2007 2008 2009 2010 2011 2012 2013 2014 3-Year
Annualized
Return
5-Year
Annualized
Return
Utilities
16.59%
Barclays Agg
5.24%
MLPs
76.41%
MLPs
35.85%
Utilities
14.74%
REITs
19.70%
Small Cap
38.82%
REITs
28.08%
S&P 500
20.41%
REITs
16.91%
Commodities
16.23%
Barclays HY
-26.16%
Barclays HY
58.21%
REITs
27.95%
MLPs
13.88%
Non US Equity
17.32%
S&P 500
32.39%
S&P 500
13.69%
Small Cap
19.21%
MLPs
16.74%
MLPs
12.72%
Utilities
-30.38%
Non US Equity
31.78%
Small Cap
26.85%
REITs
8.28%
Small Cap
16.35%
MLPs
27.58%
Barclays Agg
5.97%
REITs
16.38%
Small Cap
15.54%
Non US Equity
11.17%
Small Cap
-33.79%
REITs
27.99%
Commodities
16.83%
Barclays Agg
7.84%
S&P 500
16.00%
Non US Equity
22.78%
Small Cap
4.89%
MLPs
11.9%
S&P 500
15.45%
Barclays Agg
6.97%
Commodities
-35.65%
Small Cap
27.17%
Barclays HY
15.12%
Barclays HY
4.98%
Barclays HY
15.81%
Utilities
8.27%
MLPs
4.8%
Non US Equity
11.06%
Barclays HY
9.03%
S&P 500 TR
5.49%
MLPs
-36.92%
S&P 500 TR
26.46%
S&P 500 TR
15.06%
S&P 500 TR
2.11%
MLPs
4.80%
Barclays HY
7.44%
Barclays HY
2.45%
Barclays HY
8.43%
Non US Equity
5.34%
Barclays HY
1.87%
S&P 500 TR
-37.00%
Commodities
18.91%
Non US Equity
7.75%
Small Cap
-4.18%
Barclays Agg
4.22%
REITs
2.86%
Non US Equity
-4.9%
Barclays Agg
2.67%
Barclays Agg
4.45%
Small Cap
-1.57%
REITs
-37.73%
Utilities
7.35%
Barclays Agg
6.54%
Non US Equity
-12.14%
Commodities
-1.06%
Barclays Agg
-2.02%
Utilities
-8.02%
Utilities
-0.97%
Utilities
2.54%
REITs
-15.69%
Non US Equity
-43.38%
Barclays Agg
5.93%
Utilities
1.75%
Commodities
-13.32%
Utilities
-2.49%
Commodities
-9.52%
Commodities
-24.66%
Commodities
-12.3%
Commodities
-7.34%