Category Average Return

Years 3 5 10 All

                                                                             2021
YTD
2020
2019
2018
US - Equity - Market Cap                                                                              
Large-Cap - Core                                                                               17.92% 9.9% 12.6% 15.6%
Large-Cap - Growth                                                                               14.56% 21.54% 14.37% -1.65%
Large-Cap - Value                                                                               18.69% -5.79% 11.63% -8.22%
Mid-Cap - Core                                                                               15.08% 11.1% 14.38% -9.95%
Mid-Cap - Growth                                                                               4.23% 17.37% 17.91% -6.52%
Mid-Cap - Value                                                                               16.11% -3.69% 14.33% -12.68%
Multi-Cap - Core                                                                               18.45% 11.92% 14.47% -8.36%
Multi-Cap - Growth                                                                               18.1% 32.5% 15.35% -3.65%
Multi-Cap - Value                                                                               24.88% -1.47% 13.07% -12.09%
Small-Cap - Core                                                                               19.37% 9.42% 13.57% -11.66%
Small-Cap - Growth                                                                               3.14% 24.97% 16.77% -6.28%
Small-Cap - Value                                                                               18.63% -1.76% 13.36% -14%
                                                                             
US - Equity - Sector                                                                              
Business/Financial Services -                                                                               28.45% -9.68% 13.98% -13.15%
Consumer Goods/Services -                                                                               16.91% 10.55% 6.2% -9.3%
Health/Biotechnology -                                                                               8.59% 20.37% 14.84% -2.21%
Industrial Goods/Services -                                                                               18.21% 12.3% 15.65% -15.04%
MLPs -                                                                               33.15% 25.99% 18.42% -13.91%
Natural Resources/Materials -                                                                               28.84% 60.09% 16.14% 127.95%
Real Estate -                                                                               25.54% -13.59% 12.93% -6.61%
Science/Technology -                                                                               16.71% 48.23% 20.92% -1.5%
Telecommunications -                                                                               20.42% 18.4% 11.86% -8.71%
Utilities -                                                                               12.01% -8.87% 8.95% 3.94%
                                                                             
INT - Equity - Sector                                                                              
Real Estate -                                                                               17.2% -24.47% 13.55% -8.78%
                                                                             
GL - Equity - Market Cap                                                                              
Large-Cap - Core                                                                               0% 0% 0% 0%
Large-Cap - Growth                                                                               0% 0% 0% 0%
Large-Cap - Value                                                                               0% 0% 0% 0%
Mid-Cap - Core                                                                               0% 0% 0% 0%
Mid-Cap - Growth                                                                               0% 0% 0% 0%
Mid-Cap - Value                                                                               0% 0% 0% 0%
Multi-Cap - Core                                                                               0% 0% 0% 0%
Multi-Cap - Growth                                                                               0% 0% 0% 0%
Multi-Cap - Value                                                                               0% 0% 0% 0%
Small-Cap - Core                                                                               0% 0% 0% 0%
Small-Cap - Value                                                                               0% 0% 0% 0%
                                                                             
GL - Equity - Sector                                                                              
Business/Financial Services -                                                                               20.96% -6.88% 12.63% -16.4%
Consumer Goods/Services -                                                                               -1.96% 33.34% 14.25% -15.51%
Health/Biotechnology -                                                                               7.99% 45.67% 17.05% -7.82%
Industrial Goods/Services -                                                                               5.7% 30.66% 10.31% -18.79%
Infrastructure -                                                                               14.73% 4.91% 13.26% -12.63%
Natural Resources/Materials -                                                                               12.92% 62.84% 15.63% -14.73%
Precious Metals/Minerals -                                                                               -4.92% 62.99% 10.35% -19.43%
Real Estate -                                                                               18.08% -31.4% 12.21% -4.49%
Science/Technology -                                                                               8.4% 56.04% 19.22% -12.24%