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U.S. Large Cap Blend 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY -15.16% 8.24% 9.24% 76,314 -0.72
iShares S&P 500 Index IVV -14.52% 8.72% 9.57% 4,776 -0.69
Vanguard Total Stock Market VTI -17.28% 7.92% 8.75% 3,615 -0.79
iShares Russell 1000 IWB -16.35% 8.33% 9.19% 1,038 -0.76
Rydex S&P Equal Weight RSP -14.55% 7.11% 7.61% 1,932 -0.74
iShares S&P 100 OEF -15.73% 9.39% 9.99% 318 -0.73
Vanguard Large Cap VV -16.13% 8.59% 9.48% 448 -0.75
Schwab U.S. Large Cap SCHX -58.04% -13.83% -4.72% 2,701 -0.8
Vanguard S&P 500 VOO -14.54% 8.63% 9.51% 4,482 -0.69

U.S. Large Cap Growth 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ -24.5% 13.17% 13.85% 56,801 -0.85
Vanguard Growth ETF VUG -25.4% 9.77% 11.14% 1,148 -0.88
iShares Russell 1000 Growth Index IWF -22.23% 10.74% 12.14% 1,860 -0.81
iShares S&P 500 Growth Index IVW -20.71% 10.03% 11.42% 2,107 -0.76

U.S. Large Cap Value 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV -4.17% 7.26% 7.75% 2,480 -0.28
SPDR Dow Jones Industrial Aver DIA -11.82% 4.94% 7.92% 3,080 -0.69
SPDR S&P Dividend SDY 0.09% 7.31% 8.52% 611 -0.04
Vanguard Dividend Appreciation VIG -8.63% 6.92% 9.89% 1,468 -0.5
iShares Russell 1000 Value Ind IWD -10.06% 4.99% 5.61% 2,331 -0.59
iShares S&P 500 Value Index IVE -8.38% 5.67% 6.45% 1,060 -0.52
iShares Dow Jones Select Divid DVY -0.85% 6.75% 7.24% 813 -0.09

U.S. Mid Cap Blend 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY -14.27% 6.37% 5.94% 725 -0.62
iShares S&P MidCap 400 Index IJH -13.97% 6.61% 6.17% 1,116 -0.61
Vanguard Mid-Cap ETF VO -18.35% 6.05% 6.91% 676 -0.81
iShares Russell Midcap Index IWR -18.54% 5.55% 7.27% 1,393 -0.82
Vanguard Extended Market Index VXF -28.83% 4.65% 5.06% 389 -1.03

U.S. Mid Cap Growth 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK -19.0% 5.0% 5.18% 309 -0.75
iShares Russell Midcap Growth IWP -29.28% 4.22% 7.51% 865 -0.97
Vanguard Mid-Cap Growth ETF VOT -26.87% 5.72% 7.85% 175 -0.92

U.S. Mid Cap Value 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ -9.66% 6.41% 5.13% 647 -0.46
iShares Russell Midcap Value I IWS -12.49% 4.94% 4.96% 520 -0.63
Vanguard Mid-Cap Value ETF VOE -9.13% 5.73% 5.76% 419 -0.49

U.S. Small Cap Blend 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB -19.52% 5.61% 5.73% 762 -0.8
iShares S&P SmallCap 600 Index IJR -18.05% 5.95% 5.1% 4,050 -0.79
iShares Russell 2000 Index IWM -22.88% 4.63% 3.72% 24,785 -0.89
iShares Russell Microcap Index IWC -26.9% 6.98% 3.06% 32 -1.05
Schwab U.S. Small-Cap ETF SCHA -61.22% -16.92% -9.4% 1,247 -0.84

U.S. Small Cap Growth 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK -29.72% 3.0% 5.75% 327 -1.0
iShares Russell 2000 Growth In IWO -28.87% 3.11% 3.67% 603 -0.95
iShares S&P SmallCap 600 Growth IJT -20.56% 5.67% 5.44% 299 -0.83

U.S. Small Cap Value 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR -11.79% 6.55% 4.92% 549 -0.54
iShares S&P SmallCap 600 Value IJS -15.74% 5.35% 4.07% 971 -0.72
iShares Russell 2000 Value Ind IWN -16.79% 5.2% 3.07% 1,233 -0.75

Foreign Large Cap Equities 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA -23.28% -1.24% -0.48% 21,637 -1.21
Vanguard MSCI EAFE ETF VEA -23.04% -0.05% 0.11% 17,558 -1.2
Schwab International Equity SCHF -22.52% -0.26% 0.07% 7,565 -1.19
iShares Dow Jones Intl Select IDV -15.75% -1.2% -0.64% 1,147 -0.9
iShares MSCI EAFE Value Index EFV -17.55% -2.02% -2.35% 3,507 -0.96
PowerShares Intl Dividend Achievers PID -6.79% 3.76% 3.65% 278 -0.44
iShares MSCI EAFE Growth Index EFG NA NA NA 1,191 -1.38
PowerShares DWA Dev Mkts Techn PIZ -35.25% -1.79% -1.08% 22 -1.47

Foreign Small/Mid Cap Equities 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ -30.47% -1.78% -1.57% 1,650 -1.54
SPDR S&P International Small Cap GWX -29.75% -1.07% -2.22% 104 -1.55
WisdomTree International Small DLS -23.51% -1.43% -2.55% 82 -1.32
WisdomTree International MidCap DIM -23.77% -3.0% -2.44% 11 -1.33

Europe Equities 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK -24.28% -0.39% -0.53% 5,212 -1.07
iShares MSCI EMU Index EZU -29.15% -3.12% -2.81% 3,493 -1.16
iShares S&P Europe 350 IEV -22.71% -0.98% -1.38% 454 -1.05

Emerging Market Diversified Equities 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM -28.46% -2.77% -2.61% 38,478 -1.37
Vanguard MSCI Emerging Markets VWO -23.51% -0.03% -0.54% 12,916 -1.18
Schwab Emerging Markets SCHE -22.85% -0.37% -0.47% 2,666 -1.14
WisdomTree Emerging Markets Equity Income DEM -10.48% 2.09% 2.26% 379 -0.63
PoweShares FTSE RAFI Emerging Markets PXH -24.4% -3.13% -1.75% 918 -1.31
PowerShares DWA Em Mkts Technical Leaders PIE -31.76% -0.59% -0.96% 63 -1.51

Emerging Market Small Cap 08/21/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P Emerging Markets Small EWX 1.58% -4.96% 1.25% 55 0.03
Wisdomtree Emerging Mkts Small DGS -8.58% -7.1% -0.07% 203 -0.29
Guggenheim Frontier Markets FRN NA NA NA -0 0.17

U.S. REITs 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ -16.8% -0.86% 3.54% 4,482 -0.8
iShares Dow Jones US Real Estate IYR -16.67% -1.25% 3.8% 6,206 -0.8
iShares Cohen & Steers Realty ICF NA NA NA 171 -0.7
SPDR Dow Jones REIT RWR -18.47% -3.97% 1.44% 239 -0.87

International REITs 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -28.41% -9.99% -4.04% 181 -1.63
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -27.96% -9.06% -3.75% 27 -1.65
SPDR Dow Jones Global Real Estate RWO -22.36% -6.08% -0.7% 113 -1.19
iShares S&P Dev ex-US Property WPS -27.76% -8.16% -3.46% 3 -1.73
WisdomTree International Real Estate DRW NA NA NA 9 -1.75

Broadbase Commodities 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 15.13% 13.54% 6.5% 80 0.55
iPath DJ-UBS Commodity Index Tracker DJP 12.51% 14.72% 7.19% 159 0.45
iShares S&P GSCI Commodity-Index GSG 22.06% 10.99% 6.67% 1,596 0.67
ELEMENTS Rogers Intl Commodity RJI 17.01% 15.56% 8.98% 77 0.65
PowerShares DB Commodity Index DBC 18.48% 17.33% 9.83% 3,803 0.67
United States Commodity Index USCI 25.58% 12.75% 5.1% 48 0.89

U.S. Total Bonds 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG -12.91% -2.68% 0.11% 6,789 -1.92
Vanguard Total Bond Market ETF BND -12.92% -2.65% 0.15% 5,752 -1.92
Vanguard Intermediate-Term Bond BIV -12.5% -2.06% 0.71% 928 -1.7
Schwab Aggregate Bond SCHZ -12.84% -2.7% 0.03% 932 -1.9

U.S. Short Term Investment Grade Bonds 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH -6.77% -0.34% 1.11% 5,032 -2.06
iShares 0-5 Year Investment Grade Corp Bond SLQD -5.22% 0.03% 1.25% 634 -1.85
iShares Short Term Corp Bond IGSB -6.61% -0.74% 0.91% 3,003 -1.94

U.S. Intermediate Term Investment Grade Bonds 04/27/2018

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Intermediate CIU -0.44% 1.01% 1.47% 330 -0.69
Vanguard Interm-Tm Corp Bd Idx VCIT -1.87% 1.06% 1.9% 1,426 -0.85
iShares Barclays Credit Bond CFT -2.73% -1.67% -1.22% 62 -1.15
SPDR Barclays Cap Interm Term ITR NA NA NA 922 0.01
PIMCO Investment Grade Corp Bd CORP -1.84% 0.86% 1.88% 64 -0.76

U.S. Long Term Investment Grade Bonds 04/27/2018

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ Invest Grade Corp LQD NA NA NA 6,737 -0.76
Vanguard Long-Term Corp Bond I VCLT 1.22% 2.29% 3.26% 253 0.06
SPDR Barclays Capital Long Corp LWC -34.35% -11.54% -5.38% 105 -0.85

U.S. Long Term Treasury Bonds 04/27/2018

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PIMCO 25+ Year Zero Coupon Treasury ZROZ 1.28% -1.09% 2.51% 20 0.03
Vanguard Extended Duration Treasury EDV 1.57% -0.27% 2.55% 89 0.05
iShares 20+ Treasury TLT 0.05% -0.2% 1.98% 9,392 -0.08
SPDR Barclays Capital Long Term Treasury TLO -100.0% -100.0% -100.0% 116 -0.05
iShares Barclays 10-20 Year Treasury TLH -2.84% -0.35% 0.89% 46 -0.67
iShares Barclays 7-10 Year Treasury IEF -2.67% -0.32% 0.51% 3,133 -0.91
iPath Treasury 10-Year Bull ETN DTYL -4.57% -2.02% -0.11% 0 -0.97
iPath Treasury Long Bond Bull ETN DLBL 0.89% -0.22% 1.04% 0 0.01
PIMCO 15+ Year U.S. TIPS LTPZ 0.2% -0.66% -1.3% 24 -0.07
Vanguard Long Term Governmment Bond VGLT 0.07% -0.07% 1.99% 120 -0.09

U.S. High Yield Bonds 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG -10.86% -0.59% 1.39% 36,278 -1.05
SPDR Barclays Capital High Yield JNK -10.93% -0.33% 1.32% 10,186 -1.06
PowerShares Fundamental High Yield PHB -10.12% -0.14% 1.55% 343 -1.25

International Government Bonds ETFs 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX -26.2% -8.99% -4.64% 409 -2.57
SPDR Barclays Cap S/T Intl Treasuries BWZ -18.42% -5.66% -4.13% 44 -2.61
iShares S&P/Citi Intl Treasury IGOV -28.14% -9.84% -5.5% 194 -2.66
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -18.19% -8.73% -6.36% 11 -2.31

Emerging Market Bonds 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB -21.25% -6.05% -2.23% 6,721 -1.65
PCY PowerShares Emerging Mkts PCY -28.58% -10.31% -4.9% 861 -1.66
ELD WisdomTree Emerging Markets Local ELD -13.13% -4.41% -2.75% 16 -1.08
EMLC Market Vectors EM Local Curr EMLC -16.23% -5.33% -4.29% 1,416 -1.36

U.S. Preferred/Convertible 09/30/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF -10.7% 0.56% 1.94% 3,641 -0.93
PowerShares Financial Preferre PGF -12.5% -0.71% 1.74% 347 -1.06
PowerShares Preferred PGX -12.41% -0.88% 1.72% 4,046 -1.04
SPDR Barclays Capital Convertible CWB -22.53% 9.97% 8.45% 939 -1.31
SPDR Wells Fargo Preferred Stk PSK -11.26% -1.04% 1.41% 174 -0.98

Managed Futures ETFs 08/22/2014

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Elements S&P CTI ETN LSC -2.83% -9.97% -8.87% 3 -0.13
iShares Diversified Alternative ALT 6012400.0% 250.31% 116.41% 1 1030.12
WisdomTree Managed Futures WDTI -0.21% -5.4% NA 25 -0.05

Hedge Funds ETFs 06/10/2016

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
IQ Hedge Multi-Strategy QAI -2.01% 2.19% 2.29% 186 -0.55
Credit Suisse Merger Arbitrage CSMA 3.85% -0.37% -0.38% 1 0.23
PowerShares S&P 500 BuyWrite PBP 0.4% 5.0% 6.27% 96 0.02
ProShares Credit Suisse 130/30 CSM 2.44% -11.59% -1.53% 35 0.13
Cambria Global Tactical ETF GTAA -6.91% -0.21% -0.61% 1 -0.68
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