Fund Performance
The actual net returns for each of the Funds as of December 31, 2019:
| Monthly | Quarter-to-Date | Year-to-Date | Trailing 12 Months |
|
| Balanced Fund | 2.02% | 5.21% | 17.20% | 17.20% |
| Bond Fund | 0.27% | 0.50% | 5.27% | 5.27% |
| Equity Fund | 3.23% | 8.28% | 25.09% | 25.09% |
| Short-Term Income Fund | 0.23% | 0.56% | 4.90% | 4.90% |
The benchmark average annual gross returns for each of the Funds as of December 31, 2019 (Please note: This does not include management or administration fees):
| Monthly | Quarter-to-Date | Year-to-Date | Trailing 12 Months |
|
| Balanced Fund | 2.01% | 5.33% | 19.45% | 19.45% |
| Bond Fund | 0.39% | 0.71% | 8.68% | 8.68% |
| Equity Fund | 3.09% | 8.40% | 26.71% | 26.71% |
| Short-Term Income Fund | 0.21% | 0.14% | 3.22% | 3.22% |
The average annual net returns (2014-2018):
| 1 Year | 3 Year | 5 Year | |
| Balanced Fund | -7.46% | 3.41% | 2.54% |
| Bond Fund | -1.00% | 0.18% | 0.46% |
| Equity Fund | -10.78% | 5.24% | 3.86% |
| Short-Term Income Fund | 0.96% | 2.76% | 0.92% |
The benchmark average annual returns (2014-2018):
| 1 Year | 3 Year | 5 Year | |
| Balanced Fund | -5.42% | 5.06% | 3.96% |
| Bond Fund | 0.18% | 2.60% | 2.37% |
| Equity | -9.16% | 6.70% | 5.02% |
| Short-Term Income Fund | 1.58% | 0.96% | 0.82% |