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U.S. Large Cap Blend 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY -3.55% 9.89% 9.24% 82,129 -0.21
iShares S&P 500 Index IVV -2.85% 10.34% 9.56% 4,491 -0.18
Vanguard Total Stock Market VTI -3.1% 9.59% 8.9% 4,181 -0.19
iShares Russell 1000 IWB -3.2% 9.9% 9.22% 1,099 -0.19
Rydex S&P Equal Weight RSP 2.33% 11.73% 9.12% 3,202 0.03
iShares S&P 100 OEF -6.45% 9.95% 9.48% 317 -0.32
Vanguard Large Cap VV -3.68% 10.04% 9.41% 366 -0.21
Schwab U.S. Large Cap SCHX -51.68% -12.61% -4.73% 2,177 -0.72
Vanguard S&P 500 VOO -2.81% 10.45% 9.61% 4,069 -0.18

U.S. Large Cap Growth 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ -11.97% 11.73% 12.59% 52,147 -0.42
Vanguard Growth ETF VUG -12.15% 8.98% 10.26% 1,566 -0.43
iShares Russell 1000 Growth Index IWF -9.86% 10.02% 10.92% 2,709 -0.38
iShares S&P 500 Growth Index IVW -12.87% 8.87% 9.69% 2,521 -0.47

U.S. Large Cap Value 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 6.08% 10.94% 8.46% 2,987 0.24
SPDR Dow Jones Industrial Aver DIA 3.4% 9.02% 7.92% 4,238 0.09
SPDR S&P Dividend SDY 8.89% 11.38% 9.55% 599 0.39
Vanguard Dividend Appreciation VIG 2.39% 10.14% 10.04% 1,824 0.04
iShares Russell 1000 Value Ind IWD 3.71% 8.82% 6.85% 3,135 0.1
iShares S&P 500 Value Index IVE 7.28% 9.84% 8.04% 1,081 0.29
iShares Dow Jones Select Divid DVY 9.56% 11.52% 8.77% 791 0.42

U.S. Mid Cap Blend 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 6.6% 10.94% 7.48% 686 0.19
iShares S&P MidCap 400 Index IJH 7.47% 11.24% 7.73% 1,171 0.23
Vanguard Mid-Cap ETF VO 0.98% 9.29% 8.06% 684 -0.02
iShares Russell Midcap Index IWR 1.87% 8.92% 8.35% 1,687 0.01
Vanguard Extended Market Index VXF -3.31% 6.8% 6.12% 433 -0.16

U.S. Mid Cap Growth 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 1.98% 7.93% 5.51% 329 0.01
iShares Russell Midcap Growth IWP -1.8% 6.0% 7.69% 1,097 -0.11
Vanguard Mid-Cap Growth ETF VOT -4.25% 7.36% 8.42% 196 -0.19

U.S. Mid Cap Value 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 11.77% 12.77% 8.0% 635 0.43
iShares Russell Midcap Value I IWS 3.57% 9.31% 6.62% 642 0.08
Vanguard Mid-Cap Value ETF VOE 5.76% 10.4% 7.22% 498 0.19

U.S. Small Cap Blend 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 3.72% 9.1% 7.23% 738 0.08
iShares S&P SmallCap 600 Index IJR 2.71% 9.69% 6.89% 3,962 0.04
iShares Russell 2000 Index IWM 1.88% 7.01% 5.19% 23,515 0.01
iShares Russell Microcap Index IWC 0.01% 7.87% 4.61% 41 -0.06
Schwab U.S. Small-Cap ETF SCHA -48.77% -14.2% -7.91% 1,048 -0.68

U.S. Small Cap Growth 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK -2.03% 4.32% 6.24% 317 -0.11
iShares Russell 2000 Growth In IWO 0.02% 3.67% 4.25% 568 -0.05
iShares S&P SmallCap 600 Growth IJT -1.67% 7.0% 6.22% 230 -0.12

U.S. Small Cap Value 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 7.53% 11.66% 7.14% 570 0.24
iShares S&P SmallCap 600 Value IJS 6.55% 11.49% 6.76% 374 0.21
iShares Russell 2000 Value Ind IWN 3.35% 9.4% 5.41% 1,222 0.07

Foreign Large Cap Equities 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 1.35% 5.56% 2.53% 22,493 -0.01
Vanguard MSCI EAFE ETF VEA 1.14% 6.68% 3.12% 15,224 -0.02
Schwab International Equity SCHF 1.22% 6.78% 3.25% 5,074 -0.02
iShares Dow Jones Intl Select IDV 7.37% 6.31% 4.28% 1,322 0.27
iShares MSCI EAFE Value Index EFV 6.79% 6.59% 1.38% 3,707 0.24
PowerShares Intl Dividend Achievers PID 4.38% 7.51% 5.67% 386 0.14
iShares MSCI EAFE Growth Index EFG -2.78% 3.96% 3.18% 1,179 -0.18
PowerShares DWA Dev Mkts Techn PIZ -7.83% 2.39% 1.57% 38 -0.37

Foreign Small/Mid Cap Equities 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ -4.56% 3.38% 0.58% 1,685 -0.27
SPDR S&P International Small Cap GWX -2.33% 5.05% -0.02% 125 -0.18
WisdomTree International Small DLS 0.58% 3.06% -0.32% 66 -0.05
WisdomTree International MidCap DIM 1.95% 4.01% 0.67% 9 0.02

Europe Equities 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 0.52% 7.2% 3.49% 4,479 -0.04
iShares MSCI EMU Index EZU 1.24% 6.65% 2.16% 3,100 -0.01
iShares S&P Europe 350 IEV 1.63% 6.44% 2.54% 408 0.0

Emerging Market Diversified Equities 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM -5.76% 2.21% -1.48% 42,976 -0.31
Vanguard MSCI Emerging Markets VWO -7.11% 3.02% -0.5% 13,935 -0.39
Schwab Emerging Markets SCHE -4.24% 4.22% 0.33% 2,736 -0.26
WisdomTree Emerging Markets Equity Income DEM 4.64% 7.3% 3.22% 462 0.15
PoweShares FTSE RAFI Emerging Markets PXH -7.01% 3.06% -0.47% 464 -0.4
PowerShares DWA Em Mkts Technical Leaders PIE -14.87% 3.49% -0.39% 78 -0.72

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 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ -4.32% 3.13% 7.21% 5,298 -0.24
iShares Dow Jones US Real Estate IYR -4.69% 2.38% 6.79% 5,863 -0.25
iShares Cohen & Steers Realty ICF -5.08% 3.11% 6.89% 225 -0.26
SPDR Dow Jones REIT RWR -8.4% 1.7% 5.5% 201 -0.4

International REITs 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -9.48% -4.38% -1.73% 180 -0.52
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -11.51% -5.13% -1.91% 52 -0.63
SPDR Dow Jones Global Real Estate RWO -8.95% -0.65% 2.53% 194 -0.47
iShares S&P Dev ex-US Property WPS -10.69% -4.1% -1.76% 6 -0.61
WisdomTree International Real Estate DRW NA NA NA 9 -1.01

Broadbase Commodities 11/18/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 35.53% 24.43% 12.37% 91 0.95
iPath DJ-UBS Commodity Index Tracker DJP 14.6% 15.95% 7.33% 203 0.5
iShares S&P GSCI Commodity-Index GSG 22.44% 11.69% 6.39% 1,264 0.66
ELEMENTS Rogers Intl Commodity RJI 15.53% 16.12% 8.96% 61 0.57
PowerShares DB Commodity Index DBC 18.74% 18.35% 9.68% 2,942 0.65
United States Commodity Index USCI 25.55% 15.34% 5.93% 24 0.87

U.S. Total Bonds 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG -6.25% -1.4% 1.34% 7,971 -0.95
Vanguard Total Bond Market ETF BND -6.29% -1.39% 1.39% 6,766 -0.96
Vanguard Intermediate-Term Bond BIV -6.21% -0.69% 2.2% 1,191 -0.89
Schwab Aggregate Bond SCHZ -6.28% -1.31% 1.33% 1,112 -0.95

U.S. Short Term Investment Grade Bonds 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH -1.08% 0.57% 2.08% 6,605 -0.63
iShares 0-5 Year Investment Grade Corp Bond SLQD -0.43% 0.88% 2.1% 656 -0.55
iShares Short Term Corp Bond IGSB -0.94% 0.5% 1.85% 4,851 -0.58

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 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG -0.16% 2.32% 3.35% 35,405 -0.14
SPDR Barclays Capital High Yield JNK -0.05% 2.74% 3.35% 9,015 -0.13
PowerShares Fundamental High Yield PHB -0.38% 2.31% 3.25% 295 -0.19

International Government Bonds ETFs 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX -13.57% -5.44% -3.2% 762 -1.16
SPDR Barclays Cap S/T Intl Treasuries BWZ -6.93% -2.6% -2.93% 59 -0.91
iShares S&P/Citi Intl Treasury IGOV -16.5% -6.5% -4.29% 236 -1.36
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -7.38% -5.79% -5.29% 5 -0.89

Emerging Market Bonds 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB -7.2% -2.27% 0.4% 7,574 -0.55
PCY PowerShares Emerging Mkts PCY -10.13% -5.0% -1.02% 1,210 -0.56
ELD WisdomTree Emerging Markets Local ELD 3.12% -1.17% -0.87% 21 0.11
EMLC Market Vectors EM Local Curr EMLC -0.32% -1.94% -2.24% 1,324 -0.14

U.S. Preferred/Convertible 01/27/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 0.97% 3.01% 4.15% 4,475 -0.05
PowerShares Financial Preferre PGF 0.5% 1.87% 3.83% 577 -0.07
PowerShares Preferred PGX -1.2% 1.54% 3.86% 6,466 -0.19
SPDR Barclays Capital Convertible CWB -3.75% 9.79% 9.0% 643 -0.31
SPDR Wells Fargo Preferred Stk PSK 0.56% 1.21% 3.63% 249 -0.07

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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