Page 73 - MayDefComp

Standardized Performance 3/31/2021

Annualized Returns Since Inception Pre-Inception
YTD 1 Yr 3 Yr 5 Yr 10 Yr Return Date Returns
Target-Date 2055
Vanguard Target Retirement 2055 Inv 4.54 51.79 12.07 12.92 10.06 11.41 08/18/2010 No
S&P Target Date 2055 5.67 51.99 11.63 12.54
Large Value
American Funds American Mutual R6 7.92 38.59 11.58 12.13 11.34 13.21 05/01/2009 Yes
Russell 1000 Value Index 11.26 56.09 10.96 11.74 10.99
Large Blend
American Funds Fundamental Invs R6 6.41 55.01 13.91 15.37 12.79 14.97 05/01/2009 Yes
Parnassus Core Equity Institutional 7.18 56.53 19.57 16.52 14.40 11.96 04/28/2006 Yes
Vanguard Institutional Index I 6.18 56.34 16.76 16.27 13.89 10.47 07/31/1990 No
Vanguard Total Stock Mkt Idx Adm 6.43 62.73 17.13 16.65 13.79 8.05 11/13/2000 Yes
S&P 500 Index 6.17 56.35 16.78 16.29 13.91
Large Growth
American Funds Growth Fund of Amer R6 2.54 66.90 19.89 20.17 15.34 16.71 05/01/2009 Yes
Russell 1000 Growth Index 0.94 62.74 22.80 21.05 16.63
Mid-Cap Value
American Century Mid Cap Value R6 12.18 57.74 9.72 11.12 11.46 10.90 07/26/2013 Yes
Russell Mid-Cap Value Index 13.05 73.76 10.70 11.60 11.05
Mid-Cap Blend
Vanguard Mid Cap Index Institutional 7.18 70.61 14.66 14.60 12.30 10.61 05/21/1998 No
Russell Mid-Cap Index 8.14 73.64 14.73 14.67 12.47
Mid-Cap Growth
MassMutual Select Mid Cap Growth I 2.69 68.31 17.05 17.19 14.05 15.22 11/15/2010 Yes
Russell Mid-Cap Growth Index -0.57 68.61 19.41 18.39 14.11
Small Blend
Vanguard Small Cap Index I 10.23 87.78 14.98 15.61 12.16 9.78 07/07/1997 Yes
Russell 2000 Index 12.70 94.85 14.76 16.35 11.68
Foreign Large Blend
Vanguard Developed Markets Index Admiral 3.96 50.96 6.56 9.60 6.00 4.73 08/17/1999 No
MSCI EAFE 3.60 45.15 6.54 9.37 6.02
Foreign Large Growth
American Funds Europacific Growth R6 -0.43 60.79 10.20 12.90 7.72 10.43 05/01/2009 Yes
MSCI EAFE Growth -0.49 43.00 10.26 11.26 7.61

*Results shown for periods of time prior to “Inception Date” include Pre-Inception Returns. Note however that “Since Inception Returns” always reflect results for the actual share class and thus do not
include Pre-Inception Returns. Please see “Important Information" section for details.

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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