Asset Class Leadership Periodic Table Worst Best 5.24-26.16-28.92-36.85-37.00-37.34-38.44-38.54-45.53 78.51 58.21 41.45 37.21 34.47 27.45 26.46 20.58 19.69 29.09 27.58 24.50 18.88 16.71 15.51 15.12 15.06 11.15 7.84 7.28 4.98 2.64 2.11 0.39-2.91-5.50-13.71 20.14 18.22 18.05 17.51 16.83 16.00 15.81 15.26 14.59 43.30 34.52 33.48 32.53 32.39 15.29 7.44 3.21-2.02 27.15 13.69 13.45 13.05 5.97 5.60 4.22 2.45-2.19 5.67 2.29 1.38 0.55-1.38-3.83-4.47-5.66-7.47 31.74 17.34 17.13 11.96 11.32 11.19 9.28 7.08 4.50 37.28 30.21 27.19 22.17 21.83 13.66 9.27 7.84 2.40 1.77 0.97 0.40-0.21-0.38-0.95-2.19-2.51 9.85 9.13 8.17 7.80 7.74 6.81 6.60 3.65 1.82-53.33 5.93 6.54-18.42 4.21-2.60-3.87-14.92 2.65 3.54-6.15 1.72 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 YTD Since 1/1/08
Financial Market Snapshot Risk-Reward - 3 Years Time Period: 5/1/2015 to 4/30/2018 17.0 14.0 11.0 8.0 5.0 2.0-1.0 0.0 3.0 6.0 9.0 12.0 15.0 18.0 21.0 Std Dev Russell 1000 Value TR USD Russell 2000 Value TR USD Russell 2000 Growth TR USD Russell 3000 TR USD S&P 500 TR USD FTSE NAREIT TR BBgBarc High Yield Corporate TR USD BBgBarc Municipal 7 Yr 6-8 TR USD BBgBarc Bond TR USD BBgBarc Global Aggregate TR USD FTSE WBIG USD USD MSCI EAFE NR USD MSCI NR USD MSCI ACWI Ex USA NR USD Financial Market Snapshot Russell 1000 Value TR USD Russell 2000 Value TR USD Russell 2000 Growth TR USD Russell 3000 TR USD S&P 500 TR USD FTSE NAREIT TR BBgBarc High Yield Corporate TR USD BBgBarc Municipal 7 Yr 6-8 TR USD BBgBarc Bond TR USD BBgBarc Global Aggregate TR USD Citi WBIG USD USD MSCI EAFE NR USD MSCI NR USD MSCI ACWI Ex USA NR USD 1M YTD 3 Years 5 Years 10 Years 0.35-4.96 1.77 18.96 12.84 15.13 10.81 0.33-6.14-2.51 7.66 10.52 7.30 1.73-2.16-0.95 6.53 9.27 10.36 8.46 0.10-1.44 2.40 16.60 9.89 13.07 10.41 0.38-5.26-0.27 13.05 10.20 12.75 9.13 0.38-5.77-0.38 13.27 10.57 12.96 9.02 0.55-3.01-6.15-0.91 4.96 5.44 6.46 0.65-0.81-0.21 3.26 4.98 4.75 7.88-0.38-0.72-1.58-0.06 1.56 1.84 3.98-0.74-1.05-2.19-0.32 1.07 1.47 3.57-1.60-1.44-0.26 4.09 2.23 0.89 2.60-0.71-1.01-2.15-0.37 1.03 1.43 3.52 2.28-4.09 0.72 14.51 4.94 5.90 2.43-0.44-6.80 0.97 21.71 6.00 4.74 2.17 1.60-4.90 0.40 15.91 5.01 5.46 2.26
US Equity Snapshot s Rolling s - 15 Years Growth Excess over Value 25.00 2 15.00 1 5.00 18.96 6.53 16.60 13.05 13.27 Time Period: 5/1/2003 to 4/30/2018 Rolling Window: 3 Months shift 20.0 15.0 10.0 Calculation Benchmark: Russell 1000 Value TR USD -5.00-1 -2.16-1.44-3.01-4.96-6.14-5.26-5.77 Russell 1000 Value TR USD Russell 2000 Value TR USD Russell 2000 Growth TR USD Russell 3000 TR USD S&P 500 TR USD FTSE NAREIT TR S&P 500 GICS Sectors Cons Disc Cons Staples Energy Financials Health Care Industrials Information Technology Materials Real Estate Telecom Services Utilities 4.00 - -4.00-6.00-8.00-1 -1-14.00-16.00-3.49-12.52-0.86-7.32-6.25-9.13-3.72-9.14-3.79-8.89-0.91 1.85 Excess 5.0 0.0-5.0-10.0-15.0 2006 2008 2010 2012 2014 2016 2018 S&P 500 GICS Sectors Data Point: 1M YTD 3 Years 5 Years 10 Years Cons Disc 2.36-3.49 5.53 16.82 13.09 15.53 14.35 Cons Staples -4.32-12.52-11.13-6.14 4.17 7.01 9.05 Energy 9.36-0.86 2.92 12.43-0.40 1.57 1.16 Financials -0.37-7.32-1.32 18.60 14.11 14.74 4.54 Health Care 1.22-6.25-0.02 10.91 6.50 13.56 12.21 Industrials -2.79-9.13-4.31 8.85 10.62 13.55 8.43 Information Technology 0.09-3.72 3.62 24.65 19.01 20.45 13.40 Materials 0.15-9.14-5.37 9.18 6.37 9.78 5.35 Real Estate -0.62-3.79-5.61 0.95 4.70 5.73 5.98 Telecom Services -0.98-8.89-8.39-2.58 2.42 2.52 5.20 Utilities 2.10 1.85-1.27 3.22 9.07 8.35 6.74
Fixed Income Snapshot Bond Index Quality Bond Index Duration 3.75 3.00 2.25 0.75-0.75 - -2.25-3.00-2.56-3.75-1.43-2.29-2.42-0.81 1.14 0.20 0.23 1.13 3.26 1.00 0.50-0.50-1.00-1.05 - - -2.50-3.00-3.50-4.00-0.04-0.04-0.47-0.32-0.71-0.92-0.81-1.02-3.45-0.85 1.48 US Corp Aaa US Corp Aa US Corp A US Corp Baa US Corp HY Bond 1-3 Yr 3-5 Yr 5-7 Yr 7-10 Yr 10+ Yr Bond Index Sectors Bond Index Sectors High Yield Corp Municipal Agg Bond US Corp IG US Credit US Government US MBS US TIPS 4.00 3.50 3.00 2.50 1.00 0.50-0.50-1.00 - - -2.50-3.00-0.81-0.29-1.05-2.29-2.11-0.62-0.52 0.01 3.26 1.56-0.32 0.67 0.65-1.04-0.38 0.27 Data Point: High Yield Corp Municipal Agg Bond US Corp IG US Credit US Government US MBS US TIPS 1M YTD 3 Years 5 Years 10 Years 0.65-0.81-0.21 3.26 4.98 4.75 7.88-0.36-0.29-1.46 1.56 2.31 2.44 4.25-0.74-1.05-2.19-0.32 1.07 1.47 3.57-0.93-2.29-3.22 0.67 2.23 2.46 5.23-0.91-2.11-3.02 0.65 2.05 2.27 4.99-0.80-0.62-1.94-1.04 0.37 0.74 2.77-0.50-0.52-1.69-0.38 0.94 1.59 3.40-0.06 0.01-0.85 0.27 1.04-0.12 3.14
International Snapshot Int'l Markets Int'l Markets 25.00 2 15.00 1 5.00-5.00-1 -15.00-4.90-3.74-4.43-4.09-3.47-3.22-6.80 15.91 15.42 12.74 14.51 21.93 18.15 21.71 Data Point: MSCI ACWI Ex USA MSCI EAFE Large Growth MSCI EAFE Large Value MSCI EAFE MSCI EAFE Small Growth MSCI EAFE Small Value 1M YTD 3 Years 5 Years 10 Years 1.60-4.90 0.40 15.91 5.01 5.46 2.26 1.65-3.74 0.65 15.42 5.31 6.06 2.97 3.04-4.43 0.89 12.74 3.28 4.55 1.19 2.28-4.09 0.72 14.51 4.94 5.90 2.43 0.66-3.47 2.23 21.93 12.10 11.30 6.49 2.06-3.22 0.98 18.15 10.04 9.90 6.21 MSCI -0.44-6.80 0.97 21.71 6.00 4.74 2.17 MSCI ACWI Ex USA MSCI EAFE Large Growth MSCI EAFE Large Value MSCI EAFE MSCI EAFE Small Growth MSCI EAFE Small Value MSCI Developed Countries Data Point: MSCI Australia NR USD MSCI Austria NR USD MSCI Belgium NR USD MSCI Canada NR USD MSCI Denmark NR USD MSCI Finland NR USD MSCI France NR USD MSCI Germany NR USD MSCI Greece NR USD MSCI Hong Kong NR USD MSCI Ireland NR USD MSCI Israel NR USD MSCI Italy NR USD MSCI Japan NR USD MSCI Netherlands NR USD MSCI New Zealand NR USD MSCI Norway NR USD MSCI Portugal NR USD MSCI Singapore NR USD MSCI Spain NR USD MSCI Sweden NR USD MSCI Switzerland NR USD MSCI United Kingdom NR USD MSCI USA NR USD 1M YTD 3 Years 5 Years 10 Years 2.45-6.62-3.86 4.63 3.53 0.39 2.80-1.46-9.17 0.70 33.40 17.26 7.59-5.33-3.42-7.92-2.93 6.01 3.49 7.52 0.20 2.44-5.96-5.09 9.79 1.18 2.34 0.81-2.15-6.49-3.57 13.62 3.34 10.68 6.43 4.30 5.62 12.86 21.26 10.14 12.49-0.53 4.73-1.81 5.08 19.71 8.82 8.65 1.95-7.20-1.70 12.47 5.41 7.44 2.45 15.74-3.43 7.93 29.20-15.26-17.82-26.77 3.32-2.63 1.90 18.70 6.85 9.18 6.90 2.39-6.05-3.61 6.01 3.75 9.87-5.77 0.89-8.36-4.46-8.11-9.17 0.90-1.88 5.56-0.39 11.21 31.62 5.56 7.15-3.40 0.67-2.94 1.51 19.19 7.35 7.25 3.44 1.45-3.68 2.43 16.75 9.62 11.44 4.06-0.28-8.76-5.38 2.76 5.65 3.57 5.09 2.40-1.17 4.72 32.56 4.30 1.18-1.44 1.11-0.22 4.24 19.01 4.32-3.51-6.97 6.25 2.61 9.17 30.06 5.57 3.97 4.67 2.77-7.28 1.00 6.95 1.35 5.19-1.86-1.30-9.21-3.65 1.55 1.19 2.79 3.70-0.38-8.59-4.68 4.20 0.81 3.99 4.64 4.83-2.21 0.76 14.93 2.43 4.22 2.12 0.37-5.77-0.39 12.61 9.69 12.19 8.34