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1 Beta Risk 2 Beta Risk

Core-Plus™ Version 4 (1/1/2012) - Core-Plus™

YTD Performance - Updated Through Friday, January 27, 2012

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2012 1 +0.00 +0.00 +0.00 +0.00 +0.00 0
2012 1 Beta +1.57 +1.47 +1.37 +4.67 +8.11 1
2012 2 Beta +1.72 +1.70 +1.68 +4.67 +8.11 1

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2012 1 0.00 0.00 0.00 0.00 0.00 0
2012 1 Beta 0.32 0.29 0.29 2.47 2.76 1
2012 2 Beta 0.35 0.38 0.45 2.47 2.76 1

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2012 1 0.00 0.00 0.00 0.00 0.00 0
2012 1 Beta -0.03 -0.03 -0.02 -0.73 -0.51 1
2012 2 Beta -0.03 -0.02 -0.04 -0.73 -0.51 1

Year Risk CONSERV GROWTH AGGR S&P 500 NASDAQ Trades
2012 1 0.00 0.00 0.00 0.00 0.00 0
2012 1 Beta 0.01 0.01 0.01 0.26 0.17 1
2012 2 Beta 0.01 0.01 0.01 0.26 0.17 1


Low Risk = Moderate Capital Gains with below-market risk and volatility.
Medium Risk = Maximum Capital Gains, while accepting average market risk and volatility.
High Risk = Maximum Capital Gains, while accepting greater than market risk and volatility.
CONSERV = Conservative
GROWTH = Growth
AGGR = Aggressive
S&P 500 = S&P 500 Index
NASDAQ = NASDAQ Composite Index
TRADES = Number of times the Active portion of the portfolio changed from Long, Short or Cash.

¹ Standard Deviation (SD):
Within Core-Plus™, Standard Deviation is measured monthly.
For example, when you see SD = 4.0%, this means that most of the time (8 out of 12 months) the portfolio has gains or losses of no more than 4.0% in a month. This monthly SD can be converted (approximately) to Morningstar’s annual SD by multiplying the SD= value by 3.4 (the square root of 12).

² Maximum Drawdown (MD):
The maximum percentage loss from the highest point to the lowest point during the given period of time.

³ Ulcer Index (UI):
Ulcer Index measures the ability of a portfolio to regain its value from a previous high. It is calculated as the root-mean-square of the areas between highs and the time it takes for the portfolio to reach those highs again. It provides a measure of the magnitude of all of a portfolio’s losses.