Page 54 - AugDefComp

Calendar Year Performance 6/30/2021

Ticker 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Target-Date 2065+
Vanguard Instl Trgt Retire 2065 Instl VSXFX 16.18 25.15 -7.84
S&P Target Date 2060+ 13.99 24.73 -7.95 20.75 10.08 -0.66 5.64 24.96 15.81 -2.87
Target-Date 2065+ Median 16.49 25.15 -8.72

Equity
Large Value
American Funds American Mutual R6 RMFGX 5.10 22.12 -1.78 17.99 14.53 -2.57 12.95 28.30 12.67 5.08 12.55 25.68 -30.04 3.32 16.24
Russell 1000 Value Index 2.80 26.54 -8.27 13.66 17.34 -3.83 13.45 32.53 17.51 0.39 15.51 19.69 -36.85 -0.17 22.25
Large Value Median 2.73 25.57 -8.59 16.37 14.92 -3.29 11.16 31.90 15.29 -0.65 13.90 24.27 -36.37 1.68 18.25
Large Blend
American Funds Fundamental Invs R6 RFNGX 15.30 28.02 -6.33 23.72 12.88 3.71 9.27 31.94 17.53 -1.57 14.39 33.62 -39.70 13.55 19.24
Parnassus Core Equity Institutional PRILX 21.47 30.96 0.05 16.81 10.60 -0.33 14.70 34.15 15.64 3.38 9.10 28.96 -22.74 14.37 14.94
Vanguard Institutional Index I VINIX 18.39 31.46 -4.42 21.79 11.93 1.37 13.65 32.35 15.98 2.09 15.05 26.63 -36.95 5.47 15.78
Vanguard Total Stock Mkt Idx Adm VTSAX 20.99 30.80 -5.17 21.17 12.66 0.39 12.56 33.52 16.38 1.08 17.26 28.83 -36.99 5.57 15.63
S&P 500 Index 18.40 31.49 -4.38 21.83 11.96 1.38 13.69 32.39 16.00 2.11 15.06 26.46 -37.00 5.49 15.79
Large Blend Median 17.25 30.10 -5.50 21.23 11.15 -0.05 12.12 32.21 15.54 0.45 14.49 26.76 -37.18 5.33 14.67
Large Growth
American Funds Growth Fund of Amer R6 RGAGX 38.28 28.54 -2.60 26.53 8.82 5.70 9.63 34.29 20.98 -4.53 12.67 34.76 -39.07 10.95 10.94
Russell 1000 Growth Index 38.49 36.39 -1.51 30.21 7.08 5.67 13.05 33.48 15.26 2.64 16.71 37.21 -38.44 11.81 9.07
Large Growth Median 34.01 32.41 -1.86 28.09 3.80 3.99 10.50 34.37 15.03 -1.51 16.06 34.64 -40.45 12.85 8.02
Mid-Cap Value
American Century Mid Cap Value R6 AMDVX 1.97 29.31 -12.66 11.96 23.19 -1.22 16.80 30.16 16.44 -0.72 19.57 30.29 -24.49 -2.14 20.49
Russell Mid-Cap Value Index 4.96 27.06 -12.29 13.34 20.00 -4.78 14.75 33.46 18.51 -1.38 24.75 34.21 -38.44 -1.42 20.22
Mid-Cap Value Median 3.56 26.46 -13.10 13.76 18.04 -5.15 9.92 34.99 16.55 -3.58 21.98 34.31 -36.50 0.76 15.42
Mid-Cap Blend
Vanguard Mid Cap Index Institutional VMCIX 18.26 31.04 -9.24 19.29 11.23 -1.33 13.78 35.17 16.01 -1.96 25.67 40.51 -41.76 6.22 13.78
Russell Mid-Cap Index 17.10 30.54 -9.06 18.52 13.80 -2.44 13.22 34.76 17.28 -1.55 25.48 40.48 -41.46 5.60 15.26
Mid-Cap Blend Median 12.79 26.65 -11.00 16.11 15.66 -3.13 9.21 33.59 16.53 -2.25 23.64 36.02 -38.09 6.22 12.57
Mid-Cap Growth
MassMutual Mid Cap Growth I MEFZX 26.20 32.22 -3.10 24.66 6.19 5.95 13.00 36.31 14.71 -1.74 28.03 45.00 -41.00 16.32 7.55
Russell Mid-Cap Growth Index 35.59 35.47 -4.75 25.27 7.33 -0.20 11.90 35.74 15.81 -1.65 26.38 46.29 -44.32 11.43 10.66
Mid-Cap Growth Median 33.46 32.68 -5.98 24.48 6.13 -0.76 7.39 35.73 14.36 -3.70 25.82 39.05 -43.50 15.05 9.07
Small Blend
Vanguard Small Cap Index I VSCIX 19.12 27.40 -9.32 16.25 18.32 -3.63 7.53 37.80 18.26 -2.65 27.95 36.40 -35.98 1.29 15.82
Russell 2000 Index 19.96 25.52 -11.01 14.65 21.31 -4.41 4.89 38.82 16.35 -4.18 26.85 27.17 -33.79 -1.57 18.37
Small Blend Median 11.42 23.91 -12.01 13.03 21.27 -4.43 4.76 38.47 15.98 -3.09 26.06 28.71 -35.73 -1.75 15.46

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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