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U.S. Large Cap Blend 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 0.2% 14.93% 13.14% 110,119 0.0
iShares S&P 500 Index IVV -0.04% 14.91% 13.15% 7,689 -0.01
Vanguard Total Stock Market VTI -3.02% 13.93% 12.47% 5,037 -0.18
iShares Russell 1000 IWB -2.37% 14.3% 12.73% 1,108 -0.14
Rydex S&P Equal Weight RSP -0.76% 13.77% 11.59% 3,373 -0.05
iShares S&P 100 OEF -0.02% 15.63% 13.58% 409 -0.01
Vanguard Large Cap VV -1.61% 14.67% 13.04% 545 -0.1
Schwab U.S. Large Cap SCHX -50.88% -9.05% -1.63% 3,216 -0.71
Vanguard S&P 500 VOO 0.23% 14.95% 13.18% 7,020 0.01

U.S. Large Cap Growth 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ -4.88% 19.9% 17.71% 82,260 -0.21
Vanguard Growth ETF VUG -7.62% 16.14% 14.72% 1,322 -0.32
iShares Russell 1000 Growth Index IWF -4.82% 16.77% 15.86% 2,496 -0.21
iShares S&P 500 Growth Index IVW -2.92% 15.72% 15.03% 4,211 -0.14

U.S. Large Cap Value 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 5.19% 12.96% 11.3% 3,538 0.36
SPDR Dow Jones Industrial Aver DIA -2.64% 10.92% 11.51% 6,159 -0.19
SPDR S&P Dividend SDY 3.99% 12.53% 11.56% 577 0.28
Vanguard Dividend Appreciation VIG 0.97% 13.64% 12.98% 1,583 0.06
iShares Russell 1000 Value Ind IWD 0.07% 10.83% 8.95% 3,240 -0.0
iShares S&P 500 Value Index IVE 1.7% 12.24% 9.9% 1,347 0.11
iShares Dow Jones Select Divid DVY 8.38% 13.37% 10.79% 1,280 0.56

U.S. Mid Cap Blend 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY -7.42% 10.77% 8.78% 1,431 -0.37
iShares S&P MidCap 400 Index IJH -7.42% 10.89% 8.95% 1,778 -0.38
Vanguard Mid-Cap ETF VO -3.98% 11.93% 10.35% 1,105 -0.22
iShares Russell Midcap Index IWR -6.16% 11.01% 10.64% 2,358 -0.33
Vanguard Extended Market Index VXF -17.65% 8.66% 8.55% 494 -0.75

U.S. Mid Cap Growth 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK -11.07% 8.89% 7.74% 319 -0.53
iShares Russell Midcap Growth IWP -15.63% 8.25% 10.36% 1,251 -0.62
Vanguard Mid-Cap Growth ETF VOT -11.06% 10.42% 10.87% 263 -0.46

U.S. Mid Cap Value 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ -3.83% 10.79% 8.02% 574 -0.2
iShares Russell Midcap Value I IWS -0.89% 11.04% 8.43% 670 -0.06
Vanguard Mid-Cap Value ETF VOE 2.75% 12.58% 9.5% 516 0.16

U.S. Small Cap Blend 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB -10.43% 9.36% 8.87% 1,008 -0.5
iShares S&P SmallCap 600 Index IJR -8.73% 10.09% 8.87% 4,772 -0.42
iShares Russell 2000 Index IWM -16.25% 6.97% 6.72% 32,793 -0.71
iShares Russell Microcap Index IWC -19.72% 7.42% 6.17% 45 -0.84
Schwab U.S. Small-Cap ETF SCHA -56.91% -14.34% -6.54% 1,524 -0.79

U.S. Small Cap Growth 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK -20.04% 6.24% 8.53% 300 -0.8
iShares Russell 2000 Growth In IWO -23.64% 4.12% 6.14% 845 -0.87
iShares S&P SmallCap 600 Growth IJT -10.54% 8.76% 8.7% 129 -0.49

U.S. Small Cap Value 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR -3.36% 10.51% 8.24% 733 -0.17
iShares S&P SmallCap 600 Value IJS -6.72% 10.4% 8.28% 777 -0.32
iShares Russell 2000 Value Ind IWN -8.46% 8.68% 6.51% 1,943 -0.41

Foreign Large Cap Equities 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA -11.34% 4.77% 3.56% 36,497 -0.7
Vanguard MSCI EAFE ETF VEA -9.7% 6.5% 4.64% 23,847 -0.61
Schwab International Equity SCHF -9.19% 6.52% 4.67% 8,657 -0.58
iShares Dow Jones Intl Select IDV -3.26% 6.42% 4.26% 1,190 -0.24
iShares MSCI EAFE Value Index EFV -7.24% 3.44% 1.77% 4,796 -0.45
PowerShares Intl Dividend Achievers PID 8.15% 9.65% 8.14% 282 0.59
iShares MSCI EAFE Growth Index EFG -16.05% 4.9% 4.58% 1,285 -0.87
PowerShares DWA Dev Mkts Techn PIZ -14.64% 6.14% 4.76% 40 -0.67

Foreign Small/Mid Cap Equities 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ -16.77% 4.52% 3.45% 2,559 -1.02
SPDR S&P International Small Cap GWX -13.6% 5.67% 2.9% 153 -0.83
WisdomTree International Small DLS -11.77% 3.08% 1.74% 70 -0.8
WisdomTree International MidCap DIM -7.62% 3.53% 2.32% 7 -0.52

Europe Equities 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK -10.99% 6.05% 4.08% 9,228 -0.59
iShares MSCI EMU Index EZU -17.28% 3.58% 2.02% 8,599 -0.81
iShares S&P Europe 350 IEV -11.29% 4.98% 2.8% 806 -0.62

Emerging Market Diversified Equities 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM -20.57% 2.11% 1.78% 59,766 -1.03
Vanguard MSCI Emerging Markets VWO -16.34% 3.81% 2.99% 21,415 -0.85
Schwab Emerging Markets SCHE -15.15% 3.84% 3.31% 3,687 -0.77
WisdomTree Emerging Markets Equity Income DEM -3.18% 4.88% 4.95% 443 -0.21
PoweShares FTSE RAFI Emerging Markets PXH -10.28% 2.38% 2.74% 1,286 -0.6
PowerShares DWA Em Mkts Technical Leaders PIE -10.03% 10.48% 6.37% 65 -0.47

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 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 4.33% 7.51% 7.67% 6,234 0.23
iShares Dow Jones US Real Estate IYR 3.47% 6.76% 7.84% 9,349 0.19
iShares Cohen & Steers Realty ICF 7.13% 6.48% 6.96% 290 0.38
SPDR Dow Jones REIT RWR 8.05% 5.2% 6.37% 323 0.43

International REITs 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -7.18% -0.72% 1.01% 209 -0.51
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -11.25% -1.47% 1.06% 21 -0.81
SPDR Dow Jones Global Real Estate RWO 1.89% 3.0% 4.25% 203 0.11
iShares S&P Dev ex-US Property WPS -11.0% -0.74% 1.22% 4 -0.84
WisdomTree International Real Estate DRW -19.25% -8.06% -1.79% 9 -1.21

Broadbase Commodities 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 37.7% 20.64% 9.86% 168 1.56
iPath DJ-UBS Commodity Index Tracker DJP 46.15% 20.92% 10.95% 390 1.95
iShares S&P GSCI Commodity-Index GSG 58.8% 15.08% 11.04% 3,848 2.05
ELEMENTS Rogers Intl Commodity RJI 51.16% 21.08% 13.24% 173 2.21
PowerShares DB Commodity Index DBC 53.5% 22.19% 14.56% 6,618 2.25
United States Commodity Index USCI 45.7% 16.34% 8.55% 92 1.79

U.S. Total Bonds 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG -7.57% 0.45% 1.43% 10,733 -1.5
Vanguard Total Bond Market ETF BND -7.56% 0.5% 1.49% 8,660 -1.47
Vanguard Intermediate-Term Bond BIV -7.14% 1.37% 1.98% 1,587 -1.29
Schwab Aggregate Bond SCHZ -7.51% 0.46% 1.3% 1,167 -1.47

U.S. Short Term Investment Grade Bonds 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH -4.51% 1.32% 1.76% 6,273 -1.97
iShares 0-5 Year Investment Grade Corp Bond SLQD -3.66% 1.33% 1.75% 523 -1.81
iShares Short Term Corp Bond IGSB -4.5% 0.76% 1.44% 4,403 -1.93

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 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG -5.53% 1.97% 2.7% 41,766 -0.85
SPDR Barclays Capital High Yield JNK -5.53% 2.12% 2.58% 11,435 -0.87
PowerShares Fundamental High Yield PHB -5.28% 2.18% 2.67% 330 -1.03

International Government Bonds ETFs 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX -18.47% -3.9% -1.31% 343 -2.54
SPDR Barclays Cap S/T Intl Treasuries BWZ -14.14% -3.13% -1.46% 28 -2.57
iShares S&P/Citi Intl Treasury IGOV -19.06% -4.42% -1.46% 173 -2.64
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -13.62% -6.28% -3.47% 5 -2.35

Emerging Market Bonds 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB -13.51% -1.37% 0.03% 8,038 -1.52
PCY PowerShares Emerging Mkts PCY -20.59% -4.71% -2.46% 2,019 -1.7
ELD WisdomTree Emerging Markets Local ELD -15.3% -2.79% -2.38% 19 -1.5
EMLC Market Vectors EM Local Curr EMLC -15.94% -2.98% -3.23% 2,389 -1.49

U.S. Preferred/Convertible 05/13/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF -6.6% 2.65% 2.48% 4,664 -0.76
PowerShares Financial Preferre PGF -11.76% -0.1% 1.37% 638 -1.32
PowerShares Preferred PGX -11.23% 0.41% 1.58% 5,248 -1.26
SPDR Barclays Capital Convertible CWB -13.54% 12.45% 10.15% 769 -0.89
SPDR Wells Fargo Preferred Stk PSK -11.79% -0.36% 1.13% 222 -1.38

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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