Page 88 - FebDefComp
P. 88
Growth 36.39 35.47 28.48 Growth 20.49 17.36 12.49 Growth 15.22 14.24 13.01 and does not predict or depict the
Year To Date Core 31.43 30.54 25.52 3 Year (Annualized) Core 15.05 12.06 8.59 10 Year (Annualized) Core 13.54 13.19 11.83
U.S. Equity Size and Style Returns (%)
Value 26.54 27.06 22.39 Value 9.68 8.10 4.77 Value 11.80 12.41 10.56
Large Mid Small Large Mid Small Large Mid Small
Highest Lowest 1000 Index and Russell 1000 Growth Index are unmanaged indices that measure the performance of large-capitalization value stocks, large-capitalization stocks and large capitalization growth stocks, respectively. The Russell Midcap Value Index, Russell Midcap Index and the Russell Midcap Growth Index are unmanaged indices that measure the performance of mid-cap value stocks, mid-cap stocks and mid-cap growth stocks, respectively. The Russell 2000 Value Index, Russell 2000 Index and Russell 2000
Key Source: Morningstar Direct, 12/31/2019. Equity style boxes are based on targeted equity styles as determined by valuation measures. The Russell 1000 Value Index, Russell Index are unmanaged indices that measure the performance of small-cap value stocks, small-cap stocks and small-cap growth stocks, respectively. Each index includes
Growth 10.62 8.17 11.39 Growth 36.39 35.47 28.48 Growth 14.63 11.60 9.34 reinvested dividends and cannot be purchased directly by investors. Index performance is shown for illustrative purposes only
Quarter 4 Core 9.04 7.06 9.94 1 Year (Annualized) Core 31.43 30.54 25.52 5 Year (Annualized) Core 11.48 9.33 8.23 performance of any particular investment. Past performance does not guarantee future results.
Value 7.41 6.36 8.49 Value 26.54 27.06 22.39 Value 8.29 7.62 6.99 Diversification does not guarantee a profit or protect against loss.
as of 12/31/2019 Large Mid Small Large Mid Small Large Mid Small

