Jefferson National Variable Annuity Select Funds Investment Model Portfolios

Investment options of Jefferson National Variable Annuity Select Funds

Total Available Funds: 64

Asset Class

Ticker

Description

COMMODITIES
COMMODITIES BROAD BASKET	PCRRX	PIMCO Commodity Real Ret Strat Admin

Emerging Market
DIVERSIFIED EMERGING MKTS	EMRIX	Van Eck Emerging Markets I

Others
Equity Energy	IVEIX	Ivy Energy I
EQUITY PRECIOUS METALS	INIVX	Van Eck Intl Investors Gold A
Natural Resources	GHAIX	Van Eck Global Hard Assets I
ROOT	CASH	CASH
Technology	ISTIX	Ivy Science & Technology I
Technology	JGLTX	Janus Aspen Global Technology Instl
World Allocation	PAALX	PIMCO All Asset Admin

INTERNATIONAL EQUITY
Foreign Large Blend	LICYX	Lord Abbett Intl Core Equity I
Foreign Large Growth	FIVFX	Fidelity International Capital Apprec
Foreign Large Growth	AIEVX	Invesco International Growth R5
Foreign Large Growth	OIGYX	Oppenheimer International Growth Y
Foreign Large Value	VTRIX	Vanguard International Value Inv
Foreign Small/Mid Blend	DFISX	DFA International Small Company I
WORLD STOCK	IGMSX	ING Oppenheimer Global Port S

REAL ESTATE
Global Real Estate	ASRIX	Invesco Global Real Estate Income I
REAL ESTATE	FRESX	Fidelity Real Estate Investment
REAL ESTATE	VGSIX	Vanguard REIT Index Inv

US EQUITY
LARGE BLEND	MIGYX	Oppenheimer Main Street Y
LARGE GROWTH	VDEQX	Vanguard Diversified Equity Inv
LARGE BLEND	VFINX	Vanguard 500 Index Investor
LARGE BLEND	VTSMX	Vanguard Total Stock Mkt Idx Inv
LARGE GROWTH	ALVOX	Alger Capital Appreciation Ptfl I-2
LARGE GROWTH	DPUIX	Dreyfus US Equity I
LARGE GROWTH	FDSVX	Fidelity Growth Discovery
LARGE GROWTH	TRBCX	T. Rowe Price Blue Chip Growth
LARGE GROWTH	VIGIX	Vanguard Growth Index Instl
LARGE VALUE	DFCVX	DFA US Large Cap Value II
LARGE VALUE	IVKIX	ING Invesco VanKampen Comstock Port I
LARGE VALUE	DDFIX	Invesco Diversified Dividend Instl
LARGE VALUE	IYAIX	Ivy Value I
LARGE VALUE	PRFDX	T. Rowe Price Equity Income
LARGE VALUE	VEIPX	Vanguard Equity-Income Inv
MID-CAP BLEND	VIMSX	Vanguard Mid Cap Index Inv
Mid-Cap Growth	IYMIX	Ivy Mid Cap Growth I
Mid-Cap Growth	JAAGX	Janus Aspen Enterprise Instl
Mid-Cap Growth	NBMLX	Neuberger Berman Mid Cap Growth Inst
SMALL BLEND	DISSX	Dreyfus Small Cap Stock Index
Small Growth	VSGIX	Vanguard Small Cap Growth Index Instl
SMALL VALUE	DFFVX	DFA US Targeted Value I

FIXED INCOME
Bank Loan	EIBLX	Eaton Vance Floating Rate I
High Yield Bond	IVHIX	Ivy High Income I
High Yield Bond	FVHIX	Franklin High Income Adv
High Yield Bond	PHYYX	Putnam High Yield Y
High Yield Bond	AHHYX	Invesco High Yield Y
Intermediate Government	PAGVX	Putnam American Government Income A
Intermediate Government	FUSAX	Franklin US Government Secs Adv
Intermediate-Term Bond	PNCYX	Putnam Income Y
Intermediate-Term Bond	PICYX	Pioneer Bond Y
Intermediate-Term Bond	JAFLX	Janus Aspen Flexible Bond Instl
Intermediate-Term Bond	IVBIX	Ivy Bond I
Intermediate-Term Bond	MPHQX	BlackRock Total Return BlackRock
Intermediate-Term Bond	FBNDX	Fidelity Investment Grade Bond
LONG GOVERNMENT	PLGBX	PIMCO Long-Term US Government Admin
Multisector Bond	LBNDX	Lord Abbett Bond-Debenture A
Multisector Bond	FKSAX	Franklin Strategic Income Adv
Multisector Bond	STIZX	Pioneer Strategic Income Z
SHORT GOVERNMENT	DFFGX	DFA Short-Term Government I
ULTRASHORT BOND	PSFAX	PIMCO Short-Term Admin
WORLD BOND	PFRAX	PIMCO Foreign Bond (USD-Hedged) Adm
WORLD BOND	TGBAX	Templeton Global Bond Adv
WORLD BOND	PADMX	PIMCO Global Bond (Unhedged) Admin
WORLD BOND	PFUUX	PIMCO Foreign Bond (Unhedged) Adm

Investment model portfolios

We provide two types of investment model portfolios for Jefferson National Variable Annuity Select Funds participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
Jefferson National Variable Annuity Select Funds Strategic Asset Allocation – Optimal Moderate	NA	5.41%	12.40%	7.95%	7.48%	5.87%	7.34%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	28.53%	26.08%	18.21%	16.25%	10.56%	9.41%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	10.08%	14.26%	9.84%	8.34%	6.06%	6.55%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	Jefferson Nat… Moderate	0.38	5.41	12.40	7.95	7.48	5.87	7.34	…	…	NA	NA	NA	NA	-3.09	5.41	12.97	19.24	-7.93	12.51	5.51	2.17	3.90	11.92	12.63	-3.79	16.19	24.80	-26.06	9.92	12.43	9.78	14.25	28.63	-3.45	3.00	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-0.51	28.53	26.08	18.21	16.25	10.56	9.41	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-0.19	10.08	14.26	9.84	8.34	6.06	6.55	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	Jefferson Nat… Moderate	NA	0.34	0.61	0.56	0.69	NA	NA	…	…	NA	NA	NA	NA	-0.30	0.61	0.73	2.75	-1.02	2.91	0.73	0.24	0.69	2.03	1.83	-0.31	1.60	1.29	-1.23	0.69	1.35	1.35	1.72	3.75	-0.47	0.10	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	Jefferson Nat… Moderate	NA	8.28	12.08	10.46	8.89	NA	NA	…	…	NA	NA	NA	NA	10.37	8.87	17.55	6.50	9.07	4.08	7.31	8.93	5.65	5.87	6.89	12.46	10.08	19.09	21.88	10.01	6.78	5.65	7.73	7.44	9.70	7.20	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	Jefferson Nat… Moderate	NA	6.71	23.60	23.60	23.60	NA	NA	…	…	NA	NA	NA	NA	6.37	6.56	23.60	2.76	14.56	1.76	7.03	6.29	4.84	6.28	6.21	15.28	8.19	18.34	37.23	8.38	7.55	3.72	7.91	5.01	15.12	8.40	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	Jefferson Nat… Moderate	NA	6.68	5.88	4.58	4.68	NA	NA	…	…	NA	NA	NA	NA	0.64	6.11	6.71	2.91	4.95	0.48	4.06	7.24	6.55	3.29	3.46	4.09	3.49	3.35	4.43	5.25	5.96	5.08	5.50	2.97	2.80	4.82	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.16	1.57	1.52	2.80	3.95	3.54	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.47	5.95	4.32	4.57	4.42	4.27	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 12/31/2021, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
Jefferson National Variable Annuity Select Funds Tactical Asset Allocation Moderate	NA	19.54%	5.73%	7.41%	4.87%	6.31%	8.17%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	Jefferson Nat… Moderate	-1.29	19.54	5.73	7.41	4.87	6.31	8.17	…	…	NA	1.23	10.59	11.00	-6.64	13.18	6.47	11.34	-12.12	10.75	8.74	-5.14	2.07	14.91	11.93	-1.72	16.27	24.48	7.20	12.53	21.27	4.53	14.42	25.20	4.88	5.13	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	Jefferson Nat… Moderate	NA	0.52	0.15	0.33	0.26	NA	NA	…	…	NA	0.08	0.34	0.81	-0.69	1.00	0.39	1.57	-1.37	1.75	1.02	-0.57	0.24	1.93	1.55	-0.15	1.20	1.58	0.96	0.97	2.09	0.33	1.68	3.82	0.82	0.66	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	Jefferson Nat… Moderate	NA	11.82	10.76	12.48	10.50	NA	NA	…	…	NA	15.59	11.78	8.38	11.65	13.18	16.07	6.32	9.78	5.78	8.38	9.13	8.60	7.72	7.69	11.54	13.45	15.47	6.52	9.85	8.63	7.14	8.02	6.42	4.63	4.29	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	Jefferson Nat… Moderate	NA	8.06	15.00	22.74	24.73	NA	NA	…	…	NA	1.36	8.06	6.13	14.68	8.22	22.74	3.96	20.30	4.75	7.29	10.64	7.59	9.30	6.10	15.36	10.32	8.35	4.31	7.90	7.40	5.96	10.99	2.52	4.27	3.67	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	Jefferson Nat… Moderate	NA	3.88	6.66	7.43	5.90	NA	NA	…	…	NA	NA	1.49	3.58	13.52	8.60	4.14	7.42	4.03	2.10	5.48	4.98	6.09	5.39	5.04	4.75	3.31	3.78	4.58	5.50	5.70	4.76	6.07	3.42	4.08	4.62	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.16	1.57	1.52	2.80	3.95	3.54	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.47	5.95	4.32	4.57	4.42	4.27	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, Common starting date is 12/31/2000

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