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3-Yr Risk 3.50 3.40 3.29 3.44 3.45 4.11 10.48 3.87 3.78 9.31 9.52 8.88
Perf Incep Date 09/18/1995 01/03/1980 11/1/1954 05/11/1987 12/31/1998 04/24/1928 11/12/2001 04/15/1998 04/01/1988 03/01/2011 08/29/1986 09/01/1935
10-Yr/ Since Incep* 3.81 ★★★ 252 46 3.84 3.69 4.19 ★★★ 343 55 4.16 4.25 6.96 ★★★★★ 117 2 3.81 3.20 7.26 ★★★★★ 351 2 6.62 5.55
SV = Fixed Rate Stable Value UI = Unitized Investment SIA = Separate Investment Account STK = Company Stock Account MF = Mutual Fund CIT = Collective Investment Trust Average Annual Total Returns (%) Performance less than 1 year is not annualized 5-Yr 3-Yr 4.47 5.41 ★★★ ★★★ 330 380 37 31 4.44 5.34 4.26 5.11 4.86 5.54 ★★★ ★★★ 464 543 50 43 4.87 5.45 4.86 5.34 10.33 11.67 ★★★★★ ★★★★★ 173 197 1 1 5.08 5.92 4.59 5.26 7.51 5.00 ★★★★ ★★★ 554 627 31 51 8.43 5.89 6.75 4.74
1-Yr 7.74 415 45 7.51 7.52 8.88 602 34 7.58 8.06 27.21 207 1 10.99 10.01 4.92 676 57 6.17 4.91
YTD 7.74 7.51 7.52 8.88 7.58 8.06 27.21 10.99 10.01 4.92 6.17 4.91
3-Mo 0.67 0.67 0.95 1.06 1.29 1.97 2.55 1.62 1.98 7.23 6.48 5.97
Net Exp Ratio 1 (%) 0.04 0.64 0.70 0.78 1.07 0.69 0.54 1.01
Gross Exp Ratio (%) 0.04 1.23 0.70 1.00 1.07 0.93 0.54 2.56
Overall Morningstar Rating TM ★★★ ★★★ ★★★★★ ★★★★
Ticker VBTIX PTTRX PRAIX MPHZX
Share Class Type Inst Inst Inst Inst
Name / Benchmark & Morningstar Category Info Vanguard Total Bond Market Index I US Fund Intermediate Core-Plus Bond PIMCO Long-Term Real Return Instl BBgBarc US Treasury US TIPS TR USD
Performance As of: 12‐31‐2020
US OE Intermediate Core Bond
Morningstar Ratings # of Funds in Category Morningstar Peer Rating % BBgBarc US Agg Bond TR USD US Fund Intermediate Core Bond US OE Intermediate Core-Plus Bond PIMCO Total Return Instl Morningstar Ratings # of Funds in Category Morningstar Peer Rating % BBgBarc US Universal TR USD US OE Inflation-Protected Bond Morningstar Ratings # of Funds in Category Morningstar Peer Rating % US Fund Inflation-Protected Bond US OE High Yield Bond MassMutual Premier High Yield I Morningstar Ratings # of Funds in Category Morningstar Peer Rating % ICE BofA US High Yield TR USD US Fund High Yield Bond
Inv. Type MF MF MF MF
