|
Ranking of DAP Funds by 3 Year Annualized Returns – reporting as of 4/28/2023 |
Ticker |
Fund Name |
YTD |
1YR |
3YR |
5YR |
CIT |
BPCIT LCV Fund |
-0.19 |
0.38 |
16.95 |
7.66 |
FGKFX |
Fidelity Growth Company K6 |
16.44 |
2.99 |
15.65 |
N/A |
CIT |
Ceredex Mid Cap Value Equity |
0.55 |
-0.94 |
14.86 |
6.67 |
GSSUX |
Goldman Sachs Small Cap Value |
-2.81 |
-8.17 |
14.70 |
2.85 |
CIT |
State Street Russell All Cap Index Fund |
8.30 |
1.56 |
14.16 |
10.63 |
CIT |
TS&W International Sm Cp Eq |
11.75 |
10.90 |
13.60 |
N/A |
JDMNX |
Janus Henderson Enterprise |
6.57 |
4.47 |
13.48 |
10.67 |
RNPGX |
American Funds New Perspective R6 |
11.54 |
2.74 |
12.78 |
9.45 |
Custom |
Large Cap Core Stock Fund |
9.23 |
1.30 |
11.44 |
8.42 |
FOCSX |
Fidelity Small Cap Growth K6 |
5.62 |
0.35 |
11.22 |
8.11 |
Custom |
International Stock Fund |
10.89 |
9.73 |
11.00 |
4.64 |
VLXVX |
Vanguard Target Retirement 2065 |
7.94 |
2.10 |
10.99 |
6.80 |
VFFVX |
Vanguard Target Retirement 2055 |
7.94 |
2.08 |
10.97 |
6.82 |
VTTSX |
Vanguard Target Retirement 2060 |
7.96 |
2.07 |
10.97 |
6.82 |
VFIFX |
Vanguard Target Retirement 2050 |
7.94 |
2.06 |
10.96 |
6.83 |
VTIVX |
Vanguard Target Retirement 2045 |
7.76 |
1.91 |
10.84 |
6.75 |
CIT |
SSgA Global All Cap Equity ex-US Index |
8.83 |
3.69 |
10.43 |
2.73 |
Custom |
Small/Mid Cap Core Stock Fund |
2.72 |
-2.10 |
9.99 |
5.70 |
VFORX |
Vanguard Target Retirement 2040 |
7.38 |
1.66 |
9.62 |
6.27 |
Custom |
Diversified Inflation Real Return Fund |
2.66 |
-6.24 |
9.27 |
4.87 |
Custom |
Aggressive Fund |
7.81 |
2.95 |
9.09 |
5.65 |
LISIX |
Lazard Intl Strategic Equity Instl |
8.27 |
4.41 |
8.96 |
2.37 |
VTTHX |
Vanguard Target Retirement 2035 |
7.08 |
1.41 |
8.43 |
5.83 |
Custom |
Moderate Fund |
6.75 |
2.67 |
7.33 |
5.06 |
VTHRX |
Vanguard Target Retirement 2030 |
6.69 |
1.13 |
7.22 |
5.36 |
VTTVX |
Vanguard Target Retirement 2025 |
6.23 |
0.93 |
6.12 |
4.94 |
CIT |
Aberdeen Emerging Markets |
3.56 |
-2.35 |
5.34 |
-0.17 |
Custom |
Conservative Fund |
4.41 |
2.51 |
5.15 |
4.24 |
VTWNX |
Vanguard Target Retirement 2020 |
5.60 |
0.65 |
5.01 |
4.46 |
CHYYX |
Columbia High Yield Bond |
4.54 |
1.22 |
4.54 |
3.39 |
Custom |
Income Fund |
2.92 |
2.91 |
4.29 |
3.76 |
VTINX |
Vanguard Target Retirement Income |
4.96 |
0.42 |
2.61 |
3.43 |
Custom |
Stable Value Fund |
0.90 |
2.38 |
2.17 |
2.49 |
DIPSX |
DFA Inflation-Protected Securities |
4.06 |
-3.43 |
1.08 |
3.16 |
VMFXX |
Vanguard Federal Money Market Inv |
1.50 |
3.05 |
1.04 |
1.39 |
CIT |
SSgA US Infl-Prot Sec Index Fund |
3.61 |
-4.03 |
0.79 |
2.90 |
Custom |
Fixed Income Fund |
3.93 |
-0.36 |
-1.65 |
1.68 |
ANAZX |
AB Global Bond |
3.21 |
-1.33 |
-1.68 |
0.60 |
Sep Acct |
MetWest Core Plus Bond (IS Pltm) |
4.03 |
-0.75 |
-2.80 |
1.43 |
CIT |
SSgA US Bond Index Fund |
3.74 |
-0.48 |
-3.18 |
1.16 |
VSVNX |
Vanguard Target Retirement 2070 |
7.94 |
N/A |
N/A |
N/A |