Annualized
YTD
2017 (FEB)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
Equally Weighted Sector Folio 4.40% 15.30% 8.50% 13.93% 7.35% 7.51% N/A
S&P 500 TR Index 5.94% 11.96% 8.87% 14.66% 6.95% 6.69% N/A
Annual
Equally Weighted Sector Folio S&P 500 TRIndex
1997 N/A N/A
1998 N/A N/A
1999 N/A N/A
2000 N/A N/A
2001 -8.80% -11.89%
2002 -20.70% -22.10%
2003 27.06% 28.68%
2004 14.50% 10.88%
2005 6.98% 4.91%
2006 17.38% 15.79%
2007 9.43% 5.49%
2008 -35.96% -37.00%
2009 27.18% 26.46%
2010 16.40% 15.06%
2011 2.09% 2.11%
2012 14.99% 16.00%
2013 30.42% 32.39%
2014 12.15% 13.69%
2015 -1.11% 1.38%
2016 15.30% 11.96%

*Back-tested historical returns – The performance results do not reflect the deduction of fees – The client’s return will be reduced by the advisory fees and other expenses – Our fees are as shown in Part 2 of company’s Form ADV

Equally Weighted Sector Folio S&P 500 TR Index
Mean Return 7.96% 7.11%
Median Return 13.33% 11.42%
Worst Return -35.96% -37.00%
Best Return 30.42% 32.39%
Negative Returns 4 3