Category Average Return

Years 3 5 10 All

                                                       2021
YTD
2020
2019
2018
2017
2016
US - Equity - Market Cap                                                        
Large-Cap - Core                                                         17.92% 9.9% 12.6% 15.6% 24.48% 10.44%
Large-Cap - Growth                                                         14.56% 21.54% 14.37% -1.65% 37.59% 4.78%
Large-Cap - Value                                                         18.69% -5.79% 11.63% -8.22% 32.41% 17.06%
Mid-Cap - Core                                                         15.08% 11.1% 14.38% -9.95% 16.06% 17.07%
Mid-Cap - Growth                                                         4.23% 17.37% 17.91% -6.52% 23.42% 9.41%
Mid-Cap - Value                                                         16.11% -3.69% 14.33% -12.68% 12.16% 22.32%
Multi-Cap - Core                                                         18.45% 11.92% 14.47% -8.36% 21.71% 9.96%
Multi-Cap - Growth                                                         18.1% 32.5% 15.35% -3.65% 26.35% 7.1%
Multi-Cap - Value                                                         24.88% -1.47% 13.07% -12.09% 340.18% 17.9%
Small-Cap - Core                                                         19.37% 9.42% 13.57% -11.66% 23.33% 21.08%
Small-Cap - Growth                                                         3.14% 24.97% 16.77% -6.28% 20.18% 22.19%
Small-Cap - Value                                                         18.63% -1.76% 13.36% -14% 8.26% 30.84%
                                                       
US - Equity - Sector                                                        
Business/Financial Services -                                                         28.45% -9.68% 13.98% -13.15% 12.45% 28.27%
Consumer Goods/Services -                                                         16.91% 10.55% 6.2% -9.3% 11.2% 9.7%
Health/Biotechnology -                                                         8.59% 20.37% 14.84% -2.21% 27.13% -9.91%
Industrial Goods/Services -                                                         18.21% 12.3% 15.65% -15.04% 23.26% 19.01%
MLPs -                                                         33.15% 25.99% 18.42% -13.91% -4.7% 24.45%
Natural Resources/Materials -                                                         28.84% 60.09% 16.14% 127.95% 1.82% 28.65%
Real Estate -                                                         25.54% -13.59% 12.93% -6.61% 2.01% 7.25%
Science/Technology -                                                         16.71% 48.23% 20.92% -1.5% 102.98% 17.14%
Telecommunications -                                                         20.42% 18.4% 11.86% -8.71% 0.75% 19.6%
Utilities -                                                         12.01% -8.87% 8.95% 3.94% 11.05% 15.23%
                                                       
INT - Equity - Sector                                                        
Real Estate -                                                         17.2% -24.47% 13.55% -8.78% 26.96% 0.21%
                                                       
GL - Equity - Market Cap                                                        
Large-Cap - Core                                                         0% 0% 0% 0% 0% 0%
Large-Cap - Growth                                                         0% 0% 0% 0% 0% 0%
Large-Cap - Value                                                         0% 0% 0% 0% 0% 0%
Mid-Cap - Core                                                         0% 0% 0% 0% 0% 0%
Mid-Cap - Growth                                                         0% 0% 0% 0% 0% 0%
Mid-Cap - Value                                                         0% 0% 0% 0% 0% 0%
Multi-Cap - Core                                                         0% 0% 0% 0% 0% 0%
Multi-Cap - Growth                                                         0% 0% 0% 0% 0% 0%
Multi-Cap - Value                                                         0% 0% 0% 0% 0% 0%
Small-Cap - Core                                                         0% 0% 0% 0% 0% 0%
Small-Cap - Value                                                         0% 0% 0% 0% 0% 0%
                                                       
GL - Equity - Sector                                                        
Business/Financial Services -                                                         20.96% -6.88% 12.63% -16.4% 23.34% 3.25%
Consumer Goods/Services -                                                         -1.96% 33.34% 14.25% -15.51% 38.06% 3.06%
Health/Biotechnology -                                                         7.99% 45.67% 17.05% -7.82% 24.84% -10.43%
Industrial Goods/Services -                                                         5.7% 30.66% 10.31% -18.79% 23.77% 5.13%
Infrastructure -                                                         14.73% 4.91% 13.26% -12.63% 17.36% 14.09%
Natural Resources/Materials -                                                         12.92% 62.84% 15.63% -14.73% 24.17% 20.01%
Precious Metals/Minerals -                                                         -4.92% 62.99% 10.35% -19.43% 13.7% 70.11%
Real Estate -                                                         18.08% -31.4% 12.21% -4.49% 10.33% 5.65%
Science/Technology -                                                         8.4% 56.04% 19.22% -12.24% 40.2% 8.62%