Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell Midcap Growth -$20.43 -0.30% +9.07% +17.43% +23.23% +16.69% +12.22% +11.47%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Balanced Index +$46.59 +0.24% +5.61% +5.79% +8.41% +7.28% +8.02% +6.76%


Other Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ US Sel Real Estate Sec +$5.20 +0.37% -1.13% -2.26% +12.06% +2.27% +9.12% +5.05%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI ACWI (N) +$2.88 +0.58% +9.67% +11.14% +13.65% +12.30% +13.37% +9.25%


Major Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ Industrial Ave w/o div +$432.43 +1.00% +3.00% +4.33% +9.26% +8.61% +10.74% +8.91%


S&P Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P 500 (P) +$32.05 +0.52% +4.96% +10.00% +12.02% +12.68% +14.19% +10.87%


Barclays Capital Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg Government Bond -$4.98 -0.21% +3.45% +0.52% +5.05% +0.85% -1.76% +1.01%


Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell Midcap Value +$21.14 +0.32% +2.66% +4.87% +6.03% +5.87% +13.18% +7.74%


Other Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
EPRA/NAREIT Dev xNthAm(N) +$0.31 +0.01% +19.65% +15.75% +10.36% -1.41% +1.70% +0.65%


S&P Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P MidCap 400 +$14.21 +0.28% +0.15% +6.66% +2.17% +7.81% +12.93% +8.73%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI AC Wld exUS (Net MA) +$2.53 +0.68% +18.12% +12.19% +13.97% +9.60% +10.55% +5.65%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Equity Inc Obj Index +$88.92 +0.40% +5.92% +4.16% +9.23% +8.23% +12.61% +9.07%


Barclays Capital Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg Int Govt/Cr Bond -$2.65 -0.11% +3.91% +1.46% +6.45% +2.82% +0.55% +1.87%


Major Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
NASDAQ Comp. ex div Price +$105.55 +0.52% +4.99% +17.19% +14.21% +16.52% +15.03% +14.19%


Barclays Capital Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg MBS -$7.03 -0.31% +3.91% +0.83% +5.88% +1.17% -0.97% +1.04%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI International Index +$25.21 +0.82% +18.96% +11.53% +13.00% +10.82% +11.33% +6.18%


Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell Top 200 +$119.09 +0.61% +5.89% +11.22% +14.76% +15.96% +16.63% +13.78%


Major Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P 500 (P) +$32.05 +0.52% +4.96% +10.00% +12.02% +12.68% +14.19% +10.87%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI AC Asia ex Jap (G) +$5.11 +0.25% +15.71% +13.56% +15.41% +5.94% +7.27% +4.74%


Other Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
J.P. Morgan EMBI Global +$0.85 +0.09% +5.23% +2.82% +7.78% +5.40% +1.93% +3.04%
ICE BofA US HY Const +$0.33 +0.06% +4.28% +3.30% +9.28% +6.65% +5.81% +4.93%


S&P Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P/TSX Composite Index -$215.76 -0.19% +15.19% +13.56% +20.01% +8.49% +15.04% +7.94%


Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 1000 Growth +$26.43 +0.61% +5.38% +17.04% +17.62% +19.85% +17.69% +16.08%


Barclays Capital Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg Muni +$0.32 +0.02% -0.45% -0.23% +2.03% +1.73% +0.55% +2.13%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI Emerging Markets (G) +$5.82 +0.18% +16.07% +12.68% +13.64% +5.64% +7.52% +4.34%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Large Cap Core Index +$86.75 +0.57% +6.69% +11.04% +11.95% +14.31% +15.33% +11.81%


Major Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 3000 +$99.88 +0.49% +5.20% +10.41% +13.12% +13.77% +15.34% +12.21%


Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 1000 Value +$11.14 +0.39% +5.59% +3.39% +8.91% +8.16% +13.02% +8.60%


Major Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EAFE (G) +$138.44 +1.05% +19.87% +12.02% +13.92% +12.03% +11.98% +6.49%


Barclays Capital Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg US Agg Bond -$5.04 -0.22% +3.65% +0.85% +5.46% +1.49% -0.90% +1.49%


Other Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
TOPIX Total Return Index +$68.80 +1.41% +12.14% +10.50% +12.81% +12.06% +8.56% +6.16%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Large Cap Growth Index +$209.67 +0.77% +6.20% +17.26% +14.62% +18.78% +14.94% +14.22%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EM Eur ME Africa TR -$0.58 -0.11% +15.03% +6.40% +19.32% +4.83% +6.10% +1.63%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Large Cap Value Index +$274.45 +0.51% +7.75% +6.27% +9.82% +10.53% +14.71% +9.72%


Barclays Capital Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg US TIPS -$0.55 -0.15% +4.39% +0.22% +5.67% +0.93% +1.64% +2.47%


Major Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ US Total Stk Mkt +$1.50 +0.49% +5.13% +10.51% +13.02% +13.72% +15.24% +12.13%


Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 2000 +$3.15 +0.03% -1.95% +8.32% +1.19% +5.03% +9.64% +6.64%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EM Latin America (G) -$2.16 -0.02% +28.57% +13.96% +0.97% +3.42% +11.43% +3.60%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Mid Cap Core Index +$11.61 +0.30% +2.39% +6.47% +5.06% +7.33% +12.87% +8.09%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI Europe (Net MA) +$146.68 +1.23% +23.77% +11.94% +13.80% +12.76% +13.14% +6.52%


Barclays Capital Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg US Universal -$1.19 -0.19% +3.74% +1.06% +5.84% +2.06% -0.29% +1.84%


Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 2000 Growth -$4.03 -0.04% -0.83% +11.57% +3.45% +7.94% +7.00% +6.67%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EAFE (Net MA) +$104.99 +1.04% +19.66% +11.90% +13.65% +11.72% +11.67% +6.20%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Mid Cap Growth Index +$12.85 +0.31% +2.71% +11.67% +6.80% +7.69% +6.55% +8.56%


Barclays Capital Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg 1-3 Gov/Cred -$0.58 -0.04% +2.82% +1.17% +5.85% +3.29% +1.49% +1.78%


Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 2000 Value +$16.41 +0.10% -3.12% +5.01% -1.14% +2.13% +12.03% +6.22%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EAFE Growth (Net MA) +$39.21 +1.20% +15.95% +13.49% +8.21% +9.43% +8.18% +6.31%


Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 3000 Growth +$125.84 +0.56% +5.10% +16.77% +17.04% +19.27% +17.11% +15.50%


Barclays Capital Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg 6M SWAP +$0.02 +0.01% +1.94% +0.92% +4.70% +4.23% +2.50% +1.96%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Mid Cap Value Index +$13.17 +0.25% +1.17% +3.72% +1.74% +5.30% +14.36% +7.06%


Russell Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 3000 Value +$55.44 +0.37% +5.16% +3.46% +8.41% +7.84% +12.99% +8.47%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Multi Cap Core Index +$231.95 +0.49% +4.74% +9.73% +9.99% +12.18% +14.45% +10.85%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EAFE Sm Cap (Net MA) +$4.57 +0.70% +20.58% +16.24% +14.05% +7.67% +8.85% +6.10%
MSCI EAFE Val (Net MA) +$3.15 +0.88% +23.30% +10.41% +19.19% +14.03% +15.05% +5.83%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Multi Cap Growth Index +$97.37 +0.44% +6.37% +17.13% +19.25% +16.83% +12.90% +12.32%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI Golden Dragon +$1.35 +0.27% +16.65% +12.56% +22.78% +6.36% +5.56% +4.51%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Multi Cap Value Index +$72.37 +0.38% +4.76% +3.71% +6.37% +7.92% +14.10% +7.80%
LI Small Cap Core Index +$2.43 +0.12% -2.23% +5.79% +0.26% +4.93% +12.03% +7.39%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI US IM Biotechnology -$97.95 -0.68% +1.16% -5.74% -0.40% +8.07% +5.19% +4.81%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Small Cap Growth Index +$6.79 +0.23% -0.99% +9.42% +2.76% +6.59% +8.07% +8.46%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI US IM Consumer Discr +$204.76 +1.68% -2.12% +12.75% +19.55% +13.10% +13.78% +12.53%
MSCI US IM Cons Staples +$58.13 +0.70% +5.65% +0.82% +13.69% +9.10% +11.71% +9.08%


Lipper Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Small Cap Value Index +$4.48 +0.15% -2.53% +4.96% -1.63% +4.23% +14.50% +6.85%
LI General Muni Index +$0.45 +0.03% -1.12% -0.72% +1.65% +1.66% +1.03% +2.19%


MSCI, Inc. Indices

Index Most Recent as of 06/27/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI US IM Energy -$32.62 -0.52% +0.71% -6.93% -9.44% +1.69% +21.96% +3.85%
MSCI US IM Financials +$16.48 +0.31% +7.72% +6.00% +24.22% +14.83% +19.13% +11.89%
MSCI US IM Health Care -$10.22 -0.12% -1.82% -6.31% -5.49% +1.85% +5.95% +7.35%
MSCI US IM Industrials +$94.91 +0.89% +10.23% +13.02% +14.26% +16.69% +17.82% +11.61%
MSCI US IM Info Tech +$12.89 +0.06% +6.49% +22.24% +15.18% +22.27% +20.82% +20.31%
MSCI US IM Materials +$5.18 +0.07% +4.59% +3.60% -3.80% +2.41% +11.99% +7.63%
MSCI US Semicon & Equip +$282.08 +0.84% +15.83% +41.15% +12.84% +40.64% +35.67% +27.34%
MSCI US IM Comm Svcs +$111.36 +1.52% +10.17% +18.14% +19.32% +19.81% +14.09% +11.14%
MSCI US IM Utilities +$23.23 +0.24% +9.16% +3.72% +16.11% +6.60% +9.75% +9.79%
MSCI World (N) +$79.75 +0.63% +8.99% +10.98% +13.72% +13.18% +14.18% +9.93%

All market indices are unmanaged.


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