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- SPIVA報告
| 資產類別 | 基金類別 | 指數比較 | 1年 (%) | 3年 (%) | 5年 (%) | 10年 (%) | 15年 (%) |
|---|---|---|---|---|---|---|---|
| U.S. Equity | All Large-Cap | S&P 500® | 65.24 | 84.96 | 76.26 | 84.34 | 89.50 |
| U.S. Equity | All Domestic | S&P Composite 1500® | 78.65 | 87.65 | 84.69 | 89.70 | 93.23 |
| U.S. Equity | All Multi-Cap | S&P Composite 1500® | 78.45 | 86.13 | 82.93 | 87.44 | 91.52 |
| U.S. Equity | All Small-Cap | S&P SmallCap 600® | 29.69 | 53.03 | 60.37 | 82.22 | 90.68 |
| U.S. Equity | All Mid-Cap | S&P MidCap 400® | 62.00 | 74.64 | 80.00 | 77.32 | 87.50 |
| U.S. Equity | Large-Cap Value | S&P 500 Value | 38.58 | 89.89 | 78.91 | 89.61 | 95.08 |
| U.S. Equity | Global Funds | S&P World (USD) | 83.94 | 90.64 | 88.28 | 90.00 | 92.50 |
| U.S. Equity | Large-Cap Growth | S&P 500 Growth | 92.03 | 57.02 | 80.18 | 84.84 | 95.91 |
| U.S. Equity | Large-Cap Core | S&P 500® | 75.89 | 82.30 | 80.37 | 96.62 | 97.07 |
| U.S. Equity | Emerging Markets Funds | S&P/IFCI Composite | 71.50 | 77.23 | 75.24 | 87.39 | 88.24 |
| U.S. Equity | International Funds | S&P World Ex-U.S. Index (USD) | 69.02 | 78.09 | 81.50 | 85.29 | 88.25 |
| U.S. Fixed Income | High Yield | iBoxx $ Liquid High Yield | 65.88 | 69.88 | 54.22 | 79.39 | 76.29 |
| U.S. Fixed Income | Investment-Grade Short & Intermediate | iBoxx $ Overall 1-5Y | 11.83 | 20.99 | 28.93 | 51.97 | 73.38 |
| U.S. Fixed Income | General Municipal Debt | S&P National AMT-Free Municipal Bond | 13.33 | 83.53 | 70.93 | 66.67 | 59.14 |
| U.S. Fixed Income | General Investment-Grade | iBoxx $ Liquid Investment Grade | 30.38 | 34.44 | 57.89 | 81.63 | 90.08 |
| U.S. Fixed Income | General Government | iBoxx $ Domestic Sovereign & Sub-Sovereigns | 72.50 | 86.11 | 88.89 | 98.31 | 77.91 |