| Mutual Fund | NAV | 1 Mth
Return | YTD
Return | 12 Mth
Return | 3 Yr
Return | 5 Yr
Return |
|---|
| PIMCO Real Return Bond | $11.58 | 0.18% | 6.07% | 7.69% | 9.98% | 10.78% |
| PIMCO Total Return Bond | $10.92 | 0.17% | 3.72% | 4.49% | 6.54% | 8.18% |
| Federated Mortgage | $10.11 | 0.09% | 3.28% | 4.09% | 5.01% | 7.00% |
| Vanguard Intm Tsy | $11.36 | 0.20% | 3.10% | 2.60% | 6.04% | 8.01% |
| Federated Int'l Bond | $11.72 | 1.65% | 1.47% | 7.97% | 13.32% | 6.02% |
| PIMCO Foreign Bond | $10.53 | 0.40% | 3.49% | 3.77% | 5.48% | 7.00% |
| Vanguard LT Tsy | $11.57 | 0.95% | 5.76% | 4.66% | 7.58% | 9.24% |
| Goldman Sachs High Yield | $8.00 | 1.41% | 7.65% | 14.01% | 14.74% | 7.73% |
| Calamos Convertible | $21.09 | 1.93% | 1.39% | 12.03% | 9.16% | 9.53% |
| Vanguard 500 Index | $102.99 | 1.07% | 1.40% | 13.69% | 3.93% | -1.37% |
| Fidelity Grth & Inc | $35.89 | 0.75% | 1.68% | 11.16% | 1.81% | -0.50% |
| Vanguard Strategic Equity | $19.70 | 4.84% | 5.29% | 18.86% | 14.78% | 11.36% |
| Harbor Cap. Apprec. | $26.00 | 2.60% | -1.22% | 9.86% | 1.47% | -4.80% |
| Mosaic Investors | $19.27 | 0.78% | 2.55% | 12.17% | 4.72% | 2.65% |
| Goldman Sachs Sm Cp Value | $42.06 | 4.91% | 8.18% | 26.87% | 19.10% | 17.85% |
| Delaware Trend | $19.81 | 5.32% | 0.71% | 12.75% | 10.51% | 3.05% |
| EuroPacific Growth | $31.82 | 2.15% | 5.33% | 20.21% | 9.81% | 2.41% |
| American Aadv Int'l | $17.82 | 2.89% | 7.67% | 25.42% | 12.59% | 3.73% |
| Dodge & Cox Stock | $118.93 | 2.94% | 5.80% | 20.49% | 12.09% | 11.38% |
| Fidelity Mid-Cap Stock | $21.13 | 4.92% | -1.95% | 10.07% | 4.87% | 6.96% |
| Fidelity Adv. Equity Growth | $44.31 | 1.79% | -4.77% | 5.75% | 0.94% | -4.47% |
| Longleaf Partners | $29.98 | 1.90% | 0.00% | 12.28% | 12.49% | 10.34% |
| Longleaf Partners Sm. Cap | $29.72 | 3.23% | 3.16% | 18.17% | 14.87% | 11.09% |
| Vanguard Explorer | $65.33 | 4.95% | -0.44% | 12.56% | 10.68% | 9.11% |
| American Aadv Sm Cp Value | $18.69 | 4.30% | 9.43% | 28.95% | 23.69% | 18.74% |
| Morgan Stan Ins SmCpGr | $11.35 | 7.38% | 5.00% | 17.49% | 14.45% | 7.47% |
| Government Obligations (Money Market) | $1.00 | 0.12% | 0.77% | 1.00% | 1.36% | 3.03% |
