Understand how equity funds impact your investments
Our Equity funds are separate accounts that invest primarily in stocks. Sometimes you’ll hear equity funds referred to as stock funds. Equity funds pursue growth, which is why they can be volatile. With an equity fund, the value of your investment may rise and fall with the stock market. If you choose to invest in equity funds, you should be comfortable with this risk and able to tolerate fluctuations in your 401(k) account.
Over the long term—10 to 15 years—equity funds typically see higher returns than less risky investments. However, over the short term—one to five years—equity funds can decline 20–25% or more in value.
Our equity funds
Click on an account name to learn more. New York customers, please see the separate information further down this page.
YTD & AVERAGE ANNUAL RETURNS AS OF 9-30-2024 |
|||||
---|---|---|---|---|---|
Separate Account | YTD Return (%) |
1-Yr. Return (%) |
3-Yr. Return (%) |
5-Yr. Return (%) |
10-Yr. Return (%) |
(1)
REIT Index Account |
13.61 | 34.21 | 2.51 | 4.78 | 7.32 |
Global Real Estate Account |
12.85 | 32.20 | 1.78 | 3.14 | 6.02 |
(1)
Total Stock Index Account |
20.58 | 35.24 | 10.10 | 15.18 | 12.77 |
(1)
Large Cap Blend Account III |
14.43 | 26.30 | 9.49 | 11.47 | 11.61 |
Large Cap Dividends Account |
13.94 | 24.66 | 8.76 | 12.46 | 11.67 |
Large Cap Blend Account IV |
20.63 | 36.11 | 12.11 | 16.70 | 13.18 |
Large Cap Blend Account V |
19.21 | 32.77 | 12.95 | 14.06 | 12.06 |
(1)
Large Cap Growth Index Account |
24.02 | 41.90 | 10.46 | 19.00 | 15.54 |
Large Cap Growth Account II |
24.35 | 42.97 | 2.65 | 15.80 | 15.92 |
(2)
Large Cap Growth Account IV |
28.30 | 46.18 | 7.11 | 15.45 | 14.86 |
Large Cap Growth Account V |
27.39 | 44.56 | 11.64 | 21.25 | 17.81 |
(1)
Mid-Cap Value Account |
10.90 | 28.03 | 11.65 | 13.26 | 9.55 |
(1)
Mid-Cap Value Index Account |
17.51 | 31.04 | 8.73 | 10.76 | 9.56 |
(1)
Small-Mid Cap Index Account |
11.67 | 28.56 | 1.21 | 10.76 | 9.63 |
Mid-Cap Index Account III |
14.63 | 29.29 | 5.76 | 11.30 | 10.19 |
(1)
Mid-Cap Index Account II |
14.71 | 28.79 | 5.31 | 11.22 | 10.21 |
(1)
Mid-Cap Growth Index Account |
11.40 | 26.00 | 1.70 | 11.19 | 10.58 |
(2)
Mid-Cap Growth Account I |
9.61 | 22.45 | 2.19 | 9.21 | 11.17 |
Mid-Cap Growth Account II |
15.08 | 28.84 | 2.83 | 11.26 | 11.86 |
(1)
Mid-Cap Growth Account IV |
13.89 | 27.61 | -0.14 | 9.06 | 9.36 |
Mid-Cap Growth Account V |
15.56 | 26.31 | 6.72 | 11.46 | 13.21 |
(1)
Small Cap Value Index Account |
13.26 | 28.69 | 8.22 | 11.60 | 9.58 |
Small Cap Value Account |
9.91 | 24.55 | 6.49 | 6.70 | 7.82 |
Small Cap Value Account II |
10.05 | 25.74 | 6.04 | 12.93 | 10.31 |
(1)
Small Cap Index Account |
12.37 | 27.43 | 4.36 | 10.66 | 9.64 |
Small Cap Index Account II |
11.21 | 26.84 | 1.97 | 9.48 | 8.93 |
Small Cap Blend Account I |
10.94 | 25.52 | 1.99 | 8.80 | 9.04 |
(1)
Small Cap Blend Account III |
14.20 | 32.08 | 9.01 | 13.81 | 10.07 |
(1)
Small Cap Growth Index Account |
11.15 | 25.73 | -0.95 | 8.61 | 9.18 |
(1)
Small Cap Growth Account III |
10.86 | 25.67 | 1.97 | 11.35 | 10.97 |
Small-Mid Cap Growth Account |
11.91 | 23.59 | 0.53 | 7.44 | 10.04 |
(2)
Small Cap Growth Account V |
15.80 | 30.46 | 4.19 | 10.26 | 10.67 |
Aggressive Growth Account |
28.11 | 45.95 | 11.70 | 17.85 | 14.68 |
Concentrated Growth Account |
25.59 | 42.86 | 7.25 | 16.74 | 16.08 |
Global Blend Account |
12.00 | 22.14 | 5.71 | 5.61 | 4.68 |
(1)
Global Large Cap Account |
16.02 | 31.04 | 4.52 | 11.01 | 9.45 |
(1)
International Large Value Account |
11.30 | 21.61 | 5.20 | 7.89 | 5.01 |
Foreign Large Blend Account |
14.70 | 26.16 | 2.81 | 8.37 | 5.85 |
(1)
Foreign Large Index Account |
12.17 | 24.64 | 4.80 | 8.27 | 5.92 |
(1)
International Large Index Account |
13.60 | 24.88 | 4.01 | 7.74 | 5.42 |
International Large Blend Account |
15.26 | 25.45 | 4.16 | 8.29 | 7.16 |
(1)
International Large Growth Account |
15.77 | 28.94 | -3.65 | 10.76 | 8.97 |
(2)
International Growth Account |
12.67 | 25.13 | 2.83 | 7.32 | 6.14 |
(2)
Natural Resources Account |
9.71 | 8.43 | 9.04 | 9.57 | 3.47 |
(1)
Energy Growth Account |
14.41 | 17.85 | 17.96 | 7.66 | 1.47 |
(1)
Emerging Markets Index Account |
17.30 | 24.96 | 1.59 | 6.38 | 4.17 |
Emerging Markets Account |
14.39 | 24.64 | 1.39 | 8.37 | 6.92 |
Performance figures above include the reinvestment of all dividend and capital gain distributions and are net of mutual fund and portfolio expenses. For most cases, a daily Separate Account Fee will be applied for sales, marketing, taxes, account compliance, overhead and legal/audit fees. This fee reduces the total returns of the Separate Accounts quoted above.
The information contained in this chart is for illustrative purposes only and is not an indication of future performance. The investment return and principal value of a Separate Account will fluctuate along with changes in the underlying mutual fund or portfolio so that units, when redeemed, may be worth more or less than their original cost. Past performance is not a guarantee of future results. Sentry earns a return on cash pending investments, generally at a market rate. These earnings are used to offset Sentry's operating expenses.
1 No transfers are allowed into a Vanguard Fund for 30 days following a transfer out of that same fund.
2 No transfers are allowed into a T. Rowe Price Fund for 30 days following a transfer out of that same fund.
An investment's past performance is not necessarily an indication of how the investment will perform in the future.
Our equity funds in New York
Click on an account name to learn more.
YTD & AVERAGE ANNUAL RETURNS AS OF 9-30-2024 |
|||||
---|---|---|---|---|---|
Separate Account | YTD Return (%) |
1-Yr. Return (%) |
3-Yr. Return (%) |
5-Yr. Return (%) |
10-Yr. Return (%) |
(1)
REIT Index Account |
13.61 | 34.21 | 2.51 | 4.78 | 7.32 |
Global Real Estate Account |
12.85 | 32.20 | 1.78 | 3.14 | 6.02 |
(1)
Total Stock Index Account |
20.58 | 35.24 | 10.10 | 15.18 | 12.77 |
(1)
Large Cap Blend Account III |
14.43 | 26.30 | 9.49 | 11.47 | 11.61 |
Large Cap Dividends Account |
13.94 | 24.66 | 8.76 | 12.46 | 11.67 |
Large Cap Blend Account IV |
20.63 | 36.11 | 12.11 | 16.70 | 13.18 |
Large Cap Blend Account V |
19.21 | 32.77 | 12.95 | 14.06 | 12.06 |
(1)
Large Cap Growth Index Account |
24.02 | 41.90 | 10.46 | 19.00 | 15.54 |
Large Cap Growth Account II |
24.35 | 42.97 | 2.65 | 15.80 | 15.92 |
(2)
Large Cap Growth Account IV |
28.30 | 46.18 | 7.11 | 15.45 | 14.86 |
Large Cap Growth Account V |
27.39 | 44.56 | 11.64 | 21.25 | 17.81 |
(1)
Mid-Cap Value Account |
10.90 | 28.03 | 11.65 | 13.26 | 9.55 |
(1)
Mid-Cap Value Index Account |
17.51 | 31.04 | 8.73 | 10.76 | 9.56 |
(1)
Small-Mid Cap Index Account |
11.67 | 28.56 | 1.21 | 10.76 | 9.63 |
Mid-Cap Index Account III |
14.63 | 29.29 | 5.76 | 11.30 | 10.19 |
(1)
Mid-Cap Index Account II |
14.71 | 28.79 | 5.31 | 11.22 | 10.21 |
(1)
Mid-Cap Growth Index Account |
11.40 | 26.00 | 1.70 | 11.19 | 10.58 |
(2)
Mid-Cap Growth Account I |
9.61 | 22.45 | 2.19 | 9.21 | 11.17 |
Mid-Cap Growth Account II |
15.08 | 28.84 | 2.83 | 11.26 | 11.86 |
(1)
Mid-Cap Growth Account IV |
13.89 | 27.61 | -0.14 | 9.06 | 9.36 |
Mid-Cap Growth Account V |
15.56 | 26.31 | 6.72 | 11.46 | 13.21 |
(1)
Small Cap Value Index Account |
13.26 | 28.69 | 8.22 | 11.60 | 9.58 |
Small Cap Value Account |
9.91 | 24.55 | 6.49 | 6.70 | 7.82 |
Small Cap Value Account II |
10.05 | 25.74 | 6.04 | 12.93 | 10.31 |
(1)
Small Cap Index Account |
12.37 | 27.43 | 4.36 | 10.66 | 9.64 |
Small Cap Index Account II |
11.21 | 26.84 | 1.97 | 9.48 | 8.93 |
Small Cap Blend Account I |
10.94 | 25.52 | 1.99 | 8.80 | 9.04 |
(1)
Small Cap Blend Account III |
14.20 | 32.08 | 9.01 | 13.81 | 10.07 |
(1)
Small Cap Growth Index Account |
11.15 | 25.73 | -0.95 | 8.61 | 9.18 |
(1)
Small Cap Growth Account III |
10.86 | 25.67 | 1.97 | 11.35 | 10.97 |
Small-Mid Cap Growth Account |
11.91 | 23.59 | 0.53 | 7.44 | 10.04 |
(2)
Small Cap Growth Account V |
15.80 | 30.46 | 4.19 | 10.26 | 10.67 |
Aggressive Growth Account |
28.11 | 45.95 | 11.70 | 17.85 | 14.68 |
Concentrated Growth Account |
25.59 | 42.86 | 7.25 | 16.74 | 16.08 |
Global Blend Account |
12.00 | 22.14 | 5.71 | 5.61 | 4.68 |
(1)
Global Large Cap Account |
16.02 | 31.04 | 4.52 | 11.01 | 9.45 |
(1)
International Large Value Account |
11.30 | 21.61 | 5.20 | 7.89 | 5.01 |
Foreign Large Blend Account |
14.70 | 26.16 | 2.81 | 8.37 | 5.85 |
(1)
Foreign Large Index Account |
12.17 | 24.64 | 4.80 | 8.27 | 5.92 |
(1)
International Large Index Account |
13.60 | 24.88 | 4.01 | 7.74 | 5.42 |
International Large Blend Account |
15.26 | 25.45 | 4.16 | 8.29 | 7.16 |
(1)
International Large Growth Account |
15.77 | 28.94 | -3.65 | 10.76 | 8.97 |
(2)
International Growth Account |
12.67 | 25.13 | 2.83 | 7.32 | 6.14 |
(2)
Natural Resources Account |
9.71 | 8.43 | 9.04 | 9.57 | 3.47 |
(1)
Energy Growth Account |
14.41 | 17.85 | 17.96 | 7.66 | 1.47 |
(1)
Emerging Markets Index Account |
17.30 | 24.96 | 1.59 | 6.38 | 4.17 |
Emerging Markets Account |
14.39 | 24.64 | 1.39 | 8.37 | 6.92 |
Performance figures above include the reinvestment of all dividend and capital gain distributions and are net of mutual fund and portfolio expenses. For most cases, a daily Separate Account Fee will be applied for sales, marketing, taxes, account compliance, overhead and legal/audit fees. This fee reduces the total returns of the Separate Accounts quoted above.
The information contained in this chart is for illustrative purposes only and is not an indication of future performance. The investment return and principal value of a Separate Account will fluctuate along with changes in the underlying mutual fund or portfolio so that units, when redeemed, may be worth more or less than their original cost. Past performance is not a guarantee of future results. Sentry earns a return on cash pending investments, generally at a market rate. These earnings are used to offset Sentry's operating expenses.
1 No transfers are allowed into a Vanguard Fund for 30 days following a transfer out of that same fund.
2 No transfers are allowed into a T. Rowe Price Fund for 30 days following a transfer out of that same fund.
An investment's past performance is not necessarily an indication of how the investment will perform in the future.