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
WisdomTree US Equity 2.62% 20.42% 10.71% 14.77% 7.08% N/A N/A
Benchmark Index 3.63% 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%

*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

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