Page 1 - Market Update 10-31-2021.xlsx

Asset Class Snapshot 10/31/21 Equity Style Snapshot 10/31/21
1 Year
Asset Class Return 1 Year Value Blend Growth
U.S. Real Estate 43.24%
U.S. Stock 41.96%
Global Stock Ex U.S. 28.61% Large 42.74% 41.30% 39.98%
U.S. Bond -0.55%
Global Bond -1.30%

Region Snapshot 10/31/21
1 Year Mid 45.50% 43.50% 41.34%
Region Return
U.S. Stock 41.96%
Europe Stock 41.05%
Global Stock Ex U.S. 28.61%
Latin America Stock 20.17% Small 57.16% 46.61% 34.69%
Asia Pacific Stock 15.24%
Emerging Markets 15.22%

Asset Class Summary 10/31/21
Asset Class 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock 1.08% 5.60% 4.29% 22.77% 41.96% 22.71% 18.92%
Global Stock Ex U.S. -0.80% 2.44% -0.01% 8.43% 28.61% 12.69% 9.78%
U.S. Bond 0.52% -0.01% -0.93% -1.58% -0.55% 5.49% 3.11%
Global Bond 0.02% -0.27% -2.44% -4.29% -1.30% 4.39% 2.57%
U.S. Real Estate -0.28% 5.47% 3.43% 29.94% 43.24% 15.40% 11.57%

Region Summary 10/31/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock 1.08% 5.60% 4.29% 22.77% 41.96% 22.71% 18.92%
Global Stock Ex U.S. -0.80% 2.44% -0.01% 8.43% 28.61% 12.69% 9.78%
Emerging Markets -2.18% 1.13% -1.83% -0.27% 15.22% 13.14% 9.43%
Europe Stock 0.13% 4.23% 0.29% 15.03% 41.05% 12.80% 10.48%
Asia Pacific Stock -1.46% 0.29% -0.64% 0.41% 15.24% 13.14% 9.79%
Latin America Stock -1.18% -5.63% -17.76% -10.59% 20.17% -3.73% -1.04%

Equity Style Summary 10/31/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Large Growth 2.57% 7.63% 5.56% 24.49% 39.98% 31.62% 24.81%
Large Blend 1.28% 5.93% 4.45% 23.53% 41.30% 23.35% 19.37%
Large Value -0.37% 3.77% 2.97% 22.05% 42.74% 14.58% 13.64%
Mid Growth 0.99% 8.23% 6.51% 21.59% 41.34% 28.51% 21.24%
Mid Blend -0.09% 5.49% 4.91% 22.95% 43.50% 22.00% 16.90%
Mid Value -1.30% 2.48% 3.10% 24.11% 45.50% 15.13% 12.42%
Small Growth 0.82% 4.63% 3.16% 10.74% 34.69% 23.24% 19.74%
Small Blend -0.30% 3.52% 3.34% 18.89% 46.61% 18.86% 16.12%
Small Value -1.16% 2.68% 3.48% 25.91% 57.16% 14.72% 12.82%

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