Page 89 - MayDefComp

Calendar Year Performance 3/31/2021

Ticker 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Target-Date 2025
Vanguard Target Retirement 2025 Inv VTTVX 13.30 19.63 -5.15 15.94 7.48 -0.85 7.17 18.14 13.29 -0.37 13.84 24.81 -30.05 7.59 13.24
S&P Target Date 2025 11.22 18.38 -5.02 14.55 7.82 -0.25 5.56 17.03 12.51 -0.28 13.82 22.03 -27.75
Target-Date 2025 Median 13.06 18.84 -5.25 15.22 7.30 -1.25 5.59 16.54 13.15 -1.17 13.53 26.77 -33.43 7.17 12.82
Target-Date 2035
Vanguard Target Retirement 2035 Inv VTTHX 14.79 22.44 -6.58 19.12 8.26 -1.26 7.24 22.82 15.16 -2.24 15.14 28.17 -34.66 7.49 15.24
S&P Target Date 2035 12.79 22.18 -6.88 17.78 8.85 -0.35 5.69 20.84 14.12 -1.71 15.02 24.99 -32.60
Target-Date 2035 Median 14.42 22.38 -6.87 18.69 8.26 -1.50 5.75 21.07 14.91 -3.03 14.60 29.22 -35.75 7.25 14.00
Target-Date 2045
Vanguard Target Retirement 2045 Inv VTIVX 16.30 24.94 -7.90 21.42 8.87 -1.57 7.16 24.37 15.58 -2.51 15.19 28.15 -34.56 7.47 15.98
S&P Target Date 2045 13.66 24.02 -7.74 19.56 9.54 -0.46 5.67 23.14 15.15 -2.56 15.62 26.40 -35.24
Target-Date 2045 Median 15.74 24.83 -7.97 20.88 8.58 -1.59 5.80 23.44 15.60 -3.73 15.19 31.19 -37.92 7.15 16.06
Target-Date 2055
Vanguard Target Retirement 2055 Inv VFFVX 16.32 24.98 -7.89 21.38 8.88 -1.72 7.19 24.33 15.58 -2.27
S&P Target Date 2055 13.86 24.48 -7.97 20.48 9.94 -0.54 5.64 24.96 15.81
Target-Date 2055 Median 16.03 25.09 -8.28 21.47 8.58 -1.66 5.93 23.26 15.73 -4.35 14.95 34.37 -39.83 6.82

Equity
Large Value
American Funds American Mutual R6 RMFGX 5.10 22.12 -1.78 17.99 14.53 -2.57 12.95 28.30 12.67 5.08 12.55 25.68 -30.04 3.32 16.24
Russell 1000 Value Index 2.80 26.54 -8.27 13.66 17.34 -3.83 13.45 32.53 17.51 0.39 15.51 19.69 -36.85 -0.17 22.25
Large Value Median 2.64 25.51 -8.60 16.27 14.93 -3.35 11.08 31.83 15.21 -0.65 13.87 24.22 -36.36 1.68 18.26
Large Blend
American Funds Fundamental Invs R6 RFNGX 15.30 28.02 -6.33 23.72 12.88 3.71 9.27 31.94 17.53 -1.57 14.39 33.62 -39.70 13.55 19.24
Parnassus Core Equity Institutional PRILX 21.47 30.96 0.05 16.81 10.60 -0.33 14.70 34.15 15.64 3.38 9.10 28.96 -22.74 14.37 14.94
Vanguard Institutional Index I VINIX 18.39 31.46 -4.42 21.79 11.93 1.37 13.65 32.35 15.98 2.09 15.05 26.63 -36.95 5.47 15.78
Vanguard Total Stock Mkt Idx Adm VTSAX 20.99 30.80 -5.17 21.17 12.66 0.39 12.56 33.52 16.38 1.08 17.26 28.83 -36.99 5.57 15.63
S&P 500 Index 18.40 31.49 -4.38 21.83 11.96 1.38 13.69 32.39 16.00 2.11 15.06 26.46 -37.00 5.49 15.79
Large Blend Median 17.10 30.16 -5.49 21.18 11.23 -0.06 12.18 32.21 15.53 0.47 14.49 26.72 -37.18 5.32 14.66
Large Growth
American Funds Growth Fund of Amer R6 RGAGX 38.28 28.54 -2.60 26.53 8.82 5.70 9.63 34.29 20.98 -4.53 12.67 34.76 -39.07 10.95 10.94
Russell 1000 Growth Index 38.49 36.39 -1.51 30.21 7.08 5.67 13.05 33.48 15.26 2.64 16.71 37.21 -38.44 11.81 9.07
Large Growth Median 33.74 32.32 -1.91 27.94 3.88 3.96 10.52 34.31 15.02 -1.52 16.04 34.64 -40.45 12.76 8.04
Mid-Cap Value
American Century Mid Cap Value R6 AMDVX 1.97 29.31 -12.66 11.96 23.19 -1.22 16.80 30.16 16.44 -0.72 19.57 30.29 -24.49 -2.14 20.49
Russell Mid-Cap Value Index 4.96 27.06 -12.29 13.34 20.00 -4.78 14.75 33.46 18.51 -1.38 24.75 34.21 -38.44 -1.42 20.22
Mid-Cap Value Median 3.28 26.46 -13.21 13.67 18.12 -5.22 9.83 34.96 16.59 -3.58 22.00 35.41 -36.53 0.76 15.42

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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