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U.S. Large Cap Blend 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 5.18% 13.62% 11.43% 88,808 0.09
iShares S&P 500 Index IVV 5.14% 13.93% 11.66% 3,980 0.09
Vanguard Total Stock Market VTI 5.24% 13.27% 10.73% 2,820 0.09
iShares Russell 1000 IWB 4.54% 13.31% 11.12% 643 0.06
Rydex S&P Equal Weight RSP -2.38% 13.58% 9.08% 4,112 -0.27
iShares S&P 100 OEF 8.06% 14.65% 12.8% 224 0.23
Vanguard Large Cap VV 6.09% 13.84% 11.71% 223 0.13
Schwab U.S. Large Cap SCHX 5.67% -9.63% -2.85% 1,605 0.12
Vanguard S&P 500 VOO 6.12% 14.39% 11.9% 3,690 0.14

U.S. Large Cap Growth 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 14.2% 15.53% 16.43% 57,305 0.41
Vanguard Growth ETF VUG 10.36% 12.63% 13.74% 922 0.27
iShares Russell 1000 Growth Index IWF 10.36% 13.43% 14.09% 1,212 0.29
iShares S&P 500 Growth Index IVW 2.67% 11.42% 11.95% 1,754 -0.02

U.S. Large Cap Value 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 1.24% 14.98% 9.4% 2,336 -0.12
SPDR Dow Jones Industrial Aver DIA 5.47% 12.71% 9.56% 3,416 0.13
SPDR S&P Dividend SDY -0.31% 14.48% 9.78% 411 -0.2
Vanguard Dividend Appreciation VIG 6.03% 13.17% 11.71% 1,013 0.16
iShares Russell 1000 Value Ind IWD -1.42% 12.63% 7.49% 1,763 -0.25
iShares S&P 500 Value Index IVE 6.34% 15.01% 9.95% 646 0.17
iShares Dow Jones Select Divid DVY -9.52% 15.1% 7.19% 674 -0.68

U.S. Mid Cap Blend 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 0.95% 13.84% 6.95% 853 -0.1
iShares S&P MidCap 400 Index IJH 1.3% 14.04% 7.11% 1,101 -0.08
Vanguard Mid-Cap ETF VO -1.63% 10.93% 8.05% 721 -0.22
iShares Russell Midcap Index IWR -1.9% 10.96% 8.18% 1,218 -0.23
Vanguard Extended Market Index VXF -0.38% 9.13% 5.71% 264 -0.14

U.S. Mid Cap Growth 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 1.13% 9.54% 5.7% 341 -0.09
iShares Russell Midcap Growth IWP 6.42% 6.3% 8.47% 551 0.12
Vanguard Mid-Cap Growth ETF VOT 1.92% 7.23% 8.79% 142 -0.05

U.S. Mid Cap Value 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 0.31% 17.58% 6.66% 431 -0.13
iShares Russell Midcap Value I IWS -6.16% 13.1% 6.02% 364 -0.43
Vanguard Mid-Cap Value ETF VOE -4.85% 14.47% 6.86% 415 -0.4

U.S. Small Cap Blend 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB -0.13% 12.13% 6.25% 583 -0.14
iShares S&P SmallCap 600 Index IJR -3.39% 15.02% 4.93% 4,520 -0.28
iShares Russell 2000 Index IWM -1.14% 10.67% 3.74% 32,984 -0.18
iShares Russell Microcap Index IWC -6.12% 10.23% 1.78% 45 -0.37
Schwab U.S. Small-Cap ETF SCHA -0.45% -11.46% -8.9% 915 -0.15

U.S. Small Cap Growth 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 2.2% 4.65% 5.51% 178 -0.04
iShares Russell 2000 Growth In IWO 5.19% 5.61% 3.48% 391 0.07
iShares S&P SmallCap 600 Growth IJT -2.77% 11.6% 4.65% 106 -0.25

U.S. Small Cap Value 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR -2.1% 17.56% 5.98% 489 -0.23
iShares S&P SmallCap 600 Value IJS -4.61% 17.83% 4.43% 459 -0.33
iShares Russell 2000 Value Ind IWN -7.37% 15.36% 3.22% 1,691 -0.44

Foreign Large Cap Equities 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 8.32% 9.69% 4.32% 18,557 0.26
Vanguard MSCI EAFE ETF VEA 6.38% 10.68% 4.78% 9,933 0.16
Schwab International Equity SCHF 6.54% 10.71% 4.92% 2,974 0.17
iShares Dow Jones Intl Select IDV -2.52% 10.92% 4.04% 915 -0.29
iShares MSCI EAFE Value Index EFV 8.01% 12.39% 3.16% 2,219 0.25
PowerShares Intl Dividend Achievers PID -0.71% 18.3% 7.65% 240 -0.22
iShares MSCI EAFE Growth Index EFG 9.78% 6.71% 5.11% 840 0.32
PowerShares DWA Dev Mkts Techn PIZ -4.38% 4.66% 2.51% 17 -0.37

Foreign Small/Mid Cap Equities 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ -0.6% 5.89% 1.2% 1,010 -0.19
SPDR S&P International Small Cap GWX -2.64% 7.17% 0.57% 79 -0.3
WisdomTree International Small DLS 3.09% 8.63% 0.72% 63 -0.01
WisdomTree International MidCap DIM 3.52% 8.79% 1.82% 9 0.01

Europe Equities 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 9.75% 12.33% 5.6% 3,215 0.29
iShares MSCI EMU Index EZU 13.57% 11.72% 4.48% 2,893 0.43
iShares S&P Europe 350 IEV 10.3% 11.59% 4.68% 433 0.33

Emerging Market Diversified Equities 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM -3.75% 2.84% -0.5% 30,203 -0.36
Vanguard MSCI Emerging Markets VWO -5.05% 4.0% 0.71% 10,583 -0.45
Schwab Emerging Markets SCHE -3.05% 5.0% 1.5% 1,381 -0.33
WisdomTree Emerging Markets Equity Income DEM 7.69% 12.36% 4.81% 286 0.26
PoweShares FTSE RAFI Emerging Markets PXH -1.74% 7.56% 1.43% 318 -0.27
PowerShares DWA Em Mkts Technical Leaders PIE -12.18% 4.85% -0.21% 30 -0.82

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 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ -10.63% 6.22% 5.48% 5,778 -0.57
iShares Dow Jones US Real Estate IYR -11.62% 5.16% 4.83% 7,519 -0.62
iShares Cohen & Steers Realty ICF -12.81% 5.0% 4.87% 146 -0.65
SPDR Dow Jones REIT RWR -11.14% 7.76% 3.5% 207 -0.6

International REITs 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -13.94% 0.39% -2.56% 113 -0.85
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -14.51% -1.18% -2.84% 27 -0.87
SPDR Dow Jones Global Real Estate RWO -12.34% 4.88% 1.03% 97 -0.72
iShares S&P Dev ex-US Property WPS -13.45% -0.67% -2.67% 6 -0.86
WisdomTree International Real Estate DRW -15.56% -7.23% -7.45% 3 -0.82

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 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 0.33% -2.6% 1.59% 6,696 -0.35
Vanguard Total Bond Market ETF BND 0.34% -2.63% 1.59% 4,679 -0.35
Vanguard Intermediate-Term Bond BIV 0.91% -2.1% 2.55% 1,009 -0.26
Schwab Aggregate Bond SCHZ 0.4% -2.59% 1.54% 644 -0.34

U.S. Short Term Investment Grade Bonds 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 3.04% 0.43% 2.43% 6,311 -0.05
iShares 0-5 Year Investment Grade Corp Bond SLQD 3.52% 0.7% 2.47% 379 0.08
iShares Short Term Corp Bond IGSB 3.4% 0.61% 2.12% 4,165 0.04

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 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 4.83% 3.79% 4.02% 40,564 0.13
SPDR Barclays Capital High Yield JNK 5.8% 4.53% 4.24% 8,659 0.2
PowerShares Fundamental High Yield PHB 5.34% 4.14% 4.04% 179 0.22

International Government Bonds ETFs 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX -5.08% -6.04% -2.86% 414 -0.61
SPDR Barclays Cap S/T Intl Treasuries BWZ -2.38% -3.13% -2.33% 47 -0.56
iShares S&P/Citi Intl Treasury IGOV -8.17% -7.76% -4.13% 348 -0.82
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -4.34% -6.86% -4.78% 13 -0.74

Emerging Market Bonds 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 2.19% -0.9% 1.44% 5,870 -0.07
PCY PowerShares Emerging Mkts PCY 5.11% -1.68% 0.46% 898 0.1
ELD WisdomTree Emerging Markets Local ELD 15.37% 2.34% 1.88% 26 0.99
EMLC Market Vectors EM Local Curr EMLC 9.21% 0.59% 0.44% 1,606 0.53

U.S. Preferred/Convertible 06/02/2023

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 1.14% 4.08% 3.5% 4,126 -0.14
PowerShares Financial Preferre PGF 2.59% 0.93% 2.67% 412 -0.04
PowerShares Preferred PGX 1.59% 1.19% 2.88% 5,666 -0.1
SPDR Barclays Capital Convertible CWB 1.63% 9.02% 8.81% 1,150 -0.12
SPDR Wells Fargo Preferred Stk PSK 3.51% 1.22% 2.74% 237 0.02

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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