GoEngineer John Hancock 401K Investment Model Portfolios

This plan was created upon a user’s request.

Investment options of GoEngineer John Hancock 401K

Total Available Funds: 58

Asset Class

Ticker

Description

US EQUITY
LARGE VALUE	UMBIX	Columbia Value & Restructuring
LARGE VALUE	JHQVX	MFC Global Optimized Value
LARGE VALUE	PRFDX	T. Rowe Price Equity Inc
LARGE VALUE	BEGRX	Mutual Beacon
LARGE VALUE	RWMFX	Washington Mutual Investors
LARGE BLEND	DSEFX	Domini Social Equity
LARGE BLEND	ISFIX	Davis New York Venture
LARGE BLEND	RICFX	American Funds Investment Company of America
LARGE GROWTH	SAGYX	Legg Mason ClearBr Agg Growth
LARGE GROWTH	PABGX	T. Rowe Price Blue Chip Growth Fund
LARGE GROWTH	JICPX	Jennison Capital Appreciation
LARGE GROWTH	RGAFX	American Funds The Growth Fund of America
MID-CAP VALUE	FRBSX	Franklin Balance Sheet
MID-CAP VALUE	FLMVX	JPM MidCap Value
Mid-Cap Growth	JIMSX	Wellington Mid Cap Stock
Mid-Cap Growth	TWHIX	American Century Heritage
Mid-Cap Growth	FSGAX	Franklin Small-Mid Growth
SMALL VALUE	JSCNX	Wellington Small Cap Value
SMALL BLEND	DFSTX	DFA U.S. Small Cap
Small Growth	VSGIX	Vanguard Small Cap Growth Index
Small Growth	GTSVX	Invesco Advisers Small Cap Growth
LARGE BLEND	JEQAX	MFC Global Optimized All Cap
LARGE BLEND	LAVFX	Lord Abbet All Cap Value
SMALL BLEND	NAESX	MFC Global Small Cap Index
Mid-Cap Growth	JIMSX	MFC Global Mid Cap Index
LARGE BLEND	VTSMX	MFC Global Total Stock Market Index
LARGE BLEND	VFINX	MFC Global 500 Index
LARGE BLEND	JILAX	MFC Global Lifestyle Aggressive
LARGE BLEND	JILGX	MFC Global Lifestyle Growth

INTERNATIONAL EQUITY
Foreign Small/Mid Value	JIIMX	Templeton Intl Small Cap
Foreign Large Value	JIVIX	Templeton International Value Fund
WORLD STOCK	TWDAX	Templeton World
Foreign Large Blend	RERFX	American Funds EuroPacific Growth
WORLD STOCK	MDISX	Mutual Global Discovery
WORLD STOCK	IGMIX	Oppenheimer Global
Foreign Large Value	SSAIX	SSgA FM Intl Equity Index

Emerging Market
DIVERSIFIED EMERGING MKTS	ODVYX	Oppenheimer Developing Mkt

Others
Moderate Allocation	RLBFX	American Funds American Balanced Fund
Equity Energy	VGENX	Vanguard Energy
Technology	PRSCX	T. Rowe Price Sci & Tech
Technology	PRSCX	T. Rowe Price /RCM Science & Technology
Financial	DVFYX	Davis Financial Services Fund
Health	PRHSX	T. Rowe Price Health Sci
Utilities	MMUIX	MFS Utilities
ROOT	CASH	MFC Global Money Market Fund
Moderate Allocation	JILBX	MFC Global Lifestyle Balanced
Conservative Allocation	JTLMX	MFC Global Lifestyle Moderate
Conservative Allocation	JILCX	MFC Global Lifestyle Conservative

REAL ESTATE
REAL ESTATE	JIREX	Deutsche Asset Management Real Estate Securities Fund

FIXED INCOME
SHORT GOVERNMENT	VSGBX	Vanguard Short-Term Federal
Intermediate-Term Bond	PTTRX	PIMCO Total Return
Inflation-Protected Bond	PRLPX	PIMCO Real Return
Multisector Bond	RPSIX	T. Rowe Price Spectrum Inc
High Yield Bond	WAHYX	Western Asset High Yield Bond
WORLD BOND	PIGLX	PIMCO Global Bond
High Yield Bond	ATIPX	Three Year Guaranteed Account
SHORT GOVERNMENT	DFFGX	Five Year Guaranteed Account
LONG GOVERNMENT	IEF	Ten Year Guaranteed Account

Investment model portfolios

We provide two types of investment model portfolios for GoEngineer John Hancock 401K 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
GoEngineer John Hancock 401K Strategic Asset Allocation – Optimal Moderate	NA	-8.94%	4.47%	4.44%	5.10%	4.00%	6.13%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	-0.66%	13.89%	13.56%	13.55%	9.18%	9.04%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	-7.50%	6.02%	6.12%	6.38%	4.90%	6.01%	…	…

	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 (%)	GoEngineer Jo… Moderate	-1.74	-8.94	4.47	4.44	5.10	4.00	6.13	…	…	NA	NA	NA	NA	-15.31	6.27	15.49	15.73	-7.01	8.60	3.98	0.26	4.63	11.67	12.51	-1.65	14.24	26.77	-29.51	6.41	13.85	10.15	14.45	26.81	-1.44	6.90	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)	-3.26	-0.66	13.89	13.56	13.55	9.18	9.04	…	…	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)	-1.69	-7.50	6.02	6.12	6.38	4.90	6.01	…	…	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	GoEngineer Jo… Moderate	NA	-1.35	0.08	0.16	0.43	NA	NA	…	…	NA	NA	NA	NA	-1.19	0.66	0.77	1.83	-0.86	1.49	0.44	0.03	0.71	1.66	1.73	-0.11	1.31	1.44	-1.27	0.34	1.37	1.26	2.10	3.61	-0.30	0.67	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	1.74	1.20	0.63	0.75	NA	NA	…	…	1.34	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	1.66	1.15	0.39	0.64	NA	NA	…	…	1.29	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(%)	GoEngineer Jo… Moderate	NA	10.70	14.17	12.18	10.05	NA	NA	…	…	NA	NA	NA	NA	13.04	9.46	19.73	7.82	9.63	5.36	8.55	8.67	6.48	7.01	7.22	14.77	10.82	18.55	24.00	10.15	7.74	6.33	6.45	7.24	8.61	6.82	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)	NA	12.41	14.92	16.96	18.14	NA	NA	…	…	14.11	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	8.68	9.03	10.09	10.34	NA	NA	…	…	10.65	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(%)	GoEngineer Jo… Moderate	NA	16.21	24.43	24.43	24.43	NA	NA	…	…	NA	NA	NA	NA	16.21	6.19	24.43	3.97	14.02	3.51	8.71	8.72	5.57	7.38	6.23	15.21	8.20	16.55	37.87	7.63	8.99	4.31	5.84	4.99	12.21	8.36	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(%)	GoEngineer Jo… Moderate	NA	7.29	5.72	4.63	4.69	NA	NA	…	…	NA	NA	NA	NA	1.37	6.76	7.50	2.55	5.58	0.33	4.70	5.47	5.80	4.08	4.53	3.97	3.00	2.77	2.38	5.85	6.78	4.24	3.79	2.73	3.02	5.56	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	1.18	1.55	1.54	2.82	3.93	3.53	…	…	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	5.50	5.91	4.38	4.62	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 04/29/2022, 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
GoEngineer John Hancock 401K Tactical Asset Allocation Moderate	NA	18.08%	0.45%	4.04%	3.10%	5.22%	6.39%	…	…
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 (%)	GoEngineer Jo… Moderate	-1.23	18.08	0.45	4.04	3.10	5.22	6.39	…	…	NA	0.78	0.81	9.69	-16.36	13.72	12.52	2.49	-3.25	10.70	5.82	-7.25	1.35	13.39	11.76	5.10	13.05	29.61	-6.49	12.89	12.69	3.03	10.28	18.88	6.56	5.99	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	GoEngineer Jo… Moderate	NA	-0.36	-0.55	0.10	0.10	NA	NA	…	…	NA	0.09	-0.54	0.70	-1.81	1.27	1.19	0.15	-0.60	1.71	0.97	-1.10	0.20	1.92	2.17	0.56	0.94	2.90	-1.13	0.80	0.97	0.16	1.31	2.82	1.19	0.84	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	1.74	1.20	0.63	0.75	NA	NA	…	…	1.34	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	1.66	1.15	0.39	0.64	NA	NA	…	…	1.29	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(%)	GoEngineer Jo… Moderate	NA	10.56	9.47	9.94	8.45	NA	NA	…	…	NA	7.97	10.67	7.80	9.81	10.76	10.30	7.04	7.65	5.87	5.80	6.61	6.54	6.97	5.40	9.14	13.78	10.17	6.57	12.37	9.72	5.38	7.15	6.45	4.58	4.40	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	12.41	14.92	16.96	18.14	NA	NA	…	…	14.11	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	8.68	9.03	10.09	10.34	NA	NA	…	…	10.65	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(%)	GoEngineer Jo… Moderate	NA	9.32	16.51	18.99	18.99	NA	NA	…	…	NA	0.63	9.32	6.11	16.73	6.57	11.68	4.01	11.14	4.29	5.69	10.40	8.03	5.51	3.64	7.11	10.79	5.05	12.13	10.28	13.19	3.51	6.22	4.45	2.99	3.54	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(%)	GoEngineer Jo… Moderate	NA	4.89	5.44	5.12	4.62	NA	NA	…	…	NA	NA	0.73	4.59	2.05	9.25	7.04	2.25	2.36	0.48	4.14	7.09	6.57	1.92	3.33	3.49	2.08	3.90	3.45	4.86	16.69	2.20	5.17	3.08	5.63	7.72	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	1.18	1.55	1.54	2.82	3.93	3.53	…	…	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	5.50	5.91	4.38	4.62	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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