Annualized
YTD
2017 (OCT)
1 Year
2016
3 Yrs
2014-2016
5 Yrs
2012-2016
10 Yrs
2007-2016
15 Yrs
2002-2016
20 Yrs
1997-2016
US Dividend Equity 7.60% 20.23% 10.65% 14.45% 8.55% N/A N/A
Benchmark Index 10.41% 15.78% 7.89% 13.84% 7.49% 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%

*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 10.26% 9.76%
Median Return 15.47% 15.81%
Worst Return -33.00% -37.11%
Best Return 26.56% 30.63%
Negative Returns 2 2