S&P Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P 500 (P) -$4.03 -0.07% -3.77% +0.86% +10.59% +10.46% +13.84% +10.32%


Major Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ Industrial Ave w/o div -$119.07 -0.29% -3.04% -1.79% +7.55% +7.24% +10.81% +8.59%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI ACWI (N) +$0.70 +0.15% +1.27% +2.63% +11.84% +10.27% +13.07% +8.63%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Balanced Index +$10.65 +0.06% +0.40% +0.57% +8.43% +6.44% +8.12% +6.48%


Barclays Capital Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg Government Bond +$1.44 +0.06% +2.41% -0.48% +7.67% +1.26% -1.60% +1.09%


Other Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ US Sel Real Estate Sec +$9.69 +0.69% -0.59% -1.72% +15.04% -0.81% +8.54% +4.83%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell Midcap Growth -$11.61 -0.18% -0.04% +7.62% +13.65% +11.70% +12.31% +10.58%


Major Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
NASDAQ Comp. ex div Price +$0.78 +0.00% -7.16% +3.64% +11.42% +12.25% +14.44% +13.44%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Equity Inc Obj Index -$8.53 -0.04% +0.30% -1.37% +8.53% +7.63% +12.61% +8.74%


Barclays Capital Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg Int Govt/Cr Bond +$1.06 +0.04% +2.60% +0.18% +8.09% +3.19% +0.76% +1.90%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI AC Wld exUS (Net MA) +$1.80 +0.51% +10.93% +5.36% +12.13% +8.22% +10.27% +5.01%


S&P Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P MidCap 400 -$3.59 -0.07% -5.14% +1.02% +1.19% +6.21% +13.34% +8.35%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell Midcap Value +$3.72 +0.06% -2.06% +0.05% +5.24% +5.04% +13.24% +7.47%


Other Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
EPRA/NAREIT Dev xNthAm(N) +$18.32 +0.50% +13.26% +9.57% +8.49% -2.79% +1.26% +0.10%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell Top 200 -$11.72 -0.07% -3.81% +1.03% +13.37% +13.44% +16.22% +13.20%


Barclays Capital Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg MBS +$3.04 +0.14% +2.47% -0.57% +8.99% +1.86% -0.76% +1.13%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI International Index +$17.07 +0.59% +11.91% +4.93% +12.68% +9.65% +11.40% +5.68%


Other Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
J.P. Morgan EMBI Global -$0.02 -0.00% +2.33% -0.02% +8.82% +5.17% +2.90% +2.90%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI AC Asia ex Jap (G) +$7.28 +0.38% +5.48% +3.53% +11.35% +4.30% +5.92% +3.92%


Major Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P 500 (P) -$4.03 -0.07% -3.77% +0.86% +10.59% +10.46% +13.84% +10.32%


Barclays Capital Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg Muni +$0.62 +0.05% -0.77% -0.55% +1.66% +2.21% +1.17% +2.10%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Large Cap Core Index -$16.89 -0.12% -2.69% +1.28% +10.30% +11.98% +14.91% +11.24%


Major Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 3000 -$10.67 -0.06% -3.58% +1.20% +11.40% +11.41% +15.12% +11.68%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI Emerging Markets (G) +$13.15 +0.43% +6.87% +3.75% +9.60% +4.33% +6.78% +3.48%


Other Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
ICE BofA US HY Const +$0.05 +0.01% +1.52% +0.57% +8.69% +6.14% +6.40% +4.79%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 1000 Growth -$3.28 -0.08% -6.45% +3.91% +14.53% +15.60% +17.23% +15.27%


S&P Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
S&P/TSX Composite Index +$432.73 +0.41% +6.91% +5.40% +17.21% +6.77% +14.49% +6.85%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Large Cap Growth Index -$42.99 -0.18% -5.85% +3.96% +11.42% +14.44% +14.66% +13.48%


Other Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
TOPIX Total Return Index +$60.51 +1.29% +7.60% +6.03% +9.98% +11.20% +9.00% +5.89%


Major Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EAFE (G) +$77.77 +0.62% +13.62% +6.18% +13.13% +10.64% +11.92% +5.96%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EM Eur ME Africa TR +$3.35 +0.66% +11.18% +2.83% +14.94% +2.89% +6.60% +0.83%


Barclays Capital Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg US Agg Bond +$1.75 +0.08% +2.20% -0.56% +8.02% +1.95% -0.67% +1.54%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 1000 Value -$0.36 -0.01% +0.48% -1.62% +8.55% +7.61% +13.00% +8.36%


Major Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
DJ US Total Stk Mkt -$0.16 -0.06% -3.73% +1.20% +11.25% +11.32% +15.02% +11.59%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Large Cap Value Index +$22.37 +0.04% +0.59% -0.79% +8.32% +9.67% +14.56% +9.31%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 2000 -$17.29 -0.16% -8.89% +0.65% +0.87% +3.27% +9.88% +6.32%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EM Latin America (G) +$55.24 +0.66% +22.93% +8.96% -3.75% +5.61% +12.48% +2.68%


Barclays Capital Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg US TIPS +$0.41 +0.11% +3.43% -0.71% +8.12% +0.79% +1.82% +2.45%
BBg US Universal +$0.44 +0.07% +2.16% -0.48% +8.14% +2.42% 0.00% +1.87%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 2000 Growth -$37.35 -0.38% -9.01% +2.37% +2.42% +5.05% +7.60% +6.39%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI Europe (Net MA) +$45.06 +0.40% +17.09% +5.89% +14.07% +11.36% +13.12% +5.96%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Mid Cap Core Index +$1.16 +0.03% -2.91% +0.97% +3.16% +5.90% +13.11% +7.71%
LI Mid Cap Growth Index -$6.04 -0.16% -4.11% +4.25% +1.64% +4.15% +7.37% +8.07%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 2000 Value +$12.49 +0.08% -8.76% -1.11% -0.68% +1.38% +11.74% +5.87%


Barclays Capital Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg 1-3 Gov/Cred +$0.45 +0.03% +2.01% +0.38% +6.76% +3.54% +1.59% +1.80%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EAFE (Net MA) +$58.53 +0.61% +13.47% +6.11% +12.86% +10.33% +11.61% +5.67%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Mid Cap Value Index +$11.16 +0.22% -3.78% -1.35% +1.15% +4.85% +14.49% +6.76%


Barclays Capital Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
BBg 6M SWAP +$0.03 +0.01% +1.38% +0.37% +4.90% +4.18% +2.46% +1.94%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 3000 Growth -$20.69 -0.10% -6.48% +3.91% +14.07% +15.10% +16.71% +14.72%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EAFE Growth (Net MA) +$15.57 +0.50% +9.40% +7.08% +6.78% +7.17% +8.23% +5.77%


Russell Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 3000 Value -$1.27 -0.01% +0.02% -1.59% +8.11% +7.28% +12.96% +8.22%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Multi Cap Core Index -$36.96 -0.08% -3.80% +0.78% +8.64% +10.05% +14.37% +10.38%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EAFE Sm Cap (Net MA) +$4.33 +0.72% +12.00% +7.96% +12.65% +5.46% +9.15% +5.63%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Multi Cap Growth Index -$24.61 -0.12% -4.21% +5.48% +13.04% +11.98% +12.89% +11.58%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI EAFE Val (Net MA) +$2.43 +0.71% +17.50% +5.21% +19.06% +13.45% +14.81% +5.30%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Multi Cap Value Index +$5.92 +0.03% -0.93% -1.93% +5.14% +7.58% +14.07% +7.52%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI Golden Dragon +$3.88 +0.86% +7.00% +3.24% +19.17% +4.85% +3.80% +3.63%
MSCI US IM Biotechnology -$219.82 -1.59% -4.08% -10.62% +9.70% +10.08% +7.39% +6.08%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Small Cap Core Index -$1.77 -0.09% -7.54% +0.04% -0.30% +3.73% +12.16% +7.02%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI US IM Consumer Discr +$62.49 +0.55% -10.37% +3.24% +10.29% +7.79% +13.22% +11.67%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Small Cap Growth Index -$8.66 -0.31% -7.47% +2.27% +1.59% +4.05% +9.19% +8.21%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI US IM Cons Staples -$46.04 -0.55% +4.87% +0.07% +14.63% +6.80% +11.71% +9.00%


Lipper Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
LI Small Cap Value Index +$2.30 +0.08% -7.97% -0.89% -2.21% +3.44% +14.14% +6.36%
LI General Muni Index +$0.28 +0.02% -1.11% -0.70% +2.22% +2.23% +1.77% +2.20%


MSCI, Inc. Indices

Index Most Recent as of 05/09/2025 Month-End Average Annual Total Returns
as of 04/30/2025
Value Change Chg (%) YTD QTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI US IM Energy +$59.62 +1.01% -3.74% -11.04% -10.90% +5.95% +21.94% +3.12%
MSCI US IM Financials +$2.65 +0.05% +2.08% +0.44% +22.04% +14.19% +18.59% +11.51%
MSCI US IM Health Care -$91.63 -1.13% -3.97% -8.37% +1.62% +3.84% +7.90% +8.43%
MSCI US IM Industrials +$9.68 +0.10% +1.63% +4.21% +7.33% +13.13% +17.19% +10.71%
MSCI US IM Info Tech -$2.00 -0.01% -8.08% +5.52% +13.56% +17.47% +20.17% +19.37%
MSCI US IM Materials +$19.85 +0.27% +0.11% -0.83% -2.75% +1.88% +12.97% +7.40%
MSCI US Semicon & Equip +$18.62 +0.07% -11.38% +8.00% +9.84% +34.75% +32.88% +26.08%
MSCI US IM Comm Svcs -$27.46 -0.42% -4.65% +2.25% +15.91% +16.63% +13.36% +9.93%
MSCI US IM Utilities +$17.58 +0.18% +7.00% +1.67% +21.84% +6.92% +9.88% +9.45%
MSCI World (N) +$14.11 +0.12% +0.67% +2.50% +12.16% +11.06% +13.95% +9.34%

All market indices are unmanaged.


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