Page 1 - Market Update 7-31-2021.xlsx

Asset Class Snapshot 7/31/21 Equity Style Snapshot 7/31/21
1 Year
Asset Class Return 1 Year Value Blend Growth
U.S. Stock 39.52%
U.S. Real Estate 32.74%
Global Stock Ex U.S. 26.49% Large 37.32% 38.46% 39.17%
Global Bond 0.83%
U.S. Bond -0.65%

Region Snapshot 7/31/21
1 Year Mid 42.95% 40.16% 37.52%
Region Return
U.S. Stock 39.52%
Europe Stock 31.50%
Global Stock Ex U.S. 26.49%
Latin America Stock 23.22% Small 56.65% 46.84% 35.78%
Asia Pacific Stock 20.51%
Emerging Markets 20.29%

Asset Class Summary 7/31/21
Asset Class 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock -0.31% 1.69% 4.67% 17.06% 39.52% 18.33% 17.36%
Global Stock Ex U.S. -0.29% -1.65% 0.77% 7.36% 26.49% 7.85% 9.65%
U.S. Bond 0.25% 1.12% 2.16% -0.50% -0.65% 5.76% 3.13%
Global Bond 0.61% 1.33% 1.38% -1.92% 0.83% 4.74% 2.46%
U.S. Real Estate 0.38% 4.70% 8.21% 25.94% 32.74% 13.61% 8.39%

Region Summary 7/31/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock -0.31% 1.69% 4.67% 17.06% 39.52% 18.33% 17.36%
Global Stock Ex U.S. -0.29% -1.65% 0.77% 7.36% 26.49% 7.85% 9.65%
Emerging Markets -2.50% -6.73% -4.40% 0.22% 20.29% 7.85% 10.38%
Europe Stock 0.88% 1.85% 4.65% 13.87% 31.50% 8.19% 9.84%
Asia Pacific Stock -1.76% -4.96% -3.83% -0.19% 20.51% 7.94% 10.18%
Latin America Stock -1.04% -4.07% 6.40% 4.46% 23.22% 0.17% 3.89%

Equity Style Summary 7/31/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Large Growth -1.21% 3.29% 7.88% 17.11% 39.17% 25.93% 22.74%
Large Blend -0.48% 2.29% 5.58% 17.57% 38.46% 19.06% 17.81%
Large Value 0.50% 1.01% 2.69% 18.00% 37.32% 11.67% 12.64%
Mid Growth -0.05% 2.03% 7.12% 13.92% 37.52% 21.99% 18.56%
Mid Blend 0.44% 1.29% 3.96% 16.80% 40.16% 16.30% 15.02%
Mid Value 1.00% 0.47% 0.70% 19.79% 42.95% 10.33% 11.30%
Small Growth 0.43% -1.18% 0.68% 7.24% 35.78% 18.38% 17.81%
Small Blend 0.84% -1.44% 0.03% 14.70% 46.84% 13.86% 14.46%
Small Value 1.16% -1.65% -0.49% 21.11% 56.65% 9.65% 11.38%

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