through: Mar 04, 2015

ETF Performance Summary: Corporate/Credit Bonds

Symbol ETF Assets * 1-Day Rtn Year-To-Date Return 2014 2013 2012

Corporate Bonds Sample

CSJ iShares Barclays 1-3 Year Credit (2yr) $10,989 +0.0%
+0.2%
+0.7% +1.2% +2.8%
LQD iShares iBoxx Invest Grade Bond (7-8yr) $20,739 -0.1%
+1.3%
+8.2% -2.0% +10.6%
VCLT Vanguard Long-Term Corp Bond (12+yr) $1,367 +0.1%
+1.0%
+16.4% -5.2% +10.8%

Aggregate Bonds (Treasuries & Corporate Bonds)

AGG iShares Core Total US Bond (4-5yr) $24,117 +0.1%
+0.6%
+6.0% -2.0% +3.8%
BIV Vanguard Barclays Govt-Credit Mix (6-7yr) $5,294 +0.0%
+0.9%
+7.3% -3.6% +6.8%
BND Vanguard Total Bond Market (4-5yr) $26,277 +0.0%
+0.6%
+5.8% -2.1% +3.9%
BOND PIMCO Total Return ETF $2,437 +0.1%
+2.1%
+6.6% -1.3% N/A
BSV Vanguard Short-Tm Bond Mix (2-3yr) $16,046 +0.1%
+0.3%
+1.4% +0.2% +2.0%
GBF iShares Barclays GovtCredit (5-7yr) $240 +0.2%
+0.3%
+6.3% -2.0% +3.5%
ILTB iShares Core Long-Term US Bond (13-14yr) $219 +0.1%
+1.2%
+20.3% -9.9% +8.7%
LAG SPDR Barclays Aggregate Bond (4-5yr) $899 +0.0%
+0.4%
+6.0% -2.1% +3.9%
SCHZ Schwab Barclays Aggregate Bond $1,358 +0.1%
+0.4%
+6.3% -2.0% +3.3%

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

FLOT iShares Barclays Inv Gr Floating Rate $3,363 +0.0%
+0.2%
+0.1% +0.7% +4.3%
FLTR Market Vec Inv-Grade Floating-Rate (0.1yr) $95 +0.2%
+0.1%
+0.7% +1.5% +8.6%
FTSM First Trust Enhanced Short Maturity Fund $591 +0.1%
+0.3%
N/A N/A N/A
MINT PIMCO Enhanced Short-Term Bond (0.6yr) $3,732 +0.0%
+0.1%
+0.5% +0.7% +2.4%

Short-Term Investment Grade Bond Funds

FLRN SPDR Barclays Invest Grade Floating Rate $393 -0.1%
+0.2%
-0.1% +0.8% +2.9%
GSY Guggenheim Enhanced Short Duration $435 +0.1%
+0.4%
+0.8% +1.4% +1.5%
ISTB iShares Core Short-Term US Bond $298 +0.0%
+0.3%
+1.2% +0.6% N/A
SCPB SPDR Barclays Short-Term Corp Bond (2yr) $3,712 +0.0%
+0.5%
+0.9% +1.3% +3.6%
VCSH Vanguard Short-Term Inv Grd Bond (2-3yr) $9,612 +0.1%
+0.6%
+1.8% +1.4% +5.6%

Intermediate-Term Investment Grade Bond Funds

CIU iShares Barclays Intermed Credit (4-5yr) $6,409 +0.0%
+1.0%
+3.9% -0.4% +7.2%
CORP PIMCO BofA Invest Grade Corp Bond (6-7yr) $188 +0.0%
+0.8%
+7.8% -1.6% +11.4%
CRED iShares Barclays Credit Bond Index (6yr) $1,034 +0.2%
+0.8%
+8.2% -2.2% +7.6%
GVI iShares Barclays Interm Gov't+Credit (4yr) $1,612 +0.0%
+0.6%
+2.9% -0.9% +3.2%
ITR SPDR Barclays Interm Corp Bond (4-5yr) $547 -0.1%
+0.7%
+4.4% -0.6% +8.4%
PFIG PowerShares RAFI Invest Grade Bond (5yr) $32 -0.1%
+1.2%
+4.8% -1.2% +5.2%
QLTA iShares Barclays Corp Aaa A Bond (6-7yr) $421 +0.1%
+1.1%
+6.5% -2.7% N/A
VCIT Vanguard Interm Corp Bond (6-7yr) $4,879 +0.1%
+1.5%
+7.7% -1.9% +10.5%

Long-Term Investment Grade Bond Funds

BLV Vanguard Long-Term Gov't+Credit (12+yr) $1,205 +0.1%
+0.8%
+20.3% -8.9% +7.9%
CLY iShares BofA Corp Credit Bond (10-12yr) $765 -0.1%
+1.1%
+16.7% -7.9% +11.1%
LWC SPDR Barclays Long-Term Corp Bond (12+yr) $421 +0.1%
+1.7%
+16.4% -5.4% +9.4%

High-Yield (Junk) Bonds

BKLN PowerShares S&P-LSTA Senior Loan $5,640 +0.0%
+0.9%
+0.6% +4.1% +10.2%
HYG iShares iBoxx High-Yield Corp Bond (4-5yr) $15,357 -0.2%
+2.4%
+1.9% +5.8% +11.7%
HYLD AdvisorShs Peritus High-Yield Bond (3-4yr) $414 -0.3%
+4.6%
-13.6% +11.9% +14.7%
HYS PIMCO BofA ML 0-5 Yr High Yield (2-3yr) $2,761 -0.2%
+2.0%
-0.1% +7.7% +11.3%
JNK SPDR Barcap High-Yield Junk Bond (4-7yr) $10,349 -0.2%
+3.0%
+0.8% +5.9% +13.5%
PHB PowerShares RAFI High Yield Bond (4-5yr) $567 -0.1%
+2.6%
+2.3% +4.4% +9.8%
SJNK SPDR Barcap Short-Term High Yield (2yr) $4,014 -0.1%
+2.2%
-1.3% +6.5% N/A
SRLN SPDR Blackstone GSO Senior Loan ETF $557 -0.5%
+1.4%
+1.0% N/A N/A

Municipal Bonds (Non-Taxable)

BAB PowerShrs BofA Build America Bond (9-10yr) $808 -0.7%
-0.9%
+17.0% -5.2% +10.7%
BABS SPDR Nuveen Barclays Build America Bond $146 -0.1%
+0.7%
+21.9% -8.5% +12.9%
CMF iShares S&P California Muni Bond $377 -0.3%
-0.2%
+11.4% -2.7% +7.3%
HYD Market Vectors High Yield Muni (9-10yr) $1,532 -0.3%
+0.7%
+14.9% -8.7% +16.0%
HYMB SPDR Nuveen S&P High Yield Muni Bond $454 -0.1%
+0.1%
+18.3% -7.5% +15.7%
ITM Market Vectors Intermed Muni Index (7-8yr) $920 -0.1%
-0.1%
+10.3% -4.5% +6.2%
MUB iShares S&P National Muni Bond (2-3yr) $4,417 +0.2%
+0.1%
+9.3% -3.4% +5.2%
MUNI PIMCO Intermediate Municipal Bond $229 +0.1%
+0.1%
+5.7% -2.6% N/A
NYF iShares New York AMT-Free Muni Bond $165 -0.1%
+0.4%
+9.9% -3.6% +6.3%
PVI PowerShares VRDO Municipal $101 +0.0%
-0.1%
-0.1% +0.0% +0.0%
PZA PowerSh BofA Nat'l Long-Term Muni $851 +0.1%
+0.7%
+15.3% -7.1% +9.8%
SHM SPDR Short-Term Municipal Bond (2-3yr) $2,454 +0.0%
+0.1%
+0.9% +0.9% +1.3%
SUB iShares S&P Short-Term Nat'l Muni $894 +0.0%
+0.1%
+0.5% +0.8% +0.5%
TFI SPDR Nuveen Barclays Muni Bond (9-10yr) $1,221 +0.0%
-0.1%
+9.8% -3.9% +6.3%

Mortgage Backed Securities & Other

AGZ iShares Barclays Agency Bond (3-Yr) $438 +0.3%
+0.7%
+3.7% -1.3% +1.5%
GNMA iShares GNMA Bond ETF $51 -0.4%
-0.5%
+5.9% -2.4% N/A
MBB iShares Barclays MBS Bond Fund (2yr) $6,880 +0.1%
+0.5%
+6.4% -1.9% +2.0%
VMBS Vanguard Mortgage-Backed Bonds (2-3yr) $840 -0.1%
+0.4%
+5.9% -1.3% +2.3%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Jan-2015