Page 31 - MayDefComp
P. 31
Growth -14.10 -20.04 -25.76 Growth 11.32 6.53 0.10 Growth 12.97 10.89 8.89 and does not predict or depict the
Year To Date Core -20.22 -27.07 -30.61 3 Year (Annualized) Core 4.64 -0.81 -4.64 10 Year (Annualized) Core 10.39 8.77 6.90
U.S. Equity Size and Style Returns (%)
Value -26.73 -31.71 -35.66 Value -2.18 -5.97 -9.51 Value 7.67 7.22 4.79
Large Mid Small Large Mid Small Large Mid Small
Highest Lowest
Key Source: Morningstar Direct, 03/31/2020. Equity style boxes are based on targeted equity styles as determined by valuation measures. The Russell 1000 Value Index, Russell 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 me
Growth -14.10 -20.04 -25.76 Growth 0.91 -9.45 -18.58 Growth 10.36 5.61 1.70 reinvested dividends and cannot be purchased directly by investors. Index performance is shown for illustrative purposes only
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

