Issue link: https://resources.envestnet.com/i/1540867
20 © 2025 Envestnet, Inc. All rights reserved. For one-on-one use with a client's financial advisor only. Q3 Market Recap Performance in % Source: YCharts. US Large Cap Equities = S&P 500 TR USD; US Small Cap Equities = Russell 2000 TR USD; REITS = DJ US Select REIT TR USD; Global Equities = MSCI ACWI GR USD; Developed Equities = MSCI EAFE GR USD; 60/40 = PMC ACP Moderate Benchmark; EM Equities = MSCI EM GR USD; US Bonds = BBgBarc US Agg Bond TR USD; Municipal Bonds = Bloomberg Municipal TR USD; Global Bonds = BBgBarc Global Aggregate TR USD; US Treasury Bonds = BBgBarc US Treasury 10+ Yr TR USD; Commodities = Bloomberg Commodity TR USD. 12.39 10.64 8.12 7.62 5.13 5.09 4.77 3.65 3.00 2.03 1.51 0.60 10.39 27.53 14.83 18.44 13.08 4.50 25.14 9.38 2.64 6.13 5.36 7.91 US Small Cap Equities Emerging Market Equities US Large Cap Equities Global Equities Moderate Investor (60/40) REITs Developed Equities Commodities Municipal Bonds US Bonds US Treasury Bonds Global Bonds Q3 YTD 20251017-4912642