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12
City of Pleasanton
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CITY CLERK
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AGENDA PACKETS
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2018
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120418
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12
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Last modified
11/28/2018 8:38:41 AM
Creation date
11/27/2018 2:36:10 PM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
12/4/2018
DESTRUCT DATE
15Y
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THE CITY OF PLEASANTON <br /> For Period Ending September 30, 2018 <br /> LARGE CAP EQUITY FUNDS <br /> 1-Month 3-Month Year-to- 1-Year 3-Year 5-Year 10-Year <br /> Fund Name Return Return Date Return Return Return Return <br /> iShares S&P 500 Growth ETF 0.74 9.22 17.05 24.95 19.66 16.35 13.84 <br /> iShares S&P 500 Value ETF 0.36 5.82 3.40 9.89 13.95 10.70 9.46 <br /> iShares Core S&P 500 ETF 0.56 7.70 10.53 17.87 17.26 13.89 11.91 <br /> ',art rA �. ° :1 . ` IIID CAP EQUITY WI3 n bmaf> «,�+.A . .3t y'd53w' r.4 N� � vu 6.Wit. .a <br /> iShares Russell Mid-Cap ETF -0.65 4.95 7.33 13.79 14.32 11.46 12.14 <br /> SMALL CAP EQUITY FUNDS <br /> iShares Russell 2000 Growth ETF -2.34 5.54 15.75 21.06 18.09 12.26 12.75 <br /> iShares Russell 2000 Value ETF -2.49 1.58 7.06 9.20 16.04 9.82 9.43 <br /> INTERNATIONAL EQUITY FUNDS <br /> iShares MSCI EAFE ETF 0.87 1.32 -1.42 2.69 9.17 4.33 5.30 <br /> Vanguard FTSE Emerging Markets ETF -1.30 -1.74 -8.83 -3.10 10.09 2.98 4.71 <br /> REAL ESTATE FUNDS <br /> Vanguard Real Estate ETF -2.60 0.55 0.55 1.94 7.02 8.68 7.50 <br /> $ BOND FUNDS Ad <br /> iShares Core US Aggregate Bond ETF -0.66 0.01 -1.64 -1.29 1.25 2.12 3.66 <br /> Vanguard Short-Term Investment-Grade Adm -0.05 0.61 0.30 0.25 1.65 1.77 3.23 <br /> Source: SEI Investments, Morningstar Investments <br /> Returns less than one year are not annualized. Past performance is no indication of future results. The information presented has been obtained from <br /> sources believed to be accurate and reliable. Securities are not FDIC insured, have no bank guarantee, and may lose value. <br /> 4 HIGHI IIARK® City of Pleasanton <br /> 8 <br /> CAPITAL MANAGEMENT <br />
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