US All Cap Growth Fund

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As of 31.12.2018

Investment Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs. Life of Fund
8/16/2010
US All Cap Growth Fund -10.12% 4.25% 4.25% 8.18% 6.87% -- 11.64%
Russell 3000® Growth Index -8.83% -2.12% -2.12% 10.85% 9.99% -- 14.38%

Calendar Year Total Returns

  2018 2017 2016 2015 2014 2013 2012 2011 2010†
US All Cap Growth Fund 4.25% 23.24% -1.43% 4.38% 5.44% 33.81% 14.99% -2.74% 20.61%
Russell 3000® Growth Index -2.12% 29.59% 7.39% 5.09% 12.44% 34.23% 15.21% 2.18% 21.21%
† Since Fund’s inception on 8/16/10 through 12/31/10.

The Russell 3000® Growth Index consists of large, medium and small-capitalization companies with above average price-to-book ratios and forecasted growth rates. The stocks in this index are also members of either the Russell 1000® Growth or the Russell 2000® Growth indices. The size of companies in the Russell 3000® Growth Index may change with market conditions.

Performance cited represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the data quoted. Returns shown are average annual total returns, which assume reinvestment of dividends and capital gains. Investment returns and principal will fluctuate with market and economic conditions and you may have a gain or loss when you sell shares.