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Fund Performance by Asset Class 6/30/2021
Trailing Performance
Ticker Annualized Returns / Peer Ranks Since Inception
1 Yr / 3 Yr / 5 Yr / 10 Yr /
3 Mo YTD Return Date
Peer Rank Peer Rank Peer Rank Peer Rank
Small Blend
Vanguard Small Cap Index I VSCIX 5.59 16.39 56.51 / 70 14.76 / 13 15.97 / 22 12.90 / 11 9.92 07/07/1997
Russell 2000 Index 4.29 17.54 62.03 / 43 13.52 / 25 16.47 / 14 12.34 / 25
Small Blend Median 4.35 19.72 60.82 / 50 11.76 / 50 14.39 / 50 11.50 / 50
Number of Funds in Peer Group 250 249 246 225 199 152
International
Foreign Large Blend
Vanguard Developed Markets Index Admiral VTMGX 5.73 9.91 35.81 / 32 9.14 / 40 10.90 / 38 6.38 / 25 4.94 08/17/1999
MSCI EAFE 5.38 9.17 32.92 / 55 8.77 / 47 10.79 / 40 6.38 / 25
Foreign Large Blend Median 5.22 9.12 33.55 / 50 8.63 / 50 10.37 / 50 5.89 / 50
Number of Funds in Peer Group 294 289 280 239 208 142
Foreign Large Growth
American Funds Europacific Growth R6 RERGX 6.97 6.51 40.10 / 23 13.79 / 44 14.50 / 35 8.33 / 42 10.81 05/01/2009
MSCI EAFE Growth 7.59 7.07 31.39 / 67 12.85 / 55 12.89 / 59 8.15 / 43
Foreign Large Growth Median 6.78 6.84 34.10 / 50 13.17 / 50 13.54 / 50 7.96 / 50
Number of Funds in Peer Group 133 132 129 115 101 76
World Large-Stock Blend
American Funds Capital World Gr&Inc R6 RWIGX 5.76 10.49 35.65 / 66 12.91 / 55 13.71 / 43 10.07 / 46 12.07 05/01/2009
MSCI AC World Index Large Cap USD 7.64 12.51 38.98 / 46 15.59 / 14 15.50 / 12 10.63 / 24
World Large-Stock Blend Median 6.74 12.28 38.23 / 50 13.47 / 50 13.39 / 50 9.68 / 50
Number of Funds in Peer Group 122 121 117 103 90 54
Diversified Emerging Mkts
Invesco Developing Markets R6 ODVIX 5.66 6.57 37.35 / 73 11.67 / 39 14.01 / 26 6.14 / 21 8.59 12/29/2011
MSCI Emerging Markets 5.12 7.58 41.36 / 52 11.67 / 40 13.43 / 33 4.65 / 43
Diversified Emerging Mkts Median 5.00 8.38 41.68 / 50 11.08 / 50 12.20 / 50 4.37 / 50
Number of Funds in Peer Group 299 296 289 250 219 129
Specialty
Health
Hartford Healthcare HLS IA HIAHX 8.72 8.12 27.09 / 47 17.99 / 24 15.74 / 39 16.75 / 28 13.11 05/01/2000
DJ Americas Health Care 8.58 11.94 28.83 / 42 17.30 / 36 14.87 / 53 15.85 / 42
Health Median 7.79 8.90 26.32 / 50 16.26 / 50 14.99 / 50 15.52 / 50
Number of Funds in Peer Group 78 77 74 66 61 48
Past performance is no guarantee of future results. Rankings provided based on total returns. Performance quoted for mutual funds may include performance of a predecessor
fund/share class prior to the share class commencement of operations.
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