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Performance and Risk Measurements

YEAR-TO-DATE PERFORMANCE

EASY - E.A.S.Y.™ (Efficient Allocation Strategy for You™) - Core-Plus™
Venue 7 - Core-Plus™ Version 4 (1/1/2012) - Core-Plus™


LONG-TERM PERFORMANCE SUMMARY

EASY - E.A.S.Y.™ (Efficient Allocation Strategy for You™) - Core-Plus™
Venue 7 - Core-Plus™ Version 4 (1/1/2012) - Core-Plus™


BACK-TESTING HISTORICAL DATA

EASY - E.A.S.Y.™ (Efficient Allocation Strategy for You™) - Core-Plus™
Venue 7 - Core-Plus™ Version 4 (1/1/2012) - Core-Plus™



Performance monitored by Third Party Investment Tracking Companies:

Click on the graphics below to learn more.

Neilsons Report**Core-Plus™ performance tracked by Nelsons since November 2005.