Page 1 - Market Update 12-31-2021.xlsx

Asset Class Snapshot 12/31/21 Equity Style Snapshot 12/31/21
1 Year
Asset Class Return 1 Year Value Blend Growth
U.S. Real Estate 38.99%
U.S. Stock 25.66%
Global Stock Ex U.S. 7.82% Large 26.51% 27.06% 27.30%
U.S. Bond -1.54%
Global Bond -4.71%

Region Snapshot 12/31/21
1 Year Mid 28.83% 24.52% 20.51%
Region Return
U.S. Stock 25.66%
Europe Stock 16.30%
Global Stock Ex U.S. 7.82%
Asia Pacific Stock -1.46% Small 28.15% 17.72% 5.71%
Emerging Markets -2.54%
Latin America Stock -8.09%

Asset Class Summary 12/31/21
Asset Class 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock 0.74% 3.94% 9.28% 25.66% 25.66% 25.79% 17.97%
Global Stock Ex U.S. 0.96% 4.13% 1.82% 7.82% 7.82% 13.18% 9.61%
U.S. Bond 0.16% -0.26% 0.01% -1.54% -1.54% 4.79% 3.57%
Global Bond 0.06% -0.14% -0.67% -4.71% -4.71% 3.59% 3.36%
U.S. Real Estate 3.31% 9.44% 14.58% 38.99% 38.99% 19.28% 12.34%

Region Summary 12/31/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock 0.74% 3.94% 9.28% 25.66% 25.66% 25.79% 17.97%
Global Stock Ex U.S. 0.96% 4.13% 1.82% 7.82% 7.82% 13.18% 9.61%
Emerging Markets 1.04% 1.88% -1.31% -2.54% -2.54% 10.94% 9.87%
Europe Stock 1.39% 6.60% 5.66% 16.30% 16.30% 14.90% 10.14%
Asia Pacific Stock 0.57% 1.89% -1.84% -1.46% -1.46% 12.08% 9.90%
Latin America Stock 1.46% 5.94% -2.69% -8.09% -8.09% -2.37% 1.47%

Equity Style Summary 12/31/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Large Growth 0.20% 1.76% 10.74% 27.30% 27.30% 34.84% 24.82%
Large Blend 0.72% 3.93% 10.12% 27.06% 27.06% 26.46% 18.73%
Large Value 1.39% 6.89% 9.33% 26.51% 26.51% 17.64% 12.53%
Mid Growth 0.35% 1.92% 7.76% 20.51% 20.51% 29.50% 20.12%
Mid Blend 1.17% 3.89% 7.98% 24.52% 24.52% 24.51% 15.89%
Mid Value 2.06% 6.17% 8.23% 28.83% 28.83% 19.14% 11.64%
Small Growth 0.25% 1.64% 0.61% 5.71% 5.71% 23.84% 16.91%
Small Blend 0.90% 3.50% 3.87% 17.72% 17.72% 21.31% 13.47%
Small Value 1.39% 4.90% 6.40% 28.15% 28.15% 18.49% 10.30%

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