Page 26 - AugDefComp

U.S. Equity Size and Style Returns (%)
Year To Date

Growth Growth Core Value 9.81 -2.81 -16.26 Large 27.84 4.16 -9.13 -18.09 Mid 30.26 -3.06 -12.98 -23.50 Small 30.58 Key Highest Lowest 3 Year (Annualized) Growth Core Value Growth 18.99 10.64 1.82 Large 23.28 14.76 5.79 -0.54 Mid 11.91 7.86 2.01 -4.35 Small 3.48 10 Year (Annualized) Growth Core Value Growth 17.23 13.97 10.41 Large 15.89 15.09 12.35 10.29 Mid 11.60 12.92 10.50 7.82 Small 6.86 Source: Morningstar Direct, 06/30/2020. Equity style boxes are based on targeted equity styles as determined by valuation measures. The Russell 1

Quarter 2 Core 21.82 24.61 25.42 1 Year (Annualized) Core 7.48 -2.24 -6.63 5 Year (Annualized) Core 10.47 6.76 4.29 respectively. Each index includes reinvested dividends and cannot be purchased directly by investors. Index performance is shown

Value 14.29 19.95 18.91 Value -8.84 -11.81 -17.48 Value 4.64 3.32 1.26 performance of any particular investment. Past performance does not guarantee future results.

as of 06/30/2020 Large Mid Small Large Mid Small Large Mid Small Diversification does not guarantee a profit or protect against loss.