ETF Performance Summary

U.S. Equity

• DIA
  • First Data: Jan 20, 1998
  • DIA Issuer Website
• SPDR Dow Jones Industrial Average
• $12,173
• +0.7%
• +18.4%
• +14.0%
• +8.1%
• +9.9%
• IWM
  • First Data: May 26, 2000
  • IWM Issuer Website
• iShares Russell 2000 Index Fund
• $21,168
• +1.1%
• +17.8%
• +26.9%
• -4.4%
• +16.7%
• QQQ
  • First Data: Mar 10, 1999
  • QQQ Issuer Website
• PowerShares Nasdaq-100 Index
• $32,912
• +1.0%
• +14.3%
• +19.9%
• +3.4%
• +18.1%
• SPY
  • First Data: Jan 29, 1993
  • SPY Issuer Website
• SPDR S&P 500 Index
• $132,152
• +1.0%
• +17.7%
• +15.1%
• +1.9%
• +16.0%
• VTI
  • First Data: May 24, 2001
  • VTI Issuer Website
• Vanguard MSCI Total U.S. Stock Market
• $29,904
• +1.0%
• +18.0%
• +17.4%
• +1.0%
• +16.5%

International Equity

• ACWI
  • First Data: Mar 26, 2008
  • ACWI Issuer Website
• iShares MSCI All-World ACWI Index
• $3,937
• +0.8%
• +11.8%
• +12.8%
• -7.8%
• +16.8%
• EFA
  • First Data: Aug 27, 2001
  • EFA Issuer Website
• iShares MSCI EAFE
• $42,448
• +0.7%
• +10.9%
• +8.1%
• -12.2%
• +18.8%
• VEU
  • First Data: Mar 02, 2007
  • VEU Issuer Website
• Vanguard FTSE All-World ex-US
• $9,636
• +0.7%
• +6.9%
• +11.8%
• -14.0%
• +18.9%

Emerging Markets Equity

• EWX
  • First Data: May 22, 2008
  • EWX Issuer Website
• SPDR S&P Emerging Markets Small Cap
• $922
• +0.7%
• +6.8%
• +23.5%
• -30.1%
• +26.6%
• VWO
  • First Data: Mar 04, 2005
  • VWO Issuer Website
• Vanguard FTSE Emerging Markets
• $57,939
• +0.3%
• -1.0%
• +19.5%
• -18.8%
• +19.2%

U.S. Treasury Bonds/TIPS

• IEF
  • First Data: Jul 22, 2002
  • IEF Issuer Website
• iShares Barclays 7-10 Yr Treasury (7-8yr)
• $4,798
• -0.5%
• +0.0%
• +9.4%
• +15.6%
• +3.7%
• TIP
  • First Data: Dec 04, 2003
  • TIP Issuer Website
• iShares Barclays TIPS
• $20,431
• -0.5%
• -1.7%
• +6.1%
• +13.3%
• +6.4%

Corporate/Credit Bonds

• CSJ
  • First Data: Jan 05, 2007
  • CSJ Issuer Website
• iShares Barclays 1-3 Year Credit (2yr)
• $10,057
• +0.0%
• +0.5%
• +2.9%
• +1.8%
• +2.8%
• LQD
  • First Data: Jul 22, 2002
  • LQD Issuer Website
• iShares iBoxx Invest Grade Bond (7-8yr)
• $23,573
• -0.4%
• +0.5%
• +9.3%
• +9.7%
• +10.6%
• VCLT
  • First Data: Nov 23, 2009
  • VCLT Issuer Website
• Vanguard Long-Term Corp Bond (12+yr)
• $821
• -1.1%
• -0.1%
• +10.6%
• +17.4%
• +10.8%

Quasi-Equity: REITs, Preferreds, MLPs etc

• AMJ
  • First Data: Apr 02, 2009
  • AMJ Issuer Website
• J.P. Morgan Alerian MLP Index
• $5,795
• +1.2%
• +24.9%
• +34.7%
• +13.0%
• +3.9%
• PFF
  • First Data: Mar 26, 2007
  • PFF Issuer Website
• iShares S&P US Preferred Stock Index
• $12,363
• +0.4%
• +4.9%
• +13.8%
• -2.0%
• +18.2%
• VNQ
  • First Data: Oct 01, 2004
  • VNQ Issuer Website
• Vanguard MSCI U.S. REIT
• $20,065
• +0.6%
• +18.7%
• +28.4%
• +8.6%
• +17.6%

Commodities

• DBC
  • First Data: Feb 06, 2006
  • DBC Issuer Website
• PowerShares DB Commodity Index
• $6,532
• +0.5%
• -5.8%
• +11.9%
• -2.6%
• +3.5%
• GLD
  • First Data: Nov 18, 2004
  • GLD Issuer Website
• SPDR Gold Shares
• $50,915
• -2.3%
• -19.1%
• +29.3%
• +9.6%
• +6.6%

Int'l Bonds / Currencies

• BWX
  • First Data: Oct 11, 2007
  • BWX Issuer Website
• SPDR Barcap Global Ex-U.S. Bond (6-7yr)
• $1,878
• -0.5%
• -5.1%
• +3.8%
• +4.0%
• +5.8%
• ELD
  • First Data: Aug 09, 2010
  • ELD Issuer Website
• WisdomTree Emerg Mkts Local Debt (4-5yr)
• $1,977
• -0.4%
• +0.5%
• N/A
• -2.2%
• +14.4%
• UUP
  • First Data: Feb 20, 2007
  • UUP Issuer Website
• PowerShares DB U.S. Dollar Index
• $671
• +0.6%
• +5.1%
• -1.6%
• -1.1%
• -2.9%

Derivatives - Leveraged and Volatility Products

• SSO
  • First Data: Jun 20, 2006
  • SSO Issuer Website
• +2x ProShares Leveraged Long S&P 500
• $2,440
• +2.0%
• +37.2%
• +26.8%
• -2.9%
• +31.0%