Page 1 - Market_Update 2-28-2021.xlsx

Asset Class Snapshot 2/28/21 Equity Style Snapshot 2/28/21
1 Year
Asset Class Return 1 Year Value Blend Growth
U.S. Stock 28.37%
Global Stock Ex U.S. 20.25%
Global Bond 5.32% Large 14.36% 26.86% 38.46%
U.S. Bond 2.06%
U.S. Real Estate -5.55%

Region Snapshot 2/28/21
1 Year Mid 17.51% 28.98% 39.95%
Region Return
Asia Pacific Stock 31.43%
Emerging Markets 31.14%
U.S. Stock 28.37%
Global Stock Ex U.S. 20.25% Small 28.00% 37.26% 47.23%
Europe Stock 13.11%
Latin America Stock -10.43%

Asset Class Summary 2/28/21
Asset Class 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock -2.75% -0.39% 7.08% 2.67% 28.37% 14.06% 17.24%
Global Stock Ex U.S. -3.89% -1.61% 6.62% 2.20% 20.25% 4.91% 11.22%
U.S. Bond -0.36% -1.61% -1.75% -2.15% 2.06% 5.30% 3.58%
Global Bond -0.66% -2.09% -1.05% -2.59% 5.32% 3.74% 3.66%
U.S. Real Estate -1.54% 0.00% 3.28% 1.92% -5.55% 8.75% 8.14%

Region Summary 2/28/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
U.S. Stock -2.75% -0.39% 7.08% 2.67% 28.37% 14.06% 17.24%
Global Stock Ex U.S. -3.89% -1.61% 6.62% 2.20% 20.25% 4.91% 11.22%
Emerging Markets -6.34% -3.45% 9.27% 3.85% 31.14% 5.60% 15.25%
Europe Stock -2.20% -0.76% 5.57% 0.96% 13.11% 3.60% 8.88%
Asia Pacific Stock -5.31% -2.66% 7.62% 3.46% 31.43% 7.38% 14.23%
Latin America Stock -7.80% -7.08% -0.92% -9.51% -10.43% -8.67% 7.31%

Equity Style Summary 2/28/21
Region 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Large Growth -4.36% -3.07% 4.91% -0.14% 38.46% 20.51% 21.73%
Large Blend -2.75% -0.80% 5.71% 1.77% 26.86% 14.07% 17.24%
Large Value -0.70% 2.12% 6.71% 4.22% 14.36% 7.33% 12.57%
Mid Growth -4.79% 0.69% 8.88% 2.41% 39.95% 19.02% 19.35%
Mid Blend -3.00% 2.42% 9.00% 4.70% 28.98% 12.92% 15.68%
Mid Value -1.05% 4.32% 9.06% 7.23% 17.51% 6.72% 11.87%
Small Growth -4.81% -0.66% 14.94% 5.49% 47.23% 20.15% 21.40%
Small Blend -2.43% 2.44% 15.26% 8.47% 37.26% 13.77% 17.02%
Small Value -0.39% 5.12% 15.57% 11.05% 28.00% 8.20% 13.16%

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