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Portfolio Option and Fidelity Fund Window Returns

Period ending  March 31, 2017

2015 2016 1 Month YTD 3 Year 5 Year 10 Year 15 Year
Stable Value Fund 2.23 2.14 0.21 0.60 2.20 2.38 3.16 3.81
Benchmark: BofA 91-day T-Bill 0.05 0.04 0.02 0.10 0.17 0.14 0.68 1.32
Fixed Income Fund n/a n/a 0.04 1.43 n/a n/a n/a n/a
Benchmark: Barclays Universal Bond 0.43 0.30 -0.03 1.09 2.99 2.83 4.52 4.98
Div. Inflation – Real Return Fund n/a n/a 0.09 2.84 n/a n/a n/a n/a
Benchmark: Barclays US 0-5 TIPS Index -0.02 0.31 0.15 0.70 0.71 0.35 2.62 n/a
Large Cap Core Stock Fund n/a n/a 0.35 6.67 n/a n/a n/a n/a
Benchmark: S&P 500 Index 1.38 1.98 0.12 6.07 10.37 13.30 7.51 7.09
Intl. Stock Fund -2.34 4.14 2.62 8.05 1.35 4.89 2.11 6.62
Benchmark: MSCI ACWI ex US IMI Net -4.60 2.50 2.47 7.99 0.82 4.66 1.59 6.76
Small/Mid Cap Core Stock Fund n/a n/a 0.36 5.43 n/a n/a n/a n/a
Benchmark: Russell 2500 -2.90 1.94 -0.07 3.76 7.43 12.60 7.71 9.17
Income Fund 1.47 3.21 0.47 1.92 3.05 4.02 n/a n/a
Benchmark: Income Fund Index  -  - ** ** ** ** ** **
Conservative Fund 0.47 3.94 0.55 3.14 4.15 6.15 4.79 5.40
Benchmark: Conservative Fund Index  -  - ** ** ** ** ** **
Moderate Fund 0.20 4.64 0.88 4.86 4.82 7.90 5.59 6.41
Benchmark: Moderate Fund Index  -  - ** ** ** ** ** **
Aggressive Fund -0.79 5.71 1.07 5.80 5.00 8.94 5.89 6.91
Benchmark: Aggressive Fund Index  -  - ** ** ** ** ** **
* Returns as of March 31, 2017, in percent’s *As reported by Record-keeper. ** Comparison indexes will be updated approximately 4/21/17. Data represents change in blended net asset value of investment options. Your individual return may vary slightly because of contribution timing, transfers, etc.  Retirement Model Portfolio has an inception date of May 2010.  MSCI ACWI ex USA IMI Net inception date is June 1994. BofA 91-Day T-Bill inception date is March 2017. Last Updated on 4/5/2017

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