Archive for the ‘Detailed YTD’ Category

2019 Nov Detailed YTD Performane

Sunday, December 1st, 2019
 YTD 11/30/19
Stable Value Option           2.8%
BlackRock Short Term Investment           2.1%
Invesco Managed Account           2.8%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           2.1%
Fixed Income Fund          10.2%
Dodge & Cox Core Fund  MF           9.4%
Prudential Core Plus  CIT          11.4%
Western Asset Core  MF          10.2%
SSgA US Fixed Income Index Fund  CIT           8.8%
Benchmark
Barclays Universal Bond           9.1%
Diversified Inflation / Real Return Fund          13.6%
Vanguard Short TIPS  MF           4.1%
SSgA Inflation-Protected Securities  CIT           8.0%
SSgA Global REIT  CIT          21.6%
Frontier Magellan Infrastructure  MF          22.9%
SSgA Natural Resources  CIT           8.6%
SSgA Commodities  CIT           1.2%
Benchmark
Barclays US TIPS 0-5 Year            4.1%
Large Cap Core Stock Fund          23.3%
Macquarie Large Cap Value  CIT          16.5%
T. Rowe Price Large Cap Growth  MF          28.0%
Columbia Large Cap Contrarian  CIT          28.4%
Touchstone Large Cap Instl  MF          21.6%
SSgA S&P 500 Index  CIT          27.2%
Benchmark
S&P 500 Index          27.6%
Small / Mid Cap Core Stock Fund          27.1%
TS&W Collective Investment Trust  CIT          19.6%
William Blair SMID Growth  MF          31.1%
Atlanta High Quality SMID Cap  MF          32.6%
Brown Small Co. Instl.  MF          32.4%
Segall Bryant & Hamill Small Cap Value Fund  SA          19.7%
Wellington Mid Cap Core  CIT          31.1%
SSgA Russell 2500 Index Fund  CIT          24.9%
Benchmark
Russell 2500 Index         25.1%
International Stock Fund         17.7%
MFS International Value  MF         22.6%
Artisan Non-US Growth  CIT         26.0%
Lazard Global Managed Volatility  CIT         19.9%
Aberdeen Emerging Markets Equity  CIT         10.8%
Brandes Intl Small Cap  MF           2.7%
SSgA Global All Cap Equity ex-US Index  CIT         17.1%
Benchmark
MSCI ACWI ex US IMI net         16.5%
Income Fund           7.0%
Benchmark
Income Composite Index           6.4%
Conservative Fund          11.6%
Benchmark
Conservative Composite Index           10.6%
Moderate Fund          16.1%
Benchmark          15.5%
Moderate Composite Index
Aggressive Fund         18.2%
Benchmark
Aggressive Composite Index          17.7%
Index Funds
SSgA U.S. Bond Index Fund  CIT           8.8%
Benchmark
Blmbg. Barc. U.S. Aggregate           8.8%
SSgA U.S. Inflation Protected Bond Index  CIT           8.0%
Benchmark
Blmbg. Barc. U.S. TIPS           8.0%
State Street Russell All Cap Index  CIT         27.3%
Benchmark
Russell 3000E Index          27.3%
SSgA Global All Cap Equity ex US Index  CIT         16.7%
Benchmark
MSCI AC World ex USA IMI (Net)         16.5%
Specialty Options
Vanguard Federal Money Market Fund  MF          2.0%
Benchmark
ICE BofAML 3 Month U.S. T-Bill          2.1%
Metropolitan West Total Return Bond Fund  MF          9.2%
Benchmark
Blmbg. Barc. U.S. Aggregate          8.8%
DFA Inflation-Protected Securities  MF          7.9%
Benchmark
Blmbg. Barc. U.S. TIPS         8.0%
Columbia High Yield Bond Y  MF         15.1%
Benchmark
ICE BofA Merrill Lynch High Yield Master         12.0%
AB Global Bond Fund Z  MF          7.5%
Benchmark
Blmbg. Barc. Global Aggregate Index (Hedged)         8.4%
Boston Partners Large Cap Value  CIT         20.2%
Benchmark
Russell 1000 Value Index         23.2%
Fidelity Growth Company Fund K  MF         34.5%
Benchmark
Russell 3000 Growth Index         31.9%
Ceredex Mid Cap Vale Equity  CIT         28.9%
Benchmark
Russell Midcap Value Index         23.3%
Janus Henderson Enterprise N  MF         32.6%
Benchmark
Russell Midcap Growth Index         33.9%
Goldman Sachs Small Cap Value R6  MF         19.6%
Benchmark
Russell 2000 Value Index         18.3%
Fidelity Small Cap Growth Fund K6  MF         38.9%
Benchmark
Russell 2000 Growth Index         25.6%
Lazard Global Managed Volatility  CIT         19.9%
Benchmark
MSCI World (Net)         24.0%
Boston Partners Global Equity Fund Inst  MF         15.2%
Benchmark
MSCI World (Net)         24.0%
Lazard Intl Strategic Equity Portfolio Inst  MF         17.4%
Benchmark
MSCI EAFE (Net)         18.2%
Brandes International Small Cap Equity R6  MF          2.7%
Benchmark
S&P Developed Ex-U.S. Small Cap         18.9%
Aberdeen Emerging Markets  CIT         10.8%
Benchmark
MSCI Emerging Markets (Net)         10.2%

 

2019 October Detailed YTD Performance

Tuesday, November 26th, 2019
 YTD 10/31/19
Stable Value Option           2.5%
BlackRock Short Term Investment           1.9%
Invesco Managed Account           2.6%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           2.0%
Fixed Income Fund          10.2%
Dodge & Cox Core Fund  MF           9.3%
Prudential Core Plus  CIT          11.3%
Western Asset Core  MF          10.2%
SSgA US Fixed Income Index Fund  CIT           9.0%
Benchmark
Barclays Universal Bond           9.2%
Diversified Inflation / Real Return Fund          14.3%
Vanguard Short TIPS  MF           3.9%
SSgA Inflation-Protected Securities  CIT           7.8%
SSgA Global REIT  CIT          23.1%
Frontier Magellan Infrastructure  MF          24.5%
SSgA Natural Resources  CIT           7.7%
SSgA Commodities  CIT           3.6%
Benchmark
Barclays US TIPS 0-5 Year            4.0%
Large Cap Core Stock Fund          18.8%
Macquarie Large Cap Value  CIT          13.4%
T. Rowe Price Large Cap Growth  MF          21.6%
Columbia Large Cap Contrarian  CIT          24.1%
Touchstone Large Cap Instl  MF          17.9%
SSgA S&P 500 Index  CIT          22.8%
Benchmark
S&P 500 Index          23.2%
Small / Mid Cap Core Stock Fund          22.1%
TS&W Collective Investment Trust  CIT          17.5%
William Blair SMID Growth  MF          25.5%
Atlanta High Quality SMID Cap  MF          28.3%
Brown Small Co. Instl.  MF          22.1%
Segall Bryant & Hamill Small Cap Value Fund  SA          16.7%
Wellington Mid Cap Core  CIT          25.7%
SSgA Russell 2500 Index Fund  CIT          19.3%
Benchmark
Russell 2500 Index         20.0%
International Stock Fund         16.4%
MFS International Value  MF         20.3%
Artisan Non-US Growth  CIT         23.8%
Lazard Global Managed Volatility  CIT         17.8%
Aberdeen Emerging Markets Equity  CIT         12.8%
Brandes Intl Small Cap  MF           1.3%
SSgA Global All Cap Equity ex-US Index  CIT         16.2%
Benchmark
MSCI ACWI ex US IMI net         15.4%
Income Fund           6.2%
Benchmark
Income Composite Index           5.8%
Conservative Fund          10.5%
Benchmark
Conservative Composite Index           9.6%
Moderate Fund          14.5%
Benchmark          13.9%
Moderate Composite Index
Aggressive Fund         16.2%
Benchmark
Aggressive Composite Index          15.7%
Index Funds
SSgA U.S. Bond Index Fund  CIT           8.8%
Benchmark
Blmbg. Barc. U.S. Aggregate           8.8%
SSgA U.S. Inflation Protected Bond Index  CIT           7.8%
Benchmark
Blmbg. Barc. U.S. TIPS           7.9%
State Street Russell All Cap Index  CIT         22.7%
Benchmark
Russell 3000E Index          22.7%
SSgA Global All Cap Equity ex US Index  CIT         15.6%
Benchmark
MSCI AC World ex USA IMI (Net)         15.4%
Specialty Options
Vanguard Federal Money Market Fund  MF          1.9%
Benchmark
ICE BofAML 3 Month U.S. T-Bill          2.0%
Metropolitan West Total Return Bond Fund  MF          9.3%
Benchmark
Blmbg. Barc. U.S. Aggregate          8.8%
DFA Inflation-Protected Securities  MF          7.9%
Benchmark
Blmbg. Barc. U.S. TIPS         7.9%
Columbia High Yield Bond Y  MF         14.5%
Benchmark
ICE BofA Merrill Lynch High Yield Master         11.8%
AB Global Bond Fund Z  MF          7.7%
Benchmark
Blmbg. Barc. Global Aggregate Index (Hedged)         8.6%
Boston Partners Large Cap Value  CIT         16.4%
Benchmark
Russell 1000 Value Index         19.5%
Fidelity Growth Company Fund K  MF         25.5%
Benchmark
Russell 3000 Growth Index         26.2%
Ceredex Mid Cap Vale Equity  CIT         24.5%
Benchmark
Russell Midcap Value Index         20.1%
Janus Henderson Enterprise N  MF         27.6%
Benchmark
Russell Midcap Growth Index         27.6%
Goldman Sachs Small Cap Value R6  MF         16.3%
Benchmark
Russell 2000 Value Index         15.5%
Fidelity Small Cap Growth Fund K6  MF         29.5%
Benchmark
Russell 2000 Growth Index         18.6%
Lazard Global Managed Volatility  CIT         19.4%
Benchmark
MSCI World (Net)         20.6%
Boston Partners Global Equity Fund Inst  MF         13.5%
Benchmark
MSCI World (Net)         20.6%
Lazard Intl Strategic Equity Portfolio Inst  MF         15.8%
Benchmark
MSCI EAFE (Net)         16.9%
Brandes International Small Cap Equity R6  MF          1.3%
Benchmark
S&P Developed Ex-U.S. Small Cap         16.4%
Aberdeen Emerging Markets  CIT         12.8%
Benchmark
MSCI Emerging Markets (Net)         10.4%

 

2019 September Detailed YTD Performance

Monday, October 28th, 2019
 YTD 9/30/19
Stable Value Option           2.3%
BlackRock Short Term Investment           1.8%
Invesco Managed Account           2.3%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           1.8%
Fixed Income Fund           9.8%
Dodge & Cox Core Fund  MF           8.8%
Prudential Core Plus  CIT          11.0%
Western Asset Core  MF           9.8%
SSgA US Fixed Income Index Fund  CIT           8.7%
Benchmark
Barclays Universal Bond           8.8%
Diversified Inflation / Real Return Fund          12.8%
Vanguard Short TIPS  MF           3.7%
SSgA Inflation-Protected Securities  CIT           7.6%
SSgA Global REIT  CIT          20.3%
Frontier Magellan Infrastructure  MF          22.3%
SSgA Natural Resources  CIT           7.4%
SSgA Commodities  CIT           1.6%
Benchmark
Barclays US TIPS 0-5 Year            3.7%
Large Cap Core Stock Fund          17.2%
Macquarie Large Cap Value  CIT          13.4%
T. Rowe Price Large Cap Growth  MF          19.0%
Columbia Large Cap Contrarian  CIT          21.8%
Touchstone Large Cap Instl  MF          15.9%
SSgA S&P 500 Index  CIT          20.2%
Benchmark
S&P 500 Index          20.6%
Small / Mid Cap Core Stock Fund          21.8%
TS&W Collective Investment Trust  CIT          16.0%
William Blair SMID Growth  MF          25.5%
Atlanta High Quality SMID Cap  MF          29.9%
Brown Small Co. Instl.  MF          23.9%
Segall Bryant & Hamill Small Cap Value Fund  SA          15.8%
Wellington Mid Cap Core  CIT          24.9%
SSgA Russell 2500 Index Fund  CIT          17.1%
Benchmark
Russell 2500 Index         17.7%
International Stock Fund         13.3%
MFS International Value  MF         17.2%
Artisan Non-US Growth  CIT         20.0%
Lazard Global Managed Volatility  CIT         16.4%
Aberdeen Emerging Markets Equity  CIT          9.4%
Brandes Intl Small Cap  MF         -0.7%
SSgA Global All Cap Equity ex-US Index  CIT         12.1%
Benchmark
MSCI ACWI ex US IMI net         11.4%
Income Fund           5.6%
Benchmark
Income Composite Index           5.0%
Conservative Fund           9.5%
Benchmark
Conservative Composite Index           8.4%
Moderate Fund          12.9%
Benchmark          11.9%
Moderate Composite Index
Aggressive Fund         14.3%
Benchmark
Aggressive Composite Index          13.3%
Index Funds
SSgA U.S. Bond Index Fund           8.5%
SSgA U.S. Inflation Protected Bond Index           7.6%
State Street Russell All Cap Index         20.1%
SSgA Global All Cap Equity ex US Index         11.6%
Specialty Options
Vanguard Federal Money Market Fund          1.7%
Metropolitan West Total Return Bond Fund          8.9%
DFA Inflation-Protected Securities          7.9%
Columbia High Yield Bond Y         14.0%
AB Global Bond Fund Z          7.9%
Boston Partners Large Cap Value         14.5%
Fidelity Growth Company Fund K         20.8%
Ceredex Mid Cap Vale Equity         23.2%
Janus Henderson Enterprise N         27.8%
Goldman Sachs Small Cap Value R6         15.0%
Fidelity Small Cap Growth Fund K6         24.7%
Lazard Global Managed Volatility         16.4%
Boston Partners Global Equity Fund Inst         10.9%
Lazard Intl Strategic Equity Portfolio Inst         13.7%
Brandes International Small Cap Equity R6         -0.7%
Aberdeen Emerging Markets           9.4%

 

2019 August Detailed YTD Performance

Friday, September 27th, 2019
 YTD 8/31/19
Stable Value Option           2.0%
BlackRock Short Term Investment           1.6%
Invesco Managed Account           2.1%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           1.6%
Fixed Income Fund          10.0%
Dodge & Cox Core Fund  MF           8.9%
Prudential Core Plus  CIT          11.3%
Western Asset Core  MF          10.2%
SSgA US Fixed Income Index Fund  CIT           9.3%
Benchmark
Barclays Universal Bond           9.3%
Diversified Inflation / Real Return Fund          11.5%
Vanguard Short TIPS  MF           3.9%
SSgA Inflation-Protected Securities  CIT           9.1%
SSgA Global REIT  CIT          17.6%
Frontier Magellan Infrastructure  MF          20.1%
SSgA Natural Resources  CIT           5.0%
SSgA Commodities  CIT           0.6%
Benchmark
Barclays US TIPS 0-5 Year            3.9%
Large Cap Core Stock Fund          15.2%
Macquarie Large Cap Value  CIT           9.0%
T. Rowe Price Large Cap Growth  MF          20.2%
Columbia Large Cap Contrarian  CIT          19.7%
Touchstone Large Cap Instl  MF          13.3%
SSgA S&P 500 Index  CIT          17.9%
Benchmark
S&P 500 Index          18.3%
Small / Mid Cap Core Stock Fund          21.3%
TS&W Collective Investment Trust  CIT          10.1%
William Blair SMID Growth  MF          28.0%
Atlanta High Quality SMID Cap  MF          28.9%
Brown Small Co. Instl.  MF          28.3%
Segall Bryant & Hamill Small Cap Value Fund  SA          11.0%
Wellington Mid Cap Core  CIT          26.0%
SSgA Russell 2500 Index Fund  CIT          15.8%
Benchmark
Russell 2500 Index         15.7%
International Stock Fund         11.4%
MFS International Value  MF         15.4%
Artisan Non-US Growth  CIT         18.9%
Lazard Global Managed Volatility  CIT         14.7%
Aberdeen Emerging Markets Equity  CIT          7.9%
Brandes Intl Small Cap  MF         -4.7%
SSgA Global All Cap Equity ex-US Index  CIT          9.2%
Benchmark
MSCI ACWI ex US IMI net          8.6%
Income Fund           5.1%
Benchmark
Income Composite Index           4.4%
Conservative Fund           8.8%
Benchmark
Conservative Composite Index           7.6%
Moderate Fund          11.8%
Benchmark          10.6%
Moderate Composite Index
Aggressive Fund         12.9%
Benchmark
Aggressive Composite Index          11.6%
Index Funds
SSgA U.S. Bond Index Fund Class C           9.1%
SSgA U.S. Inflation Protected Bond Index           9.1%
State Street Russell All Cap Index          18.0%
SSgA Global All Cap Equity ex-US Index           8.8%
Specialty Options
Vanguard Federal Money Market Fund Inv           1.5%
Metropolitan West Total Return Bond Fund           9.4%
DFA Inflation-Protected Securities Portfolio           9.2%
Columbia High Yield Bond          13.2%
AB Global Bond Fund Z           8.2%
Boston Partners Large Cap Value          11.0%
Fidelity Growth Company Fund K          22.8%
Ceredex Mid Cap Value Equity          19.3%
Janus Henderson Enterprise Fund N          26.5%
Goldman Sachs Small Cap Value Fund R6          10.9%
Fidelity Small Cap Growth Fund K6          26.8%
Lazard Global Managed Volatility          14.7%
Boston Partners Global Equity Fund Instl            7.9%
Lazard Intl Strategic Equity Portfolio Inst          11.4%
Brandes International Small Cap Equity Fund           -4.7%
Aberdeen Emerging Markets            7.9%

 

2019 July Detailed YTD Performance

Thursday, August 29th, 2019
 YTD 7/31/19
Stable Value Option           1.8%
BlackRock Short Term Investment           1.4%
Cash/CDs           0.9%
Invesco Managed Account           1.8%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           1.4%
Fixed Income Fund           7.6%
Dodge & Cox Core Fund  MF           7.1%
Prudential Core Plus  CIT           8.4%
Western Asset Core  MF           7.6%
SSgA US Fixed Income Index Fund  CIT           6.5%
Benchmark
Barclays Universal Bond           6.9%
Diversified Inflation / Real Return Fund          10.8%
Vanguard Short TIPS  MF           3.4%
SSgA Inflation-Protected Securities  CIT           6.6%
SSgA Global REIT  CIT          14.9%
Frontier Magellan Infrastructure  MF          16.6%
SSgA Natural Resources  CIT          11.4%
SSgA Commodities  CIT           3.3%
Benchmark
Barclays US TIPS 0-5 Year            3.4%
Large Cap Core Stock Fund          17.9%
Macquarie Large Cap Value  CIT          12.5%
T. Rowe Price Large Cap Growth  MF          22.5%
Columbia Large Cap Contrarian  CIT          21.7%
Touchstone Large Cap Instl  MF          15.7%
SSgA S&P 500 Index  CIT          20.1%
Benchmark
S&P 500 Index          20.2%
Small / Mid Cap Core Stock Fund          24.2%
TS&W Collective Investment Trust  CIT          16.0%
William Blair SMID Growth  MF          27.7%
Atlanta High Quality SMID Cap  MF          29.2%
Brown Small Co. Instl.  MF          31.9%
Segall Bryant & Hamill Small Cap Value Fund  SA          16.2%
Wellington Mid Cap Core  CIT          28.5%
SSgA Russell 2500 Index Fund  CIT          21.1%
Benchmark
Russell 2500 Index         20.5%
International Stock Fund         13.3%
MFS International Value  MF         15.5%
Artisan Non-US Growth  CIT         19.7%
Lazard Global Managed Volatility  CIT         15.5%
Aberdeen Emerging Markets Equity  CIT         12.9%
Brandes Intl Small Cap  MF         -0.9%
SSgA Global All Cap Equity ex-US Index  CIT         12.3%
Benchmark
MSCI ACWI ex US IMI net         12.0%
Income Fund           5.1%
Benchmark
Income Composite Index           4.7%
Conservative Fund           9.0%
Benchmark
Conservative Composite Index           7.9%
Moderate Fund          12.4%
Benchmark          11.6%
Moderate Composite Index
Aggressive Fund         14.1%
Benchmark
Aggressive Composite Index          13.2%

 

2019 June Detailed YTD Performance

Tuesday, July 30th, 2019
 YTD 6/30/19
Stable Value Option           1.5%
BlackRock Short Term Investment           1.2%
Cash/CDs           0.7%
Invesco Managed Account           1.5%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           1.2%
Fixed Income Fund           7.2%
Dodge & Cox Core Fund  MF           6.6%
Prudential Core Plus  CIT           8.0%
Western Asset Core  MF           7.4%
SSgA US Fixed Income Index Fund  CIT           6.3%
Benchmark
Barclays Universal Bond           6.5%
Diversified Inflation / Real Return Fund          11.5%
Vanguard Short TIPS  MF           3.4%
SSgA Inflation-Protected Securities  CIT           6.2%
SSgA Global REIT  CIT          14.7%
Frontier Magellan Infrastructure  MF          18.3%
SSgA Natural Resources  CIT          14.2%
SSgA Commodities  CIT           3.9%
Benchmark
Barclays US TIPS 0-5 Year            3.3%
Large Cap Core Stock Fund          16.0%
Macquarie Large Cap Value  CIT          11.0%
T. Rowe Price Large Cap Growth  MF          20.4%
Columbia Large Cap Contrarian  CIT          19.4%
London Company Large Cap  SA          13.9%
SSgA S&P 500 Index  CIT          18.4%
Benchmark
S&P 500 Index          18.5%
Small / Mid Cap Core Stock Fund          21.8%
Monarch SMID Value  CIT          15.8%
William Blair SMID Growth  MF          24.5%
Atlanta High Quality SMID Cap  MF          26.4%
Brown Small Co. Instl.  MF          28.3%
Brandes Small Cap Value  SA            5.5%
Wellington Mid Cap Core  CIT          26.0%
SSgA Russell 2500 Index Fund  CIT          19.1%
Benchmark
Russell 2500 Index         19.2%
International Stock Fund         14.7%
MFS International Value  MF         17.1%
Artisan Non-US Growth  CIT         19.7%
Lazard Global Managed Volatility  CIT         15.2%
Aberdeen Emerging Markets Equity  CIT         14.4%
Brandes Intl Small Cap  MF          3.6%
SSgA Global All Cap Equity ex-US Index  CIT         14.0%
Benchmark
MSCI ACWI ex US IMI net         13.3%
Income Fund           4.8%
Benchmark
Income Composite Index           4.5%
Conservative Fund           8.6%
Benchmark
Conservative Composite Index           7.7%
Moderate Fund          12.2%
Benchmark          11.4%
Moderate Composite Index
Aggressive Fund         13.9%
Benchmark
Aggressive Composite Index          13.0%

 

2019 May Detailed YTD Performance

Friday, June 28th, 2019
 YTD 5/31/19
Stable Value Option           1.3%
BlackRock Short Term Investment           1.0%
Cash/CDs           0.6%
Invesco Managed Account           1.3%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           1.0%
Fixed Income Fund           5.6%
Dodge & Cox Core Fund  MF           5.0%
Prudential Core Plus  CIT           6.4%
Western Asset Core  MF           5.7%
SSgA US Fixed Income Index Fund  CIT           4.9%
Benchmark
Barclays Universal Bond           5.1%
Diversified Inflation / Real Return Fund           8.1%
Vanguard Short TIPS  MF           2.7%
SSgA Inflation-Protected Securities  CIT           5.3%
SSgA Global REIT  CIT          13.0%
Frontier Magellan Infrastructure  MF          13.6%
SSgA Natural Resources  CIT           4.1%
SSgA Commodities  CIT           1.5%
Benchmark
Barclays US TIPS 0-5 Year            2.7%
Large Cap Core Stock Fund           9.1%
Macquarie Large Cap Value  CIT           4.2%
T. Rowe Price Large Cap Growth  MF          13.2%
Columbia Large Cap Contrarian  CIT          11.7%
London Company Large Cap  SA           8.3%
SSgA S&P 500 Index  CIT          10.7%
Benchmark
S&P 500 Index          10.7%
Small / Mid Cap Core Stock Fund          14.2%
Monarch SMID Value  CIT           8.5%
William Blair SMID Growth  MF          16.6%
Atlanta High Quality SMID Cap  MF          18.1%
Brown Small Co. Instl.  MF          19.8%
Brandes Small Cap Value  SA            0.4%
Wellington Mid Cap Core  CIT          18.2%
SSgA Russell 2500 Index Fund  CIT          11.6%
Benchmark
Russell 2500 Index         11.3%
International Stock Fund          8.7%
MFS International Value  MF         12.1%
Artisan Non-US Growth  CIT         12.1%
Lazard Global Managed Volatility  CIT          9.5%
Aberdeen Emerging Markets Equity  CIT          7.4%
Brandes Intl Small Cap  MF         -0.8%
SSgA Global All Cap Equity ex-US Index  CIT          7.8%
Benchmark
MSCI ACWI ex US IMI net          7.1%
Income Fund           3.3%
Benchmark
Income Composite Index           2.9%
Conservative Fund           5.6%
Benchmark
Conservative Composite Index           4.9%
Moderate Fund           7.7%
Benchmark           6.9%
Moderate Composite Index
Aggressive Fund          8.5%
Benchmark
Aggressive Composite Index           7.7%

 

2019 April Detailed YTD Performance

Friday, May 24th, 2019
 YTD 4/30/19
Stable Value Option           1.0%
BlackRock Short Term Investment           0.9%
Cash/CDs           0.5%
Invesco Managed Account           1.0%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           0.8%
Fixed Income Fund           4.2%
Dodge & Cox Core Fund  MF           4.2%
Prudential Core Plus  CIT           4.4%
Western Asset Core  MF           4.4%
SSgA US Fixed Income Index Fund  CIT           3.1%
Benchmark
Barclays Universal Bond           3.5%
Diversified Inflation / Real Return Fund           9.2%
Vanguard Short TIPS  MF           2.2%
SSgA Inflation-Protected Securities  CIT           3.6%
SSgA Global REIT  CIT          13.0%
Frontier Magellan Infrastructure  MF          13.4%
SSgA Natural Resources  CIT          12.0%
SSgA Commodities  CIT            5.0%
Benchmark
Barclays US TIPS 0-5 Year            2.1%
Large Cap Core Stock Fund          16.9%
Macquarie Large Cap Value  CIT          12.1%
T. Rowe Price Large Cap Growth  MF          20.8%
Columbia Large Cap Contrarian  CIT          19.5%
London Company Large Cap  SA          16.2%
SSgA S&P 500 Index  CIT          18.3%
Benchmark
S&P 500 Index          18.2%
Small / Mid Cap Core Stock Fund          21.0%
Monarch SMID Value  CIT          16.5%
William Blair SMID Growth  MF          22.1%
Atlanta High Quality SMID Cap  MF          22.0%
Brown Small Co. Instl.  MF          26.6%
Brandes Small Cap Value  SA            8.3%
Wellington Mid Cap Core  CIT          25.6%
SSgA Russell 2500 Index Fund  CIT          20.1%
Benchmark
Russell 2500 Index         19.9%
International Stock Fund         13.5%
MFS International Value  MF         16.4%
Artisan Non-US Growth  CIT         15.5%
Lazard Global Managed Volatility  CIT         12.9%
Aberdeen Emerging Markets Equity  CIT         14.7%
Brandes Intl Small Cap  MF           5.7%
SSgA Global All Cap Equity ex-US Index  CIT         13.7%
Benchmark
MSCI ACWI ex US IMI net         13.2%
Income Fund           4.1%
Benchmark
Income Composite Index           3.9%
Conservative Fund           7.7%
Benchmark
Conservative Composite Index           6.7%
Moderate Fund          11.0%
Benchmark          10.2%
Moderate Composite Index
Aggressive Fund         12.9%
Benchmark
Aggressive Composite Index          12.1%

 

2019 March Detailed YTD Performance

Friday, April 26th, 2019
 YTD 3/31/19
Stable Value Option           0.7%
BlackRock Short Term Investment           0.6%
Cash/CDs           0.4%
Invesco Managed Account           0.8%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           0.6%
Fixed Income Fund           3.9%
Dodge & Cox Core Fund  MF           3.7%
Prudential Core Plus  CIT           4.2%
Western Asset Core  MF           4.1%
SSgA US Fixed Income Index Fund  CIT           3.0%
Benchmark
Barclays Universal Bond           3.3%
Diversified Inflation / Real Return Fund           9.4%
Vanguard Inflation-Protected Securities Index  MF           3.2%
Vanguard Short TIPS  MF           1.7%
SSgA Inflation-Protected Securities  CIT           3.3%
SSgA Global REIT  CIT          14.5%
Frontier Magellan Infrastructure  MF          12.3%
SSgA Natural Resources  CIT          12.2%
SSgA Commodities  CIT            5.7%
Benchmark
Barclays US TIPS 0-5 Year            1.7%
Large Cap Core Stock Fund          13.0%
Macquarie Large Cap Value  CIT          10.3%
T. Rowe Price Large Cap Growth  MF          15.9%
Columbia Large Cap Contrarian  CIT          14.1%
London Company Large Cap  SA          11.5%
SSgA S&P 500 Index  CIT          13.6%
Benchmark
S&P 500 Index          13.6%
Small / Mid Cap Core Stock Fund          16.2%
Monarch SMID Value  CIT          13.3%
William Blair SMID Growth  MF          17.1%
Atlanta High Quality SMID Cap  MF          15.9%
Brown Small Co. Instl.  MF          19.5%
Brandes Small Cap Value  SA            6.8%
Wellington Mid Cap Core  CIT          20.2%
SSgA Russell 2500 Index Fund  CIT          15.7%
Benchmark
Russell 2500 Index         15.8%
International Stock Fund         10.0%
MFS International Value  MF         12.2%
Artisan Non-US Growth  CIT         10.5%
Lazard Global Managed Volatility  CIT         12.0%
Aberdeen Emerging Markets Equity  CIT         10.7%
Brandes Intl Small Cap  MF           3.6%
SSgA Global All Cap Equity ex-US Index  CIT         10.6%
Benchmark
MSCI ACWI ex US IMI net         10.3%
Income Fund           3.2%
Benchmark
Income Composite Index           3.0%
Conservative Fund           6.1%
Benchmark
Conservative Composite Index           5.3%
Moderate Fund           8.7%
Benchmark           8.1%
Moderate Composite Index
Aggressive Fund         10.2%
Benchmark
Aggressive Composite Index           9.4%

 

2019 February Detailed YTD Performance

Friday, March 29th, 2019
 YTD 2/28/19
Stable Value Option           0.5%
BlackRock Short Term Investment           0.4%
Cash/CDs           0.2%
Invesco Managed Account           0.5%
Benchmark
BofA Merrill Lynch 91-Day T-Bill           0.4%
Fixed Income Fund           1.8%
Dodge & Cox Core Fund  MF           2.0%
Prudential Core Plus  CIT           1.8%
Western Asset Core  MF           2.1%
SSgA US Fixed Income Index Fund  CIT           1.0%
Benchmark
Barclays Universal Bond           1.5%
Diversified Inflation / Real Return Fund           7.3%
Vanguard Inflation-Protected Securities Index  MF           1.3%
Vanguard Short TIPS  MF           0.9%
SSgA Inflation-Protected Securities  CIT           1.4%
SSgA Global REIT  CIT          10.5%
Frontier Magellan Infrastructure  MF            9.9%
SSgA Natural Resources  CIT          11.1%
SSgA Commodities  CIT            6.2%
Benchmark
Barclays US TIPS 0-5 Year            0.9%
Large Cap Core Stock Fund          11.3%
Macquarie Large Cap Value  CIT            9.8%
T. Rowe Price Large Cap Growth  MF          13.7%
Columbia Large Cap Contrarian  CIT          11.7%
London Company Large Cap  SA            9.5%
SSgA S&P 500 Index  CIT          11.5%
Benchmark
S&P 500 Index          11.5%
Small / Mid Cap Core Stock Fund         16.5%
Monarch SMID Value  CIT         15.9%
William Blair SMID Growth  MF          17.0%
Atlanta High Quality SMID Cap  MF          13.9%
Brown Small Co. Instl.  MF          20.5%
Brandes Small Cap Value  SA           9.7%
Wellington Mid Cap Core  CIT         18.8%
SSgA Russell 2500 Index Fund  CIT         16.8%
Benchmark
Russell 2500 Index         16.8%
International Stock Fund           8.9%
MFS International Value  MF           9.0%
Artisan Non-US Growth  CIT           9.5%
Lazard Global Managed Volatility  CIT           8.8%
Aberdeen Emerging Markets Equity  CIT           7.7%
Brandes Intl Small Cap  MF           7.0%
SSgA Global All Cap Equity ex-US Index  CIT           9.9%
Benchmark
MSCI ACWI ex US IMI net           9.7%
Income Fund            2.6%
Benchmark
Income Composite Index            2.4%
Conservative Fund            5.0%
Benchmark
Conservative Composite Index            4.5%
Moderate Fund            7.3%
Benchmark            6.9%
Moderate Composite Index
Aggressive Fund           8.7%
Benchmark
Aggressive Composite Index           8.2%