ETF Performance Summary: Corporate/Credit Bonds

Corporate Bonds Sample

• CSJ
  • First Data: Jan 05, 2007
  • CSJ Issuer Website
• iShares Barclays 1-3 Year Credit (2yr)
• $10,057
• +0.0%
• +0.4%
• +2.9%
• +1.8%
• +2.8%
• LQD
  • First Data: Jul 22, 2002
  • LQD Issuer Website
• iShares iBoxx Invest Grade Bond (7-8yr)
• $23,573
• -0.1%
• +0.0%
• +9.3%
• +9.7%
• +10.6%
• VCLT
  • First Data: Nov 23, 2009
  • VCLT Issuer Website
• Vanguard Long-Term Corp Bond (12+yr)
• $821
• +0.0%
• -0.7%
• +10.6%
• +17.4%
• +10.8%

Aggregate Bonds (Treasuries & Corporate Bonds)

• AGG
  • First Data: Sep 22, 2003
  • AGG Issuer Website
• iShares Core Total US Bond (4-5yr)
• $15,583
• +0.0%
• -0.3%
• +6.4%
• +7.7%
• +3.8%
• BIV
  • First Data: Apr 10, 2007
  • BIV Issuer Website
• Vanguard Barclays Govt-Credit Mix (6-7yr)
• $4,583
• +0.1%
• +0.1%
• +9.1%
• +11.1%
• +6.8%
• BND
  • First Data: Apr 03, 2007
  • BND Issuer Website
• Vanguard Total Bond Market (4-5yr)
• $18,246
• +0.0%
• -0.3%
• +6.2%
• +7.9%
• +3.9%
• BOND
  • First Data: Mar 01, 2012
  • BOND Issuer Website
• PIMCO Total Return ETF
• $5,219
• +0.1%
• +1.1%
• N/A
• N/A
• N/A
• BSV
  • First Data: Apr 10, 2007
  • BSV Issuer Website
• Vanguard Short-Tm Bond Mix (2-3yr)
• $12,036
• +0.0%
• +0.3%
• +3.9%
• +2.9%
• +2.0%
• GBF
  • First Data: Jan 11, 2007
  • GBF Issuer Website
• iShares Barclays GovtCredit (5-7yr)
• $191
• +0.0%
• +0.1%
• +5.7%
• +9.4%
• +3.5%
• ILTB
  • First Data: Dec 09, 2009
  • ILTB Issuer Website
• iShares Core Long-Term US Bond (13-14yr)
• $67
• +0.2%
• -2.2%
• +9.1%
• +21.5%
• +8.7%
• LAG
  • First Data: May 30, 2007
  • LAG Issuer Website
• SPDR Barclays Aggregate Bond (4-5yr)
• $706
• +0.1%
• -0.7%
• +6.3%
• +7.9%
• +3.9%
• SCHZ
  • First Data: Jul 14, 2011
  • SCHZ Issuer Website
• Schwab Barclays Aggregate Bond
• $431
• -0.1%
• -0.3%
• N/A
• N/A
• +3.3%

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

• FLOT
  • First Data: Jun 17, 2011
  • FLOT Issuer Website
• iShares Barclays Inv Gr Floating Rate
• $1,573
• +0.1%
• +0.4%
• N/A
• N/A
• +4.3%
• FLTR
  • First Data: Apr 26, 2011
  • FLTR Issuer Website
• Market Vec Inv-Grade Floating-Rate (0.1yr)
• $17
• +0.0%
• +1.4%
• N/A
• N/A
• +8.6%
• MINT
  • First Data: Nov 17, 2009
  • MINT Issuer Website
• PIMCO Enhanced Short-Term Bond (0.6yr)
• $2,755
• +0.0%
• +0.4%
• +1.6%
• +0.4%
• +2.4%

Short-Term Investment Grade Bond Funds

• ISTB
  • First Data: Oct 24, 2012
• iShares Core Short-Term US Bond
• $25
• +0.0%
• +1.0%
• N/A
• N/A
• N/A
• SCPB
  • First Data: Dec 31, 2009
  • SCPB Issuer Website
• SPDR Barclays Short-Term Corp Bond (2yr)
• $2,110
• +0.0%
• +0.6%
• +2.6%
• +1.5%
• +3.6%
• VCSH
  • First Data: Nov 23, 2009
  • VCSH Issuer Website
• Vanguard Short-Term Inv Grd Bond (2-3yr)
• $6,036
• +0.1%
• +0.7%
• +5.3%
• +3.1%
• +5.6%

Intermediate-Term Investment Grade Bond Funds

• CFT
  • First Data: Jan 11, 2007
  • CFT Issuer Website
• iShares Barclays Credit Bond Index (6yr)
• $1,358
• -0.1%
• +0.2%
• +8.4%
• +9.1%
• +7.6%
• CIU
  • First Data: Jan 05, 2007
  • CIU Issuer Website
• iShares Barclays Intermed Credit (4-5yr)
• $5,519
• +0.0%
• +0.5%
• +6.8%
• +5.8%
• +7.2%
• CORP
  • First Data: Sep 21, 2010
  • CORP Issuer Website
• PIMCO BofA Invest Grade Corp Bond (6-7yr)
• $171
• +0.0%
• +0.1%
• N/A
• +5.5%
• +11.4%
• GVI
  • First Data: Jan 11, 2007
  • GVI Issuer Website
• iShares Barclays Interm Gov't+Credit (4yr)
• $1,116
• +0.0%
• +0.2%
• +5.5%
• +5.9%
• +3.2%
• ITR
  • First Data: Feb 20, 2009
  • ITR Issuer Website
• SPDR Barclays Interm Corp Bond (4-5yr)
• $408
• +0.0%
• +0.4%
• +7.2%
• +5.8%
• +8.4%
• PFIG
  • First Data: Sep 15, 2011
  • PFIG Issuer Website
• PowerShares RAFI Invest Grade Bond (5yr)
• $31
• +0.5%
• +0.8%
• N/A
• N/A
• +5.2%
• QLTA
  • First Data: Feb 16, 2012
  • QLTA Issuer Website
• iShares Barclays Corp Aaa A Bond (6-7yr)
• $397
• +0.0%
• -0.7%
• N/A
• N/A
• N/A
• VCIT
  • First Data: Nov 23, 2009
  • VCIT Issuer Website
• Vanguard Interm Corp Bond (6-7yr)
• $3,268
• -0.1%
• +0.7%
• +10.0%
• +9.0%
• +10.5%

Long-Term Investment Grade Bond Funds

• BLV
  • First Data: Apr 10, 2007
  • BLV Issuer Website
• Vanguard Long-Term Gov't+Credit (12+yr)
• $776
• +0.0%
• -1.6%
• +10.0%
• +22.9%
• +7.9%
• CLY
  • First Data: Dec 09, 2009
  • CLY Issuer Website
• iShares BofA Corp Credit Bond (10-12yr)
• $345
• +0.2%
• -1.4%
• +10.6%
• +16.8%
• +11.1%
• LWC
  • First Data: Mar 11, 2009
  • LWC Issuer Website
• SPDR Barclays Long-Term Corp Bond (12+yr)
• $121
• +0.4%
• +0.2%
• +9.1%
• +16.8%
• +9.4%

High-Yield (Junk) Bonds

• BKLN
  • First Data: Mar 03, 2011
  • BKLN Issuer Website
• PowerShares S&P-LSTA Senior Loan
• $3,763
• -0.3%
• +2.6%
• N/A
• N/A
• +10.2%
• HYG
  • First Data: Apr 04, 2007
  • HYG Issuer Website
• iShares iBoxx High-Yield Corp Bond (4-5yr)
• $16,165
• -0.2%
• +3.6%
• +11.9%
• +6.8%
• +11.7%
• HYLD
  • First Data: Dec 01, 2010
  • HYLD Issuer Website
• AdvisorShs Peritus High-Yield Bond (3-4yr)
• $251
• -0.1%
• +7.4%
• N/A
• +2.7%
• +14.7%
• HYS
  • First Data: Jun 17, 2011
  • HYS Issuer Website
• PIMCO BofA ML 0-5 Yr High Yield (2-3yr)
• $1,990
• +0.0%
• +3.9%
• N/A
• N/A
• +11.3%
• JNK
  • First Data: Dec 04, 2007
  • JNK Issuer Website
• SPDR Barcap High-Yield Junk Bond (4-7yr)
• $11,802
• -0.2%
• +3.4%
• +14.2%
• +5.1%
• +13.5%
• PHB
  • First Data: Nov 15, 2007
  • PHB Issuer Website
• PowerShares RAFI High Yield Bond (4-5yr)
• $803
• -0.5%
• +3.2%
• +9.1%
• +7.7%
• +9.8%
• SJNK
  • First Data: Mar 15, 2012
  • SJNK Issuer Website
• SPDR Barcap Short-Term High Yield (2yr)
• $1,260
• +0.1%
• +3.6%
• N/A
• N/A
• N/A

Municipal Bonds (Non-Taxable)

• BAB
  • First Data: Nov 17, 2009
  • BAB Issuer Website
• PowerShrs BofA Build America Bond (9-10yr)
• $1,091
• +0.3%
• +2.3%
• +9.4%
• +21.0%
• +10.7%
• BABS
  • First Data: May 13, 2010
  • BABS Issuer Website
• SPDR Nuveen Barclays Build America Bond
• $101
• +0.1%
• +1.3%
• N/A
• +25.5%
• +12.9%
• CMF
  • First Data: Oct 11, 2007
  • CMF Issuer Website
• iShares S&P California Muni Bond
• $313
• +0.2%
• +1.1%
• -2.6%
• +16.5%
• +7.3%
• HYD
  • First Data: Feb 05, 2009
  • HYD Issuer Website
• Market Vectors High Yield Muni (9-10yr)
• $1,131
• +0.1%
• +3.2%
• +0.3%
• +11.0%
• +16.0%
• HYMB
  • First Data: Apr 14, 2011
  • HYMB Issuer Website
• SPDR Nuveen S&P High Yield Muni Bond
• $236
• +0.1%
• +3.3%
• N/A
• N/A
• +15.7%
• ITM
  • First Data: Dec 06, 2007
  • ITM Issuer Website
• Market Vectors Intermed Muni Index (7-8yr)
• $747
• +0.0%
• +0.2%
• +1.6%
• +13.2%
• +6.2%
• MUB
  • First Data: Sep 10, 2007
  • MUB Issuer Website
• iShares S&P National Muni Bond (2-3yr)
• $3,676
• +0.0%
• +1.0%
• +0.1%
• +13.0%
• +5.2%
• MUNI
  • First Data: Nov 02, 2012
  • MUNI Issuer Website
• PIMCO Intermediate Municipal Bond
• $203
• +0.0%
• +0.7%
• N/A
• N/A
• N/A
• NYF
  • First Data: Oct 11, 2007
  • NYF Issuer Website
• iShares New York AMT-Free Muni Bond
• $140
• +0.0%
• +0.7%
• -0.3%
• +12.1%
• +6.3%
• PVI
  • First Data: Nov 15, 2007
  • PVI Issuer Website
• PowerShares VRDO Municipal
• $234
• +0.0%
• +0.0%
• +0.3%
• +0.6%
• +0.0%
• PZA
  • First Data: Oct 18, 2007
  • PZA Issuer Website
• PowerSh BofA Nat'l Long-Term Muni
• $1,033
• +0.1%
• +0.2%
• -0.5%
• +13.7%
• +9.8%
• SHM
  • First Data: Oct 16, 2007
  • SHM Issuer Website
• SPDR Short-Term Municipal Bond (2-3yr)
• $1,913
• +0.0%
• +0.4%
• +1.3%
• +3.9%
• +1.3%
• SUB
  • First Data: Nov 19, 2008
  • SUB Issuer Website
• iShares S&P Short-Term Nat'l Muni
• $633
• +0.0%
• +0.4%
• +0.4%
• +3.9%
• +0.5%
• TFI
  • First Data: Sep 13, 2007
  • TFI Issuer Website
• SPDR Nuveen Barclays Muni Bond (9-10yr)
• $1,257
• +0.3%
• -0.1%
• -0.5%
• +13.9%
• +6.3%

Mortgage Backed Securities & Other

• AGZ
  • First Data: Nov 11, 2008
  • AGZ Issuer Website
• iShares Barclays Agency Bond (3-Yr)
• $421
• +0.0%
• +0.2%
• +3.7%
• +4.9%
• +1.5%
• GNMA
  • First Data: Feb 22, 2012
  • GNMA Issuer Website
• iShares GNMA Bond ETF
• $25
• -0.1%
• -0.7%
• N/A
• N/A
• N/A
• MBB
  • First Data: Mar 13, 2007
  • MBB Issuer Website
• iShares Barclays MBS Bond Fund (2yr)
• $6,723
• +0.0%
• -0.5%
• +5.6%
• +5.9%
• +2.0%
• VMBS
  • First Data: Nov 23, 2009
  • VMBS Issuer Website
• Vanguard Mortgage-Backed Bonds (2-3yr)
• $466
• +0.0%
• -0.7%
• +5.4%
• +6.0%
• +2.3%

Municipal Bonds