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Fund Performance by Asset Class 3/31/2021
Trailing Performance
Ticker Annualized Returns / Peer Ranks Since Inception
1 Yr / 3 Yr / 5 Yr / 10 Yr /
3 Mo YTD Return Date
Peer Rank Peer Rank Peer Rank Peer Rank
Small Blend
Vanguard Small Cap Index I VSCIX 10.23 10.23 87.78 / 59 14.98 / 16 15.61 / 21 12.16 / 12 9.78 07/07/1997
Russell 2000 Index 12.70 12.70 94.85 / 36 14.76 / 20 16.35 / 9 11.68 / 26
Small Blend Median 14.42 14.42 90.22 / 50 12.52 / 50 13.80 / 50 10.84 / 50
Number of Funds in Peer Group 251 251 242 225 201 152
International
Foreign Large Blend
Vanguard Developed Markets Index Admiral VTMGX 3.96 3.96 50.96 / 37 6.56 / 41 9.60 / 40 6.00 / 28 4.73 08/17/1999
MSCI EAFE 3.60 3.60 45.15 / 66 6.54 / 42 9.37 / 45 6.02 / 28
Foreign Large Blend Median 3.63 3.63 47.99 / 50 6.20 / 50 9.04 / 50 5.51 / 50
Number of Funds in Peer Group 294 294 277 234 200 137
Foreign Large Growth
American Funds Europacific Growth R6 RERGX -0.43 -0.43 60.79 / 26 10.20 / 55 12.90 / 36 7.72 / 40 10.43 05/01/2009
MSCI EAFE Growth -0.49 -0.49 43.00 / 84 10.26 / 54 11.26 / 66 7.61 / 48
Foreign Large Growth Median 0.33 0.33 51.82 / 50 10.57 / 50 12.17 / 50 7.52 / 50
Number of Funds in Peer Group 129 129 126 116 101 75
World Large Stock
American Funds Capital World Gr&Inc R6 RWIGX 4.46 4.46 51.80 / 62 10.88 / 52 12.76 / 45 9.64 / 43 11.81 05/01/2009
MSCI World 5.04 5.04 54.76 / 52 13.42 / 32 13.98 / 30 10.50 / 29
World Large Stock Median 4.66 4.66 55.28 / 50 11.06 / 50 12.28 / 50 9.39 / 50
Number of Funds in Peer Group 295 295 278 244 209 137
Diversified Emerging Mkts
Invesco Developing Markets R6 ODVIX 0.86 0.86 53.74 / 79 8.16 / 26 12.94 / 31 5.48 / 24 8.19 12/29/2011
MSCI Emerging Markets 2.34 2.34 58.92 / 62 6.87 / 36 12.48 / 36 4.02 / 44
Diversified Emerging Mkts Median 3.08 3.08 61.69 / 50 5.92 / 50 11.53 / 50 3.72 / 50
Number of Funds in Peer Group 301 301 290 251 216 122
Specialty
Health
Hartford Healthcare HLS IA HIAHX -0.54 -0.54 41.50 / 52 16.22 / 34 15.39 / 42 16.79 / 30 12.82 05/01/2000
DJ Americas Health Care 3.10 3.10 36.94 / 72 15.53 / 48 14.31 / 51 15.70 / 45
Health Median 0.13 0.13 41.51 / 50 15.31 / 50 14.43 / 50 15.40 / 50
Number of Funds in Peer Group 78 78 73 66 61 49
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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