Fund Performance
The actual net returns for each of the Funds as of September 30, 2019:
| Monthly | Quarter-to-Date | Year-to-Date | Trailing 12 Months |
|
| Balanced Fund | 1.56% | 0.61% | 11.40% | 1.42% |
| Bond Fund | -0.16% | 0.73% | 4.74% | 5.04% |
| Equity Fund | 2.74% | 0.19% | 15.53% | -0.46% |
| Short-Term Income Fund | -0.14% | 0.93% | 4.31% | 5.62% |
The benchmark average annual gross returns for each of the Funds as of September 30, 2019:
| Monthly | Quarter-to-Date | Year-to-Date | Trailing 12 Months |
|
| Balanced Fund | 1.44% | 0.79% | 13.41% | 3.98% |
| Bond Fund | -0.22% | 1.51% | 7.92% | 8.50% |
| Equity Fund | 2.55% | 0.28% | 16.89% | 0.50% |
| Short-Term Income Fund | -0.11% | 0.59% | 3.08% | 4.42% |
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% |