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Fund Performance Reports
Core Funds (Performance as of 12/31/2022)*
CORE FUNDS | 4TH QUARTER | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
---|---|---|---|---|---|
S&P 500 Stock Index | 7.43% | -18.48% | 7.21% | 8.94% | 12.03% |
Geneva Large Cap Value (M) | 12.37% | -7.68% | 5.19% | 5.59% | 9.79% |
Geneva Large Cap Growth (M) | 2.20% | -29.37% | 6.87% | 10.11% | 12.45% |
International Stock | 15.52% | -16.56% | 1.06% | 1.20% | 3.14% |
Geneva Mid Cap Growth (M) | 4.83% | -21.49% | 6.28% | 9.54% | 11.82% |
Geneva Mid Cap Value (M) | 11.20% | -7.03% | 7.94% | 6.26% | 10.29% |
Geneva Small Cap (M) | 6.71% | -18.77% | 2.94% | 4.47% | 8.10% |
Geneva Diversified Bond (M) | 2.20% | -13.23% | -2.76% | -0.15% | 0.84% |
Stable Value Fund (inception 5/1/17) | 0.46% | 1.52% | 1.56% | 1.61% | N/A |
(M) Separately Managed, Morally Screened Custom Funds
Geneva Target Funds (Performance as of 12/31/2022)*
GENEVA TARGET FUND | 4TH QUARTER | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
---|---|---|---|---|---|
Geneva Target Fund 2065 | 9.01% | -16.62% | 4.09% | N/A | N/A |
Geneva Target Fund 2060 | 9.01% | -16.62% | 4.09% | 5.10% | N/A |
Geneva Target Fund 2055 | 9.01% | -16.62% | 4.09% | 5.10% | 7.80% |
Geneva Target Fund 2050 | 8.83% | -16.38% | 4.29% | 5.23% | 7.87% |
Geneva Target Fund 2045 | 7.90% | -15.73% | 4.49% | 5.42% | 7.86% |
Geneva Target Fund 2040 | 6.94% | -15.33% | 4.16% | 5.19% | 7.50% |
Geneva Target Fund 2035 | 5.95% | -14.08% | 3.67% | 4.82% | 6.90% |
Geneva Target Fund 2030 | 4.59% | -11.77% | 3.41% | 4.49% | 6.20% |
Geneva Target Fund 2025 | 3.98% | -10.66% | 2.82% | 3.91% | 5.25% |
Geneva Target Fund 2020 | 3.73% | -9.83% | 2.10% | 3.23% | 4.37% |
Geneva Target Fund 2015 | 3.26% | -8.81% | 1.69% | 2.76% | 3.62% |
Geneva Target Fund Harvester | 3.28% | -8.37% | 1.79% | 2.74% | 2.95% |