Page 1 - Market Update 11-30-2021.xlsx
P. 1
Asset Class Snapshot 11/30/21 Equity Style Snapshot 11/30/21
1 Year
Asset Class Return 1 Year Value Blend Growth
U.S. Real Estate 30.21%
U.S. Stock 26.34%
Global Stock Ex U.S. 9.14% Large 22.63% 27.10% 30.39%
U.S. Bond -1.15%
Global Bond -3.29%
Region Snapshot 11/30/21
1 Year Mid 25.59% 24.80% 23.77%
Region Return
U.S. Stock 26.34%
Europe Stock 14.23%
Global Stock Ex U.S. 9.14%
Emerging Markets 2.70% Small 30.30% 22.15% 12.63%
Asia Pacific Stock 2.32%
Latin America Stock -2.92%
Asset Class Summary 11/30/21
Asset Class 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock -2.83% -1.52% 0.28% 20.90% 26.34% 20.20% 17.51%
Global Stock Ex U.S. -3.71% -4.50% -4.93% 3.54% 9.14% 9.95% 9.28%
U.S. Bond 0.77% 0.30% -0.73% -1.29% -1.15% 5.52% 3.65%
Global Bond 0.89% -0.29% -2.37% -4.57% -3.29% 4.34% 3.29%
U.S. Real Estate -1.74% -2.26% -0.70% 27.00% 30.21% 12.70% 11.24%
Region Summary 11/30/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock -2.83% -1.52% 0.28% 20.90% 26.34% 20.20% 17.51%
Global Stock Ex U.S. -3.71% -4.50% -4.93% 3.54% 9.14% 9.95% 9.28%
Emerging Markets -3.41% -4.08% -5.29% -4.34% 2.70% 9.27% 9.52%
Europe Stock -3.49% -5.16% -5.96% 9.09% 14.23% 10.72% 9.86%
Asia Pacific Stock -3.99% -3.68% -4.22% -3.29% 2.32% 9.77% 9.43%
Latin America Stock -2.07% -2.98% -17.00% -13.25% -2.92% -4.49% 0.48%
Equity Style Summary 11/30/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Large Growth -1.68% 0.49% 2.84% 25.10% 30.39% 30.10% 24.66%
Large Blend -2.46% -1.03% 0.82% 22.26% 27.10% 20.99% 18.26%
Large Value -3.49% -3.02% -1.84% 18.36% 22.63% 11.36% 11.62%
Mid Growth -2.54% -2.76% 0.57% 18.24% 23.77% 24.65% 19.71%
Mid Blend -3.46% -2.51% -0.39% 19.86% 24.80% 18.74% 15.16%
Mid Value -4.50% -2.23% -1.48% 21.34% 25.59% 12.47% 10.54%
Small Growth -4.04% -6.08% -4.89% 4.00% 12.63% 18.62% 16.67%
Small Blend -5.23% -4.34% -2.83% 13.73% 22.15% 15.31% 13.11%
Small Value -6.10% -2.98% -1.20% 22.16% 30.30% 11.99% 9.86%
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