Annualized
YTD
2017 (MAY)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
WisdomTree US Equity 1.50% 20.42% 10.71% 14.77% 7.08% N/A N/A
Benchmark Index 2.42% 15.47% 8.49% 14.43% 6.84% N/A N/A
Annual
WisdomTree US Equity Benchmark Index
1997 N/A N/A
1998 N/A N/A
1999 N/A N/A
2000 N/A N/A
2001 N/A N/A
2002 N/A N/A
2003 N/A N/A
2004 N/A N/A
2005 N/A N/A
2006 N/A N/A
2007 N/A N/A
2008 -33.58% -35.53%
2009 23.38% 25.77%
2010 21.50% 21.23%
2011 6.41% -0.28%
2012 14.71% 17.55%
2013 28.10% 30.10%
2014 14.64% 13.37%
2015 -1.71% -3.10%
2016 20.42% 15.47%

Performance data represents past performance and does not predict future performance. Indices not available for direct investment. Performance does not reflect the deduction of FPL Capital Management’s advisory fee. Advisory fees are shown in Part 2 of company’s Form ADV.

Benchmark Index
S&P 500 Index 20.00%
Russell 1000 Value Index 20.00%
Russell Midcap Value Index 25.00%
Russell 2000 Value Index 25.00%
Dow Jones U.S. Select REIT Index 10.00%
WisdomTree US Equity Benchmark Index
Mean Return 10.43% 9.40%
Median Return 14.71% 15.47%
Worst Return -33.58% -35.53%
Best Return 28.10% 30.10%
Negative Returns 2 3