Selected Major Indexes

June 12, 2008

Global Index Data Selected Major Indexes Sorted By YTD Returns
July / August 2008
   
  Total Return % Annualized Return %  
Index Name YTD 12-Mo 2007 2006 2005 2004 2003 3-Yr 5-Yr 10-Yr 15-Yr Std Dev
Goldman Sachs Commodity 18.68 50.08 32.67 -15.09 25.55 17.28 20.72 14.8 19.34 12.53 8.88 21.42
Dow Jones - AIG Commodity 13.51 24.7 16.23 2.07 21.36 9.15 23.93 15.71 16.67 10.92 9.79 15.28
DJ Transportation Average 13.49 3.93 1.43 9.81 11.65 27.73 31.84 15.98 17.82 5.15 9.6 15.33
MSCI Taiwan USD* 9.72 19.77 5.43 16.3 3.28 6.54 40.01 13.39 17.01 1.1 3.34 20.31
MSCI Argentina USD* 9.33 3.07 -5.36 66.07 59.69 24.57 98.53 37.14 38.4 6.2 8.23 31.93
DJ Wilshire REIT 8.43 -13.79 -17.56 35.97 13.82 33.16 36.18 12.08 18.99 12.46 12.56 17.06
MSCI Brazil USD* 8.28 70.36 75.35 40.52 49.96 30.49 102.85 59.42 53.47 15.37 19.16 29.88
FTSE NAREIT Equity REITs 7.34 -12.51 -15.69 35.06 12.16 31.58 37.13 11.88 18.67 11.69 12.42 16.48
LB Global Aggregate 4.6 11.78 9.48 6.64 -4.49 9.27 12.51 5.54 6.63 6.3 6.54 4.83
Goldman Sachs Nat Res 4.2 28.08 34.43 16.82 36.48 24.57 34.01 28.41 30.3 12.36 N/A 19.85
LB US Treasury US TIPS 2.96 11.33 11.64 0.41 2.84 8.46 8.4 5.33 6.35 7.7 N/A 5.15
LB Fixed Rate MBS 2.53 7.39 6.9 5.22 2.61 4.7 3.07 5.43 4.73 5.94 6.27 2.4
LB US Aggregate 1.96 6.87 6.97 4.33 2.43 4.34 4.1 4.93 4.37 5.96 6.28 2.76
CSFB Credit Suisse HY 0.92 -0.84 2.66 11.93 2.26 11.96 27.93 6.6 8.62 5.8 7.52 4.6
CPI 0.77 3.67 4.12 2.57 3.39 3.34 2.04 3.25 3.09 2.78 2.66 1.26
LB Municipal 0.55 2.79 3.36 4.84 3.51 4.48 5.31 3.56 4.03 5.16 5.61 3.95
S&P Midcap 400 -1.83 -2.76 7.98 10.32 12.56 16.48 35.62 11.2 15.2 9.64 13.17 11.49
DJ Wilshire US Mid Cap Val -2.95 -11.76 -1.29 15.71 5.46 17.88 34.94 8.06 12.81 8.34 12.19 10.67
DJ Wilshire US Small Cap Val -3.22 -11.89 -4.13 20.04 5.3 19.61 46.86 8.69 14.45 8.53 12.62 11.49
DJ Utilities -3.32 1.32 20.11 16.63 25.14 30.24 29.39 14.79 21.95 9.94 9.79 12.82
Russell 2000 Value -3.57 -15.13 -9.78 23.48 4.71 22.25 46.03 7.3 14.08 7.74 11.69 12.62
MSCI EM USD -3.68 25.71 39.78 32.59 34.54 25.95 56.28 34.27 35.76 13.54 11.31 20.04
S&P Smallcap 600 -3.75 -9.04 -0.3 15.12 7.68 22.65 38.79 8.76 14.73 7.41 N/A 12.34
MSCI EAFE -3.76 -1.31 11.63 26.86 14.02 20.7 39.17 16.74 20.92 7.05 8.15 11.02
DJ Wilshire US Mid Cap Growth -3.91 -2.28 11.24 11.57 16.67 18.94 43.4 13.42 17.51 4.93 9.79 12.23
Russell 3000 Value -4.22 -9.49 -1.01 22.34 6.85 16.94 31.14 8.27 12.92 6.05 11.14 9.16
Russell 1000 Value -4.27 -8.97 -0.17 22.25 7.05 16.49 30.03 8.36 12.85 5.97 11.15 9.02
DJ Mid Cap Growth -4.48 2.1 17.01 10.71 14.54 15.35 43.65 14.68 16.71 5.86 9.79 12.63
MSCI Europe* -4.48 -1.64 13.86 33.72 9.42 20.88 38.54 17.57 20.93 6.84 11.71 11.41
Russell Mid Cap Growth -4.49 -1.93 11.43 10.66 12.1 15.48 42.71 11.81 15.3 5.75 10.22 11.98
NYSE Composite -4.53 -3.41 6.58 17.86 6.95 12.16 29.28 9.89 12.63 4.3 8.94 9.44
S&P 500/Citi Growth -4.56 -0.42 9.13 11.01 1.14 6.97 27.08 7.29 8.33 2.21 N/A 9.59
Russell Top 200 Value -4.67 -7.97 0.25 22.99 4.6 13.34 26.75 7.71 11.25 4.78 10.59 9.03
DJ Wilshire US Large Cap Growth -4.72 0.2 10.97 9.15 7.13 9.53 27.46 9.66 10.04 1.96 9.12 9.98
AMEX Composite -4.74 4.56 17.18 16.9 22.64 22.22 42.36 16.83 21.86 11.89 11.97 13.78
Morningstar Consumer Goods -4.8 0.03 11.28 17.55 2.14 11.94 22.18 9.14 12.08 5.15 10.28 7.32
DJ Wilshire US Large Cap -4.87 -3.91 6.4 15.63 6.33 11.65 28.9 8.91 11.33 4.15 9.99 8.97
Morningstar US Market -4.87 -4.53 5.92 15.7 6.52 12.35 30.73 9.01 11.71 4.24 9.95 9.27
Russell 1000 -4.9 -4.62 5.77 15.46 6.27 11.41 29.89 8.63 11.23 4.24 10.11 9.04
DJ Wilshire US Top 2500 -4.92 -4.58 5.87 15.79 6.45 12.53 30.96 9.02 11.77 4.37 10.02 9.24
MSCI AC World ID* -4.95 -2.01 9.64 18.78 8.83 13.3 31.62 11.88 14.38 3.96 7 10.12
Russell 3000 -4.99 -5.16 5.14 15.72 6.12 11.95 31.06 8.64 11.41 4.28 10 9.29
S&P 500 -5.03 -4.68 5.49 15.79 4.91 10.88 28.69 8.23 10.62 3.89 9.98 8.91
DJ Wilshire 5000 -5.04 -4.74 5.73 15.88 6.32 12.62 31.64 9.04 11.83 4.36 10.01 9.34
DJ Wilshire US Large Cap Val -5.04 -8.08 1.84 21.87 5.72 13.55 30.55 8.06 12.53 5.99 10.49 8.79
Morningstar Large Core -5.13 -1.1 8.65 15.54 3.82 13.99 24.71 8.57 10.67 4.32 N/A 7.98
MSCI EM LCL* -5.13 17.78 30.4 25.57 31.54 13.21 42.34 27.61 27.66 11.51 16.8 16.92
Morningstar Utilities -5.15 -1.28 18.16 24.77 14.8 23.4 24.97 14.46 19.1 8.41 9.07 12.04
DJ Wilshire 4500 -5.22 -5.71 5.77 16.07 10.28 18.51 43.95 11.14 15.84 6 10.4 11.52
DJ Wilshire US Small Cap -5.23 -9.38 1.9 16.98 7.37 19.46 49.03 9.89 15.4 6.7 10.96 12.49
Russell 1000 Growth -5.46 -0.23 11.81 9.07 5.26 6.3 29.75 8.86 9.52 1.66 8.43 9.99
Russell 3000 Growth -5.7 -0.79 11.4 9.46 5.17 6.93 30.97 8.96 9.79 1.67 8.23 10.26
S&P 100 -5.81 -3.64 6.12 18.47 1.17 6.43 26.25 7.4 8.86 3.56 10.02 9.06
Russell 2000 -6.13 -10.96 -1.57 18.37 4.55 18.33 47.25 8.62 13.77 5.34 9.54 13.47
NYSE Arca Tech 100 -6.18 -5.6 7.26 4.68 7.36 11.73 52.14 7.91 12.12 9.38 16.19 13.14
MSCI World LCL* -7.22 -9.16 2.83 13.52 13.74 9.49 22.76 8.1 10.31 2.06 6.14 10.02
DJ US Financial -7.45 -24.55 -17.66 19.42 6.46 13.39 32.23 1.14 6.44 3.93 11.23 12.73
Russell 2000 Growth -8.35 -6.71 7.05 13.35 4.15 14.31 48.54 9.91 13.32 2.2 6.79 14.87
NASDAQ Composite -9.03 -4.45 9.81 9.52 1.37 8.59 50.01 7.88 10.5 2.59 9.01 13.81
DJ US Health Care -9.66 -9.2 8.36 6.88 8.32 4.55 19.43 3.25 6.1 4.25 11.93 9.05
DJ US Telecommunications -9.9 -8.19 10.04 36.83 -4 18.7 7.33 11.58 12.06 -1.01 4.9 14.98
BSE SENSEX LCL India -14.79 24.62 47.15 46.7 42.34 13.08 72.89 41.1 42.33 15.74 N/A 23.79
MSCI Philippines USD* -26.41 -8.8 38.04 55.39 19.94 24.12 38.98 21.78 25.04 -0.53 -1.47 21.84
MSCI Turkey USD* -28.87 0.89 70.04 -9.22 51.6 38.46 122.4 22.74 34.55 6.87 N/A 38.91
Index Name YTD 12-Mo 2007 2006 2005 2004 2003 3-Yr 5-Yr 10-Yr 15-Yr Std Dev
  Total Return % Annualized Return %  
*Indicates price returns. All other indexes are total return. Source: Morningstar. Data as of 4/30/2008. All returns are in dollars, unless noted. 3-, 5-, 10- and 15-year returns are annualized.

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