Issue link: https://resources.envestnet.com/i/1540867
23 © 2025 Envestnet. All rights reserved. For home office and advisor use only. Growth vs. Value Asset Class Source: YCharts. YTD as of 9/30/2025. Growth = Russell 1000 Growth TR. Value = Russell 1000 Value TR. 16% 7% 7% -6% -16% 30% 16% 7% 22% 0% -37% 20% 16% 0% 18% 33% 13% -4% 17% 14% -8% 27% 3% 25% -8% 11% 14% 12% 39% 33% -22% -20% -28% 30% 6% 5% 9% 12% -38% 37% 17% 3% 15% 33% 13% 6% 7% 30% -2% 36% 38% 28% -29% 43% 33% 17% 1998 2001 2004 2007 2010 2013 2016 2019 2022 YTD Value Growth 20251017-4912642