S&P Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
S&P 500 (P)	6,582.69	+$7.37	+0.11%	-3.84%	+0.83%	+16.33%	+16.69%	+10.44%	+12.23%

Major Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
DJ Industrial Ave w/o div	46,504.67	-$61.07	-0.13%	-3.24%	+0.35%	+10.33%	+11.67%	+7.04%	+10.11%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Balanced Index	20,829.30	+$22.25	+0.11%	-0.66%	+0.54%	+12.24%	+10.71%	+5.81%	+7.91%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell Midcap Growth	6,458.86	+$18.65	+0.29%	-5.54%	+0.86%	+9.56%	+12.74%	+5.37%	+11.69%

Barclays Capital Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
BBg Government Bond	2,405.31	+$4.01	+0.17%	+0.08%	+0.12%	+3.27%	+2.62%	-0.10%	+1.07%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI ACWI (N)	547.91	-$1.89	-0.34%	-1.78%	+1.47%	+20.01%	+16.58%	+9.49%	+11.33%

Other Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
DJ US Sel Real Estate Sec	1,573.51	+$15.67	+1.01%	+6.43%	+1.70%	+7.26%	+9.15%	+5.57%	+4.75%

S&P Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
S&P MidCap 400	5,741.38	+$5.61	+0.10%	+3.48%	+0.96%	+17.35%	+12.09%	+6.92%	+10.58%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell Midcap Value	7,565.71	+$35.74	+0.47%	+4.91%	+1.18%	+17.62%	+13.14%	+7.94%	+9.75%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Equity Inc Obj Index	24,546.08	+$42.86	+0.17%	+0.67%	+0.49%	+13.51%	+13.11%	+9.46%	+10.60%

Barclays Capital Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
BBg Int Govt/Cr Bond	2,497.62	+$2.55	+0.10%	+0.08%	+0.10%	+4.41%	+4.24%	+1.33%	+2.04%

Major Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
NASDAQ Comp. ex div Price	21,879.18	+$38.23	+0.18%	-5.86%	+1.34%	+24.81%	+20.89%	+10.26%	+16.06%

Other Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
EPRA/NAREIT Dev xNthAm(N)	4,001.09	-$39.84	-0.99%	-2.70%	+2.15%	+15.90%	+5.98%	-1.53%	+1.36%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI AC Wld exUS (Net MA)	429.65	-$4.96	-1.14%	+1.86%	+2.53%	+25.15%	+14.70%	+7.20%	+8.56%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI International Index	3,395.80	-$20.48	-0.60%	+0.95%	+0.89%	+21.83%	+14.08%	+7.47%	+8.69%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI AC Asia ex Jap (G)	2,440.86	-$44.29	-1.78%	+1.61%	+2.76%	+29.09%	+14.66%	+3.36%	+8.61%

Other Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
J.P. Morgan EMBI Global	1,011.28	-$0.77	-0.08%	-0.65%	+0.50%	+9.59%	+8.61%	+2.50%	+3.61%

Barclays Capital Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
BBg MBS	2,355.22	+$4.63	+0.20%	+0.63%	+0.22%	+5.79%	+4.17%	+0.45%	+1.43%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell Top 200	20,983.57	+$11.38	+0.05%	-4.81%	+0.78%	+18.25%	+19.68%	+12.71%	+15.04%

Major Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
S&P 500 (P)	6,582.69	+$7.37	+0.11%	-3.84%	+0.83%	+16.33%	+16.69%	+10.44%	+12.23%

Barclays Capital Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
BBg Muni	1,394.36	+$1.17	+0.08%	+0.13%	+0.31%	+4.29%	+2.87%	+0.84%	+2.16%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Large Cap Core Index	16,231.85	+$10.92	+0.07%	-3.95%	+0.86%	+16.68%	+17.58%	+11.08%	+13.20%

Major Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell 3000	22,007.22	+$35.31	+0.16%	-3.12%	+0.87%	+18.09%	+17.86%	+10.87%	+13.72%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell 1000 Growth	4,498.56	-$0.59	-0.01%	-9.00%	+0.87%	+18.81%	+21.18%	+12.76%	+16.83%

S&P Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
S&P/TSX Composite Index	141,370.09	+$642.17	+0.46%	+3.38%	+1.27%	+39.05%	+19.95%	+12.80%	+11.74%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI Emerging Markets (G)	3,932.65	-$62.73	-1.57%	+2.58%	+2.69%	+30.30%	+15.41%	+4.16%	+8.24%

Other Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
ICE BofA US HY Const	616.45	+$0.20	+0.03%	-0.14%	+0.41%	+6.90%	+8.50%	+4.19%	+6.04%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI EM Eur ME Africa TR	623.00	-$2.96	-0.47%	+2.31%	+2.26%	+22.41%	+15.43%	+3.74%	+4.77%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell 1000 Value	3,257.66	+$8.64	+0.27%	+2.93%	+0.81%	+15.87%	+14.31%	+9.43%	+10.58%

Major Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI EAFE (G)	14,936.47	-$168.42	-1.11%	+1.50%	+2.65%	+21.88%	+14.19%	+8.45%	+8.91%

Barclays Capital Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
BBg US Agg Bond	2,352.75	+$4.63	+0.20%	+0.17%	+0.21%	+4.35%	+3.63%	+0.31%	+1.70%

Other Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
TOPIX Total Return Index	6,432.21	-$105.48	-1.61%	+5.25%	+3.08%	+26.57%	+16.16%	+7.03%	+8.77%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Large Cap Growth Index	28,208.58	+$28.77	+0.10%	-7.66%	+1.19%	+18.68%	+20.55%	+10.33%	+15.52%

Barclays Capital Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
BBg US TIPS	374.90	+$1.37	+0.37%	+0.63%	+0.37%	+3.00%	+3.18%	+1.48%	+2.66%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI EM Latin America (G)	12,510.11	-$27.97	-0.22%	+16.48%	+1.58%	+58.21%	+19.23%	+13.47%	+8.83%

Major Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
DJ US Total Stk Mkt	332.24	+$0.55	+0.17%	-3.14%	+0.88%	+18.14%	+17.84%	+10.76%	+13.64%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell 2000	13,911.67	+$97.88	+0.71%	+2.26%	+1.36%	+25.72%	+13.05%	+3.77%	+9.88%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Large Cap Value Index	61,036.58	+$67.08	+0.11%	+1.61%	+0.48%	+18.74%	+16.69%	+10.96%	+11.95%

Barclays Capital Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
BBg US Universal	641.19	+$1.12	+0.18%	+0.09%	+0.23%	+4.64%	+4.18%	+0.65%	+2.11%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Mid Cap Core Index	4,155.31	+$9.71	+0.23%	+1.85%	+0.89%	+14.09%	+11.61%	+6.80%	+9.95%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell 2000 Growth	12,006.98	+$76.50	+0.64%	-1.50%	+1.34%	+23.58%	+12.27%	+1.62%	+9.79%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI Europe (Net MA)	13,224.42	-$98.04	-0.74%	-0.21%	+2.59%	+19.56%	+13.61%	+9.12%	+8.79%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell 2000 Value	21,048.34	+$162.50	+0.78%	+6.40%	+1.38%	+28.09%	+13.80%	+5.79%	+9.61%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Mid Cap Growth Index	4,022.16	+$12.95	+0.32%	-4.31%	+1.00%	+6.89%	+6.79%	+0.42%	+9.43%

Barclays Capital Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
BBg 1-3 Gov/Cred	1,517.33	+$0.63	+0.04%	+0.32%	+0.04%	+3.96%	+4.35%	+2.04%	+2.02%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI EAFE (Net MA)	11,347.53	-$128.37	-1.12%	+1.44%	+2.64%	+21.61%	+13.90%	+8.16%	+8.62%
MSCI EAFE Growth (Net MA)	3,398.15	-$45.29	-1.32%	-1.75%	+3.06%	+12.87%	+7.68%	+3.70%	+7.30%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Mid Cap Value Index	5,900.15	+$7.90	+0.13%	+2.97%	+0.53%	+14.45%	+11.35%	+7.76%	+9.14%

Barclays Capital Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
BBg 6M SWAP	267.94	+$0.03	+0.01%	+0.80%	+0.01%	+3.90%	+4.61%	+3.14%	+2.27%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell 3000 Growth	23,173.93	+$6.62	+0.03%	-8.72%	+0.90%	+18.75%	+20.64%	+12.05%	+16.38%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Multi Cap Core Index	52,464.10	+$55.81	+0.11%	-2.25%	+0.95%	+19.21%	+16.89%	+10.16%	+12.80%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI EAFE Sm Cap (Net MA)	724.55	-$10.67	-1.45%	+1.04%	+2.28%	+25.83%	+12.88%	+4.63%	+7.60%

Russell Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
Russell 3000 Value	16,859.47	+$48.57	+0.29%	+3.08%	+0.83%	+16.37%	+14.26%	+9.19%	+10.52%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI EAFE Val (Net MA)	434.05	-$4.14	-0.94%	+4.42%	+2.28%	+30.54%	+20.25%	+12.54%	+9.65%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Multi Cap Growth Index	22,671.61	+$17.03	+0.08%	-6.70%	+0.97%	+18.55%	+18.63%	+7.14%	+13.82%
LI Multi Cap Value Index	21,547.83	+$39.62	+0.18%	+1.31%	+0.54%	+14.87%	+13.89%	+9.14%	+10.02%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI Golden Dragon	580.48	-$8.38	-1.42%	+1.33%	+2.05%	+29.20%	+15.40%	+2.35%	+9.25%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Small Cap Core Index	2,342.50	+$8.85	+0.38%	+2.85%	+1.09%	+17.94%	+10.84%	+5.07%	+9.66%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI US IM Biotechnology	18,408.52	-$253.54	-1.36%	+0.31%	-1.35%	+22.83%	+13.21%	+9.38%	+10.31%
MSCI US IM Consumer Discr	12,130.98	-$163.94	-1.33%	-9.61%	-0.49%	+10.76%	+14.10%	+4.86%	+12.43%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI Small Cap Growth Index	3,132.08	+$14.87	+0.48%	-0.42%	+1.51%	+14.94%	+9.49%	+1.81%	+10.72%
LI Small Cap Value Index	3,608.66	+$6.73	+0.19%	+5.11%	+0.67%	+23.27%	+12.96%	+7.80%	+9.76%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI US IM Cons Staples	8,815.36	+$58.09	+0.66%	+7.74%	+0.11%	+5.81%	+8.70%	+8.23%	+8.31%
MSCI US IM Energy	8,972.54	+$59.37	+0.67%	+34.08%	-3.04%	+37.46%	+18.55%	+25.07%	+11.02%

Lipper Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
LI General Muni Index	1,560.00	+$1.62	+0.10%	+0.40%	+0.36%	+3.90%	+3.35%	+0.76%	+2.23%

MSCI, Inc. Indices

Index	Most Recent as of 04/02/2026					Month-End Average Annual Total Returns as of 03/31/2026
Index	Value	Change	Chg (%)	YTD	QTD	1 Yr	3 Yr	5 Yr	10 Yr
MSCI US IM Financials	5,178.88	+$18.80	+0.36%	-8.82%	+0.39%	+2.77%	+18.04%	+9.70%	+12.45%
MSCI US IM Health Care	9,172.20	-$50.60	-0.55%	-4.75%	+0.19%	+4.81%	+6.28%	+5.20%	+9.94%
MSCI US IM Industrials	12,331.54	-$44.98	-0.36%	+6.28%	+1.24%	+27.68%	+19.47%	+12.12%	+13.30%
MSCI US IM Info Tech	24,856.87	+$192.02	+0.78%	-6.96%	+1.96%	+29.18%	+24.88%	+16.32%	+21.86%
MSCI US IM Materials	9,079.01	-$14.78	-0.16%	+10.25%	+1.08%	+21.41%	+10.13%	+7.42%	+10.73%
MSCI US Semicon & Equip	42,670.78	+$279.00	+0.66%	+0.42%	+2.55%	+72.62%	+52.23%	+33.11%	+32.75%
MSCI US IM Comm Svcs	8,422.13	-$2.95	-0.03%	-5.67%	+1.62%	+31.71%	+29.31%	+11.16%	+11.79%
MSCI US IM Utilities	11,506.00	+$70.00	+0.61%	+8.97%	+1.08%	+19.31%	+13.91%	+10.59%	+9.77%
MSCI World (N)	13,877.88	-$25.29	-0.18%	-2.31%	+1.31%	+18.90%	+16.77%	+10.27%	+11.80%

All market indices are unmanaged.

It is not possible to invest in an index.

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