Investment Visual

Mutual funds

S&P 500 index funds

Ticker	Name	Close
VFIAXVanguard 500 Index Fund Admiral Shares	Vanguard 500 Index Fund Admiral Shares	$716.28	18.6%	13.2%	15.4%	−33.8%
FXAIXFidelity 500 Index Fund	Fidelity 500 Index Fund	$269.70	18.6%	13.3%	15.5%	−33.8%
SWPPXSchwab S&P 500 Index Fund	Schwab S&P 500 Index Fund	$20.00	18.6%	13.3%	15.5%	−33.8%
VFINXVanguard 500 Index Fund Investor Shares	Vanguard 500 Index Fund Investor Shares	$716.27	18.4%	13.1%	15.3%	−33.8%

Total market

Ticker	Name	Close
VTSAXVanguard Total Stock Market Index Fund Admiral Shares	Vanguard Total Stock Market Index Fund Admiral Shares	$184.89	18.2%	12.1%	14.8%	−35.0%
FSKAXFidelity Total Market Index Fund	Fidelity Total Market Index Fund	$212.83	18.2%	12.1%	14.8%	−35.0%
SWTSXSchwab Total Stock Market Index Fund	Schwab Total Stock Market Index Fund	$18.68	18.1%	12.1%	14.8%	−35.0%

International

Ticker	Name	Close
VTIAXVanguard Total International Stock Index Fund Admiral Shares	Vanguard Total International Stock Index Fund Admiral Shares	$46.35	22.1%	9.1%	9.3%	−35.8%
FTIHXFidelity Total International Index Fund	Fidelity Total International Index Fund	$20.01	22.5%	9.1%	9.2%	−35.7%

Bonds

Ticker	Name	Close
VBTLXVanguard Total Bond Market Index Fund Admiral Shares	Vanguard Total Bond Market Index Fund Admiral Shares	$9.28	−1.1%	−0.6%	1.2%	−18.7%
FXNAXFidelity U.S. Bond Index Fund	Fidelity U.S. Bond Index Fund	$10.04	−1.1%	−0.6%	1.2%	−18.6%
VBMFXVanguard Total Bond Market Index Fund Investor Shares	Vanguard Total Bond Market Index Fund Investor Shares	$9.28	−1.1%	−0.8%	1.1%	−18.8%

Target date

Ticker	Name	Close
VTHRXVanguard Target Retirement 2030 Fund Investor Shares	Vanguard Target Retirement 2030 Fund Investor Shares	$45.57	11.2%	6.5%	8.7%	−24.9%
VFIFXVanguard Target Retirement 2050 Fund Investor Shares	Vanguard Target Retirement 2050 Fund Investor Shares	$66.85	17.6%	9.9%	11.5%	−31.4%
VFFVXVanguard Target Retirement 2055 Fund Investor Shares	Vanguard Target Retirement 2055 Fund Investor Shares	$74.71	17.8%	9.9%	11.6%	−31.4%
VTTSXVanguard Target Retirement 2060 Fund Investor Shares	Vanguard Target Retirement 2060 Fund Investor Shares	$68.86	17.8%	9.9%	11.6%	−31.4%

Growth and size

Ticker	Name	Close
VIGAXVanguard Growth Index Fund Admiral Shares	Vanguard Growth Index Fund Admiral Shares	$280.89	15.5%	13.0%	18.0%	−35.6%
VIMAXVanguard Mid-Cap Index Fund Admiral Shares	Vanguard Mid-Cap Index Fund Admiral Shares	$396.25	12.2%	7.1%	11.2%	−39.3%
VSMAXVanguard Small-Cap Index Fund Admiral Shares	Vanguard Small-Cap Index Fund Admiral Shares	$138.81	16.3%	6.8%	10.6%	−41.8%
FBGRXFidelity Blue Chip Growth Fund	Fidelity Blue Chip Growth Fund	$298.97	25.8%	14.5%	21.4%	−43.1%

Actively managed

Ticker	Name	Close
AGTHXAmerican Funds Growth Fund of America Class A	American Funds Growth Fund of America Class A	$89.46	13.8%	10.7%	15.6%	−36.4%
FCNTXFidelity Contrafund	Fidelity Contrafund	$27.74	18.3%	14.4%	18.0%	−32.6%
DODGXDodge & Cox Stock Fund Class I	Dodge & Cox Stock Fund Class I	$17.47	11.3%	9.6%	12.6%	−40.4%
TRBCXT. Rowe Price Blue Chip Growth Fund	T. Rowe Price Blue Chip Growth Fund	$218.23	7.3%	8.7%	16.0%	−43.6%
VPMCXVanguard PRIMECAP Fund Investor Shares	Vanguard PRIMECAP Fund Investor Shares	$226.37	41.7%	15.9%	17.0%	−32.6%

Balanced

Ticker	Name	Close
VWELXVanguard Wellington Fund Investor Shares	Vanguard Wellington Fund Investor Shares	$47.11	11.5%	7.9%	9.9%	−25.3%
VWINXVanguard Wellesley Income Fund Investor Shares	Vanguard Wellesley Income Fund Investor Shares	$25.14	4.2%	3.4%	5.4%	−17.4%
PRPFXPermanent Portfolio Class I	Permanent Portfolio Class I	$78.05	11.9%	11.8%	10.1%	−20.8%