through: Feb 17, 2017

ETF Performance Summary: Corporate/Credit Bonds

ETF Name Assets * 1-Day Rtn Year-To-Date Return 2016 2015 2014

Corporate Bonds Sample

CSJ iShares Barclays 1-3 Year Credit (2yr) $11,171 +0.1%
+0.3%
+1.8% +0.6% +0.7%
LQD iShares iBoxx Invest Grade Bond (7-8yr) $28,329 +0.3%
+0.7%
+6.2% -1.3% +8.2%
VCLT Vanguard Long-Term Corp Bond (12+yr) $1,453 +0.4%
+0.6%
+10.8% -4.8% +16.4%

Aggregate Bonds (Treasuries & Corporate Bonds)

AGG iShares Core Total US Bond (4-5yr) $42,060 +0.2%
+0.5%
+2.4% +0.5% +6.0%
BIV Vanguard Barclays Govt-Credit Mix (6-7yr) $12,143 +0.3%
+0.4%
+3.0% +1.0% +7.3%
BND Vanguard Total Bond Market (4-5yr) $31,738 +0.2%
+0.3%
+2.5% +0.6% +5.8%
BNDS SPDR Barclays Aggregate Bond (4-5yr) $1,193 +0.2%
+0.2%
+2.4% +0.3% +6.0%
BOND PIMCO Total Return ETF $2,024 +0.3%
+1.1%
+2.8% +1.2% +6.6%
BSV Vanguard Short-Tm Bond Mix (2-3yr) $21,107 +0.1%
+0.3%
+1.3% +0.9% +1.4%
FBND Fidelity Total Bond ETF $226 +0.2%
+0.4%
+6.7% -1.0% N/A
GBF iShares Barclays GovtCredit (5-7yr) $163 +0.2%
+0.7%
+2.4% -0.5% +6.3%
ILTB iShares Core Long-Term US Bond (13-14yr) $158 +0.4%
+1.2%
+7.8% -4.2% +20.3%
IUSB iShares Core Total USD Bond Market $769 +0.0%
+0.3%
+4.0% +0.4% N/A
SCHZ Schwab Barclays Aggregate Bond $3,414 +0.3%
+0.6%
+2.2% +0.4% +6.3%
TOTL SPDR Doubleline Total Return Tactical $3,033 +0.2%
+1.0%
+2.8% N/A N/A

Ultra Short-Term Bond Funds (<1 Year Duration)

FLOT iShares Barclays Inv Gr Floating Rate $4,420 +0.0%
+0.2%
+1.6% +0.3% +0.1%
FLTR Market Vec Inv-Grade Floating-Rate (0.1yr) $93 +0.0%
+0.6%
+2.5% -0.4% +0.7%
FTSM First Trust Enhanced Short Maturity Fund $563 +0.0%
+0.2%
+1.2% +0.4% N/A
MINT PIMCO Enhanced Short-Term Bond (0.6yr) $5,651 +0.0%
+0.3%
+2.1% +0.4% +0.5%
NEAR iShares Short Maturity Multi-Sector Bond $2,440 +0.0%
+0.2%
+1.4% +0.9% +0.6%

Short-Term Investment Grade Bond Funds

FLRN SPDR Barclays Invest Grade Floating Rate $799 +0.1%
+0.0%
+1.7% +0.4% -0.1%
FTSL First Trust Senior Loan ETF $1,042 +0.0%
+0.3%
+7.5% +0.4% +1.4%
GSY Guggenheim Enhanced Short Duration $973 +0.0%
+0.2%
+1.8% +1.1% +0.8%
ISTB iShares Core Short-Term US Bond $695 +0.1%
+0.5%
+2.7% +0.6% +1.2%
SCPB SPDR Barclays Short-Term Corp Bond (2yr) $3,050 +0.1%
+0.2%
+2.1% +0.9% +0.9%
VCSH Vanguard Short-Term Inv Grd Bond (2-3yr) $16,307 +0.0%
+0.4%
+2.6% +1.3% +1.8%

Intermediate-Term Investment Grade Bond Funds

CIU iShares Barclays Intermed Credit (4-5yr) $6,815 +0.1%
+0.8%
+3.3% +0.6% +3.9%
CORP PIMCO BofA Invest Grade Corp Bond (6-7yr) $531 +0.2%
+0.8%
+6.4% -0.9% +7.8%
CRED iShares Barclays Credit Bond Index (6yr) $1,131 -0.1%
+0.4%
+5.6% -1.5% +8.2%
GVI iShares Barclays Interm Gov't+Credit (4yr) $2,211 +0.2%
+0.4%
+2.0% +0.8% +2.9%
ITR SPDR Barclays Interm Corp Bond (4-5yr) $1,781 +0.1%
+0.5%
+4.2% +0.4% +4.4%
PFIG PowerShares RAFI Invest Grade Bond (5yr) $63 +0.1%
+0.8%
+3.4% +1.0% +4.8%
QLTA iShares Barclays Corp Aaa A Bond (6-7yr) $108 +0.1%
+0.6%
+4.3% +0.5% +6.5%
VCIT Vanguard Interm Corp Bond (6-7yr) $12,043 +0.2%
+0.6%
+5.3% +0.9% +7.7%

Long-Term Investment Grade Bond Funds

BLV Vanguard Long-Term Gov't+Credit (12+yr) $1,815 +0.4%
+0.9%
+6.8% -4.0% +20.3%
CLY iShares BofA Corp Credit Bond (10-12yr) $841 +0.4%
+1.2%
+9.9% -5.5% +16.7%
LWC SPDR Barclays Long-Term Corp Bond (12+yr) $195 +0.4%
+0.6%
+10.7% -5.0% +16.4%

High-Yield (Junk) Bonds

ANGL VanEck Vectors Fallen Angel High Yld Bond $640 +0.1%
+2.9%
+25.7% -1.4% +2.7%
BKLN PowerShares S&P-LSTA Senior Loan $8,563 +0.0%
+0.2%
+9.2% -3.1% +0.6%
HYG iShares iBoxx High-Yield Corp Bond (4-5yr) $18,796 +0.1%
+1.9%
+13.4% -5.0% +1.9%
HYLD AdvisorShs Peritus High-Yield Bond (3-4yr) $196 +0.3%
+3.2%
+17.1% -13.0% -13.6%
HYLS First Trust Tactical High Yield ETF $1,091 +0.1%
+1.8%
+8.4% +0.2% +1.8%
HYS PIMCO BofA ML 0-5 Yr High Yield (2-3yr) $2,225 +0.1%
+1.5%
+15.0% -4.6% -0.1%
JNK SPDR Barcap High-Yield Junk Bond (4-7yr) $12,191 +0.1%
+1.4%
+14.4% -6.8% +0.8%
PHB PowerShares RAFI High Yield Bond (4-5yr) $1,258 +0.1%
+1.1%
+13.0% -3.0% +2.3%
SHYG iShares 0-5 Year High Yield Corp Bond $1,846 +0.0%
+1.4%
+12.5% -3.8% +0.3%
SJNK SPDR Barcap Short-Term High Yield (2yr) $3,875 +0.0%
+1.2%
+14.2% -6.3% -1.3%
SNLN Highland iBoxx Senior Loan ETF $494 +0.1%
-0.4%
+8.6% -2.0% +0.5%
SRLN SPDR Blackstone GSO Senior Loan ETF $1,284 +0.0%
-0.1%
+7.1% -1.3% +1.0%

Municipal Bonds (Non-Taxable)

BAB PowerShrs BofA Build America Bond (9-10yr) $980 +0.0%
+1.6%
+4.5% -0.2% +17.0%
CMF iShares S&P California Muni Bond $735 +0.1%
+0.1%
-0.1% +3.0% +11.4%
HYD Market Vectors High Yield Muni (9-10yr) $1,752 +0.3%
+2.4%
+0.4% +5.1% +14.9%
HYMB SPDR Nuveen S&P High Yield Muni Bond $559 +0.2%
+0.7%
+2.1% +3.5% +18.3%
ITM Market Vectors Intermed Muni Index (7-8yr) $1,460 +0.2%
+0.8%
-1.1% +3.6% +10.3%
MUB iShares S&P National Muni Bond (2-3yr) $8,106 +0.1%
+0.3%
-0.2% +2.9% +9.3%
MUNI PIMCO Intermediate Municipal Bond $259 +0.0%
+0.6%
-0.7% +2.8% +5.7%
NYF iShares New York AMT-Free Muni Bond $236 +0.1%
+1.0%
-0.4% +3.1% +9.9%
PVI PowerShares VRDO Municipal $77 +0.0%
-0.1%
+0.3% -0.2% -0.1%
PZA PowerSh BofA Nat'l Long-Term Muni $1,298 +0.0%
+0.7%
+0.8% +3.9% +15.3%
SHM SPDR Short-Term Municipal Bond (2-3yr) $3,356 +0.0%
+0.8%
-0.6% +1.2% +0.9%
SUB iShares S&P Short-Term Nat'l Muni $1,470 +0.0%
+0.5%
-0.1% +0.8% +0.5%
TFI SPDR Nuveen Barclays Muni Bond (9-10yr) $2,117 +0.2%
+0.4%
-0.4% +3.4% +9.8%
VTEB Vanguard Tax Exempt Bond ETF $854 +0.3%
+0.3%
+0.2% N/A N/A

Mortgage Backed Securities & Other

AGZ iShares Barclays Agency Bond (3-Yr) $587 +0.1%
+0.3%
+1.0% +1.3% +3.7%
GNMA iShares GNMA Bond ETF $164 +0.2%
+0.2%
+1.0% +0.5% +5.9%
LMBS First Trust Low Duration Mortgage Opportun $377 +0.1%
+0.5%
+6.5% +2.6% N/A
MBB iShares Barclays MBS Bond Fund (2yr) $9,924 +0.1%
+0.4%
+1.3% +1.1% +6.4%
VMBS Vanguard Mortgage-Backed Bonds (2-3yr) $3,047 +0.1%
+0.2%
+1.3% +1.4% +5.9%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Jan-2017