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U.S. Large Cap Blend 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 18.19% 12.79% 13.44% 67,213 0.54
iShares S&P 500 Index IVV 18.23% 12.85% 13.39% 3,327 0.52
Vanguard Total Stock Market VTI 19.24% 12.63% 13.33% 2,931 0.55
iShares Russell 1000 IWB 19.37% 12.93% 13.45% 599 0.56
Rydex S&P Equal Weight RSP 5.43% 5.5% 7.85% 1,541 0.13
iShares S&P 100 OEF 22.76% 14.43% 14.4% 248 0.66
Vanguard Large Cap VV 20.72% 13.62% 13.93% 271 0.6
Schwab U.S. Large Cap SCHX 19.52% 13.19% 13.56% 1,013 0.56
Vanguard S&P 500 VOO 16.39% 10.8% 11.37% 3,046 0.47

U.S. Large Cap Growth 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 50.36% 25.63% 22.76% 46,507 1.43
Vanguard Growth ETF VUG 41.5% 21.74% 18.76% 981 1.18
iShares Russell 1000 Growth Index IWF 40.1% 21.95% 19.45% 1,660 1.15
iShares S&P 500 Growth Index IVW 34.29% 19.46% 17.63% 517 1.0

U.S. Large Cap Value 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 0.34% 5.16% 8.77% 1,887 -0.0
SPDR Dow Jones Industrial Aver DIA 8.35% 10.33% 13.22% 3,035 0.22
SPDR S&P Dividend SDY -2.58% 5.19% 9.3% 575 -0.08
Vanguard Dividend Appreciation VIG 14.58% 13.97% 13.92% 1,089 0.45
iShares Russell 1000 Value Ind IWD -1.14% 3.43% 6.96% 2,078 -0.04
iShares S&P 500 Value Index IVE -0.56% 4.65% 8.01% 604 -0.03
iShares Dow Jones Select Divid DVY -11.71% 0.15% 5.9% 703 -0.32

U.S. Mid Cap Blend 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 5.27% 4.59% 8.31% 814 0.12
iShares S&P MidCap 400 Index IJH 5.22% 4.69% 8.46% 1,017 0.12
Vanguard Mid-Cap ETF VO 13.2% 9.29% 10.35% 605 0.35
iShares Russell Midcap Index IWR 10.74% 9.54% 10.73% 1,289 0.28
Vanguard Extended Market Index VXF 21.43% 10.24% 11.72% 340 0.54

U.S. Mid Cap Growth 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 14.74% 7.45% 9.32% 72 0.38
iShares Russell Midcap Growth IWP 30.65% 17.79% 15.72% 314 0.87
Vanguard Mid-Cap Growth ETF VOT 28.95% 16.46% 14.3% 136 0.82

U.S. Mid Cap Value 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ -8.15% -1.83% 3.65% 87 -0.19
iShares Russell Midcap Value I IWS -3.73% -0.12% 3.78% 469 -0.11
Vanguard Mid-Cap Value ETF VOE -2.06% 2.36% 6.33% 372 -0.06

U.S. Small Cap Blend 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 9.37% 6.64% 9.4% 648 0.23
iShares S&P SmallCap 600 Index IJR -1.11% 1.98% 7.92% 3,768 -0.04
iShares Russell 2000 Index IWM 8.28% 4.1% 8.48% 21,912 0.2
iShares Russell Microcap Index IWC 12.9% 1.92% 6.89% 27 0.31
Schwab U.S. Small-Cap ETF SCHA 7.53% 4.3% 8.02% 404 0.17

U.S. Small Cap Growth 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 26.64% 15.0% 14.11% 183 0.71
iShares Russell 2000 Growth In IWO 24.41% 10.64% 12.03% 359 0.63
iShares S&P SmallCap 600 Growth IJT 6.67% 5.6% 9.45% 107 0.15

U.S. Small Cap Value 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR -4.61% -0.44% 5.24% 405 -0.12
iShares S&P SmallCap 600 Value IJS -9.35% -2.16% 5.29% 170 -0.23
iShares Russell 2000 Value Ind IWN -9.36% -4.71% 2.49% 1,337 -0.22

Foreign Large Cap Equities 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA NA NA NA 22,685 NA
Vanguard MSCI EAFE ETF VEA 2.26% 0.92% 4.7% 8,645 0.06
Schwab International Equity SCHF 1.8% 0.9% 4.6% 2,830 0.04
iShares Dow Jones Intl Select IDV -15.31% -4.62% 1.13% 822 -0.43
iShares MSCI EAFE Value Index EFV -12.54% -5.91% -0.33% 1,114 -0.39
PowerShares Intl Dividend Achievers PID -14.51% -3.14% 0.2% 147 -0.38
iShares MSCI EAFE Growth Index EFG 13.49% 6.54% 7.9% 441 0.46
PowerShares DWA Dev Mkts Techn PIZ 19.86% 6.3% 7.95% 27 0.59

Foreign Small/Mid Cap Equities 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 5.53% 1.29% 6.53% 1,234 0.17
SPDR S&P International Small Cap GWX 6.12% -0.34% 5.11% 51 0.18
WisdomTree International Small DLS -3.53% -3.78% 4.18% 74 -0.13
WisdomTree International MidCap DIM -8.21% -5.59% -0.02% 9 -0.27

Europe Equities 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 0.39% 0.0% 3.68% 4,157 -0.0
iShares MSCI EMU Index EZU -1.86% -3.5% 1.28% 4,694 -0.07
iShares S&P Europe 350 IEV -0.94% -1.39% 2.42% 195 -0.04

Emerging Market Diversified Equities 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 11.32% 1.6% 7.01% 38,697 0.32
Vanguard MSCI Emerging Markets VWO 11.24% 2.44% 7.0% 10,589 0.33
Schwab Emerging Markets SCHE 10.51% 2.68% 7.41% 1,353 0.31
WisdomTree Emerging Markets Equity Income DEM -13.61% -3.51% 3.03% 340 -0.43
PoweShares FTSE RAFI Emerging Markets PXH -10.82% -3.97% 5.09% 507 -0.33
PowerShares DWA Em Mkts Technical Leaders PIE 11.49% 2.4% 6.41% 86 0.32

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 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ -10.17% 2.6% 4.68% 4,227 -0.25
iShares Dow Jones US Real Estate IYR -10.32% 3.32% 5.32% 5,184 -0.26
iShares Cohen & Steers Realty ICF -13.0% 0.66% 1.3% 67 -0.33
SPDR Dow Jones REIT RWR -23.92% -5.35% -2.68% 111 -0.54

International REITs 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -20.73% -3.34% -1.09% 539 -0.7
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -17.02% -2.65% 0.63% 60 -0.59
SPDR Dow Jones Global Real Estate RWO -24.0% -6.14% -3.48% 192 -0.67
iShares S&P Dev ex-US Property WPS -15.44% -2.63% 1.34% 120 -0.55
WisdomTree International Real Estate DRW -17.76% -4.07% 2.9% 12 -0.61

Broadbase Commodities 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC -0.84% -2.45% -2.61% 39 -0.07
iPath DJ-UBS Commodity Index Tracker DJP -7.47% -5.1% -4.05% 221 -0.39
iShares S&P GSCI Commodity-Index GSG -27.05% -9.94% -8.65% 483 -0.85
ELEMENTS Rogers Intl Commodity RJI -13.84% -5.03% -3.82% 52 -0.55
PowerShares DB Commodity Index DBC -11.3% -4.37% -2.4% 1,131 -0.55
United States Commodity Index USCI -16.81% -9.49% -6.74% 36 -0.9

U.S. Total Bonds 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 7.02% 5.13% 4.07% 6,091 0.78
Vanguard Total Bond Market ETF BND 4.72% 2.42% 1.42% 4,854 0.46
Vanguard Intermediate-Term Bond BIV 9.01% 6.17% 4.62% 1,150 1.29
Schwab Aggregate Bond SCHZ 7.18% 5.05% 3.95% 714 0.76

U.S. Short Term Investment Grade Bonds 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 5.02% 3.91% 3.23% 2,370 0.58
iShares 0-5 Year Investment Grade Corp Bond SLQD 4.54% 3.64% 2.9% 362 0.52
iShares Short Term Corp Bond IGSB 3.4% 3.4% 2.61% 2,203 0.35

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 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 2.36% 3.79% 5.22% 24,009 0.11
SPDR Barclays Capital High Yield JNK 2.49% 3.4% 5.08% 6,900 0.12
PowerShares Fundamental High Yield PHB -1.42% -0.58% 0.67% 571 -0.13

International Government Bonds ETFs 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 4.24% 2.07% 2.34% 369 0.34
SPDR Barclays Cap S/T Intl Treasuries BWZ 3.41% 0.12% 0.96% 56 0.44
iShares S&P/Citi Intl Treasury IGOV 6.19% 2.76% -10.12% 286 0.71
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -6.38% -3.67% -1.47% 2 -0.56

Emerging Market Bonds 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB -0.79% -1.18% 0.47% 3,597 -0.06
PCY PowerShares Emerging Mkts PCY -1.0% 2.12% 4.2% 1,184 -0.06
ELD WisdomTree Emerging Markets Local ELD -3.67% -0.83% 2.06% 22 -0.22
EMLC Market Vectors EM Local Curr EMLC -2.37% -22.0% -12.56% 1,825 -0.18

U.S. Preferred/Convertible 10/16/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 3.04% 4.01% 4.44% 4,373 0.08
PowerShares Financial Preferre PGF 5.32% 5.83% 6.08% 467 0.18
PowerShares Preferred PGX 3.97% 5.39% 5.55% 2,655 0.11
SPDR Barclays Capital Convertible CWB 40.29% 16.41% 14.23% 1,149 1.51
SPDR Wells Fargo Preferred Stk PSK 3.33% 4.93% 5.76% 193 0.1

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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