| Index | Annual Total Return (%) | Total Return (%) | Annual Total Return (%) | Total Risk Index | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | 2016 | 2015 | 2014 | 2013 | Bull | Bear | 3-Yr | 5-Yr | 10-Yr | ||
| Domestic Stock Indexes | |||||||||||
| S&P 500 Equal Weighted | 18.9 | 14.8 | -2.2 | 14.5 | 36.2 | 433.8 | -53.7 | 10.1 | 15.8 | 10.2 | 1.04 |
| S&P 500 | 21.8 | 12.0 | 1.4 | 13.7 | 32.4 | 338.4 | -50.9 | 11.4 | 15.8 | 8.5 | 1.01 |
| S&P MidCap 400 | 16.2 | 20.7 | -2.2 | 9.8 | 33.5 | 384.0 | -49.3 | 11.1 | 15.0 | 10.0 | 1.11 |
| S&P SmallCap 600 | 13.2 | 26.6 | -2.0 | 5.8 | 41.3 | 409.2 | -51.3 | 12.0 | 16.0 | 10.4 | 1.38 |
| International Stock Indexes | |||||||||||
| MSCI World | 23.1 | 8.1 | -0.3 | 5.5 | 27.4 | 253.6 | -53.6 | 9.9 | 12.3 | 5.6 | 1.04 |
| MSCI EAFE | 25.6 | 1.5 | -0.4 | -4.5 | 23.3 | 175.5 | -56.3 | 8.3 | 8.4 | 2.4 | 1.20 |
| MSCI Europe | 26.2 | 0.2 | -2.3 | -5.7 | 26.0 | 181.6 | -58.9 | 7.3 | 8.0 | 2.0 | 1.26 |
| MSCI Far East | 26.2 | 2.6 | 7.0 | -2.3 | 23.4 | 153.8 | -47.0 | 11.5 | 10.8 | 3.6 | 1.24 |
| MSCI Pacific | 25.0 | 4.5 | 3.2 | -2.5 | 18.4 | 168.2 | -50.6 | 10.5 | 9.3 | 3.6 | 1.25 |
| Bond Indexes | |||||||||||
| Bloomberg Barclays US Aggregate Bond | 3.5 | 2.7 | 0.6 | 6.0 | -2.0 | 42.5 | 6.0 | 2.2 | 2.1 | 4.0 | 0.28 |
| ICE BofAML US Corporate Bond | 6.5 | 6.0 | -0.6 | 7.5 | -1.5 | 87.1 | -7.2 | 3.9 | 3.5 | 5.6 | 0.38 |
| ICE BofAML US High Yield Bond | 7.5 | 17.3 | -4.6 | 2.5 | 7.4 | 182.6 | -26.1 | 6.4 | 5.8 | 7.8 | 0.57 |
| Bloomberg Barclays GNMA Bond | 1.9 | 1.6 | 1.4 | 6.0 | -2.1 | 34.4 | 10.7 | 1.6 | 1.7 | 3.8 | 0.16 |
| Bloomberg Barclays 1-3 Yr US Gov’t | 0.4 | 0.9 | 0.6 | 0.6 | 0.4 | 9.3 | 8.4 | 0.6 | 0.6 | 1.5 | 0.08 |
| Bloomberg Barclays Interm US Gov’t | 1.1 | 1.0 | 1.2 | 2.5 | -1.3 | 19.9 | 11.8 | 1.1 | 0.9 | 2.7 | 0.22 |
| Bloomberg Barclays Long US Gov’t | 8.5 | 1.4 | -1.2 | 24.7 | -12.5 | 68.4 | 16.0 | 2.9 | 3.5 | 6.5 | 1.04 |
| Bloomberg Barclays Muni Bond | 5.4 | 0.3 | 3.3 | 9.1 | -2.5 | 52.1 | 2.5 | 3.0 | 3.0 | 4.5 | 0.34 |
| Treasury Bills | 0.9 | 0.3 | 0.1 | 0.0 | 0.1 | 1.8 | 1.9 | 0.4 | 0.3 | 0.3 | 0.01 |
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