Page 30 - MayDefComp
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Year To Date
U.S. Equity Size and Style Returns (%)
Growth Growth Core Value -14.10 -20.22 -26.73 Large -14.10 -20.04 -27.07 -31.71 Mid -20.04 -25.76 -30.61 -35.66 Small -25.76 Key Highest Lowest 3 Year (Annualized) Growth Core Value Growth 11.32 4.64 -2.18 Large 0.91 6.53 -0.81 -5.97 Mid -9.45 0.10 -4.64 -9.51 Small -18.58 10 Year (Annualized) Growth Core Value Growth 12.97 10.39 7.67 Large 10.36 10.89 8.77 7.22 Mid 5.61 8.89 6.90 4.79 Small 1.70 Source: Morningstar Direct, 03/31/2020. Equity style boxes are based on targeted equity styles as determined by valuation measures. The
Quarter 1 Core -20.22 -27.07 -30.61 1 Year (Annualized) Core -8.03 -18.31 -23.99 5 Year (Annualized) Core 6.22 1.85 -0.25
Value -26.73 -31.71 -35.66 Value -17.17 -24.13 -29.64 Value 1.90 -0.76 -2.42 Diversification does not guarantee a profit or protect against loss. performance of any particular investment. Past performance does not guarantee future results.
as of 03/31/2020 Large Mid Small Large Mid Small Large Mid Small

