U.S. Economic Sector Review

June 12, 2008

HISTORICAL PERFORMANCE RETURNS
  Total Return (%) Annualized Total Return (%)
Industry 1-Month 3-Month YTD 2007 1-Year 3-Year 5-Year 10-Year Since
Inception
Basic Materials -2.58 -3.13 -3.13 32.86 17.75 15.91 21.40 7.35 9.46
Consumer Goods 2.20 -4.57 -4.57 9.69 2.83 7.49 12.94 4.31 9.15
Consumer Services -0.76 -6.66 -6.66 -7.18 -14.89 0.25 7.51 2.69 8.16
Financials -2.16 -12.80 -12.80 -17.66 -26.37 -0.81 7.48 3.47 11.77
Health Care -4.14 -10.96 -10.96 8.36 -4.53 3.93 6.57 4.28 8.97
Industrials 2.32 -5.58 -5.58 13.57 4.22 9.27 16.19 4.22 9.40
Oil & Gas -2.26 -6.23 -6.23 34.84 22.57 20.97 28.09 13.82 14.80
Technology 0.43 -15.70 -15.70 15.70 -1.86 6.22 11.30 2.12 11.55
Telecommunications 4.10 -14.63 -14.63 10.04 -12.36 9.90 13.00 -2.01 5.66
Utilities 0.62 -9.76 -9.76 17.76 -2.45 12.37 19.01 6.92 8.61
DOW JONES U.S. INDUSTRY REPRESENTATION BY SIZE (IN BILLIONS USD)
Industry DJ U.S.
Large-Cap
Market Cap
DJ U.S.
Large-Cap
Weight
DJ U.S.
Mid-Cap
Market Cap
DJ U.S.
Mid-Cap
Weight
DJ U.S.
Small-Cap
Market Cap
DJ U.S.
Small-Cap
Weight
DJ U.S.
Index
Market Cap
Basic Materials 357.45 3.47% 144.63 5.89% 36.7 4.43% 538.78
Consumer Goods 1,028.64 9.99% 216.26 8.80% 69.04 8.33% 1,313.94
Consumer Services 1,090.50 10.60% 265.62 10.81% 106.01 12.79% 1,462.13
Financials 1,697.90 16.50% 431.38 17.56% 155.1 18.71% 2,284.38
Health Care 1,278.25 12.42% 185.17 7.54% 85.13 10.27% 1,548.56
Industrials 1,235.00 12.00% 490.21 19.95% 180.99 21.83% 1,906.20
Oil & Gas 1,339.22 13.01% 240.78 9.80% 58.51 7.06% 1,638.51
Technology 1,535.30 14.92% 272.29 11.08% 100.2 12.09% 1,907.78
Telecommunications 361.95 3.52% 51.66 2.10% 1.64 0.20% 415.26
Utilities 367.95 3.58% 158.6 6.46% 35.64 4.30% 562.19
Total 10,292.17 75.80% 2,456.60 18.09% 828.97 6.11% 13,577.73
CORRELATION COEFFICIENTS
Industry 1000 3000 5000 8000 4000 2000 0001 9000 6000 7000
Basic Materials 0.5403                  
Consumer Goods 0.5170 0.6451                
Consumer Services 0.2809 0.5255 0.6924              
Financials 0.2006 0.6809 0.3773 0.4925            
Health Care 0.7037 0.6606 0.7611 0.5178 0.2971          
Industrials 0.6500 0.4013 0.1184 0.0473 0.2116 0.3425        
Oil & Gas 0.6382 0.7493 0.6808 0.4628 0.4532 0.7985 0.4569      
Technology 0.3368 0.5404 0.5676 0.6234 0.4044 0.6276 0.2387 0.563    
Telecommunications 0.2451 0.5761 0.1899 0.2952 0.5559 0.1861 0.427 0.3489 0.3734  
Utilities 0.7017 0.8486 0.7897 0.7177 0.6213 0.8318 0.5357 0.8818 0.7108 0.5040
DOW JONES U.S. INDUSTRY REPRESENTATION
Industry Market Cap
(USD Billions)
Weight in
DJ U.S. Index
Basic Materials 538.78 3.97%
Consumer Goods 1,313.94 9.68%
Consumer Services 1,462.13 10.77%
Financials 2,284.38 16.82%
Health Care 1,548.56 11.41%
Industrials 1,906.20 14.04%
Oil & Gas 1,638.51 12.07%
Technology 1,907.78 14.05%
Telecommunications 415.26 3.06%
Utilities 562.19 4.14%

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