|
Ranking of DAP Funds by 3 Year Annualized Returns – reporting as of 4/30/2022 |
Ticker |
Fund Name |
1M |
3M |
YTD |
1YR |
3YR |
5YR |
FGKFX |
Fidelity Growth Company K6 |
(14.2) |
(15.1) |
(23.8) |
(14.7) |
n/a |
n/a |
FGCKX |
Fidelity Growth Company K |
(14.5) |
(14.2) |
(23.8) |
(14.2) |
20.7 |
20.3 |
CIT |
State Street Russell All Cap Index Fund |
(9.0) |
(9.1) |
(13.7) |
(3.0) |
13.1 |
13.0 |
CIT |
BPCIT LCV Fund |
(5.4) |
(5.7) |
(4.7) |
4.4 |
11.4 |
10.4 |
JDMNX |
Janus Henderson Enterprise |
(7.9) |
(9.0) |
(14.3) |
(8.0) |
10.2 |
13.6 |
FOCSX |
Fidelity Small Cap Growth K6 |
(11.0) |
(10.9) |
(21.1) |
(19.8) |
10.0 |
n/a |
Custom |
Large Cap Core Stock Fund |
(9.6) |
(11.1) |
(15.3) |
(6.5) |
10.0 |
11.2 |
Custom |
Diversified Inflation Real Return Fund |
(2.9) |
2.1 |
1.4 |
10.1 |
9.0 |
7.5 |
VFIFX |
Vanguard Target Retirement 2050 |
(7.5) |
(9.3) |
(12.7) |
(6.4) |
8.7 |
8.9 |
VFFVX |
Vanguard Target Retirement 2055 |
(7.5) |
(9.3) |
(12.7) |
(6.4) |
8.7 |
8.9 |
VTTSX |
Vanguard Target Retirement 2060 |
(7.4) |
(9.2) |
(12.7) |
(6.3) |
8.7 |
8.9 |
VLXVX |
Vanguard Target Retirement 2065 |
(7.5) |
(9.2) |
(12.7) |
(6.3) |
8.7 |
n/a |
VTIVX |
Vanguard Target Retirement 2045 |
(7.4) |
(9.2) |
(12.6) |
(6.4) |
8.7 |
8.9 |
CIT |
Ceredex Mid Cap Value Equity |
(6.7) |
(7.8) |
(12.4) |
(1.8) |
8.4 |
8.3 |
VFORX |
Vanguard Target Retirement 2040 |
(7.0) |
(9.0) |
(12.3) |
(6.5) |
8.0 |
8.4 |
BPGIX |
Boston Partners Global Equity Instl |
(4.5) |
(6.9) |
(5.9) |
(1.1) |
7.7 |
6.5 |
VTTHX |
Vanguard Target Retirement 2035 |
(6.7) |
(8.8) |
(12.0) |
(6.6) |
7.3 |
7.8 |
Custom |
Small/Mid Cap Core Stock Fund |
(9.1) |
(8.8) |
(15.8) |
(14.4) |
7.3 |
9.3 |
GSSUX |
Goldman Sachs Small Cap Value |
(6.8) |
(6.2) |
(9.8) |
(5.8) |
6.9 |
6.5 |
VTHRX |
Vanguard Target Retirement 2030 |
(6.4) |
(8.6) |
(11.7) |
(6.8) |
6.6 |
7.2 |
Custom |
Aggressive Fund |
(6.7) |
(9.2) |
(12.0) |
(7.3) |
6.6 |
7.2 |
CIT |
TS&W International Sm Cp Eq |
(6.7) |
(11.0) |
(15.4) |
(14.1) |
6.1 |
5.4 |
VTTVX |
Vanguard Target Retirement 2025 |
(5.9) |
(8.2) |
(11.1) |
(6.7) |
6.0 |
6.6 |
Custom |
Moderate Fund |
(5.8) |
(8.3) |
(10.8) |
(6.8) |
5.7 |
6.4 |
VTWNX |
Vanguard Target Retirement 2020 |
(5.1) |
(7.4) |
(9.9) |
(6.0) |
5.4 |
5.9 |
CIT |
SSgA US Infl-Prot Sec Index Fund |
(2.1) |
(2.5) |
(5.0) |
0.7 |
5.3 |
3.8 |
DIPSX |
DFA Inflation-Protected Securities |
(2.4) |
(3.0) |
(5.4) |
(0.1) |
5.2 |
3.8 |
CIT |
Lazard/Wilmington Global Mnged Vol |
(4.1) |
(2.1) |
(6.4) |
4.2 |
4.9 |
6.3 |
CIT |
SSgA Global All Cap Equity ex-US Index |
(6.5) |
(10.1) |
(12.2) |
(10.9) |
4.6 |
5.1 |
Custom |
Conservative Fund |
(3.7) |
(5.2) |
(7.0) |
(4.1) |
4.5 |
5.1 |
Custom |
International Stock Fund |
(6.3) |
(12.2) |
(14.0) |
(12.6) |
4.5 |
5.2 |
VTXVX |
Vanguard Target Retirement 2015 |
(4.2) |
(6.5) |
(8.8) |
(5.6) |
4.2 |
4.8 |
Custom |
Income Fund |
(1.5) |
(2.1) |
(2.7) |
(0.3) |
3.9 |
4.1 |
VTINX |
Vanguard Target Retirement Income |
(4.2) |
(6.5) |
(8.8) |
(5.7) |
3.9 |
. |
CHYYX |
Columbia High Yield Bond |
(3.7) |
(5.5) |
(7.8) |
(4.8) |
3.1 |
3.5 |
Custom |
Stable Value Fund |
0.2 |
0.4 |
0.6 |
1.8 |
2.4 |
2.6 |
LISIX |
Lazard Intl Strategic Equity Instl |
(5.9) |
(10.9) |
(13.8) |
(14.9) |
2.3 |
5.2 |
Custom |
Fixed Income Fund |
(3.9) |
(7.8) |
(9.9) |
(8.6) |
1.0 |
2.0 |
MWTSX |
Metropolitan West Total Return Bond |
(4.0) |
(8.1) |
(10.0) |
(9.1) |
0.9 |
1.6 |
VMFXX |
Vanguard Federal Money Market Inv |
0.0 |
0.0 |
0.0 |
0.0 |
0.6 |
1.0 |
CIT |
SSgA US Bond Index Fund |
(3.8) |
(7.5) |
(9.5) |
(8.6) |
0.4 |
1.2 |
CIT |
Aberdeen Emerging Markets |
(9.0) |
(20.0) |
(21.0) |
(26.8) |
0.1 |
2.3 |
ANAZX |
AB Global Bond |
(2.9) |
(6.4) |
(7.9) |
(6.8) |
(0.0) |
1.0 |