Average Annual Returns as of 12/31/08

Major Asset Classes

Selected ETFs1-Year3-Year5-Year10-Year
S&P 500 (IVV)-36.9%-8.4%-2.2%-1.4%*
US Equity (IWV)-37.3%-8.7%-2.1%-0.8%*
Foreign Developed Equity (EFA)-43.1%-7.4%1.5%0.8%*
Emerging Markets Equity (EEM)-50.0%-4.2%8.1%9.0%*
Commodities (GSG)-47.5%-15.5%*-2.4%*7.4%*
Real Estate (ICF)-40.9%-12.4%0.7%7.9%*
7-10 Yr. Treasuries (IEF)18.0%10.1%7.4%6.8%*
20+ Yr. Treasuries (TLT)33.8%14.1%11.9%9.0%*
Inflation Protected Treasuries (TIP) -2.5%2.9% 3.9%6.8%*

Passive Core Portfolios

Portfolios1-Year3-year5-Year10-Year
Basic-30.5%-4.6%2.7%4.0%
Unconventional-26.0%-3.8%2.1%4.5%
Advanced-31.8%-5.3%2.7%5.1%
70/30-15.7%-0.5%2.9%2.8%
S&P 500 (IVV)-36.9%-8.4%-2.2%-1.4%

To see the asset allocation of each portfolio, click here.

Performance and Presentations

For a complete list of ETF PM’s performance summaries and presentations please visit our respective pages: Performance and Presentations.

 

These portfolios are designed to represent broad core growth portfolios and do not take into account an individual’s investment objectives and financial circumstances. Consult your investment adviser before investing. All Passive Core information reflects hypothetical backtested calculations rather than actual client account results.  All ETFs above are Barclays iShare ETFs (exchange-traded funds). Past performance is not an indication of future results and risk of loss always exists. (*)Data indicates that index performance was used when Fund performance was unavailable. This material is for information purposes only and is not a solicitation for investment. Visit www.ishares.com for Fund Fact Sheets and additional information. View our passive core disclosure here.

©2012 ETF Portfolio Management, LLC