86
VFIFX Vanguard Target Retirement 2050 5.50 -7.52 -20.28 -19.44 4.47 5.12
VFFVX Vanguard Target Retirement 2055 5.50 -7.51 -20.28 -19.42 4.45 5.12
VTTSX Vanguard Target Retirement 2060 5.51 -7.51 -20.27 -19.40 4.45 5.12
VLXVX Vanguard Target Retirement 2065 5.51 -7.49 -20.21 -19.37 4.43 5.10
VTIVX Vanguard Target Retirement 2045 5.25 -7.51 -20.12 -19.29 4.42 5.10
VFORX Vanguard Target Retirement 2040 4.74 -7.53 -19.63 -18.85 3.77 4.70
Custom Diversified Inflation Real Return Fund 3.70 -8.34 -10.05 -8.03 3.13 4.02
VTTHX Vanguard Target Retirement 2035 4.16 -7.58 -19.17 -18.46 3.11 4.29
Custom Income Fund 1.58 -1.54 -3.96 -3.51 2.81 3.28
Custom Aggressive Fund 5.04 -7.37 -19.43 -18.65 2.50 3.80
VTHRX Vanguard Target Retirement 2030 3.69 -7.57 -18.71 -18.05 2.45 3.86
Custom Stable Value Fund 0.20 0.57 1.64 1.93 2.19 2.50
Custom Conservative Fund 2.38 -4.28 -10.93 -10.43 2.14 3.23
Custom Moderate Fund 3.92 -6.86 -17.49 -16.84 1.91 3.39
VTTVX Vanguard Target Retirement 2025 3.09 -7.48 -17.90 -17.30 1.90 3.49
VTWNX Vanguard Target Retirement 2020 2.40 -7.15 -16.25 -15.73 1.51 3.14
DIPSX DFA Inflation-Protected Securities 1.12 -8.75 -12.96 -12.04 1.04 2.09
CIT SSgA US Infl-Prot Sec Index Fund 1.23 -8.02 -12.55 -11.52 1.03 2.09
VMFXX Vanguard Federal Money Market Inv 0.24 0.61 0.91 0.92 0.55 1.09
VTINX Vanguard Target Retirement Income 1.58 -6.88 -14.55 -14.13 0.24 2.12
CHYYX Columbia High Yield Bond 2.90 -3.76 -11.52 -10.58 0.23 2.02
Custom International Stock Fund 5.15 -8.88 -23.57 -24.02 -0.37 0.87
CIT SSgA Global All Cap Equity ex-US Index 3.49 -11.01 -24.51 -24.95 -1.26 -0.37
LISIX Lazard Intl Strategic Equity Instl 6.90 -8.50 -22.36 -24.62 -1.51 0.68
ANAZX AB Global Bond -0.63 -6.89 -13.57 -13.15 -3.36 -0.41
Custom Fixed Income Fund -1.27 -8.67 -16.68 -16.59 -3.40 -0.10
CIT SSgA US Bond Index Fund -1.31 -8.69 -15.70 -15.70 -3.78 -0.56
MWTSX Metropolitan West Total Return Bond -1.60 -9.68 -17.54 -17.56 -3.81 -0.42
CIT Aberdeen Emerging Markets -1.57 -12.01 -33.38 -36.70 -4.89 -2.85
VLXVX Vanguard Target Retirement 2070 5.51 -7.49 N/A N/A N/A N/A
CIT TS&W International Sm Cp Eq 6.29 -11.09 -26.29 -27.06 N/A N/A

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