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Calendar Year Performance 6/30/2021
Ticker 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
International
Foreign Large Blend
Vanguard Developed Markets Index Admiral VTMGX 10.26 22.05 -14.46 26.40 2.45 -0.18 -5.66 22.06 18.56 -12.51 8.36 28.27 -41.27 11.15 26.27
MSCI EAFE 8.28 22.66 -13.36 25.62 1.51 -0.39 -4.48 23.29 17.90 -11.73 8.21 32.46 -43.06 11.63 26.86
Foreign Large Blend Median 8.69 21.72 -14.39 25.44 1.20 -0.90 -5.33 20.20 18.14 -13.15 9.78 31.05 -43.13 11.70 25.23
Foreign Large Growth
American Funds Europacific Growth R6 RERGX 25.27 27.40 -14.91 31.17 1.01 -0.48 -2.29 20.58 19.64 -13.31 9.76 39.35 -40.53 18.96 21.87
MSCI EAFE Growth 18.68 28.43 -12.48 29.34 -2.66 4.47 -4.06 22.94 17.28 -11.82 12.60 29.91 -42.46 16.84 22.69
Foreign Large Growth Median 21.88 28.42 -14.19 30.15 -1.26 0.35 -4.09 20.82 18.94 -12.80 13.74 37.04 -45.76 16.08 23.77
World Large-Stock Blend
American Funds Capital World Gr&Inc R6 RWIGX 15.78 25.74 -9.97 25.08 6.85 -1.88 4.36 25.28 19.56 -7.23 8.10 32.50 -38.38 17.52 22.36
MSCI AC World Index Large Cap USD 17.05 27.44 -8.12 24.55 8.66 -1.97 4.69 23.15 16.68 -6.39 11.68 33.95 -41.22 12.86 21.33
World Large-Stock Blend Median 14.34 26.22 -9.66 23.02 6.63 -1.04 4.02 25.37 15.17 -7.34 13.07 31.10 -41.25 10.58 20.76
Diversified Emerging Mkts
Invesco Developing Markets R6 ODVIX 17.66 24.53 -11.79 35.33 7.38 -13.67 -4.39 8.85 21.43 -18.10 26.98 81.73 -48.03 33.86 25.19
MSCI Emerging Markets 18.69 18.90 -14.25 37.75 11.60 -14.60 -1.82 -2.27 18.63 -18.17 19.20 79.02 -53.18 39.78 32.59
Diversified Emerging Mkts Median 16.94 19.14 -15.82 34.95 9.24 -14.24 -2.54 -1.42 19.01 -19.24 18.85 73.92 -53.44 37.14 31.59
Specialty
Health
Hartford Healthcare HLS IA HIAHX 23.10 33.95 -2.67 22.26 -8.39 13.21 27.39 51.84 20.62 8.54 7.10 22.72 -25.56 6.11 11.19
DJ Americas Health Care 15.63 21.22 5.94 23.00 -3.34 5.85 25.49 42.03 19.34 11.77 4.86 21.89 -22.97 8.18 6.85
Health Median 22.06 24.75 0.59 22.61 -10.16 7.72 26.82 43.64 18.73 8.28 10.56 23.54 -24.51 9.10 4.86
Real Estate
Invesco Real Estate R5 IARIX -10.39 28.22 -5.28 8.86 6.18 2.07 28.62 2.18 16.99 8.05 23.27 30.49 -36.13 -14.55 36.90
MSCI US REIT -7.57 25.84 -4.57 5.07 8.60 2.52 30.38 2.47 17.77 8.69 28.48 28.61 -37.97 -16.82 35.92
Real Estate Median -5.01 26.86 -5.14 5.44 6.79 2.77 29.83 1.87 17.21 7.91 27.85 29.58 -38.61 -17.09 35.20
Utilities
Vanguard Utilities Index Adm VUIAX -0.81 24.95 4.45 12.50 17.51 -4.83 26.94 14.98 1.94 18.92 6.95 11.43 -28.09 17.08 21.54
DJ Americas Utilities -1.32 26.21 2.37 12.88 18.78 -7.45 23.66 11.51 1.68 16.22 9.03 18.10 -30.33 18.61 21.95
Utilities Median -0.01 23.60 3.78 11.95 16.51 -6.72 20.86 18.20 5.78 11.12 8.34 13.93 -30.79 18.86 24.99
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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