Historical Performance 

 

Core Balanced Fund Performance

1973-2017

 

1973             
7.26%
1974
-22.14%
1975
24.18%
1976
12.31%
1977
1.33%
1978
0.26%
1979
7.93%
1980
19.69%
1981
3.09%
1982
14.18%
1983
26.65%
1984
13.19%
1985
34.53%
1986
20.61%
1987
-0.17%
1988
15.63%
1989
23.42%
1990
1.97%
1991
15.58%
1992
8.75%
1993
5.94%
1994
-0.35%
1995
27.35%
1996
11.93%
1997
22.04%
1998
11.34%
1999
10.55%
2000
3.84%
2001
-8.95%
2002
-9.58%
2003
15.25%
2004
8.38%
2005
5.27%
2006
8.69%
2007
6.08%
2008
-22.97%
2009
21.16%
2010
10.27%
2011
-3.22%
2012
9.06%
2013
15.15%
2014
4.01%
2015
-3.15%
2016
5.78%
2017
13.8%

* Returns are net of all fees

 

 

Average Since Inception: 8.80%