S&P Indices

Index Most Recent as of 06/06/2025 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) +$61.05 +1.03% +2.02% +6.92% +12.02% +12.68% +14.19% +10.87%


Major Indices

Index Most Recent as of 06/06/2025 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 +$443.13 +1.05% +0.51% +1.81% +9.26% +8.61% +10.74% +8.91%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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) +$2.84 +0.59% +6.84% +8.28% +13.65% +12.30% +13.37% +9.25%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$61.64 +0.32% +3.53% +3.71% +8.41% +7.28% +8.02% +6.76%


Barclays Capital Indices

Index Most Recent as of 06/06/2025 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 -$13.38 -0.58% +1.97% -0.91% +5.05% +0.85% -1.76% +1.01%


Other Indices

Index Most Recent as of 06/06/2025 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 +$12.01 +0.84% +0.78% -0.37% +12.06% +2.27% +9.12% +5.05%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$79.90 +1.20% +7.44% +15.68% +23.23% +16.69% +12.22% +11.47%


Major Indices

Index Most Recent as of 06/06/2025 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 +$231.50 +1.20% +1.13% +12.89% +14.21% +16.52% +15.03% +14.19%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$181.82 +0.83% +4.08% +2.35% +9.23% +8.23% +12.61% +9.07%


Barclays Capital Indices

Index Most Recent as of 06/06/2025 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 -$9.62 -0.40% +2.61% +0.19% +6.45% +2.82% +0.55% +1.87%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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) -$0.66 -0.18% +15.58% +9.77% +13.97% +9.60% +10.55% +5.65%


S&P Indices

Index Most Recent as of 06/06/2025 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 +$50.14 +1.00% -1.62% +4.77% +2.17% +7.81% +12.93% +8.73%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$60.60 +0.93% +0.99% +3.17% +6.03% +5.87% +13.18% +7.74%


Other Indices

Index Most Recent as of 06/06/2025 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) -$12.91 -0.34% +15.75% +11.97% +10.36% -1.41% +1.70% +0.65%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$195.03 +1.04% +2.63% +7.79% +14.76% +15.96% +16.63% +13.78%


Barclays Capital Indices

Index Most Recent as of 06/06/2025 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 -$13.82 -0.63% +1.88% -1.14% +5.88% +1.17% -0.97% +1.04%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$8.62 +0.28% +17.16% +9.84% +13.00% +10.82% +11.33% +6.18%


Other Indices

Index Most Recent as of 06/06/2025 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 -$1.08 -0.12% +3.58% +1.20% +7.78% +5.40% +1.93% +3.04%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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) +$1.33 +0.07% +10.70% +8.65% +15.41% +5.94% +7.27% +4.74%


Major Indices

Index Most Recent as of 06/06/2025 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) +$61.05 +1.03% +2.02% +6.92% +12.02% +12.68% +14.19% +10.87%


Barclays Capital Indices

Index Most Recent as of 06/06/2025 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 -$0.34 -0.03% -1.05% -0.83% +2.03% +1.73% +0.55% +2.13%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$140.10 +0.95% +3.77% +8.01% +11.95% +14.31% +15.33% +11.81%


Major Indices

Index Most Recent as of 06/06/2025 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 +$207.91 +1.06% +2.33% +7.41% +13.12% +13.77% +15.34% +12.21%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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) +$1.06 +0.03% +11.38% +8.13% +13.64% +5.64% +7.52% +4.34%


Other Indices

Index Most Recent as of 06/06/2025 Month-End Average Annual Total Returns
as of 05/31/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
ICE BofA US HY Const -$0.09 -0.01% +3.00% +2.03% +9.28% +6.65% +5.81% +4.93%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$44.25 +1.05% +1.74% +13.01% +17.62% +19.85% +17.69% +16.08%


S&P Indices

Index Most Recent as of 06/06/2025 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 +$367.73 +0.33% +13.59% +11.98% +20.01% +8.49% +15.04% +7.94%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$244.09 +0.93% +2.51% +13.19% +14.62% +18.78% +14.94% +14.22%


Other Indices

Index Most Recent as of 06/06/2025 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 +$22.40 +0.47% +9.15% +7.56% +12.81% +12.06% +8.56% +6.16%


Major Indices

Index Most Recent as of 06/06/2025 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) -$42.41 -0.32% +18.17% +10.43% +13.92% +12.03% +11.98% +6.49%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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 -$2.01 -0.38% +13.10% +4.61% +19.32% +4.83% +6.10% +1.63%


Barclays Capital Indices

Index Most Recent as of 06/06/2025 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 -$12.58 -0.56% +2.00% -0.76% +5.46% +1.49% -0.90% +1.49%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$27.77 +0.99% +3.61% +1.45% +8.91% +8.16% +13.02% +8.60%


Major Indices

Index Most Recent as of 06/06/2025 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 +$3.16 +1.07% +2.24% +7.47% +13.02% +13.72% +15.24% +12.13%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$499.65 +0.95% +5.06% +3.61% +9.82% +10.53% +14.71% +9.72%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$191.55 +1.68% -3.84% +6.23% +1.19% +5.03% +9.64% +6.64%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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) +$5.43 +0.06% +24.93% +10.73% +0.97% +3.42% +11.43% +3.60%


Barclays Capital Indices

Index Most Recent as of 06/06/2025 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 -$2.02 -0.56% +2.80% -1.31% +5.67% +0.93% +1.64% +2.47%
BBg US Universal -$3.09 -0.51% +2.13% -0.52% +5.84% +2.06% -0.29% +1.84%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$183.65 +1.77% -2.27% +9.95% +3.45% +7.94% +7.00% +6.67%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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) -$29.26 -0.24% +22.58% +10.86% +13.80% +12.76% +13.14% +6.52%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$32.44 +0.87% +0.53% +4.54% +5.06% +7.33% +12.87% +8.09%
LI Mid Cap Growth Index +$33.78 +0.83% +1.52% +10.37% +6.80% +7.69% +6.55% +8.56%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$257.84 +1.58% -5.49% +2.44% -1.14% +2.13% +12.03% +6.22%


Barclays Capital Indices

Index Most Recent as of 06/06/2025 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 -$2.60 -0.18% +2.08% +0.45% +5.85% +3.29% +1.49% +1.78%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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) -$32.27 -0.32% +17.98% +10.32% +13.65% +11.72% +11.67% +6.20%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$52.15 +1.01% -0.84% +1.67% +1.74% +5.30% +14.36% +7.06%


Barclays Capital Indices

Index Most Recent as of 06/06/2025 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% +1.66% +0.65% +4.70% +4.23% +2.50% +1.96%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$229.14 +1.06% +1.61% +12.90% +17.04% +19.27% +17.11% +15.50%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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) -$10.59 -0.32% +14.30% +11.87% +8.21% +9.43% +8.18% +6.31%


Russell Indices

Index Most Recent as of 06/06/2025 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 +$146.91 +1.02% +3.16% +1.49% +8.41% +7.84% +12.99% +8.47%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$483.80 +1.05% +1.94% +6.79% +9.99% +12.18% +14.45% +10.85%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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) -$4.30 -0.67% +16.78% +12.57% +14.05% +7.67% +8.85% +6.10%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$204.92 +0.96% +3.40% +13.86% +19.25% +16.83% +12.90% +12.32%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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 Val (Net MA) -$1.13 -0.32% +21.58% +8.87% +19.19% +14.03% +15.05% +5.83%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$203.29 +1.08% +2.62% +1.59% +6.37% +7.92% +14.10% +7.80%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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 -$1.38 -0.29% +11.04% +7.14% +22.78% +6.36% +5.56% +4.51%
MSCI US IM Biotechnology +$216.46 +1.50% +3.24% -3.80% -0.40% +8.07% +5.19% +4.81%


Lipper Indices

Index Most Recent as of 06/06/2025 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 Core Index +$27.44 +1.36% -3.92% +3.96% +0.26% +4.93% +12.03% +7.39%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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 +$174.37 +1.48% -5.38% +8.99% +19.55% +13.10% +13.78% +12.53%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$29.21 +1.02% -2.36% +7.92% +2.76% +6.59% +8.07% +8.46%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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 Cons Staples +$25.05 +0.30% +6.50% +1.63% +13.69% +9.10% +11.71% +9.08%


Lipper Indices

Index Most Recent as of 06/06/2025 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 +$38.87 +1.32% -4.59% +2.75% -1.63% +4.23% +14.50% +6.85%
LI General Muni Index -$2.46 -0.17% -1.78% -1.38% +1.65% +1.66% +1.03% +2.19%


MSCI, Inc. Indices

Index Most Recent as of 06/06/2025 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 +$117.45 +1.97% -2.29% -9.70% -9.44% +1.69% +21.96% +3.85%
MSCI US IM Financials +$71.24 +1.38% +5.69% +4.00% +24.22% +14.83% +19.13% +11.89%
MSCI US IM Health Care +$78.10 +0.96% -1.93% -6.42% -5.49% +1.85% +5.95% +7.35%
MSCI US IM Industrials +$99.81 +0.95% +8.25% +10.99% +14.26% +16.69% +17.82% +11.61%
MSCI US IM Info Tech +$174.59 +0.80% +1.22% +16.20% +15.18% +22.27% +20.82% +20.31%
MSCI US IM Materials +$21.13 +0.28% +3.94% +2.96% -3.80% +2.41% +11.99% +7.63%
MSCI US Semicon & Equip +$30.52 +0.10% +4.48% +27.32% +12.84% +40.64% +35.67% +27.34%
MSCI US IM Comm Svcs +$131.04 +1.86% +6.20% +13.88% +19.32% +19.81% +14.09% +11.14%
MSCI US IM Utilities +$40.63 +0.42% +8.10% +2.71% +16.11% +6.60% +9.75% +9.79%
MSCI World (N) +$80.64 +0.65% +6.36% +8.30% +13.72% +13.18% +14.18% +9.93%

All market indices are unmanaged.


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