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U.S. Large Cap Blend 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 33.84% 17.36% 17.78% 0 2.45
iShares S&P 500 Index IVV 33.5% 17.33% 17.81% 0 2.44
Vanguard Total Stock Market VTI 36.09% 17.4% 17.9% 0 2.54
iShares Russell 1000 IWB 34.76% 17.6% 17.92% 0 2.5
Rydex S&P Equal Weight RSP 39.2% 14.57% 15.12% 0 2.53
iShares S&P 100 OEF 32.84% 18.64% 18.54% 0 2.29
Vanguard Large Cap VV 34.59% 18.13% 18.32% 0 2.5
Schwab U.S. Large Cap SCHX 35.05% 17.98% 18.25% 0 2.52
Vanguard S&P 500 VOO 33.94% 17.4% 17.84% 0 2.46

U.S. Large Cap Growth 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 38.87% 28.16% 27.02% 0 1.99
Vanguard Growth ETF VUG 36.56% 25.28% 23.52% 0 2.06
iShares Russell 1000 Growth Index IWF 35.88% 24.15% 23.91% 0 2.06
iShares S&P 500 Growth Index IVW 35.77% 22.43% 22.22% 0 2.13

U.S. Large Cap Value 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 31.82% 10.32% 12.79% 0 2.22
SPDR Dow Jones Industrial Aver DIA 26.09% 12.39% 16.22% 0 1.94
SPDR S&P Dividend SDY 29.58% 9.89% 11.5% 0 1.76
Vanguard Dividend Appreciation VIG 24.62% 14.79% 15.98% 0 1.96
iShares Russell 1000 Value Ind IWD 33.33% 10.29% 11.41% 0 2.25
iShares S&P 500 Value Index IVE 30.64% 10.78% 12.1% 0 2.11
iShares Dow Jones Select Divid DVY 39.96% 8.16% 10.13% 0 2.13

U.S. Mid Cap Blend 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 43.22% 11.19% 13.46% 0 2.3
iShares S&P MidCap 400 Index IJH 43.16% 11.27% 13.62% 0 2.31
Vanguard Mid-Cap ETF VO 39.83% 15.72% 15.62% 0 2.67
iShares Russell Midcap Index IWR 40.51% 15.56% 15.99% 0 2.63
Vanguard Extended Market Index VXF 46.09% 16.54% 17.52% 0 2.4

U.S. Mid Cap Growth 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 36.25% 11.84% 13.75% 0 2.01
iShares Russell Midcap Growth IWP 40.1% 20.7% 20.48% 0 2.13
Vanguard Mid-Cap Growth ETF VOT 40.39% 20.97% 19.62% 0 2.33

U.S. Mid Cap Value 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 50.03% 8.37% 10.96% 0 2.34
iShares Russell Midcap Value I IWS 39.79% 10.22% 11.16% 0 2.31
Vanguard Mid-Cap Value ETF VOE 38.3% 10.0% 11.56% 0 2.19

U.S. Small Cap Blend 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 44.73% 12.52% 14.87% 0 2.35
iShares S&P SmallCap 600 Index IJR 53.13% 8.81% 14.01% 0 2.33
iShares Russell 2000 Index IWM 46.05% 10.78% 14.2% 0 2.05
iShares Russell Microcap Index IWC 55.72% 12.21% 14.91% 0 2.15
Schwab U.S. Small-Cap ETF SCHA 47.27% 11.42% 14.1% 0 2.23

U.S. Small Cap Growth 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 37.29% 16.58% 18.39% 0 1.86
iShares Russell 2000 Growth In IWO 36.43% 12.75% 16.4% 0 1.56
iShares S&P SmallCap 600 Growth IJT 48.66% 9.78% 15.35% 0 2.29

U.S. Small Cap Value 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 50.76% 8.66% 11.64% 0 2.37
iShares S&P SmallCap 600 Value IJS 56.94% 7.03% 11.9% 0 2.24
iShares Russell 2000 Value Ind IWN 55.96% 7.89% 11.38% 0 2.24

Foreign Large Cap Equities 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 23.79% 8.8% 9.64% 0 1.68
Vanguard MSCI EAFE ETF VEA 26.99% 9.92% 10.52% 0 1.91
Schwab International Equity SCHF 26.41% 9.87% 10.39% 0 1.87
iShares Dow Jones Intl Select IDV 23.61% 4.28% 6.47% 0 1.59
iShares MSCI EAFE Value Index EFV 24.0% 3.4% 6.23% 0 1.47
PowerShares Intl Dividend Achievers PID 39.48% 8.4% 8.7% 0 2.44
iShares MSCI EAFE Growth Index EFG 22.55% 13.46% 12.4% 0 1.61
PowerShares DWA Dev Mkts Techn PIZ 32.23% 15.27% 13.46% 0 2.01

Foreign Small/Mid Cap Equities 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 30.21% 10.32% 11.52% 0 2.02
SPDR S&P International Small Cap GWX 31.66% 8.92% 9.71% 0 2.1
WisdomTree International Small DLS 29.24% 6.16% 8.58% 0 2.16
WisdomTree International MidCap DIM 24.16% 5.55% 8.0% 0 1.8

Europe Equities 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 28.34% 10.01% 10.68% 0 1.81
iShares MSCI EMU Index EZU 27.1% 8.96% 10.67% 0 1.61
iShares S&P Europe 350 IEV 23.62% 8.47% 8.87% 0 1.51

Emerging Market Diversified Equities 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 15.68% 9.45% 9.17% 0 0.86
Vanguard MSCI Emerging Markets VWO 18.32% 11.34% 9.5% 0 1.05
Schwab Emerging Markets SCHE 16.4% 10.76% 9.43% 0 0.92
WisdomTree Emerging Markets Equity Income DEM 25.05% 6.56% 8.51% 0 1.71
PoweShares FTSE RAFI Emerging Markets PXH 26.42% 6.83% 8.5% 0 1.62
PowerShares DWA Em Mkts Technical Leaders PIE 31.31% 15.13% 11.7% 0 1.42

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 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 34.53% 12.67% 8.8% 0 2.08
iShares Dow Jones US Real Estate IYR 31.72% 11.97% 9.56% 0 1.98
iShares Cohen & Steers Realty ICF 31.78% 11.48% 7.48% 0 1.88
SPDR Dow Jones REIT RWR 37.37% 7.99% 6.26% 0 1.91

International REITs 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX 22.22% 4.26% 3.93% 0 1.59
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL 18.77% 4.69% 4.51% 0 1.32
SPDR Dow Jones Global Real Estate RWO 32.13% 6.65% 5.31% 0 2.02
iShares S&P Dev ex-US Property WPS 20.34% 5.62% 5.18% 0 1.57
WisdomTree International Real Estate DRW 8.31% 0.07% 3.91% 0 0.64

Broadbase Commodities 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 23.98% 7.23% 2.45% 0 1.65
iPath DJ-UBS Commodity Index Tracker DJP 40.55% 7.38% 4.23% 0 2.39
iShares S&P GSCI Commodity-Index GSG 48.36% -1.87% 2.78% 0 2.48
ELEMENTS Rogers Intl Commodity RJI 48.07% 6.54% 6.13% 0 2.87
PowerShares DB Commodity Index DBC 46.0% 5.36% 6.83% 0 2.51
United States Commodity Index USCI 31.71% -0.97% -0.72% 0 2.22

U.S. Total Bonds 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG -0.3% 5.65% 3.2% 0 -0.1
Vanguard Total Bond Market ETF BND -0.34% 5.68% 3.33% 0 -0.11
Vanguard Intermediate-Term Bond BIV -0.68% 6.79% 3.55% 0 -0.19
Schwab Aggregate Bond SCHZ -0.51% 5.52% 3.11% 0 -0.16

U.S. Short Term Investment Grade Bonds 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 1.28% 4.36% 2.92% 0 1.04
iShares 0-5 Year Investment Grade Corp Bond SLQD 0.95% 3.88% 2.69% 0 0.88
iShares Short Term Corp Bond IGSB 1.47% 3.81% 2.58% 0 1.19

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 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 8.77% 5.74% 5.61% 0 1.9
SPDR Barclays Capital High Yield JNK 9.37% 5.8% 5.69% 0 2.09
PowerShares Fundamental High Yield PHB 8.15% 6.08% 5.2% 0 2.04

International Government Bonds ETFs 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX -2.28% 3.06% 1.43% 0 -0.39
SPDR Barclays Cap S/T Intl Treasuries BWZ -1.03% 0.69% 0.44% 0 -0.21
iShares S&P/Citi Intl Treasury IGOV -2.34% 2.59% 1.54% 0 -0.4
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -11.2% -3.22% -1.91% 0 -0.98

Emerging Market Bonds 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 3.7% 6.68% 4.14% 0 0.52
PCY PowerShares Emerging Mkts PCY 3.29% 6.06% 2.96% 0 0.39
ELD WisdomTree Emerging Markets Local ELD 1.03% 4.63% 1.42% 0 0.1
EMLC Market Vectors EM Local Curr EMLC 1.03% 4.31% 0.2% 0 0.12

U.S. Preferred/Convertible 09/17/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 12.8% 7.17% 5.45% 0 1.88
PowerShares Financial Preferre PGF 6.87% 7.18% 5.62% 0 1.16
PowerShares Preferred PGX 7.46% 7.22% 5.47% 0 1.26
SPDR Barclays Capital Convertible CWB 31.32% 22.26% 17.86% 0 1.89
SPDR Wells Fargo Preferred Stk PSK 5.67% 6.36% 5.27% 0 0.99

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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