Page 1 - Market Update 5-31-2021.xlsx

Asset Class Snapshot 5/31/21 Equity Style Snapshot 5/31/21
1 Year
Asset Class Return 1 Year Value Blend Growth
U.S. Stock 44.60%
Global Stock Ex U.S. 42.78%
U.S. Real Estate 31.14% Large 41.80% 42.33% 42.49%
Global Bond 4.47%
U.S. Bond -0.40%

Region Snapshot 5/31/21
1 Year Mid 54.24% 47.95% 41.68%
Region Return
Emerging Markets 51.00%
Latin America Stock 48.52%
U.S. Stock 44.60%
Global Stock Ex U.S. 42.78% Small 68.87% 58.22% 44.89%
Europe Stock 42.52%
Asia Pacific Stock 41.66%

Asset Class Summary 5/31/21
Asset Class 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock 1.38% 0.16% 9.42% 12.34% 44.60% 17.86% 17.35%
Global Stock Ex U.S. 1.50% 3.13% 7.51% 9.87% 42.78% 8.93% 10.88%
U.S. Bond 0.20% 0.33% -0.14% -2.29% -0.40% 5.06% 3.25%
Global Bond 0.27% 0.94% 0.25% -2.35% 4.47% 4.38% 3.11%
U.S. Real Estate 1.88% 2.35% 15.35% 17.56% 31.14% 12.73% 9.01%

Region Summary 5/31/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock 1.38% 0.16% 9.42% 12.34% 44.60% 17.86% 17.35%
Global Stock Ex U.S. 1.50% 3.13% 7.51% 9.87% 42.78% 8.93% 10.88%
Emerging Markets 3.82% 2.32% 3.28% 7.26% 51.00% 9.65% 13.88%
Europe Stock 0.36% 4.17% 12.27% 13.35% 42.52% 8.91% 9.64%
Asia Pacific Stock 2.42% 1.49% 1.80% 5.32% 41.66% 9.20% 12.72%
Latin America Stock 3.20% 7.99% 17.16% 6.02% 48.52% 3.05% 7.63%

Equity Style Summary 5/31/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Large Growth 2.05% -1.94% 7.13% 6.98% 42.49% 23.38% 21.49%
Large Blend 1.31% 0.35% 9.95% 11.90% 42.33% 18.37% 17.56%
Large Value 0.45% 3.20% 13.44% 18.22% 41.80% 13.03% 13.54%
Mid Growth 2.24% -2.08% 3.23% 5.72% 41.68% 19.69% 17.89%
Mid Blend 1.66% 0.20% 8.18% 13.27% 47.95% 15.91% 15.39%
Mid Value 1.10% 2.49% 13.39% 21.59% 54.24% 11.77% 12.67%
Small Growth 2.47% -4.83% -1.81% 3.58% 44.89% 17.66% 18.44%
Small Blend 2.11% -1.30% 5.78% 14.73% 58.22% 14.56% 15.73%
Small Value 1.86% 1.34% 11.94% 24.32% 68.87% 11.32% 13.08%

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