Annualized
YTD
2018 (JUNE)
1 Year
2017
3 Yrs
2015-2017
5 Yrs
2013-2017
10 Yrs
2008-2017
15 Yrs
2004-2017
20 Yrs
1998-2017
US Dividend Equity 0.30% 12.24% 9.61% 13.94% 8.96% N/A N/A
Benchmark Index 2.06% 14.59% 8.49% 13.46% 8.23% N/A N/A
Annual
US Dividend 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 -33.00% -37.11%
2009 23.35% 30.48%
2010 21.20% 21.88%
2011 6.32% 0.60%
2012 14.57% 16.58%
2013 26.56% 30.63%
2014 15.47% 12.72%
2015 -2.45% -3.79%
2016 20.28% 15.81%
2017 12.24% 14.59%

*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
Russell 1000 Value Index 30.00%
Russell Midcap Value Index 20.00%
Russell 2000 Index 20.00%
S&P 500 Index 15.00%
Dow Jones U.S. Select REIT Index 10.00%
Alerian MLP 5.00%
US Dividend Equity Benchmark Index
Mean Return 10.45% 10.24%
Median Return 15.02% 15.20%
Worst Return -33.00% -37.11%
Best Return 26.56% 30.63%
Negative Returns 2 2