Page 1 - Market Update 4-30-2021.xlsx

Asset Class Snapshot 5/2/21 Equity Style Snapshot 5/2/21
1 Year
Asset Class Return 1 Year Value Blend Growth
U.S. Stock 50.92%
Global Stock Ex U.S. 42.98%
U.S. Real Estate 33.63% Large 41.52% 48.00% 53.29%
Global Bond 3.95%
U.S. Bond -0.27%

Region Snapshot 5/2/21
1 Year Mid 57.60% 56.38% 54.47%
Region Return
U.S. Stock 50.92%
Emerging Markets 48.71%
Latin America Stock 46.40%
Europe Stock 43.05% Small 75.03% 70.32% 63.30%
Global Stock Ex U.S. 42.98%
Asia Pacific Stock 42.28%

Asset Class Summary 5/2/21
Asset Class 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock -0.07% 5.68% 12.33% 11.83% 50.92% 18.95% 17.67%
Global Stock Ex U.S. -0.47% 2.68% 6.31% 6.54% 42.98% 6.98% 9.83%
U.S. Bond -0.18% 0.78% -1.91% -2.61% -0.27% 5.19% 3.19%
Global Bond -0.36% 1.38% -2.39% -3.25% 3.95% 3.79% 2.64%
U.S. Real Estate 1.09% 7.55% 16.71% 16.38% 33.63% 13.07% 9.28%

Region Summary 5/2/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock -0.07% 5.68% 12.33% 11.83% 50.92% 18.95% 17.67%
Global Stock Ex U.S. -0.47% 2.68% 6.31% 6.54% 42.98% 6.98% 9.83%
Emerging Markets -0.37% 2.25% 1.71% 4.83% 48.71% 7.51% 12.50%
Europe Stock -0.40% 4.49% 10.41% 8.81% 43.05% 6.25% 8.62%
Asia Pacific Stock -0.84% 0.69% 1.72% 3.78% 42.28% 8.34% 12.08%
Latin America Stock -1.56% 4.88% 5.25% -1.82% 46.40% -4.51% 3.59%

Equity Style Summary 5/2/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Large Growth -0.45% 8.40% 9.56% 8.55% 53.29% 25.81% 22.46%
Large Blend -0.03% 5.91% 12.33% 11.36% 48.00% 19.32% 17.88%
Large Value 0.49% 2.99% 15.83% 14.91% 41.52% 12.54% 13.18%
Mid Growth -1.42% 6.57% 7.26% 6.35% 54.47% 21.52% 18.54%
Mid Blend -0.22% 5.26% 12.94% 12.35% 56.38% 16.54% 15.58%
Mid Value 1.01% 3.98% 19.16% 18.96% 57.60% 11.35% 12.46%
Small Growth -1.04% 5.56% 4.13% 6.52% 63.30% 20.81% 19.66%
Small Blend -0.20% 4.66% 12.21% 14.67% 70.32% 16.34% 16.11%
Small Value 0.42% 4.00% 19.20% 21.71% 75.03% 12.14% 12.87%

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