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Performance validation – comparison versus traditional benchmarks (gross of fee performance). Absolute and relative return versus benchmarks - 2008
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| AIPAFI |
Financials |
DJ US Financial Services |
-43.69 |
-52.57 |
8.87 |
0.69 |
-7.41 |
| AIPAHC |
Health Care |
DJ US Healthcare |
-35.42 |
-22.80 |
-12.62 |
1.05 |
-15.22 |
| AIPANR |
Natural Resources |
S&P GSSI Natural Res |
-31.88 |
-42.55 |
10.67 |
0.96 |
15.56 |
| AIPARE |
Real Estate |
DJ US Real Estate |
-39.61 |
-40.07 |
0.46 |
0.87 |
-7.23 |
| AIPATE |
Technology |
S&P GSTI Technology |
-46.65 |
-43.33 |
-3.32 |
0.99 |
-6.33 |
| AIPAUT |
Utilities |
S&P GSSI Utilities |
-23.44 |
-32.26 |
8.82 |
0.94 |
9.75 |
| AIRALC |
Large Core |
S&P 500 |
-35.84 |
-37.00 |
1.16 |
1.00 |
1.82 |
| AIRALG |
Large Growth |
Russell 1000 Growth |
-39.83 |
-38.44 |
-1.39 |
1.02 |
1.15 |
| AIRALV |
Large Value |
Russell 1000 Value |
-34.50 |
-36.85 |
2.35 |
1.03 |
2.35 |
| AIRAMC |
Mid Core |
Russell Midcap |
-36.60 |
-41.46 |
4.86 |
0.87 |
0.15 |
| AIRAMG |
Mid Growth |
Russell Midcap Growth |
-41.01 |
-44.32 |
3.31 |
0.92 |
0.25 |
| AIRAMV |
Mid Value |
Russell Midcap Value |
-37.86 |
-38.44 |
0.58 |
0.90 |
-4.23 |
| AIRASC |
Small Core |
Russell 2000 |
-37.83 |
-33.79 |
-4.04 |
0.96 |
-7.61 |
| AIRASG |
Small Growth |
Russell 2000 Growth |
-43.25 |
-38.54 |
-4.71 |
0.92 |
1.31 |
| AIRASV |
Small Value |
Russell 2000 Value |
-29.89 |
-28.92 |
-0.97 |
0.94 |
-10.52 |
| AIRILB |
Large-Mid Blend |
S&P 500 |
-38.89 |
-37.00 |
-1.89 |
1.28 |
11.10 |
| AIRILG |
Large-Mid Growth |
Russell 1000 Growth |
-41.21 |
-38.44 |
-2.77 |
1.18 |
5.17 |
| AIRILV |
Large-Mid Value |
Russell 1000 Value |
-34.86 |
-36.85 |
1.99 |
1.16 |
10.75 |
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Copyright © Active Index Solutions, LLC. All rights reserved. "AlphaCycle" and "AlphaSector" are service marks of Active Index Solutions, LLC. This material is proprietary and may not be reproduced, transferred or distributed in any form without prior written permission from Active Index Solutions, LLC. Active Index Solutions, LLC reserves the right at any time and without notice to change, amend, or cease publication of the information. This material has been prepared solely for informative purposes. The information contained herein has been obtained from sources that we believe to be reliable, but its accuracy and completeness are not guaranteed. It is made available on an "as is" basis without warranty. Investment products that may be based on AlphaCycle or AlphaSector Indexes are not sponsored by Active Index Solutions, LLC or F-Squared Investments, Inc., and neither firm makes any representation regarding the advisability of investing in them. Inclusion of a mutual fund or and ETF in an index does not in any way reflect an opinion of Active Index Solutions or F-Squared Investments regarding the investment merits of such a mutual fund or ETF. None of the mutual funds or ETF's included in the index have given any real or implied endorsement or support to Active Index Solutions or to this index. One cannot invest directly in an index. Returns represent past performance, and are not guarantees of future results or indicative of any specific investment.
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