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3-Yr Risk 22.63 22.93 22.74 22.97 15.28 16.26 16.09 16.19 15.94 15.63 16.90 15.07 15.46
Perf Incep Date 07/07/1997 12/31/1978 6/1/1956 07/22/2019 12/31/1978 05/01/2009 1/1/2001 11/1/1954 08/17/1999 1/1/2001 12/1/1961 05/01/2009 1/1/2001 05/01/1981
10-Yr/ Since Incep* 11.61 ★★★★★ 359 3 10.50 9.32 3.36 377 12.92 9.59 ★★★ 367 38 9.16 8.97 6.09 ★★★★ 364 20 4.97 5.33 7.48 ★★★ 246 51 7.04 7.79
5-Yr 5.41 ★★★★★ 495 6 4.29 2.49 508 6.86 6.31 ★★★ 626 41 6.46 6.04 2.46 ★★★ 519 28 2.26 1.79 4.90 ★★★ 344 52 5.61 5.58
3-Yr 4.00 ★★★★★ 615 5 2.01 -0.64 577 7.86 5.66 ★★★ 761 44 6.14 5.55 0.88 ★★★ 648 44 1.13 0.30 4.76 ★★★ 421 58 6.07 6.05
1-Yr -5.59 669 12 -6.63 -11.41 625 3.48 2.55 866 42 2.11 1.83 -4.26 759 43 -4.80 -4.66 3.17 477 62 5.80 6.44
YTD -11.42 -12.98 -16.88 2.78 -3.06 -5.70 -6.25 -5.33 -10.76 -11.00 -10.93 -4.77 -2.62 -1.60
3-Mo 26.69 25.42 22.95 34.99 30.58 18.35 19.22 20.06 17.41 16.12 16.24 22.77 19.11 21.42
Net Exp Ratio 1 (%) 0.04 1.11 0.60 0.42 1.13 0.07 0.99 0.46 1.11
Gross Exp Ratio (%) 0.04 1.28 0.61 0.42 2.43 0.07 5.88 0.46 1.84
Overall Morningstar Rating TM ★★★★★ ★★★ ★★★★ ★★★
Ticker VSCIX WTIXLX RWIGX VTMGX RERGX
Share Class Type Inst Retirement Inst Retirement
Performance As of: 06‐30‐2020 Name / Benchmark & Inv. Morningstar Category Info Type US OE Small Blend Vanguard Small Cap Index I MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell 2000 TR USD US Fund Small Blend US SA Small Growth Small Cap Growth Fund CL I1 Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell 2000 Growth TR USD US SA Small Growth US OE World Large Stock American Funds Capital World Gr&Inc R6 MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % MSCI ACWI NR USD US Fund World Large Stock US OE Foreign Large

