HomeMy WebLinkAbout2025-06-30 St Lucie County 457(b) Plans (Performance Report)St. Lucie County
F—I
lnve,(s)tME.hnt Performance Revie
Period Ending June 30, 2025
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MARINER
ONE YEAR LATER
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Page 1
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0
2nd Quarter 2025 Market Environment
Page 4
The Economy
The US Federal Reserve (the Fed) held policy rates steady at a range of 4.25%-
4.50% during the quarter. The press release from the June Federal Open Market
Committee (FOMC) indicated new risks present in the economy since their press
release in March. While the FOMC maintains that economic data appears healthy,
there has been an increased emphasis on the US trade balance and its effects on
the committee's dual mandate of maximum employment and stable prices. The
committee mentioned that while uncertainty regarding the economic outlook has
diminished, it remains elevated. The committee's deletion of the phrase "[The
unemployment rate] has stabilized at a low level..." shows possible concern for
the labor market for the remainder of the year.
Growth in the US labor market continued during the second quarter. US non -farm
payrolls grew by 147,000 in June, in line with the previous month's revised total of
139,000, and well above the 110,000 projected for the month. Unemployment fell
slightly from 4.2% to 4.1 %. With labor market statistics as a key input into the
FOMC's target policy rate decision, persistent strength in private sector
employment has contributed to a reduction in the pace and magnitude of policy
rate decreases so far during the year.
Equity (Domestic and International)
Domestic equity results were broadly higher for the quarter and the dominance of
growth stocks resumed. Large capitalization (cap) stocks outperformed small cap
stocks for the quarter. Other pockets of the domestic equity market also exuded
strength with the Russell MidCap Growth Index returning a strong 18.2% for the
quarter. Large -cap equity benchmarks continue to represent a heavy
concentration among a limited number of stocks. As of quarter -end, the top 10
stocks in the S&P 500 Index comprised more than 35% of the index.
All international stock indexes advanced during the quarter and their domestic
performance was boosted further by the impact of a declining US dollar (USD).
International equities have experienced recent tailwinds due to investor shifts from
domestic markets and into international markets based on greater economic
uncertainty in the US and challenging trade relations associated with US tariff
policies.
The Market Environment
Executive Summary
As of June 30, 2025
Fixed Income
Fixed -income markets gained during the quarter, driven primarily by their coupons
and a relatively stable yield curve. Shorter term Treasury yields remained stable
due to the FOMC leaving rates unchanged during their May and June meetings.
While not directly impacted by the FOMC's actions, longer term yields also
finished largely in line with where they began the quarter after a short-lived "risk -
off' trade unwound as the current White House Administration's stance on tariffs
softened during the quarter. The yield on the bellwether 10-year Treasury rose by
just 0.01 % during the quarter, closing June at a yield of 4.24%.
The US High Yield Index was the best -performing US fixed -income index for the
quarter, posting a solid 3.5% return. The index received a boost from a narrowing
high yield option adjusted spread (OAS), which declined 0.59% during the quarter,
as well as receiving a boost from their higher coupon rates. While the spread
narrowed for the quarter, the high yield OAS actually widened from 3.55% to a
peak of 4.61 % during a relatively short time frame in early April, before narrowing
as the quarter's early tension and uncertainty eased.
■ Global bonds outpaced domestic bonds due to the continued weakening of the US
dollar (USD). The Bloomberg Global Aggregate ex -US climbed 7.3% in USD
terms, while the Bloomberg US Aggregate index rose just 1.2%.
Market Themes
Weakness in the USD during the quarter led to relative strength in international
equity and fixed income markets as many major non -US currencies appreciated.
Volatility in the financial markets increased early in the quarter amid uncertainty
about US economic growth and US tariff policies. Ultimately these concerns
subsided as the quarter drew on while the potential impact of US tariffs and
foreign retaliation receded. The economic and geopolitical situation continues to
evolve and the associated uncertainty will likely continue to weigh on global
economic growth and capital markets.
Tensions in the Middle East drew the ire of market participants, mainly in the
energy sector, as the Israel/Iran conflict escalated further. Tensions seemed to
subside by early July, but events in the region can change quickly.
Page 5
■ The volatility that characterized the performance of many broad domestic
equity benchmarks during the first quarter subsided, leading to double-digit S&P 500
results for the broad- and large -cap indexes. While mid- and small -cap Russell3000
equities lagged larger domestic indexes, the Russell MidCap Index and the Russell 1000
Russell 2000 Index both posted solid returns of 8.5% for the quarter. Russell MidCap
■ International equity markets continued to surge in USD terms as the USD Russell 2000
weakened relative to major world currencies. Both the developed market and
emerging market benchmarks returned more than 10% for the quarter. MSCI ACwxus
MSCIEAFE
■ US investment -grade fixed income results were positive but muted with no MSCI Emerg Mkts
major index posting a return of more than 2% during the quarter. The
corporate bond index led the way with a return of 1.8% for the quarter, while Bloomberg US Agg
the TIPS index gained a smaller 0.5%. The muted returns were driven by a Bloomberg US Govt
stable yield curve and credit spreads that finished the quarter at similar levels Bloomberg US TIPS
to where they began. Bloomberg MBs
Bloomberg Corp IG
3-Month T-Bill
The Market Environment
Major Market Index Performance
As of June 30, 2025
Quarter Performance
10.9%
11.0%
11.1%
8.5%
8.5%
12.0%
11.8%
12.0%
1.2%
0.9%
0.5%
1.1%
1.8%
1.1%
-1.0% 1.0% 3.0% 5.0% 7.0% 9.0% 11.0% 13.0%
■ Equity markets continue to exhibit resilience over the trailing year. Large -cap
stocks led the way with the Russell 1000 climbing 15.7% over the trailing year
and the S&P 500 rising 15.2%. The Russell MidCap Index managed to keep S&P 500
pace with the large -cap indexes while small -cap stocks, as measured by the Russell 3000
Russell 2000 Index, lagged other market segments rising by a smaller but still Russell 1000
solid 7.7% over the trailing year. Russell MidCap
■ International equity markets continued to perform well on a USD basis, helped Russell 2000
by a persistently weakening dollar over the trailing year. Developed market
indexes led the way with the MSCI ACWIxUS and the MSCI EAFE indexes MSCI ACwxus
both returning 17.7%. The MSCI Emerging Market equity benchmark returned MSCI EAFE
a slightly lower, but strong absolute return of 15.3%. MSCI Emerg Mkts
■ Trailing one-year returns for fixed income indexes benefited from a strong first Bloomberg US Agg
quarter. Returns were positive across the major bond indexes with the Bloomberg US Govt
Bloomberg Corporate IG Index leading results with a return of 6.9% for the Bloomberg US TIPS
year. The Bloomberg US Govt Index lagged its peers, returning 5.3% over the Bloomberg MBs
same time period. Bloomberg Corp IG
Source: Investment Metrics
3-Month T-Bill
1-Year Performance
15.2%
15.3%
15.7%
15.2%
7%
17.7%
17.7%
15.3%
6.1 %
5.3%
5.8%
6.5%
6.9%
4.7%
-1.0% 4.0% 9.0% 14.0% 19.0%
Page 6
■ After a rough start to the 2025 calendar year, domestic equities bounced back
meaningfully during the quarter, shaking off economic and geopolitical
uncertainties. Large -cap stocks outpaced small -cap stocks for the third
consecutive quarter, returning 11.1 % and 8.5%, respectively.
■ Growth stocks dominated their value counterparts across all capitalizations, a
reversal from the previous quarter. The best performing segment of the market
was mid -cap growth stocks, which returned 18.2% during the second quarter.
Large -cap growth stocks were also strong returning a slightly lower 17.8% for
the period. The weakest performing segment of the market was large -cap
value which posted a return of 3.8% for the quarter. The biggest performance
disparity between growth and value was in the large -cap segment where
growth stocks outpaced their value counterparts by 14.0%.
■ Full -year style index performance shows a tight dispersion among the broad-,
large-, and mid -cap core index results with the small -cap core index lagging
during the same period.
■ The trailing one-year results also tell a slightly different story relative to the
prevailing narrative over the last several quarters. While large -cap stocks have
outperformed many other capitalization segments, augmented by the
capitulation of value stocks to growth stocks, mid -cap growth stocks were the
best performing category during the period. Like the large -cap growth indexes,
the Russell MidCap Growth Index has seen increased concentration in the
benchmark and was led by just a few high -flying information technology
stocks. Over the trailing year, the information technology sector alone
contributed 40% of the index's total return during the period with eight stocks
soaring over 100% during the trailing year.
Source: Investment Metrics
3000 Value
3000 Index
3000 Growth
1000 Value
1000 Index
1000 Growth
MidCap Value
MidCap Index
MidCap Growth
2000 Value
2000 Index
2000 Growth
The Market Environment
Domestic Equity Style Index Performance
As of June 30, 2025
Quarter Performance - Russell Style Series
3.8%
3.8%
5.3%
8.5%
■ 5.0%
8.5%
11.0%
12.0%
17.6 %
7.8%
18.2%
-1.0% 1.0% 3.0% 5.0% 7.0% 9.0% 11.0% 13.0% 15.0% 17.0% 19.0%
1-Year Performance - Russell Style Series
3000 Value
3000 Index
3000 Growth
1000 Value
1000 Index
1000 Growth
MidCap Value
MidCap Index
MidCap Growth
2000 Value
2000 Index
2000 Growth
-1.0%
13.3 %
15.3 %
16.9%
13.7 %
15.7%
17.2 %
11.5%
15.2 %
26.5%
5.5%
7.7%
9.7
4.0% 9.0% 14.0% 19.0% 24.0% 29.0%
Page 7
■ Economic sector performance within the large -cap Russell 1000 index was
largely higher as eight of the 11 economic sectors rose during the quarter.
The Information Technology sector led results for the quarter, advancing Comm Services (9.2%)
23.6%. Communication Services followed closely behind with a return of Consumer Disc (10.5%)
19.1%. The Industrials and Consumer Discretionary sectors also managed
double-digit returns for the quarter. In contrast to some sectors' strong, Consumer Staples (5.9%)
positive results, the Energy, Health Care, and Real Estate sectors posted Energy (3.3%)
negative returns for the quarter.
Financials (14.9%)
■ Trailing one-year results revealed broad participation in the equity market's
ascension with nine of the 11 economic sectors finishing with positive Health Care (10.5%)
performance. Of the nine sectors that advanced for the year, only the Industrials (9.4%)
Materials sector failed to post a double-digit gain. Financial stocks
dominated sector performance with a return of 30.1 % over the trailing year Info Technology (29.1 %)
with elevated rates and stable credit conditions helping to boost the sector Materials (2.3%)
overall. Healthcare performance was the most negative over the same time
period, falling by -5.2%. Real Estate (2.5%)
Russell 1000
-7.7%
-6.3% 1
-5.2%
Utilities (2.4%)
-11.0%
• Small -cap economic sector performance was more mixed than in the large- Comm Services (2.6%)
cap segment but seven of the 11 economic sectors climbed during the
quarter. Information Technology led sector performance with a return of Consumer Disc (9.3%)
21.0%, followed by Industrials at 15.4% and Materials at 13.1%. The four
economic sectors that declined during the quarter were each down by less Consumer staples (3.3%)
than -2.0%. Energy (4.7%)
■ Trailing one-year small -cap results continue to show the robust performance Financials (19.6%)
of the domestic equity markets, although to a lesser degree than in the
large -cap index results. Eight of the 11 economic sectors were up for the Health Care (16.6%)
year in the small -cap index, with the Financials return of 21.8% leading the Industrials (17.7%)
way. Performance struggles within the Energy sector affected small -cap
stocks far greater as the sector fell by -23.6% and is by far the worst Info Technology (12.7%)
performer in the index. The Health Care sector also struggled, finishing the Materials (3.9%)
trailing 12 months at -4.7%.
Real Estate (6.2%)
Utilities (3.2%)
-0.5%
The Market Environment
GICS Sector Performance & (Sector Weight)
As of June 30, 2025
■Quarter 111-Year
19.1 %
24.3%
1 11.6%
18.1 %
3%
11.9%
6.7%
30.1 %
13.5%
21.2 %
23.6%
16.1 %
2.1 %
11.2%
4.2%
23.8 %
1.0% 9.0%
Russell 2000
-28.4%
Source: Morningstar Direct
As a result of the GICS classification changes on 9/28/2018 and certain associated reporting limitations, sector performance represents backward looking
performance for the prior year of each sector's current constituency, post creation of the Communication Services sector.
-0.1 %
0.6%
-1.0%
-4.7% E
-1.9% E
-1.5%
-18.4% -8.4%
19.0% 29.0%
❑Quarter ❑1-Year
9.5%
13.0%
9.6%
9.5%
6.6%
21.8 %
2.6%
15.4 %
15.6 %
9.7% 21.0 %
13.1 %
9.0%
5.1 %
10.4%
1.6% 11.6% 21.6%
Page 8
The Market Environment
NVIDIACorp
6.5%
45.8%
27.9%
Information Technology
Microsoft Corp
6.4%
32.7%
12.1 %
Information Technology
Apple Inc
5.3%
-7.5%
-2.1%
Information Technology
Amazon.com Inc
3.7%
15.3%
13.5%
Consumer Discretionary
Meta Platforms Inc Class A
2.8%
28.2%
46.9%
Communication Services
Broadcom Inc
2.2%
65.0%
73.6%
Information Technology
Alphabet Inc Class A
1.8%
14.1%
-2.8%
Communication Services
Berkshire Hathaway Inc Class B
1.6%
-8.8%
19.4%
Financials
Tesla Inc
1.6%
22.6%
60.5%
Consumer Discretionary
Alphabet Inc Class C
1.5%
13.7%
-2.8%
Communication Services
jjPRWrf.rjWt..ks
I IlEdle2utr,
Robinhood Markets Inc
(by
0.1% 125.0%
e
Return
312.3%
Financials
Avis Budget Group Inc
0.0%
122.7%
61.7%
Industrials
AST SpaceMobile Inc Ordinary Shares
0.0%
105.5%
302.5%
Communication Services
Coinbase Global Inc Ordinary Shares
0.1%
103.5%
57.7%
Financials
Rocket Lab USA Inc
0.0%
100.1%
645.2%
Industrials
e.l.f. Beauty Inc
0.0%
98.2%
40.9%
Consumer Staples
Roblox Corp Ordinary Shares
0.1%
80.5%
182.7%
Communication Services
Vertiv Holdings Co Class A
0.1%
77.9%
48.5%
Industrials
Five Below Inc
0.0%
75.1 %
20.4%
Consumer Discretionary
Cloudflare Inc
0.1%
73.8%
136.4%
Information Technology
AMBottom 10 Performing
Weight
Russele
Stocks (by
1
Return
Quarter)
Yt.;
Sarepta Therapeutics Inc
0.0%
-73.2%
-89.2%
Health Care
UnitedHealth Group Inc
0.5%
-40.0%
-37.6%
Health Care
Enphase Energy Inc
0.0%
-36.1%
-60.2%
Information Technology
Corcept Therapeutics Inc
0.0%
-35.7%
125.9%
Health Care
Organon & Co Ordinary Shares
0.0%
-34.8%
-50.7%
Health Care
Huntsman Corp
0.0%
-32.5%
-51.3%
Materials
ManpowerGroup Inc
0.0%
-29.0%
-39.6%
Industrials
Medical Properties Trust Inc
0.0%
-27.2%
6.9%
Real Estate
Acadia Healthcare Co Inc
0.0%
-25.2%
-66.4%
Health Care
Lineage Inc REIT
0.0%
-24.9%
N/A
Real Estate
Source: Morningstar Direct
Top 10 Index Weights & Quarterly Performance for the Russell 1000 & 2000
As of June 30, 2025
Credo Technology Group Holding Ltd
0.5%
130.6%
189.9%
Information Technology
Fabrinet
0.4%
49.2%
20.4%
Information Technology
IonQ Inc Class A
0.4%
94.7%
511.2%
Information Technology
Hims & Hers Health Inc
0.4%
68.7%
146.9%
Health Care
HealthEquity Inc
0.4%
18.5%
21.5%
Health Care
Ensign Group Inc
0.3%
19.3%
24.9%
Health Care
Fluor Corp
0.3%
43.1%
17.7%
Industrials
Blueprint Medicines Corp
0.3%
44.8%
18.9%
Health Care
AeroVironment Inc
0.3%
139.1%
56.4%
Industrials
Brinker International Inc
0.3%
21.0%
149.1 %
Consumer Discretionary
0111L Top i Quarter)
-Qtr 1 -Year Sector
Return Return
Aeva Technologies Inc Ordinary Shares 0.0% 439.9% 1399.6% Information Technology
Sezzle Inc
0.1%
413.8%
1119.1%
Financials
Tango Therapeutics Inc
0.0%
273.7%
-40.3%
Health Care
TSS Inc
0.0%
267.3%
1213.4%
Information Technology
The Arena Group Holdings Inc
0.0%
258.4%
705.2%
Communication Services
PaySign Inc
0.0%
239.6%
67.1%
Financials
Dave Inc
0.1%
224.7%
785.8%
Financials
Navitas Semiconductor Corp Class A
0.0%
219.5%
66.7%
Information Technology
Neonode Inc
0.0%
213.0%
1133.8%
Information Technology
ThredUp Inc Ordinary Shares - Class A
0.0%
210.8%
340.6%
Consumer Discretionary
Bottom i
i�i Weight
Wolfspeed Inc 0.0%
Qtr
-87.0%
Quarter)
Wear
-98.3%
Sect
Information Technology
Newsmax Inc Class B Shares
0.0%
-81.9%
N/A
Communication Services
INmune Bio Inc
0.0%
-70.4%
-73.8%
Health Care
Compass Diversified Holdings
0.0%
-65.9%
-69.9%
Financials
Omeros Corp
0.0%
-63.5%
-26.1%
Health Care
The Hain Celestial Group Inc
0.0%
-63.4%
-78.0%
Consumer Staples
Rocket Pharmaceuticals Inc
0.0%
-63.3%
-88.6%
Health Care
Pulmonx Corp Ordinary Shares
0.0%
-61.5%
-59.2%
Health Care
New Fortress Energy Inc Class A
0.0%
-60.0%
-84.8%
Energy
ZSPACE Inc
0.0%
-56.0%
N/A
Consumer Discretionary
Page 9
■ Performance among headline international equity indexes in USD terms was
positive and broadly higher than local currency (LCL) returns during the
quarter. The USD's weakness relative to many major currencies continued to
represent a substantial tailwind for the USD performance of non -US
benchmark returns. The developed -market MSCI EAFE Index returned a solid
4.8% in LCL terms and an amplified 11.8% in USD terms. The MSCI ACWI ex -
US Index climbed 6.0% in LCL terms with USD returns doubling the LCL result
to 12.0% for the quarter.
■ The MSCI EM Latin America Index was the best performing regional index for
the quarter on both counts, returning 9.8% in LCL terms and 15.2% in USD
terms. While none of the regional indexes contracted during the quarter, the
laggard performer in LCL currency terms was the MSCI Europe & Middle East
index which posted a more subtle 3.1 % return while the laggard in USD terms
was the MSCI EMEA index which still advanced a solid 7.6% during the
quarter.
■ International equity markets exuded broad strength across multiple regions in
the trailing one-year period. The prolonged weakening of the USD has boosted
domestic investor returns across many regions except for the MSCI EM Latin
America index. The broad -based MSCI ACWI ex US and MSCI EAFE indexes
finished the year roughly in line with each other returning 17.7% in USD terms.
In LCL teams, the MSCI ACWI ex US Index was the stronger of the two
benchmarks returning 10.8% versus a LCL return of 8.0% for the MSCI EAFE
Index. Both developed market indexes outperformed the MSCI Emerging
Markets Index on a USD basis for the year, but emerging markets
outperformed on a LCL basis, receiving less of a performance boost than the
developed market indexes from USD depreciation.
■ The strongest local market performance over the trailing year was the MSCI
EMEA Index, which climbed 17.8% in LCL terms and 19.5% in USD terms.
The index that received the largest boost from a weakening USD was the
MSCI Europe & Middle East Index which saw more than a 10% performance
differential between its LCL and USD results. All broad and regional indexes
were positive for the trailing 12 months in both USD and LCL terms with each
single -digit LCL return morphing into a double-digit result in USD teams.
Source: MSCI Global Index Monitor (Returns are Net)
The Market Environment
International and Regional Market Index Performance (Country Count)
As of June 30, 2025
AC World x US (48)
World x US (22)
EAFE (21)
Europe & ME (16)
Pacific (5)
Emerging Mkt (26)
EM EMEA (11)
EM Asia (9)
EM Latin Amer (6)
Quarter Performance
3.1 %
■USD ❑LOCAL
12.0%
6.0%
12.0%
5.2%
11.8%
4.8%
11.5%
12.3%
8.3%
12.0%
7.9%
7.6%
5.3%
12.4%
8.2%
15.2 %
9.8%
-1.0% 1.0% 3.0% 5.0% 7.0% 9.0% 11.0% 13.0% 15.0%
1-Year Performance I❑USD ❑Local Currency
AC World x US (48)
World x US (22)
EAFE (21)
Europe & ME (16)
Pacific (5)
Emerging Mkt (26)
EM EMEA (11)
EM Asia (9)
EM Latin Amer (6)
-1.0%
17.7%
10.8%
18.7%
9.9%
17.7%
8.0%
18.8%
8.3%
15.5%
7.7%
15.3%
12.9%
19.50/
17.8%
14.9%
12.2%
13.4%
13.4%
2.0% 5.0% 8.0% 11.0% 14.0% 17.0% 20.0%
Page 10
The Market Environment
Sector Weight
QuarterMSCI-EAFE
Communication Services
5.5%
20.5%
41.9%
Consumer Discretionary
9.8%
5.5%
5.1%
Consumer Staples
8.0%
7.7%
12.7%
Energy
3.2%
-1.6%
-2.0%
Financials
23.8%
13.7%
41.2%
Health Care
11.3%
2.9%
-5.0%
Industrials
19.0%
17.8%
28.9%
Information Technology
8.5%
19.0%
4.8%
Materials
5.6%
8.0%
0.4%
Real Estate
1.9%
1 16.8%
20.1 %
Utilities
Total
3.5%
0i i
16.7%
1 31.5%
Communication Services
6.4%
e
15.0%
35.7%
Consumer Discretionary
10.1%
2.6%
9.6%
Consumer Staples
6.7%
7.5%
10.8%
Energy
4.6%
2.5%
0.4%
Financials
25.1 %
14.1 %
36.1 %
Health Care
8.0%
3.5%
-2.7%
Industrials
14.8%
18.1%
25.6%
Information Technology
13.3%
21.8%
10.3%
Materials
6.2%
8.5%
4.7%
Real Estate
1.7%
13.6%
18.6%
Utilities
M MIL
3.2%
100.0%
13.7%
12.0%
22.9%
- Emerging Mkt
Communication Services
Sector Weight
9.8%
QuarterMSCI
9.2%
30.7%
Consumer Discretionary
12.7%
-2.7%
17.6%
Consumer Staples
4.5%
5.7%
3.1 %
Energy
4.3%
6.3%
-7.2%
Financials
24.5%
13.4%
25.8%
Health Care
3.3%
7.9%
18.2%
Industrials
6.9%
21.8%
16.4%
Information Technology
1 24.1%
1 24.3%
11.6%
Materials
5.8%
7.4%
0.8%
Real Estate
1.6%
6.2%
15.0%
Utilities
2.6%
7.1%
1.8%
100.0%
12.0%
US Dollar International Index Attribution & Country Detail
As of June 30, 2025
Country
Japan
WeIghW
21.8%
Weight
13.7%
Return
11.4%
Return
13.9%
United Kingdom
14.6%
9.2%
8.7%
20.0%
France
11.1 %
7.0%
9.3%
16.4%
Germany
10.4%
6.5%
16.3%
40.3%
Switzerland
9.6%
6.0%
7.5%
15.4%
Australia
6.9%
4.3%
15.1%
10.7%
Netherlands
4.7%
3.0%
18.3%
0.8%
Sweden
3.6%
2.3%
10.4%
15.5%
Spain
3.3%
2.1 %
16.9%
47.6%
Italy
3.1%
2.0%
15.4%
37.1%
Denmark
2.3%
1.4%
7.5%
-33.5%
Hong Kong
2.0%
1.3%
15.8%
35.7%
Singapore
1.7%
1.1%
9.9%
46.0%
Finland
1.1 %
0.7%
15.3%
22.7%
Belgium
1.0%
0.6%
10.3%
23.7%
Israel
1.0%
0.6%
22.1 %
53.6%
Norway
0.6%
0.4%
9.1 %
27.1 %
Ireland
0.5%
0.3%
16.7%
34.5%
Austria
0.2%
0.1%
21.9%
51.7%
New Zealand
0.2%
0.1%
9.9%
-0.5%
Portugal
Canada
DevelopedTotal
0.2%
0.1%
8.1%
23.8%
14.2%
7.5%
27.0%
China
8.3%
2.0%
33.8%
Taiwan
5.5%
26.1%
14.4%
India
5.3%
9.2%
0.9%
Korea
3.1 %
32.7%
6.2%
Brazil
1.3%
13.3%
11.6%
Saudi Arabia
1.0%
-5.1%
0.1%
South Africa
0.9%
13.6%
32.0%
Mexico
0.6%
20.5%
13.1 %
United Arab Emirates
0.5%
15.2%
47.3%
Malaysia
0.4%
6.7%
12.6%
Poland
0.3%
15.8%
29.3%
Indonesia
0.3%
8.0%
-6.7%
Thailand
0.3%
0.4%
0.5%
Kuwait
0.2%
8.2%
26.4%
Qatar
0.2%
5.5%
15.1 %
Greece
0.2%
29.6%
65.7%
Turkey
0.2%
2.9%
-20.7%
Philippines
0.1%
5.3%
9.6%
Chile
0.1%
10.5%
27.7%
Hungary
0.1%
21.0%
48.3%
Peru
0.1%
18.8%
22.7%
Czech Republic
0.1%
16.3%
58.7%
Colombia
0.0%
12.4%
48.3%
Egypt
0.0%
4.9%
12.7%
��ing Countries
Total ACWIxUS Countries
100.0%
i
12.0%
Source: Morningstar Direct, MSCI Global Index Monitor (Returns are Net in USD)
As a result of the GICS classification changes on 9/28/2018 and certain associated reporting limitations, sector performance represents
backward looking performance for the prior year of each sector's current constituency, post creation of the Communication Services sector.
Page 11
■ Domestic fixed -income markets traded higher during the second quarter
while the Fed held its benchmark rate steady in a target range of 4.25%-
4.50%. The US High Yield Index posted the quarter's strongest domestic
bond index performance with a return of 3.5%. The bellwether US
Aggregate Index returned 1.2% for the quarter and international bonds, as
measured by the Global Agg ex US Index, returned a much stronger 7.3%
in USD terms, helped by a weakening dollar.
■ Treasury yields remained relatively stable across the yield curve during the
quarter with the benchmark 10-Year Treasury yield rising by a scant 0.01 %
from the previous quarter's close. Relatively stable US Treasury yields
allowed coupon differences between bonds to drive much of the remaining
dispersion in domestic investment -grade indexes' returns for the quarter.
■ High yield bonds outperformed investment grade issues given their higher
income component and the high yield OAS spread narrowing during the
quarter which returned the measure to a similar level at which it began the
year.
■ Over the trailing one-year period, the Bloomberg US Aggregate Bond Index
posted a solid 6.1 % return. The benchmark's sub -components also posted
positive performance over the trailing 12 months with the Bloomberg US
Treasury advancing 5.3%, the US Mortgage Index returning 6.5%, and the
Bloomberg US Corporate Investment Grade Index rising 6.9%. US TIPS,
which are excluded from the Bloomberg US Aggregate Bond Index,
returned 5.8% for the trailing year.
■ Performance across investment grade sub -indexes was broadly higher for
the trailing one-year period. The AAA index posted a solid 6.6% return,
while the AA index returned a slightly lower 5.8% for the year. The A and
BAA indexes saw slightly better results with returns of 6.7% and 7.3%,
respectively. High yield bonds were the best performing US bond market
segment for the year, returning 10.3%. Performance for high yield bonds
was spurred by largely stable end -to -end credit spreads and higher coupon
income.
• The Bloomberg Global Aggregate ex -US Index finished both the quarter and
the year with the strongest results across the major fixed income indexes as
weakness in the USD pushed international index returns higher. The Global
Aggregate ex -US Index ended the year 11.2% higher, with the domestic
bond market index falling short of the international benchmark's
performance by 5.1 %.
Source: MomingstarDirect; Bloomberg
The Market Environment
Domestic Bond Sector & Broad/Global Bond Market Performance (Duration)
As of June 30, 2025
U.S. Treasury(5.8)
U.S. Mortgage (5.9)
U.S. Corporate IG (6.8)
U.S. High Yield (2.7)
U.S. TIPS (4.9)
AAA (4.2)
AA (5.9)
A (6.7)
Baa (6.7)
Aggregate (6.0)
Intermediate Agg (4.4)
Global Agg x US (6.9)
Multiverse (6.3)
Quarter Performance
0.9%
1.1%
1.8%
3.5%
0.5%
1.6%
1.0%
1.8%
2.0%
1.2%
1.5%
7.3%
4.6%
-1.0% 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0% 8.0%
U.S. Treasury(5.8)
U.S. Mortgage (5.9)
U.S. Corporate IG (6.8)
U.S. High Yield (2.7)
U.S. TIPS (4.9)
AAA (4.2)
AA (5.9)
A (6.7)
Baa (6.7)
Aggregate (6.0)
Intermediate Agg (4.4)
Global Agg x US (6.9)
Multiverse (6.3)
1-Year Performance
5.3%
6.5%
6.9%
10.3%
5.8%
6.6%
5.8%
6.7%
7.3%
6.1
6.7%
11.2%
9.1
-1.0% 1.0% 3.0% 5.0% 7.0% 9.0% 11.0%
Page 12
The Market Environment
The gray band across the graph illustrates the fed funds target rate range over
the trailing 12 months. No action was taken by the Federal Open Market
Committee (FOMC) during the second quarter, so the fed funds rate remained
in a target range of 4.25%-4.50%. This marks the fourth consecutive meeting
the FOMC has taken no action on its policy rates. The June 2025 FOMC press
release continued to emphasize economic data -dependent outcomes and
reduction of their balance sheet. The CME FedWatch tool, which forecasts the
Fed Funds rate based on fed fund futures pricing, showed a greater than 95%
probability of no rate decrease at the FOMC meeting in July at the time of this
writing. Many market watchers continue to express concern that leaving rates
at their current elevated level for an extended period, coupled with slower
economic growth and persistently elevated inflation, could tip the US economy
into a recession.
The yield on the US 10-year Treasury (blue line of the top chart) remained in a
fairly narrow yield range during the quarter, finishing at 4.24%. While the point -
in -time level of the 10-year yield shows no change over the quarter, the path
was not as straightforward. The benchmark yield rose throughout April and
May as economic uncertainty unfolded and briefly eclipsed 4.50%, reaching as
high as 4.58% before falling during most of the month of June to end the
quarter near where it began.
The red line in the top chart shows the option -adjusted spread (OAS) for BAA-
rated corporate bonds. This measure quantifies the additional yield premium
investors require to purchase and hold non -US Treasury issues with the
lowest investment grade rating. During the quarter, the yield spread
experienced a slight narrowing of 0.12%, finishing the quarter with a spread of
1.08%. High yield OAS spreads (represented by the yellow line in the top
chart) fell by 0.59% during the quarter from 3.55% to 2.96%. The finishing
value of both the high yield and BAA OAS spreads are nearly identical to
where they began the year. Similar to the path of the 10-Year Treasury yield,
the path of point-to-point stability was non -linear. The high yield OAS spread
had a volatile quarter as it rose sharply in April, up to 4.61 % from 3.55%, then
gradually fell the rest of the quarter.
■ The lower graph provides a snapshot of the US Treasury yield curve at the
end of each of the last four quarters. At quarter -end, the curve exhibited a
more pronounced positive butterfly shape with medium term rates lower and
short/long term rates higher, but relatively unchanged from the prior quarter.
Source: US Department of Treasury, FRED (Federal Reserve of St. Louis)
1-Year Trailing Market Rates
10.00
9.00
8.00
7.00
6.00
5.00
4.00
3.00
2.00
1.00
Market Rate & Yield Curve Comparison
As of June 30, 2025
Fed Funds Rate BAA OAS
10yr Treasury High Yield OAS
0.00 i
Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25
7.00
6.50
6.00
5.50
5.00
4.50
4.00
3.50
3.00
2.50
Treasury Yield Curve
9/30/2024 `-12/31/2024 3/31/2025 `�--6/30/2025
1 mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr 20 yr 30 yr
Page 13
CME Fed Watch Tool - CME Group
Effective Federal Funds Rate - FEDERAL RESERVE BANK of NEW YORK (newyorkfed.org)
ICE BofA US High Yield Index Option -Adjusted Spread (BAMLHOAOHYM2) I FRED I St. Louis Fed (stlouisfed.org)
The Fed - Meeting calendars and information
Federal Reserve Board - Monetary Policy
Global index lens — MSCI
U.S. Department of the Treasury
10-Year Treasury Constant Maturity Minus 2-Year Treasury Constant Maturity (T10Y2Y) I FRED I St. Louis Fed (stlouisfed.org)
The Fed's dot plot shows only two rate cuts in 2025, fewer than previously projected
March Fed meeting: Here's what changed in the new statement
Jobs report June 2025
Current Emglovment Statistics - CES (National) : U.S. Bureau of Labor Statistics
Latam assets may receive a trade -war boost, investors say I Reuters
The Market Environment
References
As of June 30, 2025
Page 14
$32,500,000
$30,000,000
$27,500,000
$25,000,000
$22,500,000
$20,000,000
$17,500,000
$15,000,000
$12,500,000
$10,000,000
$7,500,000
$5,000,000
$2,500,000
Asset Growth
St. Lucie County
Since Inception Ending June 30, 2025
719,128
$0
3/14 9/14 3/15 9/15 3/16 9/16 3/17 9/17 3/18 9/18 3/19 9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
— Ending Market Value
Page 15
Allocation
Mar-2025 : $24,826,207
Allocation
Asset Allocation by Asset Class
St. Lucie County
As of June 30, 2025
Jun-2025 : $24,719,128
Market Value Allocation Market Value Allocation
■ Equity
11,478,695
46.2
■ Equity
11,417,950
46.2
Fixed Income
7,047,479
28.4
Fixed Income
6,883,338
27.8
■ Balanced
6,049,468
24.4
■ Balanced
6,224,642
25.2
REIT (Real Estate Funds)
250,566
1.0
REIT (Real Estate Funds)
193,199
0.8
Page 16
Allocation
Mar-2025 : $24,826,207
Market Value
Allocation
Allocation
Asset Allocation by Management
St. Lucie County
As of June 30, 2025
Jun-2025 : $24,719,128
Market Value
Allocation
■ Active 10,723,192 43.2 ■ Active 10,929,585 44.2
Passive 14,103, 015 56.8 Passive 13,789, 543 55.8
Page 17
Asset Allocation History
St. Lucie County
As of June 30, 2025
Asset Allocation Attributes
Jun-2025
Mar-2025
Dec-2024
Sep-2024
Jun-2024
Total 457(b) Plan
24,719,128
100.00
24,826,207
100.00
25,069,193
100.00
26,169,456
100.00
25,139,559
100.00
Vanguard Target Retirement 2070 Fund
57,697
0.23
52,047
0.21
52,174
0.21
50,973
0.19
47,712
0.19
Vanguard Target Retirement 2065 Fund
3,871
0.02
4,458
0.02
3,403
0.01
2,586
0.01
1,534
0.01
Vanguard Target Retirement 2060 Fund
210,423
0.85
179,564
0.72
167,421
0.67
158,657
0.61
137,714
0.55
Vanguard Target Retirement 2055 Fund
20,829
0.08
19,208
0.08
14,902
0.06
10,855
0.04
5,361
0.02
Vanguard Target Retirement 2050 Fund
716,755
2.90
620,495
2.50
586,661
2.34
557,630
2.13
491,246
1.95
Vanguard Target Retirement 2045 Fund
205,493
0.83
173,170
0.70
93,195
0.37
79,650
0.30
62,350
0.25
Vanguard Target Retirement 2040 Fund
1,644,432
6.65
1,532,404
6.17
1,500,288
5.98
1,470,199
5.62
1,357,112
5.40
Vanguard Target Retirement 2035 Fund
101,053
0.41
79,074
0.32
66,080
0.26
57,679
0.22
45,617
0.18
Vanguard Target Retirement 2030 Fund
1,595,864
6.46
1,605,432
6.47
1,618,772
6.46
1,625,621
6.21
1,487,127
5.92
Vanguard Target Retirement 2025 Fund
39,045
0.16
35,329
0.14
87,022
0.35
35,340
0.14
29,445
0.12
Vanguard Target Retirement 2020 Fund
217,781
0.88
388,827
1.57
401,938
1.60
510,307
1.95
465,839
1.85
Vanguard Target Retirement Income Fund
187,417
0.76
179,283
0.72
175,346
0.70
178,170
0.68
169,516
0.67
Vanguard LifeStrategy Growth Inv
179,622
0.73
157,777
0.64
147,973
0.59
150,118
0.57
147,602
0.59
Vanguard LifeStrategy Mod Gr Inv Shrs
929,605
3.76
858,704
3.46
845,189
3.37
867,161
3.31
958,553
3.81
Vanguard LifeStrategy Cnsry Gr Inv
93,347
0.38
142,775
0.58
142,407
0.57
139,944
0.53
126,534
0.50
Vanguard LifeStrategy Income Inv
21,408
0.09
20,920
0.08
20,863
0.08
22,224
0.08
21,116
0.08
NYLI Winslow Large Cap Growth Class R6
2,037,133
8.24
1,897,754
7.64
2,066,961
8.25
-
0.00
-
0.00
Allspring Premier Large Co Gr R6
-
0.00
-
0.00
-
0.00
1,924,901
7.36
1,808,737
7.19
Vanguard Total Stock Mkt Idx Adm
3,656,653
14.79
3,605,450
14.52
3,810,162
15.20
3,631,214
13.88
3,500,131
13.92
Vanguard WindsorTM II Admiral TM
1,708,997
6.91
1,855,931
7.48
1,849,764
7.38
2,134,485
8.16
2,147,559
8.54
Harbor Mid Cap Retirement
13,605
0.06
-
0.00
-
0.00
-
0.00
-
0.00
ClearBridge Mid Cap I
-
0.00
15,839
0.06
15,028
0.06
14,315
0.05
12,948
0.05
Vanguard Mid Cap Index Admiral
1,757,197
7.11
1,756,769
7.08
1,791,210
7.15
1,832,865
7.00
1,666,667
6.63
MassMutual Small Cap Opps (MSOOX)
98,159
0.40
133,801
0.54
140,473
0.56
192,790
0.74
220,181
0.88
Vanguard Small Cap Index Admiral Shares
227,972
0.92
211,151
0.85
219,565
0.88
286,705
1.10
266,530
1.06
Vanguard Total Intl Stock Index Admiral
844,697
3.42
951,333
3.83
823,881
3.29
991,929
3.79
935,834
3.72
Goldman Sachs GQG Ptnrs Intl Opps R6
1,073,418
4.34
-
0.00
-
0.00
-
0.00
-
0.00
DFA International Value I
119
0.00
-
0.00
-
0.00
-
0.00
-
0.00
American Funds EUPAC R6
-
0.00
1,050,666
4.23
1,084,965
4.33
1,245,173
4.76
1,224,031
4.87
Vanguard Real Estate Index Admiral
193,199
0.78
250,566
1.01
246,816
0.98
297,852
1.14
265,761
1.06
Vanguard Total Bond Market Index Adm
885,184
3.58
1,278,278
5.15
1,241,711
4.95
1,531,984
5.85
1,317,628
5.24
Dodge & Cox Income X
1,066,717
4.32
1,201,183
4.84
-
0.00
-
0.00
-
0.00
Dodge & Cox Income I
-
0.00
-
0.00
1,185,759
4.73
1,280,043
4.89
1,220,186
4.85
Columbia Trust Stable Govt Fund 1-0
-
0.00
3,664,797
14.76
3,927,561
15.67
4,162,448
15.91
4,171,380
16.59
Lincoln Stable Value Account
4,576,826
18.52
575,205
2.32
373,349
1.49
377,249
1.44
476,341
1.89
Page 18
Loan Fund
Jun-2025
354,611 1.43
Mar-2025
328,016 1.32
Dec-2024
($) %
368,353 1.47
Sep-2024
348,390 1.33
Asset Allocation History
St. Lucie County
As of June 30, 2025
Jun-2024
351,265 1.40
Page 19
Fund Name
Manager Tenure
g
3 YR Return
5 YR Return
3 YR Sharpe Ratio
> 50th %-tile
> 50th %-tile
> 50th %-tile
Vanguard Target Retirement 2070 Fund
3.0
N/A
N/A
N/A
Vanguard Target Retirement 2065 Fund
7.9
49
49
26
Vanguard Target Retirement 2060 Fund
12.3
40
39
23
Vanguard Target Retirement 2055 Fund
12.3
37
37
23
Vanguard Target Retirement 2050 Fund
12.3
31
31
19
Vanguard Target Retirement 2045 Fund
12.3
43
45
28
Vanguard Target Retirement 2040 Fund
12.3
46
57 (2)
34
Vanguard Target Retirement 2035 Fund
12.3
31
48
23
Vanguard Target Retirement 2030 Fund
12.3
6
18
15
Vanguard Target Retirement 2025 Fund
12.3
4
17
7
Vanguard Target Retirement 2020 Fund
12.3
57 (1)
62 (2)
36
Vanguard Target Retirement Income Fund
12.3
49
46
42
Comments
No data found.
Scorecard
Target Date
As of June 30, 2025
5 YR Sharpe Ratio
Heightened Scrutiny
> 50th /o-tile
N/A
No
24
No
23
No
23
No
19
No
25
No
41
No
31
No
19
No
17
No
45
No
41
No
Green Text = Fund Meets Criteria
Yellow Text = Fund Does Not Currently Meet Criteria
Red Text = Fund Has Not Met Criteria For More Than Four Quarters
Page 20
Fund Name
NYLI Winslow Large Cap Growth Class R6
Vanguard Windsor TM II Admiral TM
Harbor Mid Cap Retirement
MassMutual Small Cap Opps (MSOOX)
Dodge & Cox Income X
Goldman Sachs GQG Ptnrs Intl Opps R6
DFA International Value I
Comments
No data found.
Scorecard
Active Management
As of June 30, 2025
Manager
Current
Current
3 YR Return
5 YR Return
3 YR Return
5 YR Return
3 YR Sharpe 5 YR Sharpe
3 YR
5 YR
Tenure
Quarter
Quarter
> Index
> Index
> 50th %-tile
> 50th %-tile
Ratio Ratio
Positive
Positive
Return
Rank
> 50th %-tile > 50th %-tile
Alpha
Alpha
19.7
Pass
Pass
Pass
Fail (5)
14
20
12 31
1.5
-1.5 (5)
21.5
Pass
Pass
Pass
Pass
14
20
10 25
4.3
1.8
5.5
Fail
Pass
Watch (3)
N/A
93 (5)
N/A
93 (5) N/A
-5.5 (3)
N/A
16.1
Pass
Pass
Pass
Pass
18
21
16 15
3.1
4.3
36.4
Pass
Pass
Pass
Pass
1
2
1 2
1.8
1.9
8.5
Pass
Pass
Pass
Pass
30
4
27 1
3.8
5.3
15.3
Pass
Pass
Pass
Pass
27
7
15 6
2.1
3.3
Heightened
Scrutiny
No
No
No
No
No
No
No
Green Text = Fund Meets Criteria
Yellow Text = Fund Does Not Currently Meet Criteria
Red Text = Fund Has Not Met Criteria For More Than Four Quarters
Page 21
Scorecard
Passive Management
As of June 30, 2025
Fund Name
Manager Tenure
3 YR Tracking Error Rank
5 YR Tracking Error Rank
Heightened Scrutiny
Vanguard Total Stock Mkt Idx Adm
9.2
100
100
No
Vanguard Mid Cap Index Admiral
1.8
100
100
No
Vanguard Small Cap Index Admiral Shares
9.2
100
100
No
Vanguard Total Intl Stock Index Admiral
16.8
100
100
No
Vanguard Real Estate Index Admiral
29.1
45
68
No
Vanguard Total Bond Market Index Adm
12.3
90
90
No
Vanguard LifeStrategy Cnsry Gr Inv
3.3
100
100
No
Vanguard LifeStrategy Growth Inv
3.3
100
100
No
Vanguard LifeStrategy Income Inv
3.3
100
100
No
Vanguard LifeStrategy Mod Gr Inv Shrs
3.3
100
100
No
Comments
No data found.
Green Text = Fund Meets Criteria
Yellow Text = Fund Does Not Currently Meet Criteria
Red Text = Fund Has Not Met Criteria For More Than Four Quarters
Page 22
Manager Rankings vs. Peers
St. Lucie County
As of June 30, 2025
3
5
7
10
Percentile
Years
Years
Years
Years
Return
Return
Return
Return
5th
Dodge & Cox Income X (1)
Dodge & Cox Income X (2)
Dodge & Cox Income X (1)
Dodge & Cox Income X (1)
Vanguard Target Retirement 2025 Fund (4)
Goldman Sachs GQG Ptnrs Intl Opps R6 (4)
Goldman Sachs GQG Ptnrs Intl Opps R6 (2)
Vanguard LifeStrategy Growth Inv (4)
Vanguard WindsorTm II AdmiralTM (4)
25th
Vanguard Target Retirement 2030 Fund (6)
DFA International Value 1 (7)
MassMutual Small Cap Opps (MSOOX) (11)
Vanguard Windsorrm II AdmiralTM" (10)
NYLI Winslow Large Cap Growth Class R6 (14)
Vanguard LifeStrategy Growth Inv (9)
Vanguard Mid Cap Index Admiral (15)
MassMutual Small Cap Opps (MSOOX) (12)
Vanguard Windsor TM II Admiral M (14)
Vanguard Target Retirement 2025 Fund (17)
NYLI Winslow Large Cap Growth Class R6 (16)
NYLI Winslow Large Cap Growth Class R6 (16)
MassMutual Small Cap Opps (MSOOX) (18)
Vanguard Target Retirement 2030 Fund (18)
Vanguard Target Retirement 2025 Fund (17)
Vanguard Mid Cap Index Admiral (16)
Vanguard Mid Cap Index Admiral (21)
NYLI Winslow Large Cap Growth Class R6 (20)
Vanguard Target Retirement 2030 Fund (20)
Vanguard Small Cap Index Admiral Shares (17)
Vanguard Small Cap Index Admiral Shares (23)
Vanguard WindsorTM II AdmiralM (20)
Vanguard LifeStrategy Growth Inv (20)
Vanguard Target Retirement 2025 Fund (18)
MassMutual Small Cap Opps (MSOOX) (21)
Vanguard Small Cap Index Admiral Shares (21)
Vanguard LifeStrategy Growth Inv (19)
Vanguard Target Retirement 2050 Fund (22)
Vanguard Target Retirement 2030 Fund (20)
Vanguard Target Retirement 2055 Fund (23)
DFA International Value 1 (20)
Vanguard Target Retirement 2060 Fund (24)
Vanguard Target Retirement 2050 Fund (25)
50th
DFA International Value 1 (27)
Vanguard Target Retirement 2050 Fund (31)
DFA International Value 1 (26)
Vanguard Target Retirement 2055 Fund (29)
Goldman Sachs GQG Ptnrs Intl Opps R6 (30)
Vanguard Target Retirement 2055 Fund (37)
Vanguard Target Retirement 2035 Fund (29)
Vanguard Target Retirement 2045 Fund (29)
Vanguard Target Retirement 2050 Fund (31)
Vanguard Target Retirement 2060 Fund (39)
Vanguard Target Retirement 2045 Fund (30)
Vanguard Target Retirement 2035 Fund (32)
Vanguard Target Retirement 2035 Fund (31)
Vanguard Small Cap Index Admiral Shares (43)
Vanguard Target Retirement Income Fund (33)
Vanguard Target Retirement Income Fund (32)
Vanguard Target Retirement 2055 Fund (37)
Vanguard Mid Cap Index Admiral (44)
Vanguard Target Retirement 2040 Fund (37)
Vanguard Total Stock Mkt Idx Adm (34)
Vanguard Target Retirement 2060 Fund (40)
Vanguard Target Retirement 2045 Fund (45)
Vanguard Total Stock Mkt Idx Adm (41)
Vanguard Target Retirement 2040 Fund (35)
Vanguard Total Stock Mkt Idx Adm (41)
Vanguard Target Retirement Income Fund (46)
Vanguard Total Bond Market Index Adm (42)
Vanguard Target Retirement 2020 Fund (38)
Vanguard LifeStrategy Cnsry Gr Inv (42)
Vanguard Total Stock Mkt Idx Adm (46)
Vanguard Target Retirement 2020 Fund (46)
Vanguard LifeStrategy Cnsry Gr Inv (40)
Vanguard Target Retirement 2045 Fund (43)
Vanguard Target Retirement 2035 Fund (48)
Vanguard LifeStrategy Cnsry Gr Inv (46)
Vanguard Target Retirement 2060 Fund (46)
Vanguard Target Retirement 2040 Fund (46)
Vanguard Target Retirement 2065 Fund (49)
Vanguard Total Bond Market Index Adm (46)
Vanguard Target Retirement 2070 Fund (48)
Vanguard Total Intl Stock Index Admiral (47)
Vanguard LifeStrategy Mod Gr Inv Shrs (48)
Vanguard Real Estate Index Admiral (49)
Vanguard Target Retirement 2065 Fund (49)
Vanguard Target Retirement Income Fund (49)
Vanguard Total Bond Market Index Adm (50)
75th
Vanguard Real Estate Index Admiral (53)
Vanguard Target Retirement 2040 Fund (57)
Vanguard Real Estate Index Admiral (54)
Vanguard LifeStrategy Mod Gr Inv Shrs (54)
Vanguard Target Retirement 2020 Fund (57)
Vanguard Total Bond Market Index Adm (58)
Vanguard LifeStrategy Mod Gr Inv Shrs (57)
Vanguard Total Intl Stock Index Admiral (74)
Vanguard Total Intl Stock Index Admiral (61)
Vanguard Total Intl Stock Index Admiral (57)
Vanguard Target Retirement 2020 Fund (62)
Vanguard Real Estate Index Admiral (66)
Vanguard LifeStrategy Mod Gr Inv Shrs (70)
Vanguard LifeStrategy Cnsry Gr Inv (70)
95th
Vanguard LifeStrategy Income Inv (81)
Harbor Mid Cap Retirement (83)
Vanguard LifeStrategy Income Inv (88)
Vanguard LifeStrategy Income Inv (83)
Harbor Mid Cap Retirement (93)
Vanguard LifeStrategy Income Inv (99)
Page 23
Comparative Performance
Vanguard Target Retirement 2070 Fund
Vanguard Target 2070 Composite Index
Target -Date 2065+ Median
Vanguard Target Retirement 2065 Fund
Vanguard Target 2065 Composite Index
Target -Date 2065+ Median
Vanguard Target Retirement 2060 Fund
Vanguard Target 2060 Composite Index
Target -Date 2060 Median
Vanguard Target Retirement 2055 Fund
Vanguard Target 2055 Composite Index
Target -Date 2055 Median
Vanguard Target Retirement 2050 Fund
Vanguard Target 2050 Composite Index
Target -Date 2050 Median
Vanguard Target Retirement 2045 Fund
Vanguard Target 2045 Composite Index
Target -Date 2045 Median
Vanguard Target Retirement 2040 Fund
Vanguard Target 2040 Composite Index
Target -Date 2040 Median
Vanguard Target Retirement 2035 Fund
Vanguard Target 2035 Composite Index
Target -Date 2035 Median
Vanguard Target Retirement 2030 Fund
Vanguard Target 2030 Composite Index
Target -Date 2030 Median
Vanguard Target Retirement 2025 Fund
Vanguard Target 2025 Composite Index
Target -Date 2025 Median
Vanguard Target Retirement 2020 Fund
Vanguard Target 2020 Composite Index
Target -Date 2020 Median
Returns for periods greater than one year are annualized.
Returns are expressed as percentages.
Comparative Performance
St. Lucie County
As of June 30, 2025
QTR YTD 1 YR 3 YR 5 YR 7 YR 10 YR 15 YR Inception Inception
Date
10.55
(49)
9.93
(40)
15.54
(19)
15.62
(48)
N/A
N/A
N/A
N/A
15.62
(48) 07/01/2022
10.76
(41)
9.78
(43)
15.60
(17)
15.89
(33)
N/A
N/A
N/A
N/A
15.89
(33)
10.53
9.52
14.56
15.57
12.23
N/A
N/A
N/A
15.57
10.53
(51)
9.93
(39)
15.55
(18)
15.59
(49)
12.24 (49)
9.92 (N/A)
N/A
N/A
9.80
(N/A) 08/01/2017
10.76
(41)
9.78
(43)
15.60
(17)
15.89
(33)
12.56 (30)
10.28 (N/A)
N/A
N/A
10.16
(N/A)
10.53
9.52
14.56
15.57
12.23
N/A
N/A
N/A
N/A
10.56
(36)
9.93
(26)
15.57
(13)
15.59
(40)
12.24
(39)
9.94
(24)
9.47
(46)
N/A
10.27
(N/A)
02/01/2012
10.76
(30)
9.78
(30)
15.60
(11)
15.89
(27)
12.56
(25)
10.28
(12)
9.80
(19)
N/A
10.58
(N/A)
10.28
8.98
14.17
15.31
12.12
9.50
9.44
N/A
N/A
10.54
(29)
9.93
(25)
15.58
(12)
15.59
(37)
12.24
(37)
9.94
(23)
9.47
(29)
N/A
10.73
(36)
09/01/2010
10.76
(26)
9.78
(29)
15.60
(12)
15.89
(24)
12.56
(19)
10.28
(10)
9.80
(12)
11.10
(25)
11.03
(26)
10.22
8.99
14.17
15.27
12.04
9.48
9.10
10.53
10.47
10.55
(23)
9.93
(24)
15.57
(9)
15.59
(31)
12.24
(31)
9.95
(22)
9.48
(25)
10.81
(28)
8.14
(1)
07/01/2006
10.76
(20)
9.78
(26)
15.60
(9)
15.89
(18)
12.56
(14)
10.28
(9)
9.80
(11)
11.10
(17)
8.37
(1)
10.04
8.93
13.97
15.12
11.93
9.43
9.07
10.37
7.19
9.75
(34)
9.30
(31)
14.78
(19)
14.84
(43)
11.80
(45)
9.64
(30)
9.27
(29)
10.66
(26)
8.42
(N/A)
11/01/2003
9.87
(29)
9.11
(35)
14.71
(20)
15.08
(34)
12.08
(28)
9.95
(17)
9.56
(14)
10.95
(15)
8.63
(N/A)
9.43
8.64
13.76
14.69
11.73
9.27
8.92
10.21
N/A
9.09
(28)
8.86
(29)
14.12
(16)
13.80
(46)
10.74
(57)
8.99
(37)
8.73
(35)
10.30
(31)
7.75
(17)
07/01/2006
9.18
(28)
8.68
(33)
14.02
(18)
14.03
(37)
11.01
(40)
9.30
(22)
9.03
(24)
10.58
(19)
7.97
(4)
8.55
8.19
13.01
13.69
10.85
8.74
8.50
10.03
7.26
8.38
(18)
8.42
(25)
13.41
(9)
12.73
(31)
9.67
(48)
8.34
(29)
8.13
(32)
9.78
(25)
7.69
(N/A)
11/01/2003
8.47
(13)
8.22
(28)
13.32
(10)
12.97
(20)
9.94
(29)
8.65
(14)
8.43
(20)
10.06
(16)
7.90
(N/A)
7.57
7.73
11.96
12.29
9.62
7.99
7.84
9.42
N/A
7.67
(4)
7.89
(23)
12.61
(7)
11.64
(6)
8.58
(18)
7.66
(20)
7.52
(20)
9.11
(24)
6.95
(11)
07/01/2006
7.74
(3)
7.73
(27)
12.58
(7)
11.90
(2)
8.86
(7)
7.99
(6)
7.82
(8)
9.39
(12)
7.17
(4)
6.49
7.05
10.87
10.70
8.09
7.08
7.06
8.68
6.42
6.65
(11)
7.33
(30)
11.74
(8)
10.43
(4)
7.48
(17)
6.97
(17)
6.89
(18)
8.41
(21)
6.80
(N/A)
11/01/2003
6.71
(6)
7.18
(32)
11.69
(8)
10.66
(2)
7.76
(6)
7.30
(6)
7.18
(5)
8.69
(13)
7.01
(N/A)
5.36
6.36
10.07
9.39
6.93
6.40
6.33
7.93
N/A
5.12
(56)
6.31
(53)
10.23
(31)
8.67
(57)
6.16
(62)
6.06
(46)
6.06
(38)
7.59
(35)
6.13
(21)
07/01/2006
5.19
(53)
6.20
(60)
10.22
(32)
8.86
(46)
6.38
(46)
6.33
(27)
6.32
(19)
7.84
(14)
6.32
(9)
5.28
6.50
9.74
8.81
6.29
6.03
5.99
7.46
5.77
Page 24
Vanguard Target Retirement Income Fund
Vanguard Target Income Composite Index
Target -Date Retirement Median
Vanguard LifeStrategy Growth Inv
Vanguard LifeStrategy Growth Index
Moderate Allocation Median
Vanguard LifeStrategy Mod Gr Inv Shrs
Vanguard LifeStrategy Moderate Growth Index
Moderate Allocation Median
Vanguard LifeStrategy Cnsry Gr Inv
Vanguard LifeStrategy Conservative Growth Index
Moderately Conservative Allocation Median
Vanguard LifeStrategy Income Inv
Vanguard LifeStrategy Income Composite Index
Target -Date Retirement Median
NYLI Winslow Large Cap Growth Class R6
Russell 1000 Growth Index
Large Growth Median
Vanguard Total Stock Mkt Idx Adm
CRSP U.S. Total Market TR Index
Large Blend Median
Vanguard Windsor TM II Admiral TM
Russell 1000 Value Index
Large Value Median
Harbor Mid Cap Retirement
Russell Midcap Index
Mid -Cap Blend Median
Vanguard Mid Cap Index Admiral
CRSP U.S. Mid Cap TR Index
Mid -Cap Blend Median
MassMutual Small Cap Opps (MSOOX)
Russell 2000 Index
Small Blend Median
Returns for periods greater than one year are annualized.
Returns are expressed as percentages.
Comparative Performance
St. Lucie County
As of June 30, 2025
QTR YTD 1 YR 3 YR 5 YR 7 YR 10 YR 15 YR Inception Inception
Date
4.55
(27)
5.98
(21)
9.66
(12)
7.36
(49)
4.49
(46)
4.95
(33)
4.71
(32)
5.39
(27)
5.09
(16)
11/01/2003
4.61
(25)
5.87
(29)
9.60
(14)
7.50
(43)
4.65
(39)
5.17
(17)
4.92
(19)
5.58
(16)
5.21
(9)
4.11
5.58
8.54
7.30
4.40
4.64
4.30
4.99
4.09
9.58
(3)
9.23
(1)
14.51
(4)
14.09
(4)
10.75
(9)
9.04
(20)
8.66
(19)
9.88
(19)
8.32
(31)
10/01/1994
9.74
(3)
9.09
(2)
14.59
(3)
14.43
(2)
11.11
(7)
9.42
(14)
9.00
(12)
10.21
(13)
8.53
(25)
6.74
5.76
10.63
11.11
8.72
7.57
7.21
8.56
7.83
7.65
(28)
7.89
(9)
12.53
(14)
11.28
(48)
7.92
(70)
7.30
(57)
7.05
(54)
8.08
(66)
7.55
(66)
10/01/1994
7.72
(27)
7.74
(11)
12.55
(14)
11.57
(41)
8.23
(62)
7.66
(48)
7.36
(46)
8.39
(56)
7.75
(54)
6.74
5.76
10.63
11.11
8.72
7.57
7.21
8.56
7.83
5.66
(17)
6.49
(14)
10.51
(18)
8.47
(42)
5.11
(70)
5.51
(46)
5.38
(40)
6.17
(43)
6.56
(47)
10/01/1994
5.70
(15)
6.38
(15)
10.50
(18)
8.72
(34)
5.35
(63)
5.80
(35)
5.64
(32)
6.40
(34)
6.56
(47)
4.65
5.44
9.38
8.23
5.84
5.40
5.16
6.01
6.36
3.52
(63)
5.00
(78)
8.31
(58)
5.63
(81)
2.27
(99)
3.62
(88)
3.62
(83)
4.22
(74)
5.58
(N/A)
10/01/1994
3.53
(62)
4.88
(83)
8.30
(59)
5.83
(76)
2.44
(99)
3.85
(82)
3.84
(71)
4.44
(67)
5.58
(N/A)
4.11
5.58
8.54
7.30
4.40
4.64
4.30
4.99
N/A
20.63
(17)
10.84
(10)
18.89
(22)
27.86
(14)
16.71
(20)
16.77
(16)
16.14
(16)
16.73
(21)
10.61
(40)
08/01/1995
17.84
(48)
6.09
(61)
17.22
(30)
25.76
(29)
18.15
(6)
17.90
(7)
17.01
(8)
17.54
(8)
10.98
(27)
17.75
6.95
15.41
24.01
14.96
15.05
14.65
15.60
10.36
10.99
(37)
5.63
(55)
15.09
(26)
19.02
(41)
15.85
(46)
13.47
(41)
12.90
(34)
14.43
(26)
8.79
(20)
12/01/2000
11.00
(37)
5.65
(54)
15.13
(24)
19.03
(41)
15.87
(45)
13.48
(40)
12.91
(33)
14.43
(26)
N/A
10.80
5.77
13.65
18.51
15.63
13.10
12.38
13.85
8.15
6.80
(10)
6.09
(43)
10.22
(77)
15.45
(14)
15.91
(20)
12.24
(4)
10.98
(10)
12.76
(9)
8.27
(15)
06/01/2001
3.79
(55)
6.00
(46)
13.70
(35)
12.76
(48)
13.93
(54)
9.59
(55)
9.19
(53)
11.57
(40)
7.57
(38)
4.08
5.81
12.72
12.69
14.16
9.74
9.29
11.31
7.28
4.26
(84)
0.55
(63)
5.48
(87)
7.95
(93)
10.62
(83)
N/A
N/A
N/A
8.32
(70)
01/01/2020
8.53
(30)
4.84
(17)
15.21
(15)
14.33
(20)
13.11
(40)
10.02
(19)
9.89
(17)
12.60
(12)
9.92
(26)
6.90
1.92
8.78
12.39
12.85
8.48
8.66
11.33
9.09
8.69
(27)
6.97
(6)
17.50
(6)
14.32
(21)
13.01
(44)
10.28
(15)
9.96
(16)
12.65
(12)
10.05
(7)
12/01/2001
8.71
(26)
7.00
(5)
17.56
(5)
14.34
(19)
13.04
(43)
10.30
(14)
9.98
(14)
12.76
(8)
9.90
(10)
6.90
1.92
8.78
12.39
12.85
8.48
8.66
11.33
8.97
7.68
(37)
1.30
(11)
11.17
(8)
12.54
(18)
13.56
(21)
8.39
(11)
8.88
(12)
12.02
(5)
9.32
(8)
05/01/2014
8.50
(23)
-1.79
(44)
7.68
(36)
10.00
(45)
10.04
(71)
5.52
(65)
7.12
(55)
10.35
(54)
7.53
(51)
6.57
-1.98
6.42
9.67
11.43
6.06
7.24
10.43
7.54
Page 25
Vanguard Small Cap Index Admiral Shares
CRSP U.S. Small Cap TR Index
Small Blend Median
Vanguard Total Intl Stock Index Admiral
Vanguard Total International Stock Index Hybrid
Foreign Large Blend Median
Goldman Sachs GQG Ptnrs Intl Opps R6
MSCI World ex U.S Growth
Foreign Large Growth Median
DFA International Value I
MSCI AC World ex USA Value (net)
Foreign Value Median
Vanguard Total Bond Market Index Adm
Blmbg. U.S. Aggregate Index
Intermediate Core Bond Median
Vanguard Real Estate Index Admiral
Vanguard Spliced REIT Index
Real Estate Median
Dodge & Cox Income X
Blmbg. U.S. Aggregate Index
Intermediate Core Bond Median
Lincoln Stable Value Account
Morningstar US CIT Stable Value
IM U.S. GIC/Stable Value (SA+CF) Median
Returns for periods greater than one year are annualized.
Returns are expressed as percentages.
Comparative Performance
St. Lucie County
As of June 30, 2025
QTR YTD 1 YR 3 YR 5 YR 7 YR 10 YR 15 YR Inception Inception
Date
7.28
(43)
-0.62
(29)
10.14
(14)
12.16
(23)
11.84
(43)
7.28
(43)
-0.62
(29)
10.14
(14)
12.11
(24)
11.81
(44)
6.57
-1.98
6.42
9.67
11.43
12.08
(37)
18.26
(69)
18.27
(47)
13.81
(74)
10.28
(61)
12.43
(32)
17.54
(78)
17.86
(58)
13.98
(70)
10.40
(56)
11.54
19.57
18.12
14.82
10.66
7.04
(98)
15.86
(49)
5.03
(93)
14.80
(30)
11.20
(4)
13.80
(34)
16.27
(43)
12.98
(58)
14.10
(45)
8.47
(40)
12.87
15.79
13.87
13.75
7.53
10.66
(64)
23.06
(41)
23.61
(42)
18.35
(27)
17.21
(7)
10.42
(69)
19.90
(79)
21.42
(58)
15.62
(62)
13.15
(49)
11.50
22.48
22.69
16.56
13.07
1.29
(37)
4.10
(34)
6.04
(46)
2.59
(50)
-0.71
(58)
1.21
(54)
4.02
(42)
6.08
(41)
2.55
(52)
-0.73
(59)
1.22
3.98
5.99
2.58
-0.59
-0.70
(42)
1.94
(24)
10.33
(28)
3.55
(53)
6.53
(66)
-0.66
(40)
2.00
(23)
10.48
(26)
3.68
(48)
6.65
(62)
-0.88
0.61
8.92
3.60
7.20
1.43
(16)
4.39
(10)
6.60
(13)
4.37
(1)
1.15
(2)
1.21
(54)
4.02
(42)
6.08
(41)
2.55
(52)
-0.73
(59)
1.22
3.98
5.99
2.58
-0.59
N/A
N/A
N/A
N/A
N/A
0.76
(27)
1.51
(27)
3.06
(26)
2.82
(23)
2.42
(17)
0.68
1.33
2.62
2.48
2.07
7.78 (21)
7.75 (21)
6.06
6.69 (57)
6.71 (56)
6.82
10.64 (2)
7.38 (40)
6.48
8.21 (26)
6.66 (63)
7.14
1.81 (42)
1.77 (46)
1.75
5.27 (54)
5.37 (50)
5.32
3.05 (1)
1.77 (46)
1.75
N/A
2.42 (20)
2.19
8.57
(17)
11.68
(11)
8.55
(18)
11.79
(9)
7.24
10.43
6.28
(47)
6.92
(72)
6.34
(44)
7.03
(66)
6.21
7.33
N/A
N/A
7.08
(36)
8.00
(42)
6.53
7.59
7.12
(20)
7.59
(36)
5.70
(67)
6.13
(86)
6.11
7.30
1.76
(46)
2.31
(50)
1.76
(46)
2.29
(52)
1.72
2.31
5.94
(49)
8.64
(42)
6.06
(45)
8.74
(37)
5.90
8.48
2.93
(1)
3.38
(2)
1.76
(46)
2.29
(52)
1.72
2.31
N/A
N/A
2.26
(21)
2.24
(30)
2.04
1.99
9.31
(19)
12/01/2000
N/A
8.22
6.00
(71)
12/01 /2010
6.12
(66)
6.41
12.52
(4)
01 /01 /2017
9.08
(43)
8.60
6.79
(16)
03/01/1994
N/A
5.72
3.41
(50)
12/01/2001
3.48
(40)
3.40
8.99
(51)
06/01/1996
8.99
(51)
9.00
5.89
(1)
02/01/1989
5.26
(17)
4.98
N/A
03/01/2024
3.05
(24)
2.62
Page 26
Comparative Performance
St. Lucie County
As of June 30, 2025
Comparative Performance
2025
2024
2023
2022
2021
2020
2019
2018
Vanguard Target Retirement 2070 Fund
9.93
(40)
14.59
(46)
20.24
(49)
N/A
N/A
N/A
N/A
N/A
Vanguard Target 2070 Composite Index
9.78
(43)
14.92
(41)
20.48
(41)
N/A
N/A
N/A
N/A
N/A
Target -Date 2065+ Median
9.52
14.45
20.20
-18.60
17.21
16.49
25.71
-9.37
Vanguard Target Retirement 2065 Fund
9.93
(39)
14.62
(45)
20.15
(53)
-17.39
(17)
16.46
(68)
16.17
(60)
24.96
(61)
-7.95
(7)
Vanguard Target 2065 Composite Index
9.78
(43)
14.92
(41)
20.48
(41)
-17.07
(16)
16.75
(62)
17.17
(32)
25.37
(53)
-7.77
(1)
Target -Date 2065+ Median
9.52
14.45
20.20
-18.60
17.21
16.49
25.71
-9.37
Vanguard Target Retirement 2060 Fund
9.93
(26)
14.63
(45)
20.18
(46)
-17.46
(24)
16.44
(78)
16.32
(41)
24.96
(56)
-7.87
(30)
Vanguard Target 2060 Composite Index
9.78
(30)
14.92
(39)
20.48
(35)
-17.07
(18)
16.75
(70)
17.17
(31)
25.37
(41)
-7.77
(27)
Target -Date 2060 Median
8.98
14.40
20.00
-18.40
17.36
15.78
25.07
-8.66
Vanguard Target Retirement 2055 Fund
9.93
(25)
14.64
(42)
20.16
(43)
-17.46
(25)
16.44
(76)
16.32
(41)
24.98
(45)
-7.89
(33)
Vanguard Target 2055 Composite Index
9.78
(29)
14.92
(36)
20.48
(34)
-17.07
(18)
16.75
(65)
17.17
(29)
25.37
(35)
-7.77
(29)
Target -Date 2055 Median
8.99
14.33
19.96
-18.36
17.23
15.69
24.85
-8.59
Vanguard Target Retirement 2050 Fund
9.93
(24)
14.64
(39)
20.17
(39)
-17.46
(29)
16.41
(71)
16.39
(36)
24.98
(42)
-7.90
(33)
Vanguard Target 2050 Composite Index
9.78
(26)
14.92
(32)
20.48
(28)
-17.07
(20)
16.75
(60)
17.17
(28)
25.37
(31)
-7.77
(27)
Target -Date 2050 Median
8.93
14.18
19.86
-18.31
17.03
15.61
24.71
-8.63
Vanguard Target Retirement 2045 Fund
9.30
(31)
13.91
(50)
19.48
(40)
-17.36
(31)
16.16
(67)
16.30
(35)
24.94
(39)
-7.90
(38)
Vanguard Target 2045 Composite Index
9.11
(35)
14.08
(42)
19.77
(33)
-16.93
(24)
16.45
(58)
17.02
(28)
25.37
(28)
-7.77
(34)
Target -Date 2045 Median
8.64
13.91
19.26
-18.19
16.74
15.38
24.61
-8.33
Vanguard Target Retirement 2040 Fund
8.86
(29)
12.88
(47)
18.34
(45)
-16.98
(34)
14.56
(81)
15.47
(40)
23.86
(45)
-7.32
(31)
Vanguard Target 2040 Composite Index
8.68
(33)
12.99
(41)
18.60
(40)
-16.51
(23)
14.84
(74)
16.31
(29)
24.19
(37)
-7.22
(27)
Target -Date 2040 Median
8.19
12.80
18.11
-17.85
15.80
14.88
23.67
-8.02
Vanguard Target Retirement 2035 Fund
8.42
(25)
11.78
(26)
17.14
(26)
-16.62
(38)
12.96
(79)
14.79
(40)
22.44
(47)
-6.58
(28)
Vanguard Target 2035 Composite Index
8.22
(28)
11.90
(21)
17.43
(18)
-16.10
(25)
13.24
(71)
15.67
(26)
22.76
(38)
-6.46
(25)
Target -Date 2035 Median
7.73
11.22
16.40
-17.13
13.91
14.10
22.33
-7.35
Vanguard Target Retirement 2030 Fund
7.89
(23)
10.64
(13)
16.03
(6)
-16.27
(47)
11.38
(55)
14.10
(36)
21.07
(35)
-5.86
(33)
Vanguard Target 2030 Composite Index
7.73
(27)
10.82
(9)
16.26
(5)
-15.71
(34)
11.66
(49)
14.98
(19)
21.34
(29)
-5.72
(30)
Target -Date 2030 Median
7.05
9.44
14.46
-16.37
11.58
13.17
20.41
-6.50
Vanguard Target Retirement 2025 Fund
7.33
(30)
9.44
(8)
14.55
(5)
-15.55
(52)
9.80
(51)
13.30
(35)
19.63
(21)
-5.15
(42)
Vanguard Target 2025 Composite Index
7.18
(32)
9.63
(5)
14.74
(2)
-15.02
(37)
10.09
(42)
14.19
(16)
19.93
(14)
-5.00
(36)
Target -Date 2025 Median
6.36
8.25
12.65
-15.49
9.80
12.51
18.38
-5.43
Vanguard Target Retirement 2020 Fund
6.31
(53)
7.75
(42)
12.51
(28)
-14.15
(38)
8.17
(65)
12.04
(41)
17.63
(27)
-4.24
(40)
Vanguard Target 2020 Composite Index
6.20
(60)
7.91
(37)
12.65
(27)
-13.77
(31)
8.43
(59)
12.85
(23)
17.87
(23)
-4.13
(36)
Target -Date 2020 Median
6.50
7.56
11.73
-14.47
8.71
11.03
16.24
-4.58
Returns for periods greater than one year are annualized
Returns are expressed as percentages.
Page 27
Comparative Performance
St. Lucie County
As of June 30, 2025
2025
2024
2023
2022
2021
2020
2019
2018
Vanguard Target Retirement Income Fund
5.98
(21)
6.58
(51)
10.74
(41)
-12.74
(50)
5.25
(62)
10.02
(29)
13.16
(45)
-1.99
(15)
Vanguard Target Income Composite Index
5.87
(29)
6.74
(44)
10.80
(37)
-12.44
(46)
5.44
(59)
10.70
(15)
13.41
(40)
-1.97
(14)
Target -Date Retirement Median
5.58
6.59
10.47
-12.74
5.79
9.12
12.86
-3.36
Vanguard LifeStrategy Growth Inv
9.23
(1)
13.18
(34)
18.55
(12)
-17.09
(82)
14.35
(40)
15.45
(22)
23.13
(11)
-6.90
(69)
Vanguard LifeStrategy Growth Index
9.09
(2)
13.41
(32)
18.91
(10)
-16.50
(71)
14.60
(39)
16.37
(17)
23.46
(9)
-6.78
(68)
Moderate Allocation Median
5.76
11.80
14.43
-15.47
13.64
12.17
19.56
-5.58
Vanguard LifeStrategy Mod Gr Inv Shrs
7.89
(9)
10.31
(69)
15.49
(35)
-16.00
(61)
10.08
(88)
13.59
(35)
19.37
(54)
-4.91
(39)
Vanguard LifeStrategy Moderate Growth Index
7.74
(11)
10.53
(67)
15.79
(32)
-15.45
(50)
10.38
(86)
14.50
(28)
19.67
(48)
-4.81
(37)
Moderate Allocation Median
5.76
11.80
14.43
-15.47
13.64
12.17
19.56
-5.58
Vanguard LifeStrategy Cnsry Gr Inv
6.49
(14)
7.54
(63)
12.48
(19)
-14.99
(74)
6.05
(94)
11.51
(21)
15.68
(45)
-2.95
(13)
Vanguard LifeStrategy Conservative Growth Index
6.38
(15)
7.68
(60)
12.69
(16)
-14.50
(61)
6.25
(92)
12.27
(16)
15.94
(40)
-2.88
(12)
Moderately Conservative Allocation Median
5.44
8.09
10.99
-14.02
8.52
9.08
15.38
-4.41
Vanguard LifeStrategy Income Inv
5.00
(78)
4.66
(78)
9.48
(64)
-13.93
(67)
1.92
(95)
9.13
(50)
12.05
(62)
-1.05
(5)
Vanguard LifeStrategy Income Composite Index
4.88
(83)
4.86
(77)
9.61
(63)
-13.66
(64)
2.21
(94)
9.71
(40)
12.26
(60)
-0.98
(5)
Target -Date Retirement Median
5.58
6.59
10.47
-12.74
5.79
9.12
12.86
-3.36
NYLI Winslow Large Cap Growth Class R6
10.84
(10)
29.77
(52)
43.09
(30)
-31.16
(50)
24.85
(29)
37.44
(44)
33.87
(41)
3.82
(9)
Russell 1000 Growth Index
6.09
(61)
33.36
(28)
42.68
(33)
-29.14
(34)
27.60
(15)
38.49
(40)
36.39
(20)
-1.51
(52)
Large Growth Median
6.95
30.01
39.35
-31.16
21.89
36.17
32.89
-1.35
Vanguard Total Stock Mkt Idx Adm
5.63
(55)
23.74
(45)
26.01
(32)
-19.53
(75)
25.71
(62)
20.99
(20)
30.80
(41)
-5.17
(45)
CRSP U.S. Total Market TR Index
5.65
(54)
23.77
(44)
25.98
(32)
-19.49
(74)
25.72
(62)
20.99
(20)
30.84
(40)
-5.17
(45)
Large Blend Median
5.77
23.29
24.70
-18.23
26.78
17.64
30.05
-5.50
Vanguard Windsor TM II Admiral TM
6.09
(43)
14.29
(52)
21.07
(5)
-13.14
(93)
29.08
(19)
14.53
(2)
29.16
(14)
-8.53
(46)
Russell 1000 Value Index
6.00
(46)
14.37
(50)
11.46
(47)
-7.54
(69)
25.16
(61)
2.80
(51)
26.54
(38)
-8.27
(42)
Large Value Median
5.81
14.37
11.07
-5.50
25.98
2.82
25.61
-8.85
Harbor Mid Cap Retirement
0.55
(63)
7.36
(95)
16.88
(32)
-17.06
(68)
24.68
(40)
18.96
(17)
N/A
N/A
Russell Midcap Index
4.84
(17)
15.34
(31)
17.23
(29)
-17.32
(71)
22.58
(67)
17.10
(24)
30.54
(24)
-9.06
(25)
Mid -Cap Blend Median
1.92
13.59
15.94
-14.58
24.17
13.07
27.03
-11.30
Vanguard Mid Cap Index Admiral
6.97
(6)
15.22
(32)
15.98
(50)
-18.71
(80)
24.51
(43)
18.24
(20)
31.03
(21)
-9.23
(28)
CRSP U.S. Mid Cap TR Index
7.00
(5)
15.25
(32)
15.98
(50)
-18.68
(79)
24.52
(43)
18.24
(20)
31.09
(19)
-9.22
(28)
Mid -Cap Blend Median
1.92
13.59
15.94
-14.58
24.17
13.07
27.03
-11.30
MassMutual Small Cap Opps (MSOOX)
1.30
(11)
12.96
(27)
18.11
(27)
-15.77
(33)
22.42
(52)
20.39
(14)
26.31
(28)
-10.50
(31)
Russell 2000 Index
-1.79
(44)
11.54
(41)
16.93
(42)
-20.44
(82)
14.82
(86)
19.96
(17)
25.53
(38)
-11.01
(38)
Small Blend Median
-1.98
10.98
16.35
-16.84
22.61
12.97
24.67
-11.97
Returns for periods greater than one year are annualized
Returns are expressed as percentages.
Page 28
Comparative Performance
St. Lucie County
As of June 30, 2025
2025
2024
2023
2022
2021
2020
2019
2018
Vanguard Small Cap Index Admiral Shares
-0.62
(29)
14.23
(19)
18.20
(26)
-17.61
(57)
17.73
(78)
19.11
(26)
27.37
(21)
-9.31
(22)
CRSP U.S. Small Cap TR Index
-0.62
(29)
14.22
(20)
18.09
(27)
-17.64
(58)
17.71
(78)
19.07
(27)
27.35
(21)
-9.33
(22)
Small Blend Median
-1.98
10.98
16.35
-16.84
22.61
12.97
24.67
-11.97
Vanguard Total Intl Stock Index Admiral
18.26
(69)
5.14
(39)
15.52
(65)
-16.01
(53)
8.62
(69)
11.28
(38)
21.51
(61)
-14.43
(44)
Vanguard Total International Stock Index Hybrid
17.54
(78)
5.53
(33)
15.79
(58)
-16.10
(55)
8.84
(66)
11.24
(38)
21.80
(54)
-14.61
(47)
Foreign Large Blend Median
19.57
4.29
16.36
-15.82
10.41
9.35
22.05
-14.89
Goldman Sachs GQG Ptnrs Intl Opps R6
15.86
(49)
6.02
(38)
21.21
(7)
-11.03
(1)
12.45
(17)
15.86
(78)
27.59
(62)
-6.02
(3)
MSCI World ex U.S Growth
16.27
(43)
3.15
(62)
17.87
(34)
-22.40
(33)
11.91
(24)
18.81
(67)
28.47
(45)
-12.79
(37)
Foreign Large Growth Median
15.79
4.68
15.97
-25.00
8.70
22.13
28.14
-14.16
DFA International Value 1
23.06
(41)
6.88
(26)
17.79
(50)
-3.48
(10)
18.69
(5)
-2.14
(81)
15.67
(78)
-17.49
(64)
MSCI AC World ex USA Value (net)
19.90
(79)
6.04
(32)
17.30
(56)
-8.59
(38)
10.46
(68)
-0.77
(74)
15.72
(78)
-13.97
(23)
Foreign Value Median
22.48
4.50
17.77
-9.94
11.97
2.71
18.43
-16.41
Vanguard Real Estate Index Admiral
1.94
(24)
4.92
(72)
11.81
(57)
-26.20
(48)
40.40
(65)
-4.65
(48)
28.94
(36)
-5.95
(53)
Vanguard Spliced REIT Index
2.00
(23)
5.05
(66)
11.96
(52)
-26.12
(45)
40.56
(62)
-4.55
(47)
29.03
(35)
-5.86
(51)
Real Estate Median
0.61
6.02
12.07
-26.29
41.44
-4.84
27.78
-5.85
Vanguard Total Bond Market Index Adm
4.10
(34)
1.24
(67)
5.70
(44)
-13.16
(35)
-1.52
(48)
7.72
(54)
8.71
(38)
-0.23
(38)
Blmbg. U.S. Aggregate Index
4.02
(42)
1.25
(66)
5.53
(56)
-13.01
(27)
-1.55
(49)
7.51
(60)
8.72
(38)
0.01
(24)
Intermediate Core Bond Median
3.98
1.48
5.58
-13.41
-1.57
7.83
8.49
-0.43
Dodge & Cox Income X
4.39
(10)
2.34
(13)
7.76
(1)
-10.77
(8)
-0.91
(20)
9.45
(15)
9.73
(8)
-0.31
(42)
Blmbg. U.S. Aggregate Index
4.02
(42)
1.25
(66)
5.53
(56)
-13.01
(27)
-1.55
(49)
7.51
(60)
8.72
(38)
0.01
(24)
Intermediate Core Bond Median
3.98
1.48
5.58
-13.41
-1.57
7.83
8.49
-0.43
Lincoln Stable Value Account
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Morningstar US CIT Stable Value
1.51
(27)
3.03
(24)
2.86
(29)
1.88
(19)
1.74
(21)
2.24
(20)
2.51
(20)
2.23
(17)
IM U.S. GIC/Stable Value (SA+CF) Median
1.33
2.73
2.54
1.61
1.43
2.00
2.30
1.95
Returns for periods greater than one year are annualized.
Returns are expressed as percentages.
Page 29
Total 457(b) Plan
Vanguard Target Retirement 2070 Fund
Vanguard Target Retirement 2065 Fund
Vanguard Target Retirement 2060 Fund
Vanguard Target Retirement 2055 Fund
Vanguard Target Retirement 2050 Fund
Vanguard Target Retirement 2045 Fund
Vanguard Target Retirement 2040 Fund
Vanguard Target Retirement 2035 Fund
Vanguard Target Retirement 2030 Fund
Vanguard Target Retirement 2025 Fund
Vanguard Target Retirement 2020 Fund
Vanguard Target Retirement Income Fund
Vanguard LifeStrategy Growth Inv
Vanguard LifeStrategy Mod Gr Inv Shrs
Vanguard LifeStrategy Cnsry Gr Inv
Vanguard LifeStrategy Income Inv
NYLI Winslow Large Cap Growth Class R6
Vanguard Total Stock Mkt Idx Adm
Vanguard WindsorTM II Admiral TM
Harbor Mid Cap Retirement
Vanguard Mid Cap Index Admiral
MassMutual Small Cap Opps (MSOOX)
Vanguard Small Cap Index Admiral Shares
Vanguard Total Intl Stock Index Admiral
Goldman Sachs GQG Ptnrs Intl Opps R6
DFA International Value I
Vanguard Real Estate Index Admiral
Vanguard Total Bond Market Index Adm
Dodge & Cox Income X
Lincoln Stable Value Account
Loan Fund
Fee Analysis
St. Lucie County
As of June 30, 2025
Market Value
Net
Net
Revenue
Revenue Median
Expense Ratio
Estimated Expense
Ticker
Share
Share Expense Ratio
24,719,128
0.15
38,296
0.00
N/A
57,697
0.08
46
VSVNX
0.00
0.60
3,871
0.08
3
VLXVX
0.00
0.60
210,423
0.08
168
VTTSX
0.00
0.65
20,829
0.08
17
VFFVX
0.00
0.65
716,755
0.08
573
VFIFX
0.00
0.69
205,493
0.08
164
VTIVX
0.00
0.65
1,644,432
0.08
1,316
VFORX
0.00
0.69
101,053
0.08
81
VTTHX
0.00
0.64
1,595,864
0.08
1,277
VTHRX
0.00
0.66
39,045
0.08
31
VTTVX
0.00
0.60
217,781
0.08
174
VTWNX
0.00
0.65
187,417
0.08
150
VTINX
0.00
0.66
179,622
0.14
251
VASGX
0.00
0.94
929,605
0.13
1,208
VSMGX
0.00
0.94
93,347
0.12
112
VSCGX
0.00
0.90
21,408
0.11
24
VASIX
0.00
0.66
2,037,133
0.62
12,630
MLRSX
0.00
0.88
3,656,653
0.04
1,463
VTSAX
0.00
0.74
1,708,997
0.23
3,931
VWNAX
0.00
0.82
13,605
0.80
109
HMCRX
0.00
0.85
1,757,197
0.05
879
VIMAX
0.00
0.85
98,159
0.65
638
MSOOX
0.00
0.99
227,972
0.05
114
VSMAX
0.00
0.99
844,697
0.09
760
VTIAX
0.00
0.89
1,073,418
0.75
8,051
GSIYX
0.00
0.96
119
0.28
-
DFIVX
0.00
0.96
193,199
0.13
251
VGSLX
0.00
1.00
885,184
0.04
354
VBTLX
0.00
0.54
1,066,717
0.33
3,520
DOXIX
0.00
0.54
4,576,826
N/A
-
0.00
N/A
354,611
N/A
0.00
N/A
Fee information on this page is an illustrative estimate of management fees based on current reported portfolio values. Fee estimates do not reflect actual calculation methodologies or applicable carried interest.
Page 30
Vanguard Target Retirement
Target Date Fund Universe Ranges
March 31, 2025
Asset Class
2065+
2060
2055
2050
2045
2040
2035
2030
2025 2020 Retirement
Equity Range
FM
Maximum
100%
100%
100%
100%
95%
90%
85%
80%
70% 65% 45%
Minimum
60%
50%
50%
50%
45%
45%
40%
35%
20% 15% 5%
Fixed Income Range
-AWE -
Maximum
20%
20%
25%
30%
35%
40%
50%
55%
70% 75% 85%
Minimum
0%
0%
0%
0%
0%
5%
10%
15%
20% 25% 45%
Cash Range
Maximum
20%
20%
20%
30%
30%
30%
30%
30%
30% 35% 35%
Minimum
0%
0%
0%
0%
0%
0%
0%
0%
0% 0% 0%
Other Range
Maximum
20%
20%
20%
20%
20%
20%
20%
20%
20% 20% 20%
Minimum
0%
0%
0%
0%
0%
0%
0%
0%
0% 0% 0%
Target Date Universe
'
46
47
33
Morningstar Definitions:
1. Cash - The percentage of the fund's assets in cash. This figure is calculated separately for the short and long positions of the portfolio, and the sum of the asset allocation of each will not necessarily equal 100%.
2. Other - The percentage of the fund's assets in other instruments. This figure is calculated separately for the short and long positions of the portfolio, and the sum of the asset allocation of each will not necessarily equal 100%.
3. Target Date Universe - Based on the number of unique glide paths in the Morningstar Target Date Universe. Only one share class is selected to represent the fund manager.
Page 31
Vanguard Target Retirement
Target Date Fund Asset Allocation
March 31, 2025
Asset Class
2065
2060
2055
2050
2045
2040
2035
2030
2025 2020 Retirement
Total Equity
XPEM
86%
78%
62%
154% 32% ' 25%'
Domestic Equity
51%
51%
51%
51%
47%
42%
37%
32%
26% 18% 15%
International Equity
27%
27%
27%
27%
23%
20%
17%
14%
10% 5% 2%
Emerging Equity
8%
8%
8%
8%
8%
8%
8%
8%
8% 9% 9%
Total Fixed Income
10%
30%
C 37%
Domestic Bonds
7%
7%
7%
7%
11%
16%
20%
25%
32% 42% 47%
International Bonds
3%
3%
3%
3%
6%
8%
10%
12%
13% 15% 16%
Cash
4%
8%
Other
0% 0% 0%
Total 100% 100% 100%
Terminal Equity Date: 7 years after Retirement
Active/Passive/Blend Allocation: Passive
0% 0%
100% 100% 100% ' 100%
Morningstar Definitions:
1. Cash - The percentage of the fund's assets in cash. This figure is calculated separately for the short and long positions of the portfolio, and the sum of the asset allocation of each will not necessarily equal 100%.
2. Other - The percentage of the fund's assets in other instruments. This figure is calculated separately for the short and long positions of the portfolio, and the sum of the asset allocation of each will not necessarily equal 100%.
Page 32
100%
90%
80%
70%
c
0
m
60%
Q
a)
U)
U)
50%
LL
40%
21
M
30%
20%
10%
0%
2065
2060
■ Domestic Equity
2055 2050
International Equity
2045
Emerging Equity
Vanguard Target Retirement
Target Date Fund Asset Allocation Graph
March 31, 2025
2040 2035 2030 2025 2020 Retirement
Domestic Bonds International Bonds Cash Other
Page 33
100%
80%
60%
40%
20%
0%
2065 2060 2055 2050 2045 2040 2035 2030
Vanguard Target Retirement Industry Average
1. Industry Range (Gray Bar) - Represents the equity allocation range of the Target Date Funds in the universe.
2. Industry Average - The average equity allocation of the investments included in the universe.
Vanguard Target Retirement
Target Date Fund Equity Glide Path Ranges
March 31, 2025
2025 2020 Retirement
Page 34
2025 Fiduciary Education
Understanding Plan Fees
Plan sponsors have a fiduciary duty to ensure that fees are reasonable and customary,
especially when paid for by plan assets or participant accounts. In order to accomplish this,
sponsors must first understand all fees associated with the plan and periodically benchmark
them to determine if they are appropriate.
Common Types of Defined Contribution Plan Fees
Recordkeeping
Audit
Consulting
Fund Changes
Fee Transparency Under ERISA'
Lega
Communications
Distributions
Brokerage (SDBA)
Loans
QDROs
ERISA requires annual fee disclosures for participants (§404(a)(5)) which summarizes all
applicable expenses that may be charged. Service providers are also required to disclose all
revenue (§408(b)(2)), either direct or indirect, earned as part of their agreement with the
client. While these disclosure requirements are NOT applicable to non-ERISA DC Plans, we
consider it best practice for all clients to request itemized fee disclosures for review from their
respective administrator or recordkeeper.
1 Department of Labor, ERISA §2550.404a-5 and §2550.408b-2.
Page 35 For educational purposes only. Not intended to provide legal or tax advice. Information presented represents a general overview, is
not exhaustive and is only accurate as of the date of distribution and may not reflect future interpretations or guidance.
2025 Fiduciary Education
How Plan Fees Are Allocated
Plan sponsors have several options when considering the most appropriate and equitable fee
structure given their unique organizational and budgetary circumstances. Who is responsible
for each expense and how that fee is determined may also be dependent on participant
status (active vs. inactive/term) or balance.
Whu rays for Plan rees e
Both
Fee Methodologies
• Asset -Based Fees (%): assessed on the value of account balances; also known as Pro -Rats
• Per Head Fee ($): fixed dollar fee on each participant; also known as Per -Capita
• Hybrid (% + $): combination of both methods
According to recent surveys, a majority of large plans now use a fixed per head fee
methodology for recordkeeping1. Recent trends have favored this approach since it more
closely aligns with the cost driver of delivering contracted services.
1 Encore Fiduciary - "Large -Plan Recordkeeping Benchmark Study" January 2024.
Page 36 For educational purposes only. Not intended to provide legal or tax advice. Information presented represents a general overview, is
not exhaustive and is only accurate as of the date of distribution and may not reflect future interpretations or guidance.
2025 Fiduciary Education
Investment Fees — Fund Types and Share Class
Investment expenses are a meaningful component of total plan fees and are subject to the
same fiduciary duty of oversight as other expenses. Expense ratios may vary based on fund
structure, management style and asset class. In addition to selecting funds with competitive
expenses in their respective asset class, two other areas of focus related to investment
expenses are Share Class Optimizatior, and Revenue Share.
Impact of Fund Characteristics on Expenses'
Active Management
Mutual Fund
Niche Asset Class
Greater than
Share Class Ontimization
Passive Management
Collective Investment Trust
Broad Asset Class
Funds commonly have different share classes available for purchase by investors, with varying
expense ratios, eligibility and minimum investment requirements. Plan sponsors should have
a documented arocess to aeriodically validate utilization of the lowest cost share class of each
fund offered in the plar. Failure to adopt the lowest cost share class based on plan eligibility
is a common citation in breach of fiduciary duty litigation.
1 General representation. Results may vary based on specific asset class and market -based considerations.
Page 37 For educational purposes only. Not intended to provide legal or tax advice. Information presented represents a general overview, is
not exhaustive and is only accurate as of the date of distribution and may not reflect future interpretations or guidance.
2025 Fiduciary Education
Investment Fees — Revenue Share
Revenue Share Considerations
• Historically used to compensate for the administration and distribution of certain funds.
• Increased fiduciary pressure and transparency into fee rebate arrangements.
• Plan sponsors have the duty to understand and direct how any rebates embedded within
the expense ratio of certain fund share classes are utilized:
- Credit back to participants invested in the fund which generated the rebate (considered
best practice and referred to as `Fee Levelization').
- Direct funds into an expense account used to pay for qualified plan expenses
Sample Revenue Share Fee Analysis,
Fund X Class A 0.75%
Fund X Class 1 0.50%
0.25%
0.00%
0.50%
0.50%
Sponsors should document their decision and rationale for allocating
revenue share within the plan.
1 Fictional representation for illustrative purposes only.
Page 38 For educational purposes only. Not intended to provide legal or tax advice. Information presented represents a general overview, is
not exhaustive and is only accurate as of the date of distribution and may not reflect future interpretations or guidance.
2025 Fiduciary Education
Legal and Regulatory Updates
1
Senate Confirmation Hearing for EBSA — Daniel Aronowitz
• Nominated to lead the Employee Benefits Security Administration (EBSA), Mr. Aronowitz highlighted
areas of focus if confirmed, including providing regulatory clarity on — alternative investments, ESG
considerations, IRA rollover fiduciary rule, plan forfeitures, pension risk transfers, and cybersecurity.
• Mr. Aronowitz stated during a hearing on June 5, 2025: "We will end the era of regulation by litigation
by providing clear and effective rules for America's employee benefit system. We will restore discretion
to plan fiduciaries as Congress intended in the ERISA statute, so that fiduciaries, not the government or
plaintiff lawyers, decide what is best for plan participants".
z
RetirernenL Nidn bavikigb rXdLes emu, All- i erne Higns — Vanguard
• Based on results from 2024 `How America Saves' report, average plan participant savings rates reached
7.7%, a new all-time high. When combined with employer contributions, the average savings rate was
12.0%. Increases are due to auto-enrollment/escalation, and net voluntary increases.
3
DOL Rescinds 2022 "Exercise Extreme Care" Guidance on Crypto
• On May 28, 2025, the DOL rescinded guidance issued in 2022 that plan fiduciaries exercise extreme care
when considering the addition of cryptocurrency. The new bulletin explains that this standard is not
defined and differs from the fiduciary standards under ERISA.
• Restores historically neutral approach and is not an endorsement. Fiduciaries must apply the standards
of prudence under ERISA when selecting plan investment offerings.
NAPA "EBSA Nominee Aronowitz Pledges to End ERISA Litigation Abuse', June S, 202S.
z Vanguard "How American Saves 2024"
a Department of Labor, Compliance Assistance Release No. 202S-01
Page 39 For educational purposes only. Not intended to provide legal or tax advice. Information presented represents a general overview, is
not exhaustive and is only accurate as of the date of distribution and may not reflect future interpretations or guidance.
Quarterly 1st Quarter 2nd Quarter
Follow procedures, including documentation of all meetings ✓ ✓
and decisions
Review of plan investments and compliance with investment ✓ ✓
policy statement
Fiduciary education ✓ ✓
Periodically
Investment policy statement review
Review QDIA selection
Plan fee analysis
Plan recordkeeping & administration services review
Employee education review
Review of ancillary products, if applicable (self -directed
brokerage, managed accounts, etc.)
Other Projects
Current Fiduciary Module
St. Lucie County
2025 Fiduciary Documentation
As of June 30, 2025
3rd Quarter 41h Quarter
Page 40
Strategy Review
Vanguard Target Retirement 2070 Fund I Vanguard Target 2070 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2065+ Peer Group Analysis - Target -Date 2065+
20.0 36.0 -
18.0
tJ
16.0 � �
00 O0
14.0
12.0
c
L
3
m
10.0
8.0 -
6.0
4.0
2.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR
O Investment 10.55 (49) 9.93 (40) 15.54 (19) 16.09 (31) 15.62 (48) N/A N/A
• Index 10.76 (41) 9.78 (43) 15.60 (17) 16.32 (24) 15.89 (33) N/A N/A
Median 10.53 9.52 14.56 15.59 15.57 6.50 12.23
Comparative Performance
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024
Investment -0.56 (37)
Index -0.88 (56)
Median -0.73
-1.53 (39)
-1.50 (38)
-1.83
6.73 (23)
6.91 (13)
6.20
28.0 -
20.0 -
O
12.0 -
c
L
4.0 -
-4.0
-12.0
-20.0
-28.0
2024
2023
2022
2021
2020
2019
2018
O Investment
14.59 (46)
20.24 (49)
N/A
N/A
N/A
N/A
N/A
• Index
14.92 (41)
20.48 (41)
N/A
N/A
N/A
N/A
N/A
Median
14.45
20.20
-18.60
17.21
16.49
25.71
-9.37
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
2.01 (32)
2.09 (28)
1.81
6.88 (89)
6.90 (87)
7.65
10.83 (65)
10.78 (66)
11.12
Page 41
Strategy Review
Vanguard Target Retirement 2070 Fund I Vanguard Target 2070 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 15.62 13.90
0.80
100.64
8
102.83
4
Investment N/A N/A
N/A
N/A
N/A
N/A
N/A
Index 15.89 13.61
0.83
100.00
8
100.00
4
Index N/A N/A
N/A
N/A
N/A
N/A
N/A
Risk and Return 3 Years
16.0
15.4
13.5 13.6 13.7 13.8 13.9
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2065+
0.0
x I
C
25.0
m
cdi 50.0
d
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24
Total Period 5-25 25-Median Median-75
Count Count Count
14.0
6/25
75-95
Count
Investment 1 0 (0%) 1 (100%) 0 (0%) 0 (0%)
Index 1 0 (0%) 1 (100%) 0 (0%) 0 (0%)
No data found.
5 Years Rolling Percentile Ranking vs. Target -Date 2065+
0.0
Y
C
25.0 —
m
c
c� 50.0 —
d
IL
c
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24
Total Period 5-25 25-Median Median-75
Count Count Count
6/25
75-95
Count
Investment 0 0 0 0 0
Index 0 0 0 0 0
Page 42
Strategy Review
Vanguard Target Retirement 2065 Fund I Vanguard Target 2065 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2065+ Peer Group Analysis - Target -Date 2065+
20.0 36.0 -
18.0
28.0 -
J O•
16.0 00
O• 20.0- O•
14.0 r O� O• 00
12.0 -
12.0
c c
L L
3 3
m 4.0-
10.0
-4.0
8.0 -
O•
� • -12.0
6.0 �
O•
4.0 -20.0
2.0 -28.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR 2024 2023 2022 2021 2020 2019 2018
O Investment 10.53 (51) 9.93 (39) 15.55 (18) 16.09 (32) 15.59 (49) 6.92 (33) 12.24 (49) O Investment 14.62 (45) 20.15 (53) -17.39 (17) 16.46 (68) 16.17 (60) 24.96 (61) -7.95 (7)
• Index 10.76 (41) 9.78 (43) 15.60 (17) 16.32 (24) 15.89 (33) 7.17 (21) 12.56 (30) • Index 14.92 (41) 20.48 (41) -17.07 (16) 16.75 (62) 17.17 (32) 25.37 (53) -7.77 (1)
Median 10.53 9.52 14.56 15.59 15.57 6.50 12.23 Median 14.45 20.20 -18.60 17.21 16.49 25.71 -9.37
Comparative Performance
1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024 Jun-2024 Mar-2024 Dec-2023
Investment -0.54 (35)
Index -0.88 (56)
Median -0.73
-1.53 (38)
-1.50 (38)
-1.83
6.74 (23)
6.91 (13)
6.20
2.03 (31)
2.09 (28)
1.81
6.88 (89)
6.90 (87)
7.65
10.79 (66)
10.78 (66)
11.12
Page 43
Strategy Review
Vanguard Target Retirement 2065 Fund I Vanguard Target 2065 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 15.59 13.89
0.80
100.59
8
102.89
4
Investment 12.24 14.21
0.70
99.96
13
101.80
7
Index 15.89 13.61
0.83
100.00
8
100.00
4
Index 12.56 14.12
0.72
100.00
13
100.00
7
Risk and Return 3 Years
16.0
15.4
13.5 13.6 13.7 13.8
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2065+
o.o
Y
C
25.0
m
cdi 50.0
d
IL
e
y 75.0
K
100.0
13.9
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24
Total Period 5-25 25-Median Median-75
Count Count Count
14.0
6/25
75-95
Count
Risk and Return 5 Years
12.8 1
12.6 411,
IF
3 12.4
v
Q:
12.2
12.0
14.1 14.2
Risk (Standard Deviation %)
OInvestment • Index
5 Years Rolling Percentile Ranking vs. Target -Date 2065+
0.0----------25.0
♦ ' I
c
c� 50.0 -
d
IL
c
75.0 -
m
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24
Total Period 5-25 25-Median Median-75
Count Count Count
14.3
6/25
75-95
Count
Investment 20 1 (5%) 15 (75%) 4 (20%) 0 (0%) Investment 12 1 (8%) 5 (42%) 5 (42%) 1 (8%)
Index 20 10 (50%) 10 (50%) 0 (0%) 0 (0%) Index 12 6 (50%) 6 (50%) 0 (0%) 0 (0%)
Page 44
Strategy Review
Vanguard Target Retirement 2060 Fund I Vanguard Target 2060 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2060 Peer Group Analysis - Target -Date 2060
20.0 36.0 -
18.0
28.0 -
O0
16.0 � �
O• 00 20.0- O•
14.0 0 00 00
12.0-
12.0 •
c c
L L
3 3
m 4.0-
10.0
-4.0
8.0 -
00
� • -12.0
6.0 �
00
4.0 -20.0
2.0 -28.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR 2024 2023 2022 2021 2020 2019 2018
O Investment 10.56 (36) 9.93 (26) 15.57 (13) 16.08 (31) 15.59 (40) 6.90 (26) 12.24 (39) O Investment 14.63 (45) 20.18 (46) -17.46 (24) 16.44 (78) 16.32 (41) 24.96 (56) -7.87 (30)
• Index 10.76 (30) 9.78 (30) 15.60 (11) 16.32 (23) 15.89 (27) 7.17 (14) 12.56 (25) • Index 14.92 (39) 20.48 (35) -17.07 (18) 16.75 (70) 17.17 (31) 25.37 (41) -7.77 (27)
Median 10.28 8.98 14.17 15.55 15.31 6.44 12.12 Median 14.40 20.00 -18.40 17.36 15.78 25.07 -8.66
Comparative Performance
1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024 Jun-2024 Mar-2024 Dec-2023
Investment -0.57 (40)
Index -0.88 (56)
Median -0.75
-1.50 (38)
-1.50 (39)
-1.76
6.72 (25)
6.91 (15)
6.29
2.03 (32)
2.09 (27)
1.79
6.87 (86)
6.90 (85)
7.59
10.79 (69)
10.78 (69)
11.05
Page 45
Strategy Review
Vanguard Target Retirement 2060 Fund I Vanguard Target 2060 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Down
Up
Down Standard Sharpe
Up
Down Down
Up
Return
Deviation
Ratio
Market
Market
Quarters
Return
Quarters Deviation Ratio
Market
Market
Quarters Quarters
Capture
Capture
Capture
Capture
Investment 15.59 13.90
0.80
100.62
8 102.96
4 Investment 12.24 14.22 0.70
99.96
13 101.80 7
Index 15.89 13.61
0.83
100.00
100.00
Index 12.56 14.12
100.00
Risk and Return 3 Years
16.0
15.4
13.5 13.6 13.7 13.8 13.9 14.0
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2060
0.0
25.0
c
c� 50.0
`w
IL
c
y 75.0
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
12.8 1
12.6
12.4
w
12.2
12.0
14.1 14.2 14.3
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Target -Date 2060
0.0
25.0
w �►
c /50.0 -
v
EL
E
v 75.0 -
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 2 (10%) 14 (70%) 4 (20%) 0 (0%) Investment 20 1 (5%) 18 (90%) 1 (5%) 0 (0%)
Index 20 9 (45%) 11 (55%) 0 (0%) 0 (0%) Index 20 14 (70%) 6 (30%) 0 (0%) 0 (0%)
Page 46
Strategy Review
Vanguard Target Retirement 2055 Fund I Vanguard Target 2055 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2055 Peer Group Analysis - Target -Date 2055
20.0 36.0 -
18.0
28.0 -
O0
16.0 � �
O• 00 20.0- O•
14.0 �0 O• O•
12.0-
12.0 O •
c c
L L
3 3
4.0 -
10.0
-4.0
8.0 -
0 -12.0 O•
6.0
00
4.0 -20.0
2.0 -28.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR 2024 2023 2022 2021 2020 2019 2018
O Investment 10.54 (29) 9.93 (25) 15.58 (12) 16.09 (31) 15.59 (37) 6.90 (26) 12.24 (37) O Investment 14.64 (42) 20.16 (43) -17.46 (25) 16.44 (76) 16.32 (41) 24.98 (45) -7.89 (33)
• Index 10.76 (26) 9.78 (29) 15.60 (12) 16.32 (22) 15.89 (24) 7.17 (12) 12.56 (19) • Index 14.92 (36) 20.48 (34) -17.07 (18) 16.75 (65) 17.17 (29) 25.37 (35) -7.77 (29)
Median 10.22 8.99 14.17 15.49 15.27 6.43 12.04 Median 14.33 19.96 -18.36 17.23 15.69 24.85 -8.59
Comparative Performance
1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024 Jun-2024 Mar-2024 Dec-2023
Investment -0.56 (40)
Index -0.88 (56)
Median -0.71
-1.49 (39)
-1.50 (40)
-1.72
6.73 (25)
6.91 (14)
6.28
2.02 (32)
2.09 (26)
1.80
6.88 (84)
6.90 (84)
7.59
10.78 (67)
10.78 (67)
11.08
Page 47
Strategy Review
Vanguard Target Retirement 2055 Fund I Vanguard Target 2055 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 15.59 13.92
0.80
100.69
8
103.10
4
Investment 12.24 14.23
0.70
100.03
13
101.94
7
Index 15.89 13.61
0.83
100.00
8
100.00
4
Index 12.56 14.12
0.72
100.00
13
100.00
7
Risk and Return 3 Years
16.0
15.4
13.5 13.6 13.7 13.8 13.9
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2055
0.0
x ♦♦♦a �, ,�_d�� ♦♦a-_
25.0
cdi 50.0
d
IL
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
14.0
Risk and Return 5 Years
12.8 1
12.6 1
� 12.4
v
Q:
12.2
12.0
14.1 14.2
Risk (Standard Deviation %)
OInvestment • Index
5 Years Rolling Percentile Ranking vs. Target -Date 2055
0.0
c 'ice- -�•���� �� �. _I
� 25.0
d
c� 50.0
d
E
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 2 (10%) 14 (70%) 4 (20%) 0 (0%) Investment 20 1 (5%) 19 (95%) 0 (0%) 0 (0%)
Index 20 13 (65%) 7 (35%) 0 (0%) 0 (0%) Index 20 17 (85%) 3 (15%) 0 (0%) 0 (0%)
14.3
Page 48
Strategy Review
Vanguard Target Retirement 2050 Fund I Vanguard Target 2050 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2050 Peer Group Analysis - Target -Date 2050
20.0 36.0
18.0
16.0 00
00 00 1
14.0
12.0
c
L
3
m
10.0
9
8.0 -
6.0
4.0
2.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR
O Investment 10.55 (23) 9.93 (24) 15.57 (9) 16.10 (25) 15.59 (31) 6.90 (18) 12.24 (31)
• Index 10.76 (20) 9.78 (26) 15.60 (9) 16.32 (18) 15.89 (18) 7.17 (9) 12.56 (14)
Median 10.04 8.93 13.97 15.40 15.12 6.35 11.93
Comparative Performance
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024
Investment -0.56 (43)
Index -0.88 (61)
Median -0.65
-1.48 (38)
-1.50 (38)
-1.79
6.71 (22)
6.91 (14)
6.28
28.0
20.0 -
12.0 -
c
L
4.0 -
-4.0
-12.0
-20.0
I.�
00
O• 00
00
O•
-28.0
2024
2023 2022
2021
2020
2019 2018
O Investment
14.64 (39)
20.17 (39) -17.46 (29)
16.41 (71)
16.39 (36)
24.98 (42) -7.90 (33)
• Index
14.92 (32)
20.48 (28) -17.07 (20)
16.75 (60)
17.17 (28)
25.37 (31) -7.77 (27)
Median
14.18
19.86 -18.31
17.03
15.61
24.71 -8.63
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
2.02 (30)
2.09 (25)
1.75
6.89 (83)
6.90 (80)
7.58
10.79 (66)
10.78 (66)
11.05
Page 49
Strategy Review
Vanguard Target Retirement 2050 Fund I Vanguard Target 2050 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 15.59 13.90
0.80
100.64
8
103.04
4
Investment 12.24 14.22
0.70
100.02
13
101.94
7
Index 15.89 13.61
0.83
100.00
8
100.00
4
Index 12.56 14.12
0.72
100.00
13
100.00
7
Risk and Return 3 Years
16.0
15.4
13.5 13.6 13.7 13.8 13.9
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2050
0.0
25.0
cdi 50.0
d
IL
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
14.0
Risk and Return 5 Years
12.8 1
12.6
e
3 12.4
v
Q:
12.2
12.0
14.1 14.2
Risk (Standard Deviation %)
OInvestment • Index
5 Years Rolling Percentile Ranking vs. Target -Date 2050
0.0
25.0
m
c
50.0 I
d
a
E
m 75.0 - :
a ■
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 4 (20%) 15 (75%) 1 (5%) 0 (0%) Investment 20 2 (10%) 18 (90%) 0 (0%) 0 (0%)
Index 20 16 (80%) 4 (20%) 0 (0%) 0 (0%) Index 20 20 (100%) 0 (0%) 0 (0%) 0 (0%)
14.3
Page 50
Strategy Review
Vanguard Target Retirement 2045 Fund I Vanguard Target 2045 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2045 = Peer Group Analysis - Target -Date 2045
20.0 36.0
18.0
16.0
00
0
14.0
12.0
c
L
3
N
10.0
8.0 -
O�
6.0
4.0
2.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR
O Investment 9.75 (34) 9.30 (31) 14.78 (19) 15.29 (39) 14.84 (43) 6.43 (33) 11.80 (45)
• Index 9.87 (29) 9.11 (35) 14.71 (20) 15.44 (33) 15.08 (34) 6.67 (19) 12.08 (28)
Median 9.43 8.64 13.76 15.03 14.69 6.15 11.73
Comparative Performance
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024
Investment -0.40 (42)
Index -0.69 (63)
Median -0.51
-1.46 (31)
-1.54 (35)
-1.82
6.57 (25)
6.77 (15)
6.29
28.0
20.0 0
0•
12.0
c
4.0
lY
-4.0
-12.0
00
-20.0
00 00
00
0•
-28.0
2024
2023 2022
2021
2020
2019 2018
O Investment
13.91 (50)
19.48 (40) -17.36 (31)
16.16 (67)
16.30 (35)
24.94 (39) -7.90 (38)
• Index
14.08 (42)
19.77 (33) -16.93 (24)
16.45 (58)
17.02 (28)
25.37 (28) -7.77 (34)
Median
13.91
19.26 -18.19
16.74
15.38
24.61 -8.33
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
1.90 (37)
1.95 (32)
1.75
6.45 (83)
6.44 (84)
7.27
10.57 (70)
10.54 (74)
10.88
Page 51
Strategy Review
Vanguard Target Retirement 2045 Fund I Vanguard Target 2045 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 14.84 13.46
0.77
100.80
8
103.03
4
Investment 11.80 13.89
0.68
100.21
13
102.06
7
Index 15.08 13.17
0.80
100.00
8
100.00
4
Index 12.08 13.77
0.70
100.00
13
100.00
7
Risk and Return 3 Years
15.2
14.6
13.1 13.2 13.3 13.4 13.5
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2045
0.0
♦ IOON
cdi 50.0
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
13.6
Risk and Return 5 Years
12.2
12.0
11.6
13.7 13.8 13.9
Risk (Standard Deviation %)
OInvestment • Index
5 Years Rolling Percentile Ranking vs. Target -Date 2045
0.0
25.0
m
c
c� 50.0 -
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24
Total Period 5-25 25-Median Median-75
Count Count Count
14.0
6/25
75-95
Count
Investment 20 3 (15%) 17 (85%) 0 (0%) 0 (0%) Investment 20 4 (20%) 16 (80%) 0 (0%) 0 (0%)
Index 20 14 (70%) 6 (30%) 0 (0%) 0 (0%) Index 20 18 (90%) 2 (10%) 0 (0%) 0 (0%)
Page 52
Peer Group Analysis - Target -Date 2040
20.0
18.0
16.0
14.0
12.0
c
L
10.0
G O•
8.0 -
6.0
4.0
2.0
00 00 O4D
00
0.0
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment
9.09 (28) 8.86 (29)
14.12 (16)
14.43 (37)
13.80 (46)
5.85 (38)
10.74 (57)
• Index
9.18 (28) 8.68 (33)
14.02 (18)
14.51 (34)
14.03 (37)
6.09 (24)
11.01 (40)
Median
8.55 8.19
13.01
14.04
13.69
5.62
10.85
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Strategy Review
Vanguard Target Retirement 2040 Fund I Vanguard Target 2040 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2040
38.0
32.0
26.0
O•
20.0
O•
14.0
most
8.0
L
3
d
2.0 -
-4.0
O•
-10.0
-16.0
O
-22.0
-28.0
2024
2023 2022
2021
2020
2019 2018
O Investment
12.88 (47)
18.34 (45) -16.98 (34)
14.56 (81)
15.47 (40)
23.86 (45) -7.32 (31)
• Index
12.99 (41)
18.60 (40) -16.51 (23)
14.84 (74)
16.31 (29)
24.19 (37) -7.22 (27)
Median
12.80
18.11 -17.85
15.80
14.88
23.67 -8.02
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment -0.21 (50) -1.50 (23) 6.43 (25) 1.73 (38) 5.85 (80) 10.23 (73)
Index -0.46 (72) -1.58 (29) 6.61 (14) 1.77 (31) 5.81 (81) 10.20 (75)
Median -0.21 -1.90 6.15 1.59 6.69 10.53
Page 53
Strategy Review
Vanguard Target Retirement 2040 Fund I Vanguard Target 2040 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 13.80 12.75
0.73
100.84
8
103.09
4
Investment 10.74 13.04
0.64
100.16
13
102.01
7
Index 14.03 12.47
0.76
100.00
8
100.00
4
Index 11.01 12.92
0.67
100.00
13
100.00
7
Risk and Return 3 Years
14.1
14.0
13.7
12.4 12.5 12.6 12.7 12.8
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2040
0.0
25.0
*all 0-
I�
cdi 50.0
d
IL
y 75.0 .
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
12.9
Risk and Return 5 Years
11.2
11.0
10.6
12.9
13.0
13.1
Risk (Standard Deviation %)
OInvestment • Index
5 Years Rolling Percentile Ranking vs. Target -Date 2040
0.0
w
25.0 00.0
m
�
I
c�
d
a
50.0
E
m
a
75.0 -
100.0
9/20 3/21 9/21
3/22 9/22 3/23 9/23 3/24 9/24
6/25
Total Period
5-25 25-Median Median-75
75-95
Count Count Count
Count
Investment 20 1 (5%) 12 (60%) 7 (35%) 0 (0%) Investment 20 1 (5%) 15 (75%) 4 (20%) 0 (0%)
Index 20 6 (30%) 13 (65%) 1 (5%) 0 (0%) Index 20 12 (60%) 7 (35%) 1 (5%) 0 (0%)
Page 54
Peer Group Analysis - Target -Date 2035
18.0
16.0
14.0
00 00
12.0 1 d
10.0 -
E
3
.r
8.0 -
0
4.0 -
2.0
0.0 L
-
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment
8.38 (18) 8.42 (25)
13.41 (9)
13.46 (21)
12.73 (31)
5.24 (22)
9.67 (48)
• Index
8.47 (13) 8.22 (28)
13.32 (10)
13.57 (16)
12.97 (20)
5.49 (14)
9.94 (29)
Median
7.57 7.73
11.96
12.70
12.29
4.78
9.62
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Strategy Review
Vanguard Target Retirement 2035 Fund I Vanguard Target 2035 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2035
38.0
32.0
26.0
O•
20.0
14.0
8.0
3
.r
2.0 -
-4.0 -
O•
-10.0
-16.0 O
-22.0
-28.0
2024 2023 2022 2021 2020 2019 2018
O Investment 11.78 (26) 17.14 (26) -16.62 (38) 12.96 (79) 14.79 (40) 22.44 (47) -6.58 (28)
• Index 11.90 (21) 17.43 (18) -16.10 (25) 13.24 (71) 15.67 (26) 22.76 (38) -6.46 (25)
Median 11.22 16.40 -17.13 13.91 14.10 22.33 -7.35
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Jun-2024 Mar-2024 Dec-2023
Investment 0.04 (71) -1.61 (18) 6.30 (19) 1.55 (30) 5.24 (75) 9.82 (65)
Index -0.23 (86) -1.62 (19) 6.44 (13) 1.60 (27) 5.19 (76) 9.86 (65)
Median 0.21 -2.00 6.02 1.39 5.67 10.03
Page 55
Strategy Review
Vanguard Target Retirement 2035 Fund I Vanguard Target 2035 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 12.73 12.07
0.69
101.20
9
104.02
3
Investment 9.67 12.21
0.60
100.41
14
102.58
6
Index 12.97 11.79
0.72
100.00
8
100.00
4
Index 9.94 12.09
0.62
100.00
13
100.00
7
Risk and Return 3 Years
13.2
12.6
11.7 11.8 11.9 12.0 12.1
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2035
0.0
♦♦' ,
m ,fir♦ �, ♦♦I
cdi 50.0 ,�♦
d
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
12.2
Risk and Return 5 Years
10.0
9.9
9.8
9.7
9.6
12.0 12.1 12.2
Risk (Standard Deviation %)
OInvestment • Index
5 Years Rolling Percentile Ranking vs. Target -Date 2035
0.0
25.0 - ���N►�`aII�� ,�
c
c� 50.0 -
d
a
c
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 2 (10%) 13 (65%) 5 (25%) 0 (0%) Investment 20 0 (0%) 19 (95%) 1 (5%) 0 (0%)
Index 20 13 (65%) 6 (30%) 1 (5% 0 (0%) Index 20 14 (70%) 6 (30%) 0 (0%) 0 (0%)
12.3
Page 56
Peer Group Analysis - Target -Date 2030
16.0 r
14.0 -
12.0 -
10.0 -
c
L p
8.0 -
6.0 -
4.0 -
2.0
Strategy Review
Vanguard Target Retirement 2030 Fund I Vanguard Target 2030 Composite Index
As of June 30, 2025
r Group Analysis - Target -Date 2030
32.0
26.0
20.0 Q •
14.0 00 Q 0
Q- 00
8.0 -
c
L
2.0 -
-4.0 -
Q•
0
10.0
-16.0 Q
-22.0
-
0.0
-28.0
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
2024
2023
2022
2021
2020
2019 2018
O Investment 7.67 (4) 7.89 (23)
12.61 (7)
12.50 (7)
11.64 (6)
4.61 (11)
8.58 (18)
O Investment
10.64 (13)
16.03 (6)
-16.27 (47)
11.38 (55)
14.10 (36)
21.07 (35) -5.86 (33)
• Index 7.74 (3) 7.73 (27)
12.58 (7)
12.62 (5)
11.90 (2)
4.88 (7)
8.86 (7)
• Index
10.82 (9)
16.26 (5)
-15.71 (34)
11.66 (49)
14.98 (19)
21.34 (29) -5.72 (30)
Median 6.49 7.05
10.87
11.39
10.70
3.87
8.09
Median
9.44
14.46
-16.37
11.58
13.17
20.41 -6.50
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Jun-2024
Mar-2024
Dec-2023
Investment 0.21 (86)
Index -0.01 (93)
Median 0.65
-1.69 (18)
-1.66 (16)
-2.04
6.17 (14)
6.27 It 1)
5.81
1.37 (23)
1.42 (19)
1.15
4.57 (56)
4.57 (56)
4.62
9.53 (39)
9.51 (41)
9.37
Page 57
Strategy Review
Vanguard Target Retirement 2030 Fund I Vanguard Target 2030 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 11.64 11.38
0.64
101.12
9
104.10
3
Investment 8.58 11.40
0.54
100.28
14
102.57
6
Index 11.90 11.11
0.67
100.00
8
100.00
4
Index 8.86 11.27
0.57
100.00
13
100.00
7
Risk and Return 3 Years
12.0
11.8
e
3
11.6
11.4
11.0 11.1 11.2 11.3 11.4
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2030
0.0
25.0
m
cdi 50.0
d
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24
Total Period 5-25 25-Median Median-75
Count Count Count
11.5
6/25
75-95
Count
Risk and Return 5 Years
9.0
8.8
v
8.6
8.4
11.2 11.3 11.4
Risk (Standard Deviation %)
O Investment is Index
5 Years Rolling Percentile Ranking vs. Target -Date 2030
0.0
N.O**N I
25.0 -
m
c
c� 50.0 -
d
a
c
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 6 (30%) 14 (70%) 0 (0%) 0 (0%) Investment 20 3 (15%) 17 (85%) 0 (0%) 0 (0%)
Index 20 18 (90%) 2 (10%) 0 (0%) 0 (0%) Index 20 20 (100%) 0 (0%) 0 (0%) 0 (0%)
11.5
Page 58
Peer Group Analysis - Target -Date 2025
14.0
12.0
00 00
10.0 i
8.0 -
E
3
.r
m
6.0 -
4.0 - ,
2.0 -
0.0
-
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment 6.65 (11) 7.33 (30)
11.74 (8)
11.38 (7)
10.43 (4)
3.98 (11)
7.48 (17)
• Index 6.71 (6) 7.18 (32)
11.69 (8)
11.52 (5)
10.66 (2)
4.24 (6)
7.76 (6)
Median 5.36 6.36
10.07
10.25
9.39
3.28
6.93
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Strategy Review
Vanguard Target Retirement 2025 Fund I Vanguard Target 2025 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2025
30.0
25.0
20.0
0
15.0
0
10.0
00
0•
5.0
3
d
0.0
-5.0
00
-10.0 -
-15.0
0
-20.0
-25.0
2024
2023
2022
2021
2020
2019 2018
O Investment
9.44 (8)
14.55 (5)
-15.55 (52)
9.80 (51)
13.30 (35)
19.63 (21) -5.15 (42)
• Index
9.63 (5)
14.74 (2)
-15.02 (37)
10.09 (42)
14.19 (16)
19.93 (14) -5.00 (36)
Median
8.25
12.65
-15.49
9.80
12.51
18.38 -5.43
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment 0.64 (85) -1.64 (14) 5.85 (28) 1.26 (20) 3.81 (43) 8.87 (33)
Index 0.44 (91) -1.59 It 1) 5.89 (25) 1.28 (16) 3.87 (37) 8.85 (34)
Median 1.11 -2.06 5.61 1.04 3.73 8.64
Page 59
Strategy Review
Vanguard Target Retirement 2025 Fund I Vanguard Target 2025 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 10.43 10.39
0.58
101.21
9
104.19
3
Investment 7.48 10.37
0.49
100.37
14
102.85
6
Index 10.66 10.14
0.61
100.00
9
100.00
3
Index 7.76 10.23
0.52
100.00
14
100.00
6
Risk and Return 3 Years
10.8
10.2
10.0 10.1 10.2 10.3
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Target -Date 2025
0.0
25.0
10.4 10.5
c
cdi 50.0
d
IL
y 75.0
K
9
100.0
9/20 3/21
9/21 3/22
9/22 3/23 9/23 3/24 9/24 6/25
Total Period
5-25
25-Median Median-75 75-95
Count
Count Count Count
Risk and Return 5 Years
8.0 1
7.8
eIRV
E
3
v
7.6
E
7.4
10.2 10.3 10.4
Risk (Standard Deviation %)
O Investment is Index
5 Years Rolling Percentile Ranking vs. Target -Date 2025 _
0.0
c
25.0 -
m
c
c� 50.0 -
d
IL
E
m 75.0 :
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 9 (45%) 11 (55%) 0 (0%) 0 (0%) Investment 20 9 (45%) 11 (55%) 0 (0%) 0 (0%)
Index 20 20 (100%) 0 (0%) 0 (0%) 0 (0%) Index 20 20 (100%) 0 (0%) 0 (0%) 0 (0%)
Page 60
Peer Group Analysis - Target -Date 2020
14.0
12.0
8.0
6.0
4.0 -
f•�1l
0•
00
00
0.0
-
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment 5.12 (56) 6.31 (53)
10.23 (31)
9.74 (50)
8.67 (57)
3.19 (38)
6.16 (62)
• Index 5.19 (53) 6.20 (60)
10.22 (32)
9.85 (44)
8.86 (46)
3.40 (28)
6.38 (46)
Median 5.28 6.50
9.74
9.73
8.81
3.01
6.29
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Strategy Review
Vanguard Target Retirement 2020 Fund I Vanguard Target 2020 Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date 2020
25.0
20.0 -
00
15.0 -
0•
00
10.0 -
60M.0
0 •
5.0 -
c
L
0.0
00
-5.0
-10.0
0 •
-15.0
-20.0
-25.0
2024
2023 2022
2021
2020
2019 2018
O Investment
7.75 (42)
12.51 (28) -14.15 (38)
8.17 (65)
12.04 (41)
17.63 (27) -4.24 (40)
• Index
7.91 (37)
12.65 (27) -13.77 (31)
8.43 (59)
12.85 (23)
17.87 (23) -4.13 (36)
Median
7.56
11.73 -14.47
8.71
11.03
16.24 -4.58
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment 1.13 (67) -1.59 (12) 5.37 (59) 1.05 (39) 2.83 (83) 8.00 (67)
Index 0.96 (81) -1.55 (10) 5.41 (53) 1.06 (37) 2.89 (83) 7.97 (69)
Median 1.35 -2.12 5.46 1.00 3.34 8.20
Page 61
Strategy Review
Vanguard Target Retirement 2020 Fund I Vanguard Target 2020 Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 8.67 9.01
0.48
100.91
9
103.55
3
Investment 6.16 8.91
0.41
100.38
14
102.64
6
Index 8.86 8.82
0.50
100.00
9
100.00
3
Index 6.38 8.82
0.44
100.00
14
100.00
6
Risk and Return 3 Years
8.9
8.8
e
3
8.7
8.6
8.7 8.8 8.9 9.0 9.1
Risk (Standard Deviation %)
O Investment is Index
3 Years Rolling Percentile Ranking vs. Target -Date 2020
0.0
25.0 ���, 40
cdi 50.0
d
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
6.5
6.4
y 6.3
6.2
6.1
8.8 8.9 9.0
Risk (Standard Deviation %)
O Investment is Index
5 Years Rolling Percentile Ranking vs. Target -Date 2020
0.0
25.0
m �
0 50.0 -
d
IL
c
m 75.0 If
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 2 (10%) 14 (70%) 4 (20%) 0 (0%) Investment 20 2 (10%) 16 (80%) 2 (10%) 0 (0%)
Index 20 9 (45%) 11 (55%) 0 (0%) 0 (0%) Index 20 17 (85%) 3 (15%) 0 (0%) 0 (0%)
Page 62
Peer Group Analysis - Target -Date Retirement
12.0
00
8.0
c
6.0 -I lY
4.0 ■
2.0
00
0.0
-
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment 4.55 (27) 5.98 (21)
9.66 (12)
8.81 (32)
7.36 (49)
2.69 (34)
4.49 (46)
• Index 4.61 (25) 5.87 (29)
9.60 (14)
8.88 (30)
7.50 (43)
2.84 (27)
4.65 (39)
Median 4.11 5.58
8.54
8.44
7.30
2.41
4.40
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Strategy Review
Vanguard Target Retirement Income Fund I Vanguard Target Income Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date Retirement
25.0
20.0
15.0 -
Q•
10.0-
moo•
Q�
5.0 -
Q
c
L
0.0
Q•
-5.0
-10.0
00
-15.0
-20.0
-25.0
2024
2023 2022
2021
2020
2019 2018
O Investment
6.58 (51)
10.74 (41) -12.74 (50)
5.25 (62)
10.02 (29)
13.16 (45) -1.99 (15)
• Index
6.74 (44)
10.80 (37) -12.44 (46)
5.44 (59)
10.70 (15)
13.41 (40) -1.97 (14)
Median
6.59
10.47 -12.74
5.79
9.12
12.86 -3.36
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment 1.37 (48) -1.57 (11) 5.12 (49) 0.89 (42) 2.09 (72) 7.34 (57)
Index 1.21 (60) -1.53 It 1) 5.14 (47) 0.91 (38) 2.17 (70) 7.33 (58)
Median 1.33 -2.09 5.09 0.85 2.51 7.57
Page 63
Strategy Review
Vanguard Target Retirement Income Fund I Vanguard Target Income Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Down
Up
Down Standard
Sharpe
Up
Down
Up
Down
Return
Deviation
Ratio
Market
Market
Quarters
Return
Quarters Deviation
Ratio
Market
Market
Quarters
Quarters
Capture
Capture
Capture
Capture
Investment 7.36 7.88
0.38
101.14
9 103.69
3 Investment 4.49 7.39
0.26
100.52
14 102.66
6
Index 7.50 7.72
0.40
100.00
100.00
Index 4.65 7.30
0.29
100.00
100.00
6
Risk and Return 3 Years
7.6
N
7.3
7.6 7.7
7.8
7.9
8.0
Risk (Standard Deviation %)
O Investment is Index
3 Years Rolling Percentile Ranking
vs. Target -Date Retirement
0.0
♦♦
Y
♦♦N�.0
25.0
c
c�
`w
IL
c
50.0
`-
y
0:
75.0
MW
100.0
9/20 3/21 9/21
3/22 9/22 3/23 9/23
3/24
9/24 6/25
Total Period
5-25 25-Median
Median-75
75-95
Count Count
Count
Count
Risk and Return 5 Years
4.7
4.6
E
w
4.5
O
4.4
7.2 7.3 7.4 7.5
Risk (Standard Deviation %)
O Investment is Index
5 Years Rolling Percentile Ranking vs. Target -Date Retirement
0.0
25.0
w ,,,ram,•
2 50.0
v
EL
E
v 75.0
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 3 (15%) 17 (85%) 0 (0%) 0 (0%) Investment 20 3 (15%) 15 (75%) 2 (10%) 0 (0%)
Index 20 9 (45%) 11 (55%) 0 (0%) 0 (0%) Index 20 12 (60%) 8 (40%) 0 (0%) 0 (0%)
Page 64
Peer Group Analysis - Moderate Allocation
18.0 r
16.0 -
14.0 -
12.0 -
10.0 -
E
3
d
lY
8.0 -
6.0 -
4.0 -
2.0 -
Strategy Review
Vanguard LifeStrategy Growth Inv I Vanguard LifeStrategy Growth Index
As of June 30, 2025
Peer Group Analysis - Moderate Allocation
32.0
26.0
00
20.0 00
-
1 0
14.0 - 0
8.0 -
E
2.0 -
lY
-4.0 -
00
-10.0
-16.0 •
-22.0
0.0
-28.0
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
2024
2023 2022
2021
2020
2019 2018
O Investment 9.58 (3) 9.23 (1)
14.51 (4)
14.80 (10)
14.09 (4)
6.03 (23)
10.75 (9)
O Investment
13.18 (34)
18.55 (12) -17.09 (82)
14.35 (40)
15.45 (22)
23.13 (11) -6.90 (69)
• Index 9.74 (3) 9.09 (2)
14.59 (3)
15.00 (8)
14.43 (2)
6.35 (17)
11.11 (7)
• Index
13.41 (32)
18.91 (10) -16.50 (71)
14.60 (39)
16.37 (17)
23.46 (9) -6.78 (68)
Median 6.74 5.76
10.63
12.00
11.11
4.78
8.72
Median
11.80
14.43 -15.47
13.64
12.17
19.56 -5.58
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Jun-2024
Mar-2024
Dec-2023
Investment -0.32 (42)
Index -0.59 (49)
Median -0.63
-1.56 (65)
-1.55 (65)
-1.00
6.50 (10)
6.69 (8)
5.53
1.79 (34)
1.86 (33)
1.30
6.06 (38)
6.01 (39)
5.66
10.36 (8)
10.33 (8)
9.39
Page 65
Strategy Review
Vanguard LifeStrategy Growth Inv I Vanguard LifeStrategy Growth Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 14.09 12.96
0.74
100.74
8
103.63
4
Investment 10.75 13.11
0.64
100.08
13
102.39
7
Index 14.43 12.67
0.78
100.00
8
100.00
4
Index 11.11 12.99
0.67
100.00
13
100.00
7
Risk and Return 3 Years
14.6
14.0
12.6 12.7 12.8 12.9 13.0 13.1
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Moderate Allocation
0.0
Y !.
25.0 ,�� ♦ `♦ I��d�
cdi 50.0
d
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
11.2
11.0
10.8
10.6
12.9 13.0 13.1
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Moderate Allocation
0.0
25.0 - 00
c
c� 50.0 -
d
IL
c
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 11 (55%) 9 (45%) 0 (0%) 0 (0%) Investment 20 13 (65%) 7 (35%) 0 (0%) 0 (0%)
Index 20 13 (65%) 7 (35%) 0 (0%) 0 (0%) Index 20 17 (85%) 3 (15%) 0 (0%) 0 (0%)
13.2
Page 66
Peer Group Analysis - Moderate Allocation
18.0 r
16.0 -
14.0 -
12.0 -
10.0 -
c
3
m
8.0 -
6.0 -
4.0 -
2.0 -
Strategy Review
Vanguard LifeStrategy Mod Gr Inv Shrs I Vanguard LifeStrategy Moderate Growth Index
As of June 30, 2025
Peer Group Analysis - Moderate Allocation
32.0
26.0
20.0 - O
1
14.0 - •
8.0 - sib -
c
2.0 -
-4.0 -
-10.0
O�
-16.0 00
-22.0
0.0
-28.0
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
2024
2023 2022
2021
2020
2019 2018
O Investment 7.65 (28) 7.89 (9)
12.53 (14)
12.26 (44)
11.28 (48)
4.42 (61)
7.92 (70)
O Investment
10.31 (69)
15.49 (35) -16.00 (61)
10.08 (88)
13.59 (35)
19.37 (54) -4.91 (39)
• Index 7.72 (27) 7.74 (11)
12.55 (14)
12.43 (40)
11.57 (41)
4.72 (52)
8.23 (62)
• Index
10.53 (67)
15.79 (32) -15.45 (50)
10.38 (86)
14.50 (28)
19.67 (48) -4.81 (37)
Median 6.74 5.76
10.63
12.00
11.11
4.78
8.72
Median
11.80
14.43 -15.47
13.64
12.17
19.56 -5.58
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Jun-2024
Mar-2024
Dec-2023
Investment 0.22 (23)
Index 0.02 (29)
Median -0.63
-1.74 (69)
-1.67 (68)
-1.00
6.16 (21)
6.24 (17)
5.53
1.33 (50)
1.38 (48)
1.30
4.37 (84)
4.36 (84)
5.66
9.40 (50)
9.41 (49)
9.39
Page 67
Strategy Review
Vanguard LifeStrategy Mod Gr Inv Shrs I Vanguard LifeStrategy Moderate Growth Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 11.28 11.12
0.62
101.02
9
104.15
3
Investment 7.92 10.94
0.51
100.29
14
102.82
6
Index 11.57 10.86
0.66
100.00
9
100.00
3
Index 8.23 10.80
0.54
100.00
14
100.00
6
Risk and Return 3 Years
11.8
11.2
10.8
10.9 11.0 11.1
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Moderate Allocation
0.0
Risk and Return 5 Years
8.4
8.2
e
�3r
8.0
7.8
11.2 10.7
x
C
25.0
I
50.0
�
�40
IL
y 75.0
IY
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23
3/24 9/24 6/25
Total Period 5-25 25-Median
Median-75 75-95
Count Count
Count Count
10.8 10.9
Risk (Standard Deviation %)
O Investment is Index
5 Years Rolling Percentile Ranking vs. Moderate Allocation
0.0
l-
Y
C
25.0
` 50.0
IL
L
m 75.0
a
11.0
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 0 (0%) 4 (20%) 9 (45%) 7 (35%) Investment 20 0 (0%) 2 (10%) 18 (90%) 0 (0%)
Index 20 0 (0%) 7 (35%) 13 (65%) 0 (0%) Index 20 0 (0%) 9 (45%) 11 (55%) 0 (0%)
Page 68
Peer Group Analysis - Moderately Conservative Allocation
16.0 r
14.0 -
12.0 -
10.0 -
8.0 -
c
L
3
N
ll'
6.0 -
4.0 -
2.0 -
0.0 -
0•
00
00
Strategy Review
Vanguard LifeStrategy Cnsry Gr Inv I Vanguard LifeStrategy Conservative Growth Index
As of June 30, 2025
-2.0
-
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment 5.66 (17) 6.49 (14)
10.51 (18)
9.76 (37)
8.47 (42)
2.80 (54)
5.11 (70)
• Index 5.70 (15) 6.38 (15)
10.50 (18)
9.89 (34)
8.72 (34)
3.04 (45)
5.35 (63)
Median 4.65 5.44
9.38
9.27
8.23
2.88
5.84
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Peer Group Analysis - Moderately Conservative Allocation
25.0
20.0
00
15.0
00
00
10.0
00
O•
5.0
c
0.0
ll'
0•
-5.0
-10.0
-15.0
00
-20.0
-25.0
2024
2023 2022
2021
2020
2019 2018
O Investment
7.54 (63)
12.48 (19) -14.99 (74)
6.05 (94)
11.51 (21)
15.68 (45) -2.95 (13)
• Index
7.68 (60)
12.69 (16) -14.50 (61)
6.25 (92)
12.27 (16)
15.94 (40) -2.88 (12)
Median
8.09
10.99 -14.02
8.52
9.08
15.38 -4.41
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment 0.79 (50) -1.86 (54) 5.74 (42) 0.90 (39) 2.71 (79) 8.43 (42)
Index 0.64 (54) -1.79 (49) 5.77 (39) 0.91 (39) 2.73 (79) 8.48 (38)
Median 0.77 -1.82 5.57 0.74 3.34 8.31
Page 69
Strategy Review
Vanguard LifeStrategy Cnsry Gr Inv I Vanguard LifeStrategy Conservative Growth Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 8.47 9.33
0.44
100.98
9
104.02
3
Investment 5.11 8.87
0.30
100.61
14
103.09
6
Index 8.72 9.15
0.47
100.00
9
100.00
3
Index 5.35 8.76
0.33
100.00
14
100.00
6
Risk and Return 3 Years
8.8
8.7
3 8.6
v
8.5
8.4
9.1 9.2 9.3 9.4
Risk (Standard Deviation %)
O Investment is Index
3 Years Rolling Percentile Ranking vs. Moderately Conservative Allocation
0.0
Y ,
C
25.0
50.0IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
5.4
5.3
c
3 5.2
v
5.1 O
5.0
8.7 8.8 8.9
Risk (Standard Deviation %)
O Investment is Index
5 Years Rolling Percentile Ranking vs. Moderately Conservative Allocation
0.0
Y �S.
25.0
50.0
d
IL �
E
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 2 (10%) 5 (25%) 9 (45%) 4 (20%) Investment 20 2 (10%) 9 (45%) 9 (45%) 0 (0%)
Index 20 3 (15%) 6 (30%) 10 (50%) 1 (5%) Index 20 2 (10%) 14 (70%) 4 (20%) 0 (0%)
Page 70
Peer Group Analysis - Target -Date Retirement
12.0
E
d
W
8.0
6.0
4.0
O•
2.0
0.0
00
O•
Strategy Review
Vanguard LifeStrategy Income Inv I Vanguard LifeStrategy Income Composite Index
As of June 30, 2025
Peer Group Analysis - Target -Date Retirement
25.0
20.0
15.0 -
O•
01 10.0- � 00
5.0 - ■
E 00
tY 0.0 0 •
-5.0
0 0 -10.0
.9
-15.0 O •
-20.0
-2.0
-25.0
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
2024
2023 2022
2021
2020
2019 2018
O Investment 3.52 (63) 5.00 (78)
8.31 (58)
7.17 (76)
5.63 (81)
1.11 (98)
2.27 (99)
O Investment
4.66 (78)
9.48 (64) -13.93 (67)
1.92 (95)
9.13 (50)
12.05 (62) -1.05 (5)
• Index 3.53 (62) 4.88 (83)
8.30 (59)
7.29 (73)
5.83 (76)
1.28 (96)
2.44 (99)
• Index
4.86 (77)
9.61 (63) -13.66 (64)
2.21 (94)
9.71 (40)
12.26 (60) -0.98 (5)
Median 4.11 5.58
8.54
8.44
7.30
2.41
4.40
Median
6.59
10.47 -12.74
5.79
9.12
12.86 -3.36
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Jun-2024
Mar-2024
Dec-2023
Investment 1.43 (43)
Index 1.30 (53)
Median 1.33
-2.04 (45)
-1.91 (34)
-2.09
5.30 (35)
5.28 (37)
5.09
0.45 (88)
0.42 (89)
0.85
1.01 (99)
1.12 (94)
2.51
7.51 (53)
7.56 (51)
7.57
Page 71
Strategy Review
Vanguard LifeStrategy Income Inv I Vanguard LifeStrategy Income Composite Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 5.63 7.72
0.17
100.04
9
102.26
3
Investment 2.27 7.04
-0.03
99.67
13
101.55
7
Index 5.83 7.63
0.20
100.00
9
100.00
3
Index 2.44 6.99
-0.01
100.00
13
100.00
7
Risk and Return 3 Years
5.9
5.8
3 5.7
v
5.6
5.5
7.6 7.7
Risk (Standard Deviation %)
O Investment is Index
3 Years Rolling Percentile Ranking vs. Target -Date Retirement
0.0
Y
C
25.0
50.0
IL
`
y 75.0
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24
Total Period 5-25 25-Median Median-75
Count Count Count
7.8
6/25
75-95
Count
Risk and Return 5 Years
2.5
2.4
c
3
v
2.3
2.2
6.9 7.0
Risk (Standard Deviation %)
O Investment is Index
5 Years Rolling Percentile Ranking vs. Target -Date Retirement
0.0
Y
25.0 -16.3
u 50.0 -
d ,�
IL
m 75.0 ♦�,��� ��
♦4�N
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24
Total Period 5-25 25-Median Median-75
Count Count Count
7.1
6/25
75-95
Count
Investment 20 1 (5%) 1 (5%) 3 (15%) 15 (75%) Investment 20 0 (0%) 1 (5%) 1 (5%) 18 (90%)
Index 20 2 (10%) 1 (5%) 3 (15%) 14 (70%) Index 20 1 (5%) 1 (5%) 6 (30%) 12 (60%)
Page 72
Peer Group Analysis - Large Growth
mm
40.0
36.0
32.0
28.0
24.0 -
c 20.0 -
L
3
d
tY
16.0 -
12.0 -
8.0 -
4.0 -
0.0
-4.0
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment 20.61 (17) 10.73 (11)
18.73 (23)
27.94 (12)
27.78 (14)
11.80 (14)
16.63 (22)
• Index 17.84 (48) 6.09 (61)
17.22 (30)
25.09 (35)
25.76 (29)
12.74 (6)
18.15 (6)
Median 17.75 6.95
15.41
23.73
24.01
9.19
14.96
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Strategy Review
NYLI Winslow Large Cap Growth Class I I Russell 1000 Growth Index
As of June 30, 2025
Peer Group Analysis - Large Growth
100.0
80.0
60.0 -
40.0 -
20.0
c
3
d
tY
0.0 -
-20.0 -
-40.0
-60.0
00
00
-80.0
2024
2023 2022
2021
2020
2019 2018
O Investment 29.72 (52)
42.99 (31) -31.25 (51)
24.81 (29)
37.38 (45)
33.67 (43) 3.74 (9)
• Index 33.36 (28)
42.68 (33) -29.14 (34)
27.60 (15)
38.49 (40)
36.39 (20) -1.51 (52)
Median 30.01
39.35 -31.16
21.89
36.17
32.89 -1.35
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment -8.19 (35) 4.89 (55) 2.23 (69) 6.92 (38) 13.14 (41) 17.98 (5)
Index -9.97 (62) 7.07 (22) 3.19 (49) 8.33 (16) 11.41 (64) 14.16 (46)
Median -9.19 5.27 3.14 6.01 12.52 14.02
Page 73
Strategy Review
NYLI Winslow Large Cap Growth Class I I Russell 1000 Growth Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 27.78 19.59
1.13
107.10
9
106.57
3
Investment 16.63 20.50
0.73
100.43
15
106.35
5
Index 25.76 18.36
1.11
100.00
9
100.00
3
Index 18.15 19.46
0.82
100.00
15
100.00
5
Risk and Return 3 Years
28.8
28.0
27.2
c
3
26.4
25.6
24.8
I
18.0 18.3 18.6 18.9 19.2 19.5 19.8 20.1
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Large Growth
0.0
C
25.0
�I
c
50.0
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
18.6
18.0
17.4
3
C
16.8
16.2
19.2 19.5
19.8 20.1 20.4
20.7
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Large Growth
0.0
Y
25.0
c
IL
50.0
c
m
75.0
a
100.0
9/20 3/21 9/21
3/22 9/22 3/23 9/23 3/24
9/24 6/2
5-25 25-Median Median-75
75-95
Total Period
Count Count Count
Count
Investment 20 5 (25%) 10 (50%) 5 (25%) 0 (0%) Investment 20 5 (25%) 15 (75%) 0 (0%) 0 (0%)
Index 20 14 (70%) 6 (30%) 0 (0%) 0 (0%) Index 20 17 (85%) 3 (15%) 0 (0%) 0 (0%)
21.0
Page 74
Peer Group Analysis - Large Blend
29.0
26.0
23.0
20.0 •
O•
17.0
c 14.0
L
3
m
11.0
0
8.0 -
5.0 -
2.0 -
-1.0
-4.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR
O Investment 10.99 (37) 5.63 (55) 15.09 (26) 19.07 (43) 19.02 (41) 9.66 (57) 15.85 (46)
• Index 11.00 (37) 5.65 (54) 15.13 (24) 19.08 (43) 19.03 (41) 9.67 (56) 15.87 (45)
Median 10.80 5.77 13.65 18.64 18.51 9.90 15.63
Comparative Performance
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024
Strategy Review
Vanguard Total Stock Mkt Idx Adm I CRSP U.S. Total Market TR Index
As of June 30, 2025
Peer Group Analysis - Large Blend
44.0 -
36.0 -I
28.0 -
20.0 -
12.0 -
-4.0 -
-12.0
-20.0
-28.0
O•
O•
kh 06
O•
O•
-36.0
2024
2023 2022
2021
2020
2019 2018
O Investment 23.74 (45)
26.01 (32) -19.53 (75)
25.71 (62)
20.99 (20)
30.80 (41) -5.17 (45)
• Index 23.77 (44)
25.98 (32) -19.49 (74)
25.72 (62)
20.99 (20)
30.84 (40) -5.17 (45)
Median 23.29
24.70 -18.23
26.78
17.64
30.05 -5.50
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment -4.83 (66) 2.62 (21) 6.17 (30) 3.25 (51) 10.00 (68) 12.16 (26)
Index -4.82 (66) 2.63 (20) 6.18 (29) 3.25 (51) 10.01 (68) 12.14 (27)
Median -4.39 2.06 5.76 3.26 10.47 11.65
Page 75
Strategy Review
Vanguard Total Stock Mkt Idx Adm I CRSP U.S. Total Market TR Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 19.02 16.03
0.89
99.99
9
100.06
3
Investment 15.85 16.57
0.81
99.98
14
100.05
6
Index 19.03 16.03
0.90
100.00
9
100.00
3
Index 15.87 16.57
0.81
100.00
14
100.00
6
Risk and Return 3 Years
19.1
e
C
19.0
16.0 16.1
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Large Blend
0.0
Y
C
25.0
m
cdi 50.0
d
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
15.9
e
15.8
16.5
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Large Blend
0.0
25.0
m
c
c� 50.0 -
d
a
c
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 4 (20%) 8 (40%) 8 (40%) 0 (0%) Investment 20 4 (20%) 16 (80%) 0 (0%) 0 (0%)
Index 20 4 (20%) 8 (40%) 8 (40%) 0 (0%) Index 20 4 (20%) 16 (80%) 0 (0%) 0 (0%)
16.6
Page 76
Strategy Review
Vanguard Windsor TM II AdmiralTM I Russell 1000 Value Index
As of June 30, 2025
Peer Group Analysis - Large Value Peer Group Analysis - Large Value
23.0 44.0 -
20.0 36.0 -
17.0 ■ 280- 0 �
14.0 20.0 -
11.0 - 12.0 -
c c
3 3
d d
� O �
8.0 - • 4.0 - •
5.0 - -4.0 -
0•
2.0 - -12.0 O
-1.0 - -20.0
-4.0 -28.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR 2024 2023 2022 2021 2020 2019 2018
O Investment 6.80 (10) 6.09 (43) 10.22 (77) 15.06 (26) 15.45 (14) 8.44 (39) 15.91 (20) O Investment 14.29 (52) 21.07 (5) -13.14 (93) 29.08 (19) 14.53 (2) 29.16 (14) -8.53 (46)
• Index 3.79 (55) 6.00 (46) 13.70 (35) 13.38 (52) 12.76 (48) 7.51 (61) 13.93 (54) • Index 14.37 (50) 11.46 (47) -7.54 (69) 25.16 (61) 2.80 (51) 26.54 (38) -8.27 (42)
Median 4.08 5.81 12.72 13.50 12.69 8.00 14.16 Median 14.37 11.07 -5.50 25.98 2.82 25.61 -8.85
Comparative Performance
1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024 Jun-2024 Mar-2024 Dec-2023
Investment -0.66 (88)
Index 2.14 (42)
Median 1.75
-1.19 (36)
-1.98 (56)
-1.81
5.15 (95)
9.43 (21)
8.13
1.03 (8)
-2.17 (70)
-1.41
8.89 (48)
8.99 (46)
8.79
11.74 (12)
9.50 (51)
9.53
Page 77
Strategy Review
Vanguard WindsorTPA II AdmiralTM I Russell 1000 Value Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 15.45 15.14
0.73
97.12
8
81.86
4
Investment 15.91 15.74
0.85
99.60
13
88.85
7
Index 12.76 15.66
0.56
100.00
8
100.00
4
Index 13.93 15.79
0.73
100.00
13
100.00
7
Risk and Return 3 Years
16.0
O
15.0
e
c
14.0
3
v
13.0
12.0
15.0
15.2 15.4 15.6 15.8
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Large Value
0.0
Y
C
25.0
m
50.0
IL
♦ w
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
16.8
16.0
15.2
c
3
14.4
13.6
12.8
15.7
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Large Value
0.0
Y
C
� 25.0 -�
m
u 50.0 y~
m 75.0
a
15.8
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 14 (70%) 6 (30%) 0 (0%) 0 (0%) Investment 20 20 (100%) 0 (0%) 0 (0%) 0 (0%)
Index 20 0 (0%) 6 (30%) 14 (70%) 0 (0%) Index 20 0 (0%) 3 (15%) 17 (85%) 0 (0%)
Page 78
Peer Group Analysis - Mid -Cap Blend
23.0
84101
17.0
•
14.0
11.0 -
c
8.0 - O
5.0 -
2.0 -
-1.0 -
-4.0
Strategy Review
Harbor Mid Cap Retirement I Russell Midcap Index
As of June 30, 2025
Peer Group Analysis - Mid -Cap Blend
52.0
44.0
36.0
28.0 •
O�
20.0
O• 0•
12.0
3
d O
4.0
O -4.0
-12.0
O•
-20.0
-28.0
-7.0
-36.0
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
2024
2023 2022
2021
2020
2019 2018
O Investment 4.26 (84) 0.55 (63)
5.48 (87)
7.80 (87)
7.95 (93)
3.52 (74)
10.62 (83)
O Investment
7.36 (95)
16.88 (32) -17.06 (68)
24.68 (40)
18.96 (17)
N/A N/A
• Index 8.53 (30) 4.84 (17)
15.21 (15)
14.03 (20)
14.33 (20)
5.44 (38)
13.11 (40)
• Index
15.34 (31)
17.23 (29) -17.32 (71)
22.58 (67)
17.10 (24)
30.54 (24) -9.06 (25)
Median 6.90 1.92
8.78
10.81
12.39
4.98
12.85
Median
13.59
15.94 -14.58
24.17
13.07
27.03 -11.30
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Jun-2024
Mar-2024
Dec-2023
Investment -3.56 (26)
Index -3.40 (22)
Median -4.85
-3.05 (93)
0.62 (27)
-0.01
8.20 (46)
9.21 (22)
7.92
-5.21 (88)
-3.35 (31)
-3.59
7.96 (78)
8.60 (64)
9.34
12.84 (22)
12.82 (23)
11.61
Page 79
Strategy Review
Harbor Mid Cap Retirement I Russell Midcap Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 7.95 17.28
0.27
86.00
7
104.68
5
Investment 10.62 16.59
0.53
90.32
12
96.20
8
Index 14.33 18.45
0.58
100.00
8
100.00
4
Index 13.11 18.09
0.62
100.00
13
100.00
7
Risk and Return 3 Years
18.0
15.0
6.0
17.1 17.4 17.7 18.0 18.3 18.6
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Mid -Cap Blend
0.0
Y
25.0
,I
50.0
IL
°
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
18.9
Risk and Return 5 Years
14.4
13.5
e 12.6
c
3
11.7
10.8
O
9.9
16.0 16.4
16.8 17.2 17.6
18.0
18.4 18.8
Risk (Standard Deviation %)
O Investment
• Index
5 Years Rolling Percentile Ranking vs. Mid -Cap Blend
0.0
25.0
IL
50.0
E
m
75.0
a
100.0
9/20 3/21
9/21 3/22 9/22 3/23 9/23
3/24
9/24 6/25
Total Period 5-25 25-Median
Median-75
75-95
Count Count
Count
Count
Investment 11 1 (9%) 0 (0%) 7 (64%) 3 (27%) Investment 3 0 (0%) 0 (0%) 1 (33%) 2 (67%)
Index 20 7 (35%) 2 (10%) 11 (55%) 0 (0%) Index 20 7 (35%) 13 (65%) 0 (0%) 0 (0%)
Page 80
Strategy Review
Vanguard Mid Cap Index Admiral I CRSP U.S. Mid Cap TR Index
As of June 30, 2025
Peer Group Analysis - Mid -Cap Blend Peer Group Analysis - Mid -Cap Blend
23.0 52.0
20.0 44.0
17.0
14.0
11.0
c
L
8.0 -
LY
5.0 -
2.0 -
-1.0 -
-4.0
-7.0
-
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment
8.69 (27) 6.97 (6)
17.50 (6)
14.62 (16)
14.32 (21)
5.84 (32)
13.01 (44)
• Index
8.71 (26) 7.00 (5)
17.56 (5)
14.65 (15)
14.34 (19)
5.86 (31)
13.04 (43)
Median
6.90 1.92
8.78
10.81
12.39
4.98
12.85
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
36.0
O•
28.0
O•
20.0
049
O•
O•
12.0
L
3
N
ll'
4.0
-4.0
O•
-12.0
00
-20.0
-28.0
-36.0
2024
2023 2022
2021
2020
2019 2018
O Investment
15.22 (32)
15.98 (50) -18.71 (80)
24.51 (43)
18.24 (20)
31.03 (21) -9.23 (28)
• Index
15.25 (32)
15.98 (50) -18.68 (79)
24.52 (43)
18.24 (20)
31.09 (19) -9.22 (28)
Median
13.59
15.94 -14.58
24.17
13.07
27.03 -11.30
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment -1.58 (9) 0.44 (32) 9.36 (19) -2.75 (23) 7.86 (79) 12.27 (35)
Index -1.57 (8) 0.46 (30) 9.37 (18) -2.74 (22) 7.85 (79) 12.27 (35)
Median -4.85 -0.01 7.92 -3.59 9.34 11.61
Page 81
Strategy Review
Vanguard Mid Cap Index Admiral I CRSP U.S. Mid Cap TR Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 14.32 17.89
0.59
99.95
8
100.03
4
Investment 13.01 17.70
0.63
99.96
14
100.04
6
Index 14.34 17.90
0.59
100.00
8
100.00
4
Index 13.04 17.70
0.63
100.00
14
100.00
6
Risk and Return 3 Years
14.4
e
14.3
17.7 17.8
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Mid -Cap Blend
0.0
Y
C
25.0
m
cdi 50.0
d
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
17.9
Risk and Return 5 Years
13.1
e
13.0
17.7
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Mid -Cap Blend
0.0
Y
C
25.0 -
m
c
c� 50.0 -
d
IL
c
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 8 (40%) 3 (15%) 8 (40%) 1 (5%) Investment 20 9 (45%) 9 (45%) 2 (10%) 0 (0%)
Index 20 8 (40%) 3 (15%) 8 (40%) 1 (5%) Index 20 10 (50%) 8 (40%) 2 (10%) 0 (0%)
17.8
Page 82
Strategy Review
MassMutual Small Cap Opps I I Russell 2000 Index
As of June 30, 2025
Peer Group Analysis - Small Blend Peer Group Analysis - Small Blend
20.0 44.0
17.0 36.0
14.0 - 28.0 -
0•
11.0- 0 20.0- O 0 00
• • �•
•
8.0 - • 12.0 -
L L
' 5.0 - w 4.0 -
2.0 -0 -4.0 -
•
-1.0 -12.0 00
• O
-4.0 -20.0 •
-7.0 -28.0
-10.0 -36.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR 2024 2023 2022 2021 2020 2019 2018
O Investment 7.68 (37) 1.30 (11) 11.17 (8) 11.14 (18) 12.54 (18) 4.34 (17) 13.56 (21) O Investment 12.96 (27) 18.11 (27) -15.77 (33) 22.42 (52) 20.39 (14) 26.31 (28) -10.50 (31)
• Index 8.50 (23) -1.79 (44) 7.68 (36) 8.86 (41) 10.00 (45) -0.11 (82) 10.04 (71) • Index 11.54 (41) 16.93 (42) -20.44 (82) 14.82 (86) 19.96 (17) 25.53 (38) -11.01 (38)
Median 6.57 -1.98 6.42 8.30 9.67 2.06 11.43 Median 10.98 16.35 -16.84 22.61 12.97 24.67 -11.97
Comparative Performance
1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024 Jun-2024 Mar-2024 Dec-2023
Investment -5.93 (16)
Index -9.48 (76)
Median -8.42
0.01 (50)
0.33 (36)
0.00
9.73 (22)
9.27 (34)
8.82
-3.67 (64)
-3.28 (46)
-3.35
6.85 (38)
5.18 (61)
5.82
13.19 (44)
14.03 (21)
12.93
Page 83
Strategy Review
MassMutual Small Cap Opps I I Russell 2000 Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 12.54 20.78
0.46
96.79
8
88.14
4
Investment 13.56 19.94
0.60
98.22
13
85.92
7
Index 10.00 22.22
0.34
100.00
8
100.00
4
Index 10.04 21.58
0.42
100.00
13
100.00
7
Risk and Return 3 Years
14.0
13.0
12.0
c
3
11.0
10.0
9.0
20.4 20.7 21.0 21.3 21.6 21.9 22.2 22.5
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Small Blend
0.0
� 25.0
50.0 ,,�,
d
e
y 75.0
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
22.8
Risk and Return 5 Years
16.0
14.0
12.0
3
10.0
8.0
19.6 20.0 20.4 20.8 21.2 21.6
Risk (Standard Deviation %)
OInvestment • Index
5 Years Rolling Percentile Ranking vs. Small Blend
0.0
10 25.0
K
m �
50.0
a
m 75.0 a �►
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 14 (70%) 6 (30%) 0 (0%) 0 (0%) Investment 20 20 (100%) 0 (0%) 0 (0%) 0 (0%)
Index 20 3 (15%) 4 (20%) 6 (30%) 7 (35%) Index 20 4 (20%) 3 (15%) 13 (65%) 0 (0%)
22.0
Page 84
Strategy Review
Vanguard Small Cap Index Admiral Shares I CRSP U.S. Small Cap TR Index
As of June 30, 2025
Peer Group Analysis - Small Blend Peer Group Analysis - Small Blend
20.0 44.0
17.0 36.0
14.0- 28.0- 00
11.0- 20.0- Q•
00,
8.0 - 12.0 -
c c
L L
5.0 - 4.0 -
2.0 - - -4.0 -
-1.0 00 -12.0 00
O•
-4.0 -20.0
-7.0 -28.0
-10.0 -36.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR 2024 2023 2022 2021 2020 2019 2018
O Investment 7.28 (43) -0.62 (29) 10.14 (14) 10.82 (21) 12.16 (23) 2.83 (39) 11.84 (43) O Investment 14.23 (19) 18.20 (26) -17.61 (57) 17.73 (78) 19.11 (26) 27.37 (21) -9.31 (22)
• Index 7.28 (43) -0.62 (29) 10.14 (14) 10.79 (22) 12.11 (24) 2.80 (40) 11.81 (44) • Index 14.22 (20) 18.09 (27) -17.64 (58) 17.71 (78) 19.07 (27) 27.35 (21) -9.33 (22)
Median 6.57 -1.98 6.42 8.30 9.67 2.06 11.43 Median 10.98 16.35 -16.84 22.61 12.97 24.67 -11.97
Comparative Performance
1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024 Jun-2024 Mar-2024 Dec-2023
Investment -7.37 (36)
Index -7.37 (36)
Median -8.42
1.66 (15)
1.66 (15)
0.00
9.02 (44)
9.02 (44)
8.82
-4.14 (76)
-4.15 (77)
-3.35
7.52 (26)
7.51 (26)
5.82
13.41 (38)
13.41 (38)
12.93
Page 85
Strategy Review
Vanguard Small Cap Index Admiral Shares I CRSP U.S. Small Cap TR Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 12.16 20.66
0.44
100.02
8
99.85
4
Investment 11.84 19.85
0.53
100.02
13
99.89
7
Index 12.11 20.66
0.44
100.00
8
100.00
4
Index 11.81 19.85
0.52
100.00
13
100.00
7
Risk and Return 3 Years
12.2
12.0
20.5 20.6
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Small Blend
0.0
Y
C
25.0
m
cdi 50.0
d
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
20.7
Risk and Return 5 Years
11.9
l-
11.7
19.8 19.9
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Small Blend
0.0
Y
C
25.0 -
m
c
c� 50.0 -
d
IL
c
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 6 (30%) 8 (40%) 6 (30%) 0 (0%) Investment 20 11 (55%) 9 (45%) 0 (0%) 0 (0%)
Index 20 6 (30%) 8 (40%) 6 (30%) 0 (0%) Index 20 9 (45%) 11 (55%) 0 (0%) 0 (0%)
Page 86
Strategy Review
Vanguard Total Intl Stock Index Admiral I Vanguard Total International Stock Index Hybrid
As of June 30, 2025
Peer Group Analysis - Foreign Large Blend
29.0
26.0
23.0
20.0
17.0
14.0 I 00
L
3
N
11.0 -
8.0 -
5.0 - O
2.0 -
-1.0
-4.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR
O Investment 12.08 (37) 18.26 (69) 18.27 (47) 14.56 (46) 13.81 (74) 4.55 (68) 10.28 (61)
• Index 12.43 (32) 17.54 (78) 17.86 (58) 14.73 (41) 13.98 (70) 4.57 (67) 10.40 (56)
Median 11.54 19.57 18.12 14.42 14.82 5.29 10.66
Comparative Performance
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024
Investment 5.51 (78)
Index 4.55 (91)
Median 6.82
-7.42 (44)
-7.49 (48)
-7.54
8.03 (29)
8.39 (19)
7.13
Peer Group Analysis - Foreign Large Blend
36.0
28.0
20.0 -
12.0 -
4.0
MIM
-12.0 -
-20.0
-28.0
O•
M
O•
O•
M
O•
O•
O•
-36.0
2024
2023 2022
2021
2020
2019 2018
O Investment
5.14 (39)
15.52 (65) -16.01 (53)
8.62 (69)
11.28 (38)
21.51 (61) -14.43 (44)
• Index
5.53 (33)
15.79 (58) -16.10 (55)
8.84 (66)
11.24 (38)
21.80 (54) -14.61 (47)
Median
4.29
16.36 -15.82
10.41
9.35
22.05 -14.89
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
0.80 (34)
0.86 (32)
0.04
4.30 (77)
4.34 (75)
5.30
9.97 (53)
9.77 (59)
10.03
Page 87
Strategy Review
Vanguard Total Intl Stock Index Admiral I Vanguard Total International Stock Index Hybrid
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 13.81 15.44
0.63
105.02
9
110.29
3
Investment 10.28 15.33
0.54
102.60
14
104.88
6
Index 13.98 14.59
0.67
100.00
9
100.00
3
Index 10.40 14.99
0.56
100.00
14
100.00
6
Risk and Return 3 Years
14.1
14.0 Ah
IRV
E 13.9
3
Gl
K
13.8 I e
13.7
14.2 14.4 14.6 14.8 15.0 15.2 15.4 15.6
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Foreign Large Blend
0.0
Y
C
25.0 -
m
50.0
IL •••��
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
10.5
10.4
3
G1
C
10.3
10.2
14.9 15.0 15.1 15.2 15.3
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Foreign Large Blend
0.0
Y
C
25.0 • 4%
u 50.0
IL •
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 0 (0%) 8 (40%) 12 (60%) 0 (0%) Investment 20 1 (5%) 8 (40%) 11 (55%) 0 (0%)
Index 20 0 (0%) 9 (45%) 10 (50%) 1 (5%) Index 20 2 (10%) 10 (50%) 8 (40%) 0 (0%)
15.4
Page 88
Peer Group Analysis - Foreign Small/Mid Blend
36.0
32.0
28.0
Q Q
24.0
20.0 - Q
c 16.0 -
3
d
lY
12.0 -
8.0 -
Q
4.0 -
0.0
-4.0
-8.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR
O Investment 17.88 (38) 26.04 (14) 26.82 (14) 20.02 (2) 16.60 (14) 5.72 (13) 11.66 (33)
• Index 16.26 (71) 21.61 (67) 24.43 (30) 16.49 (40) 14.99 (42) 4.22 (53) 10.40 (64)
Median 17.49 22.97 22.22 15.46 14.27 4.30 11.18
Comparative Performance
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024
Investment 6.92 (3)
Index 4.60 (52)
Median 4.64
-7.80 (35)
-7.22 (18)
-8.02
9.14 (29)
10.27 (20)
8.69
Strategy Review
Goldman Sachs Intl Sm Cp Insghts R6 1 MSCI World ex U.S. SMID Index
As of June 30, 2025
Peer Group Analysis - Foreign Small/Mid Blend
36.0
28.0
20.0 -
Q•
12.0 - Q
1 Q
4.0 - •
c
3
d
lY
-4.0 -
-12.0 -
-20.0 Q
-28.0
Q •
-36.0
2024
2023 2022
2021
2020
2019 2018
O Investment
5.57 (14)
15.21 (36) -18.58 (43)
13.03 (46)
7.66 (79)
21.66 (53) -18.79 (36)
• Index
4.13 (32)
15.30 (31) -19.84 (57)
9.95 (84)
11.70 (35)
25.39 (20) -17.00 (19)
Median
2.60
14.73 -18.82
12.92
9.83
21.91 -19.83
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
-1.39 (61)
-1.51 (64)
-0.82
6.39 (6)
3.34 (47)
3.22
10.16 (78)
10.35 (73)
10.71
Page 89
Strategy Review
Goldman Sachs Intl Sm Cp Insghts R6 1 MSCI World ex U.S. SMID Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 16.60 16.20
0.76
100.46
7
92.53
5
Investment 11.66 16.28
0.60
99.95
12
94.04
8
Index 14.99 16.21
0.67
100.00
8
100.00
4
Index 10.40 16.78
0.51
100.00
13
100.00
7
Risk and Return 3 Years
17.4
16.8
16.2
c
3
15.6
15.0
14.4
16.0 16.1 16.2
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Foreign Small/Mid Blend
0.0
Y
C
25.0
m
50.0
IL
e
y 75.0
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
16.3
Risk and Return 5 Years
12.0
i1w
10.5
10.0
16.2 16.3 16.4 16.5 16.6 16.7 16.8
Risk (Standard Deviation %)
OInvestment • Index
5 Years Rolling Percentile Ranking vs. Foreign Small/Mid Blend
0.0
25.0 - ,,►� I�� ��,�
50.0 -6
a
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 5 (25%) 3 (15%) 11 (55%) 1 (5%) Investment 20 1 (5%) 8 (40%) 11 (55%) 0 (0%)
Index 20 3 (15%) 8 (40%) 8 (40%) 1 (5%) Index 20 3 (15%) 12 (60%) 5 (25%) 0 (0%)
16.9
Page 90
Peer Group Analysis - Foreign Value
36.0
32.0
28.0
24.0 O
20.0
c
L O
3
IX •
16.0
12.0 -
8.0 -
4.0
0.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR
O Investment 10.66 (64) 23.06 (41) 23.61 (42) 18.48 (27) 18.35 (27) 11.13 (10) 17.21 (7)
• Index 10.42 (69) 19.90 (79) 21.42 (58) 17.37 (41) 15.62 (62) 7.75 (57) 13.15 (49)
Median 11.50 22.48 22.69 16.70 16.56 8.12 13.07
Comparative Performance
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024
Strategy Review
DFA International Value I I MSCI AC World ex USA Value (net)
As of June 30, 2025
Peer Group Analysis - Foreign Value
36.0
28.0
20.0- O
00
00
12.0 -
4.0 -
c
L
3
d
-4.0 -
-12.0 -
0
-20.0
-28.0
-36.0
2024 2023 2022 2021 2020 2019 2018
O Investment 6.88 (26) 17.79 (50) -3.48 (10) 18.69 (5) -2.14 (81) 15.67 (78) -17.49 (64)
• Index 6.04 (32) 17.30 (56) -8.59 (38) 10.46 (68) -0.77 (74) 15.72 (78) -13.97 (23)
Median 4.50 17.77 -9.94 11.97 2.71 18.43 -16.41
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Jun-2024 Mar-2024 Dec-2023
Investment 11.20 (32) -5.93 (19) 6.78 (74) -0.52 (63) 6.95 (13) 6.49 (91)
Index 8.58 (67) -7.31 (51) 9.26 (22) 1.26 (16) 3.40 (67) 8.43 (56)
Median 9.73 -7.23 7.88 0.05 4.39 8.63
Page 91
Strategy Review
DFA International Value I I MSCI AC World ex USA Value (net)
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Down
Up
Down Standard
Sharpe
Up
Down
Up
Down
Return
Deviation
Ratio
Market
Market
Quarters
Return
Quarters Deviation
Ratio
Market
Market
Quarters
Quarters
Capture
Capture
Capture
Capture
Investment 18.35 15.56
0.88
112.43
9 107.34
3 Investment 17.21 17.58
0.84
118.28
15 108.25
5
Index
0
100.00
100.00
Index 13.15 15.35
0.71
100.00
100.00
5
Risk and Return 3 Years
19.0
E
18.0
15.0
13.2 13.6 14.0 14.4 14.8 15.2 15.6 16.0
Risk (Standard Deviation %)
O Investment • Index
3 Years Rolling Percentile Ranking vs. Foreign Value
0.0
x I
C
25.0
` 50.0 - ,� ftM 0
d
75.0
L I
i
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
18.0
16.0
E
w
14.0
12.0 '
14.5 15.0 15.5 16.0 16.5 17.0 17.5 18.0
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Foreign Value
0.0
Y
C
25.0 -�
w
c
3 �,,,� ♦♦ ,�A,, �I
v 75.0 ♦��� ♦��.,r�I,
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 13 (65%) 1 (5%) 3 (15%) 3 (15%) - Investment 20 11 (55%) 7 (35%) 2 (10%) 0 (0%)
Index 0 (0%) 5 (25%) 14 (70%) 1 (5%) Index 2( 0 (0%) 5 (25%) 12 (60%) 3 (15%)
Page 92
Strategy Review
Vanguard Real Estate Index Admiral I MSCI U.S. REIT Index
As of June 30, 2025
Peer Group Analysis - Real Estate Peer Group Analysis - Real Estate
17.0 65.0
14.0 50.0
O�
11.0 35.0 -
� O
8.0 20.0 -
E i
5.0 5.0 - ■
2.0 - -10.0 - 00
-25.0 O
-4.0 -40.0
-7.0 -55.0
QTR YTD 1 YR 2 YR 3 YR 4 YR 5 YR 2024 2023 2022 2021 2020 2019 2018
O Investment -0.70 (42) 1.94 (24) 10.33 (28) 7.51 (42) 3.55 (53) 0.52 (65) 6.53 (66) O Investment 4.92 (72) 11.81 (57) -26.20 (48) 40.40 (65) -4.65 (48) 28.94 (36) -5.95 (53)
• Index -1.14 (63) -0.09 (66) 8.92 (51) 8.26 (21) 5.40 (12) 2.31 (9) 8.63 (12) • Index 8.75 (19) 13.74 (18) -24.51 (9) 43.06 (31) -7.57 (78) 25.84 (70) -4.57 (27)
Median -0.88 0.61 8.92 7.36 3.60 0.92 7.20 Median 6.02 12.07 -26.29 41.44 -4.84 27.78 -5.85
Comparative Performance
1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending Ending Ending Ending
Mar-2025 Dec-2024 Sep-2024 Jun-2024 Mar-2024 Dec-2023
Investment 2.66 (28)
Index 1.07 (62)
Median 1.63
-7.64 (69)
-6.12 (31)
-6.97
17.19 (13)
16.12 (43)
15.92
-1.90 (84)
0.08 (31)
-0.75
-1.18 (58)
-0.32 (20)
-1.05
18.13 (12)
16.00 (62)
16.40
Page 93
Strategy Review
Vanguard Real Estate Index Admiral I MSCI U.S. REIT Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 3.55 20.00
0.05
98.00
6
103.89
6
Investment 6.53 19.18
0.28
97.07
12
103.93
8
Index 5.40 19.27
0.14
100.00
7
100.00
5
Index 8.63 18.77
0.39
100.00
13
100.00
7
Risk and Return 3 Years
6.3
5.6
4.9
c
3
4.2
3.5
2.8
18.8 19.0 19.2 19.4 19.6 19.8 20.0 20.2
Risk (Standard Deviation %)
O Investment is Index
3 Years Rolling Percentile Ranking vs. Real Estate
0.0
25.0
.L
50.0
d
IL �
r 75.0II
K
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/2
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
20.4
Risk and Return 5 Years
9.6
8.8
8.0
c
3
7.2
6.4 O
5.6
18.5 18.6 18.7 18.8 18.9 19.0 19.1 19.2 19.3
Risk (Standard Deviation %)
O Investment is Index
5 Years Rolling Percentile Ranking vs. Real Estate
0.0
25.0 -
u50.0 - I~�ti�••�N.00,
d
L
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 0 (0%) 6 (30%) 13 (65%) 1 (5%) Investment 20 0 (0%) 5 (25%) 15 (75%) 0 (0%)
Index 20 10 (50%) 1 (5%) 8 (40%) 1 (5%) Index 20 3 (15%) 5 (25%) 12 (60%) 0 (0%)
Page 94
Peer Group Analysis - Intermediate Core Bond
10.0
8.0
6.0
O•
4.0 00 O•
c
3
d
O•
2.0
00
0.0
-2.0
o1
-4.0
-
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment 1.29 (37) 4.10 (34)
6.04 (46)
4.39 (53)
2.59 (50)
-0.78 (35)
-0.71 (58)
• Index 1.21 (54) 4.02 (42)
6.08 (41)
4.34 (56)
2.55 (52)
-0.82 (40)
-0.73 (59)
Median 1.22 3.98
5.99
4.41
2.58
-0.93
-0.59
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Strategy Review
Vanguard Total Bond Market Index Adm I Blmbg. U.S. Aggregate Index
As of June 30, 2025
Peer Group Analysis - Intermediate Core Bond
16.0
-
12.0 -
00
8.0-
00
00
4.0 -
0.0 -
O
c
O•
m
-4.0 -
-8.0 -
-12.0
O•
-16.0
-20.0
2024
2023 2022
2021
2020
2019 2018
O Investment
1.24 (67)
5.70 (44) -13.16 (35)
-1.52 (48)
7.72 (54)
8.71 (38) -0.23 (38)
• Index
1.25 (66)
5.53 (56) -13.01 (27)
-1.55 (49)
7.51 (60)
8.72 (38) 0.01 (24)
Median
1.48
5.58 -13.41
-1.57
7.83
8.49 -0.43
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment 2.77 (37) -3.04 (47) 5.06 (63) 0.18 (50) -0.79 (74) 6.69 (51)
Index 2.78 (33) -3.06 (50) 5.20 (37) 0.07 (78) -0.78 (72) 6.82 (35)
Median 2.72 -3.06 5.13 0.17 -0.63 6.69
Page 95
Strategy Review
Vanguard Total Bond Market Index Adm I Blmbg. U.S. Aggregate Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 2.59 7.11
-0.23
99.40
7
98.80
5
Investment -0.71 6.31
-0.52
100.63
12
100.44
8
Index 2.55 7.20
-0.24
100.00
7
100.00
5
Index -0.73 6.32
-0.52
100.00
12
100.00
8
Risk and Return 3 Years
2.7
e
3 2.6
2.5 '
7.0 7.1 7.2 7.3
Risk (Standard Deviation %)
O Investment is Index
3 Years Rolling Percentile Ranking vs. Intermediate Core Bond
0.0
x I
C
25.0
50.0
C
IL
e
y 75.0
IY
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
-0.7
e
E
-0.8
6.3 6.4
Risk (Standard Deviation %)
O Investment • Index
5 Years Rolling Percentile Ranking vs. Intermediate Core Bond
0.0
Y
C
25.0 -�
m
50.0
E
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 20 0 (0%) 15 (75%) 5 (25%) 0 (0%) Investment 20 0 (0%) 12 (60%) 8 (40%) 0 (0%)
Index 20 0 (0%) 11 (55%) 9 (45%) 0 (0%) Index 20 0 (0%) 10 (50%) 10 (50%) 0 (0%)
Page 96
Peer Group Analysis - Intermediate Core Bond
10.0
8.0
6.0
4.0
00
0.0
-2.0
IIIIIIIIII�
a ;
-4.0
-
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment 1.43 (16) 4.39 (10)
6.60 (13)
5.64 (6)
4.37 (1)
0.59 (3)
1.15 (2)
• Index 1.21 (54) 4.02 (42)
6.08 (41)
4.34 (56)
2.55 (52)
-0.82 (40)
-0.73 (59)
Median 1.22 3.98
5.99
4.41
2.58
-0.93
-0.59
Comparative Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Strategy Review
Dodge & Cox Income X I Blmbg. U.S. Aggregate Index
As of June 30, 2025
Peer Group Analysis - Intermediate Core Bond
16.0
-
12.0 -
8.0 -
0
4.0 -
0.0 -
0
E
3
0
•
Gf
-4.0 -
-8.0 -
-12.0
-16.0
-20.0
2024
2023 2022
2021
2020
2019 2018
O Investment
2.34 (13)
7.76 (1) -10.77 (8)
-0.91 (20)
9.45 (15)
9.73 (8) -0.31 (42)
• Index
1.25 (66)
5.53 (56) -13.01 (27)
-1.55 (49)
7.51 (60)
8.72 (38) 0.01 (24)
Median
1.48
5.58 -13.41
-1.57
7.83
8.49 -0.43
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Jun-2024
Mar-2024
Dec-2023
Investment 2.91 (14) -3.30 (86) 5.61 (7) 0.52 (7) -0.31 (18) 7.33 (8)
Index 2.78 (33) -3.06 (50) 5.20 (37) 0.07 (78) -0.78 (72) 6.82 (35)
Median 2.72 -3.06 5.13 0.17 -0.63 6.69
Performance of this share class is extended past the share class' inception date, to that of the first share class of the fund
Page 97
Strategy Review
Dodge & Cox Income X I Blmbg. U.S. Aggregate Index
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment 4.37 7.39
0.01
107.67
8
90.13
4
Investment 1.15 6.44
-0.22
109.72
12
87.96
8
Index 2.55 7.20
-0.24
100.00
7
100.00
5
Index -0.73 6.32
-0.52
100.00
12
100.00
8
Risk and Return 3 Years
Risk and Return 5 Years
4.9
2.1
0
1.4
4.2
0
e
e
0.7
E 3.5
3
3
C
C
0.0
2.8
-0.7
2.1
-1.4
7.1 7.2
7.3
7.4
7.5
6.3
6.4
6.5
Risk (Standard Deviation %)
Risk (Standard Deviation %)
O Investment is Index
O Investment • Index
3 Years Rolling Percentile Ranking
vs. Intermediate Core Bond
5 Years Rolling Percentile Ranking
vs. Intermediate Core Bond
0.0
0.0
Y I
25.0
x
25.0 -�
50.0 ♦♦��i���I��� 0110
♦
50.0 ♦♦♦ �00
w~�♦����
IL
,�,
y 75.0
m
75.0
K
a'
100.0
100.0
9/20 3/21 9/21
3/22 9/22 3/23 9/23
3/24
9/24 6/25
9/20 3/21 9/21
3/22 9/22 3/23 9/23
3/24
9/24 6/25
Total Period
5-25 25-Median
Median-75
75-95
Total Period
5-25 25-Median
Median-75
75-95
Count Count
Count
Count
Count Count
Count
Count
Investment 1
1 (100%) 0 (0%)
0 (0%)
0 (0%)
Investment 0
0 0
0
0
Index 20
0 (0%) 11 (55%)
9 (45%)
0 (0%)
Index 20
0 (0%) 10 (50%)
10 (50%)
0 (0%)
Performance of this share class is extended past the share class' inception date, to that of the first share class of the fund
Page 98
Peer Group Analysis - Money Market -Taxable
6.2
5.6
5.0
•
4.4
3.8
3.2
I
E
3
•
N
2.6
•
2.0
1.4
0.8
0.2
-0.4
QTR YTD
1 YR
2 YR
3 YR
4 YR
5 YR
O Investment
N/A N/A
N/A
N/A
N/A
N/A
N/A
• Index
1.09 (1) 2.21 (1)
4.88 (1)
5.26 (1)
4.75 (1)
3.59 (1)
2.88 (1)
Median
1.01 2.02
4.49
4.81
4.37
3.28
2.62
Comparative
Performance
1 Qtr
1 Qtr
1 Qtr
Ending
Ending
Ending
Mar-2025
Dec-2024
Sep-2024
Strategy Review
Columbia Trust Stable Govt Fund 1-0 1 FTSE 3 Month T-Bill
As of June 30, 2025
Peer Group Analysis - Money Market -Taxable
6.4
5.6 -
4.8 -
4.0 -
3.2 -
E
3 2.4 -
tY •
• p O •
1.6 O O
0.8 O
0.0
-0.8
-1.6
2024 2023 2022 2021 2020 2019 2018
O Investment 1.87 (100) 1.84 (100) 0.89 (97) 0.72 (1) 1.37 (1) 1.92 (41) 1.46 (53)
• Index 5.45 (1) 5.26 (1) 1.50 (20) 0.05 (6) 0.58 (1) 2.25 (2) 1.86 (2)
Median 5.00 4.83 1.36 0.01 0.28 1.83 1.47
1 Qtr 1 Qtr 1 Qtr
Ending Ending Ending
Jun-2024 Mar-2024 Dec-2023
Investment 0.48 (100) 0.48 (100) 0.49 (100) 0.40 (100) 0.48 (100) 0.40 (100)
Index 1.10 (1) 1.23 (1) 1.37 (1) 1.37 (1) 1.37 (1) 1.41 (1)
Median 1.01 1.13 1.26 1.26 1.26 1.29
Page 99
Strategy Review
Columbia Trust Stable Govt Fund 1-0 1 FTSE 3 Month T-Bill
As of June 30, 2025
Historical Statistics 3 Years
Historical Statistics 5 Years
Standard
Sharpe
Up
Up
Down
Down
Standard
Sharpe
Up
Up
Down
Down
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Return Deviation
Ratio
Market
Quarters
Market
Quarters
Capture
Capture
Capture
Capture
Investment N/A N/A
N/A
N/A
N/A
N/A
N/A
Investment N/A N/A
N/A
N/A
N/A
N/A
N/A
Index 4.75 0.31
1.71
100.00
12
N/A
N/A
Index 2.88 0.68
1.25
100.00
20
N/A
N/A
Risk and Return 3 Years
4.8
e
4.7
0.3 0.4
Risk (Standard Deviation %)
O Investment is Index
3 Years Rolling Percentile Ranking vs. Money Market -Taxable
0.0 --------------------
x I
C
25.0
m
cdi 50.0
d
IL
e
y 75.0
IY
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Risk and Return 5 Years
2.9
e
2.8
0.6 0.7
Risk (Standard Deviation %)
O Investment is Index
5 Years Rolling Percentile Ranking vs. Money Market -Taxable
0.0 ------------------------
Y
C
25.0 -
m
c
c� 50.0 —
d
IL
c
m 75.0
a
100.0
9/20 3/21 9/21 3/22 9/22 3/23 9/23 3/24 9/24 6/25
Total Period 5-25 25-Median Median-75 75-95
Count Count Count Count
Investment 19 11 (58%) 0 (0%) 0 (0%) 8 (42%) Investment 19 11 (58%) 0 (0%) 1 (5%) 7 (37%)
Index 20 20 (100%) 0 (0%) 0 (0%) 0 (0%) Index 20 20 (100%) 0 (0%) 0 (0%) 0 (0%)
Page 100
Report Statistics
Definitions and Descriptions
Active Return - Arithmetic difference between the manager's performance and the designated benchmark return over a specified time period.
Alpha - A measure of the difference between a portfolio's actual performance and its expected return based on its level of risk as determined by beta. It determines the portfolio's
non -systemic return, or its historical performance not explained by movements of the market.
Beta A measure of the sensitivity of a portfolio to the movements in the market. It is a measure of the portfolio's systematic risk.
Consistency - The percentage of quarters that a product achieved a rate of return higher than that of its benchmark. Higher consistency indicates the manager has contributed more to the
product's performance.
Distributed to Paid In (DPI) - The ratio of money distributed to Limited Partners by the fund, relative to contributions. It is calculated by dividing cumulative distributions by paid in capital. This multiple
shows the investor how much money they got back. It is a good measure for evaluating a fund later in its life because there are more distributions to measure against.
Down Market Capture - The ratio of average portfolio performance over the designated benchmark during periods of negative returns. A lower value indicates better product performance
Downside Risk - A measure similar to standard deviation that utilizes only the negative movements of the return series. It is calculated by taking the standard deviation of the negative
quarterly set of returns. A higher factor is indicative of a riskier product.
Excess Return - Arithmetic difference between the manager's performance and the risk -free return over a specified time period.
Excess Risk A measure of the standard deviation of a portfolio's performance relative to the risk free return.
Information Ratio - This calculates the value-added contribution of the manager and is derived by dividing the active rate of return of the portfolio by the tracking error. The higher the
Information Ratio, the more the manager has added value to the portfolio.
Public Market Equivalent (PME) - Designs a set of analyses used in the Private Equity Industry to evaluate the performance of a Private Equity Fund against a public benchmark or index.
R-Squared
- The percentage of a portfolio's performance that can be explained by the behavior of the appropriate benchmark. A high R-Squared means the portfolio's performance has
historically moved in the same direction as the appropriate benchmark.
Return
- Compounded rate of return for the period.
Sharpe Ratio
Represents the excess rate of return over the risk free return divided by the standard deviation of the excess return. The result is an absolute rate of return per unit of risk. A
higher value demonstrates better historical risk -adjusted performance.
Standard Deviation
- A statistical measure of the range of a portfolio's performance. It represents the variability of returns around the average return over a specified time period.
Total Value to Paid In (TVPI)
- The ratio of the current value of remaining investments within a fund, plus the total value of all distributions to date, relative to the total amount of capital paid into the fund
to date. It is a good measure of performance before the end of a fund's life
Tracking Error
- This is a measure of the standard deviation of a portfolio's returns in relation to the performance of its designated market benchmark.
Treynor Ratio
- Similar to Sharpe ratio but utilizes beta rather than excess risk as determined by standard deviation. It is calculated by taking the excess rate of return above the risk free
rate divided by beta to derive the absolute rate of return per unit of risk. A higher value indicates a product has achieved better historical risk -adjusted performance.
Up Market Capture
- The ratio of average portfolio performance over the designated benchmark during periods of positive returns. A higher value indicates better product performance.
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Disclosures
Mariner Institutional compiled this report for the sole use of the client for which it was prepared. Mariner Institutional is responsible for evaluating the performance results of the Total Fund along with the investment
advisors by comparing their performance with indices and other related peer universe data that is deemed appropriate. Mariner Institutional uses the results from this evaluation to make observations and
recommendations to the client. Mariner Institutional uses time -weighted calculations which are founded on standards recommended by the CFA Institute. The calculations and values shown are based on information
that is received from custodians. Mariner Institutional analyzes transactions as indicated on the custodian statements and reviews the custodial market values of the portfolio. As a result, this provides Mariner
Institutional with a reasonable basis that the investment information presented is free from material misstatement. This methodology of evaluating and measuring performance provides Mariner Institutional with a
practical foundation for our observations and recommendations. Nothing came to our attention that would cause Mariner Institutional to believe that the information presented is significantly misstated.
This performance report is based on data obtained by the client's custodian(s), investment fund administrator, or other sources believed to be reliable. While these sources are believed to be reliable, the data
providers are responsible for the accuracy and completeness of their statements. Clients are encouraged to compare the records of their custodian(s) to ensure this report fairly and accurately reflects their various
asset positions.
The strategies listed may not be suitable for all investors. We believe the information provided here is reliable, but do not warrant or guarantee its accuracy or completeness. Past performance is not an indication of
future performance. Any information contained in this report is for informational purposes only and should not be construed to be an offer to buy or sell any securities or any investment advisory services.
Please note that Neuberger Berman (NB) owns a non -controlling minority stake in Mariner. Certain NB strategies may hold an allocation to the investment in Mariner. For specific impacted strategies,
please reach out to your investment consultant or Mariner Institutional at institutionalcompliance@mariner.com
Additional information included in this document may contain data provided by index databases, public economic sources, and the managers themselves.
This document may contain data provided by Bloomberg.
This document may contain data provided by Standard and Poor's. Nothing contained within any document, advertisement or presentation from S&P Indices constitutes an offer of services in jurisdictions where S&P
Indices does not have the necessary licenses. All information provided by S&P Indices is impersonal and is not tailored to the needs of any person, entity or group of persons. Any returns or performance provided
within any document is provided for illustrative purposes only and does not demonstrate actual performance. Past performance is not a guarantee of future investment results.
This document may contain data provided by MSCI, Inc. Copyright MSCI, 2017. Unpublished. All Rights Reserved. This information may only be used for your internal use, may not be reproduced or disseminated
in any form and may not be used to create any financial instruments or products or any indices. This information is provided on an "as is" basis and the user of this information assumes the entire risk of any use it
may make or permit to be made of this information. Neither MSCI, any of its affiliates or any other person involved in or related to compiling, computing or creating this information makes any express or implied
warranties or representations with respect to such information or the results to be obtained by the use thereof, and MSCI, its affiliates and each such other person hereby expressly disclaim all warranties (including,
without limitation, all warranties of originality, accuracy, completeness, timeliness, non -infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the
foregoing, in no event shall MSCI, any of its affiliates or any other person involved in or related to compiling, computing or creating this information have any liability for any direct, indirect, special, incidental, punitive,
consequential or any other damages (including, without limitation, lost profits) even if notified of, or if it might otherwise have anticipated, the possibility of such damages.
This document may contain data provided by Russell Investment Group. Russell Investment Group is the source owner of the data contained or reflected in this material and all trademarks and copyrights related
thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a user presentation of the data. Russell Investment
Group is not responsible for the formatting or configuration of this material or for any inaccuracy in presentation thereof.
This document may contain data provided by Morningstar. All rights reserved. Use of this content requires expert knowledge. It is to be used by specialist institutions only. The information contained herein: (1) is
proprietary to Morningstar and/or its content providers; (2) may not be copied, adapted or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are
responsible for any damages or losses arising from any use of this information, except where such damages or losses cannot be limited or excluded by law in your jurisdiction. Past financial performance is not
guarantee of future results.
*IMPORTANT DISCLOSURE INFORMATION RE COALITION GREENWICH BEST INVESTMENT CONSULTANT AWARD (formerly known as the Greenwich Quality Leader Award):
The awards are not indicative of any future performance. The awards or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client
will experience a certain level of results or satisfaction, nor should it be construed as a current or past endorsement by any of our clients. No fee was paid to participate in this award survey.
The 2024-25 award was issued in February 2025, based on data from February to September of 2024. The 2023 award was issued in April 2024, based on data from Feb to November of 2023. The 2022 award was
issued in April 2023, based on data from Feb to November of 2022. The 2021 award was issued in April of 2022, based on data from July to October 2021. Data was collected via interviews conducted by Coalition
Greenwich. The 2024 and 2023 awards were issued to Mariner Institutional (formerly AndCo Consulting). The 2021 and 2022 awards were issued to AndCo, prior to becoming Mariner Institutional. The methodology:
For the 2024-25 Coalition Greenwich Best Investment Consultant Award for Overall U.S. Investment Consulting — Midsize Consultants — Between February and September 2024, Crisil Coalition Greenwich conducted
interviews with 699 individuals from 563 of the largest tax-exempt funds in the United States. For the 2023 Greenwich Best Investment Consultant Award for Overall U.S. Investment Consulting — Midsize Consultants
— Between February and November 2023, Coalition Greenwich conducted interviews with 708 individuals from 575 of the largest tax-exempt funds in the United States. For the 2022 Greenwich Best Investment
Consultant Award for Overall U.S. Investment Consulting — Midsize Consultants — Between February and November 2022, Coalition Greenwich conducted interviews with 727 individuals from 590 of the largest tax-
exempt funds in the United States. For the 2021 Greenwich Best Investment Consultant Award — Overall U.S. Investment Consulting — Midsize Consultants — Between July and October 2021, Coalition Greenwich
conducted interviews with 811 individuals from 661 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds
with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers,
including qualitative assessments of those firms soliciting their business and detailed information on important market trends.
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