iShares Funds Summary Page

for period ending May 31, 2025

Note: In this Free plan, the table below shows only the 1-month and 1‑year metrics. Click any fund name to view its full multi‑year performance details. Get full access to expertly crafted funds from Vanguard, Fidelity, iShares, and American Funds and unlock the sortable multi‑period tables, and interactive scatterplots.

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the iShares funds.
Sort any column by clicking the heading in the gray row. Click any iShares fund name below for full details.

Maximum Drawdown vs. Annual Return
● iShares Funds: All Funds ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
iShares Fund Name ID Peer Group Category 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark Benchmark -0.7% 2.5% 5.4% * * * * * * *
S&P 500 SPY Benchmark Benchmark 6.3% 0.9% 13.2% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 3.5% 1.3% 10.0% * * * * * * *
MSCI AC Asia ex Jpn AAXJ Global Equity Regions 4.9% 7.3% 12.4% * * * * * * *
MSCI Global Min Vol Factor ACWV Global Equity Thematic 1.2% 8.4% 16.0% * * * * * * *
MSCI ACWI ex US ACWX Global Equity Regions 4.4% 14.0% 13.1% * * * * * * *
Core US Agg Bond AGG Fixed Income Intermed Term -0.6% 2.6% 5.6% * * * * * * *
Inflation Hdgd US Agg Bond AGIH Fixed Income Intermed Term -0.4% 3.6% 5.4% * * * * * * *
Intrst Rate Hdgd US Agg Bond AGRH Fixed Income Intermed Term 0.8% 1.4% 4.4% * * * * * * *
Agency Bond AGZ Fixed Income Short Term -0.4% 2.4% 5.5% * * * * * * *
Asia 50 AIA Global Equity Regions 6.6% 10.1% 19.8% * * * * * * *
Core Aggressive Alloc AOA Asset Allocation Target Risk 4.6% 4.9% 11.3% * * * * * * *
Core Cons. Alloc. AOK Asset Allocation Target Risk 1.5% 3.3% 8.0% * * * * * * *
Core Mod Alloc AOM Asset Allocation Target Risk 2.1% 3.7% 8.7% * * * * * * *
Core Growth Alloc AOR Asset Allocation Target Risk 3.4% 4.4% 10.0% * * * * * * *
MSCI Global Qual Factor AQLT Global Equity Thematic 5.0% 1.9%   * * * * * * *
Future AI & Tech ARTY U.S. Equity Sectors 13.8% -0.7% 10.6% * * * * * * *
AI Innovation & Tech Active BAI U.S. Equity Sectors 14.6% -4.4%   * * * * * * *
Adv Large Cap Inc BALI U.S. Equity Large Cap 5.2% 0.1% 11.1% * * * * * * *
LT U.S. Equity Act. BELT U.S. Equity Large Cap 9.5% 3.1%   * * * * * * *
JPM Broad USD EM Bond BEMB Fixed Income International 0.9% 3.2% 6.8% * * * * * * *
USD Green Bond BGRN Fixed Income Intermed Term 0.2% 2.6% 5.9% * * * * * * *
LC Growth Active BGRO U.S. Equity Large Cap 10.0% -0.7%   * * * * * * *
International Dividend BIDD Global Equity Large Cap 4.3% 10.3%   * * * * * * *
Flexible Income Act BINC Fixed Income Multisector 0.3% 2.1% 6.6% * * * * * * *
MSCI BIC BKF Global Equity Regions 1.9% 9.9% 14.3% * * * * * * *
Large Cap Core Act BLCR U.S. Equity Large Cap 11.7% 4.8% 11.2% * * * * * * *
Large Cap Value Act BLCV U.S. Equity Large Cap 4.2% 5.2% 8.0% * * * * * * *
Health Innov Active BMED U.S. Equity Sectors -0.8% -3.2% -2.6% * * * * * * *
FinTech Active BPAY U.S. Equity Sectors 10.7% 4.0% 16.0% * * * * * * *
High Yield Act BRHY Fixed Income High Yield 1.9% 3.1%   * * * * * * *
Floating Rate Loan Act BRLN Fixed Income Short Term 1.4% 1.2% 5.9% * * * * * * *
Total Return Act BRTR Fixed Income Intermed Term -0.1% 2.6% 5.4% * * * * * * *
Yield Opt. Bond BYLD Fixed Income Multisector 0.5% 2.6% 6.3% * * * * * * *
Short-Term CA Muni Act CALI Fixed Income Tax Exempt 0.6% 1.4% 3.5% * * * * * * *
Commodity Curve Carry Strgy CCRV Commodity Broad 1.4% -4.9% -6.9% * * * * * * *
J.P. Morgan EM Corp Bond CEMB Global Equity Regions 0.9% 3.0% 6.8% * * * * * * *
AAA CLO Act CLOA Fixed Income Short Term 0.9% 2.1% 6.0% * * * * * * *
Blmbrg Roll Sel Comdty Strat CMDY Commodity Broad 0.3% 3.6% 2.4% * * * * * * *
Calif. Muni Bond CMF Fixed Income Tax Exempt -0.2% -1.8% 1.5% * * * * * * *
MSCI China A CNYA Global Equity Regions 2.3% -0.8% 7.8% * * * * * * *
GSCI Comm Dyn Roll Strat COMT Commodity Broad 2.3% -2.1% -3.8% * * * * * * *
Intl Country Rot Active CORO Global Equity Regions 5.0% 18.5%   * * * * * * *
MSCI ACWI Low Carbon Target CRBN U.S. Equity Thematic 5.7% 4.9% 14.5% * * * * * * *
Enhanced Short-Term Bond Act CSHP Fixed Income Short Term 0.4% 1.7%   * * * * * * *
Core Div Growth DGRO U.S. Equity Large Cap 3.3% 1.8% 10.3% * * * * * * *
Core Div DIVB U.S. Equity Large Cap 4.4% 3.0% 12.9% * * * * * * *
ESG Adv MSCI EAFE DMXF U.S. Equity Thematic 4.6% 13.4% 9.4% * * * * * * *
MSCI KLD 400 Social DSI Global Equity Thematic 8.9% 0.8% 11.3% * * * * * * *
Select Div DVY U.S. Equity Large Cap 2.2% 0.7% 9.3% * * * * * * *
Asia/Pacific Div DVYA Global Equity Regions 2.6% 5.0% 6.5% * * * * * * *
Emerging Mkts Div DVYE Global Equity Regions 4.8% 10.2% 11.2% * * * * * * *
U.S. Eq. Factor Rotation Act. DYNF U.S. Equity Thematic 6.9% 1.7% 16.5% * * * * * * *
ESG Aware US Agg Bond EAGG Fixed Income Intermed Term -0.6% 2.5% 5.4% * * * * * * *
ESG Aware Agg Allocation EAOA U.S. Equity Thematic 4.5% 3.8% 10.7% * * * * * * *
ESG Aware Cons Alloc EAOK U.S. Equity Thematic 1.2% 2.6% 7.0% * * * * * * *
ESG Aware Mod Alloc EAOM U.S. Equity Thematic 1.9% 2.8% 7.8% * * * * * * *
ESG Aware Growth Alloc EAOR U.S. Equity Thematic 3.2% 2.9% 9.0% * * * * * * *
MSCI Chile ECH Global Equity Regions 1.2% 25.8% 14.9% * * * * * * *
MSCI China SC ECNS Global Equity Regions 5.3% 13.0% 18.6% * * * * * * *
MSCI Denmark EDEN Global Equity Regions 7.8% 8.5% -8.8% * * * * * * *
MSCI EM EEM Global Equity Regions 4.0% 8.8% 11.5% * * * * * * *
MSCI EM Asia EEMA Global Equity Regions 4.5% 7.2% 10.9% * * * * * * *
MSCI EM Small-Cap EEMS Global Equity Regions 7.3% 5.5% 4.4% * * * * * * *
MSCI EM Min Vol Factor EEMV Global Equity Regions 2.4% 5.1% 12.2% * * * * * * *
MSCI EAFE EFA Global Equity Regions 4.8% 17.4% 12.8% * * * * * * *
MSCI EAFE Min Vol Factor EFAV Global Equity Regions 2.4% 19.4% 21.7% * * * * * * *
MSCI EAFE Gr EFG Global Equity Regions 5.2% 13.4% 7.4% * * * * * * *
MSCI Finland EFNL Global Equity Regions 5.1% 25.3% 11.9% * * * * * * *
Enviro Infra & Industrials EFRA U.S. Equity Sectors 3.8% -0.9% -1.4% * * * * * * *
MSCI EAFE Val EFV Global Equity Regions 4.4% 21.3% 18.4% * * * * * * *
ESG Aware MSCI USA Gr EGUS U.S. Equity Large Cap 9.8% -0.3% 17.5% * * * * * * *
MSCI Indonesia EIDO Global Equity Regions 9.1% 2.2% 0.5% * * * * * * *
MSCI Ireland EIRL Global Equity Regions 6.6% 11.9% -4.2% * * * * * * *
MSCI Israel EIS Global Equity Regions 8.2% 10.0% 39.3% * * * * * * *
ESG Adv IG Corp Bond ELQD Fixed Income Intermed Term -0.2% 2.8% 5.5% * * * * * * *
JPM USD EM Bond EMB Fixed Income International 1.2% 3.6% 7.5% * * * * * * *
EM Equity Factor EMGF Global Equity Regions 5.6% 9.1% 10.8% * * * * * * *
JPM EM HY Bond EMHY Global Equity Regions 1.4% 3.1% 9.5% * * * * * * *
Emerging Mkts Infra EMIF Global Equity Sectors 4.1% 11.4% 7.3% * * * * * * *
MSCI EM ex China EMXC Global Equity Regions 4.4% 6.8% 6.8% * * * * * * *
ESG Adv MSCI EM EMXF Global Equity Regions 5.2% 9.0% 15.4% * * * * * * *
MSCI Norway ENOR Global Equity Regions 6.5% 21.2% 10.2% * * * * * * *
MSCI NZ ENZL Global Equity Regions 4.2% -1.7% -2.8% * * * * * * *
MSCI Philippines EPHE Global Equity Regions 1.3% 8.8% 13.9% * * * * * * *
MSCI Poland EPOL Global Equity Regions 3.0% 45.5% 27.7% * * * * * * *
MSCI Pac ex Jpn EPP Global Equity Regions 5.4% 10.2% 14.2% * * * * * * *
MSCI Peru & Global Exp. EPU Global Equity Regions 5.2% 17.7% 12.4% * * * * * * *
MSCI EM Quality Factor EQLT Global Equity Regions 2.8% 8.3%   * * * * * * *
Env Aware Real Estate ERET U.S. Equity Sectors 2.6% 5.0% 10.7% * * * * * * *
ESG Aware MSCI EAFE ESGD Global Equity Thematic 4.6% 16.4% 12.3% * * * * * * *
ESG Aware MSCI EM ESGE Global Equity Regions 4.2% 9.7% 14.5% * * * * * * *
ESG Aware MSCI USA ESGU U.S. Equity Thematic 6.5% 0.4% 13.0% * * * * * * *
ESG Aware MSCI USA SC ESML U.S. Equity Small Cap 5.7% -5.7% 2.1% * * * * * * *
ESG MSCI USA Min Vol Fctr ESMV U.S. Equity Thematic 1.5% 3.5% 11.7% * * * * * * *
Breakthrough Env Solns ETEC U.S. Equity Sectors 8.9% 5.1% -9.4% * * * * * * *
MSCI Europe Fin EUFN Global Equity Regions 6.3% 36.4% 38.6% * * * * * * *
MSCI USA Eq Wtd EUSA U.S. Equity Multi Cap 4.4% 1.0% 9.9% * * * * * * *
ESG Adv Total USD Bond Mkt EUSB Fixed Income Intermed Term -0.4% 2.7% 5.8% * * * * * * *
MSCI EM Value Factor EVLU Global Equity Regions 3.4% 6.9%   * * * * * * *
ESG Aware MSCI USA Val EVUS U.S. Equity Large Cap 2.7% 1.1% 7.9% * * * * * * *
MSCI Australia EWA Global Equity Regions 4.6% 8.2% 8.5% * * * * * * *
MSCI Canada EWC Global Equity Regions 5.9% 11.6% 20.2% * * * * * * *
MSCI Sweden EWD Global Equity Regions 4.1% 21.8% 10.1% * * * * * * *
MSCI Germany EWG Global Equity Regions 6.3% 31.9% 34.1% * * * * * * *
MSCI HK EWH Global Equity Regions 8.1% 13.7% 18.2% * * * * * * *
MSCI Italy EWI Global Equity Regions 8.1% 32.8% 28.0% * * * * * * *
MSCI Japan EWJ Global Equity Regions 3.8% 10.5% 10.0% * * * * * * *
MSCI Japan Value EWJV Global Equity Regions 3.0% 13.0% 12.2% * * * * * * *
MSCI Belgium EWK Global Equity Regions 3.8% 19.8% 16.3% * * * * * * *
MSCI Switzerland EWL Global Equity Regions 2.5% 20.1% 14.6% * * * * * * *
MSCI Malaysia EWM Global Equity Regions -0.9% -2.3% 8.0% * * * * * * *
MSCI Netherlands EWN Global Equity Regions 8.2% 18.8% 5.3% * * * * * * *
MSCI Austria EWO Global Equity Regions 10.0% 38.4% 32.6% * * * * * * *
MSCI Spain EWP Global Equity Regions 6.6% 39.4% 34.2% * * * * * * *
MSCI France EWQ Global Equity Regions 3.5% 18.4% 5.0% * * * * * * *
MSCI SG EWS Global Equity Regions 5.8% 17.8% 37.5% * * * * * * *
MSCI Taiwan EWT Global Equity Regions 10.3% 1.2% 7.5% * * * * * * *
MSCI UK EWU Global Equity Regions 4.8% 17.8% 14.4% * * * * * * *
MSCI UK Small-Cap EWUS Global Equity Regions 9.6% 16.6% 11.6% * * * * * * *
MSCI Mexico EWW Global Equity Regions 5.6% 28.5% -3.5% * * * * * * *
MSCI S. Korea EWY Global Equity Regions 7.9% 19.1% -0.1% * * * * * * *
MSCI Brazil EWZ Global Equity Regions 0.6% 20.9% -0.7% * * * * * * *
MSCI Brazil Small-Cap EWZS Global Equity Regions 4.6% 35.6% 1.3% * * * * * * *
Global Indus EXI Global Equity Sectors 8.3% 13.9% 17.0% * * * * * * *
MSCI S. Africa EZA Global Equity Regions 5.4% 24.6% 37.6% * * * * * * *
MSCI Eurozone EZU Global Equity Regions 5.9% 25.0% 16.6% * * * * * * *
Fallen Angels USD Bd FALN Fixed Income High Yield 1.7% 1.7% 7.1% * * * * * * *
U.S. Fixed Inc Bal Risk Sys FIBR Fixed Income Multisector 0.7% 2.8% 8.1% * * * * * * *
MSCI Global Energy Prod. FILL Global Equity Sectors 3.0% -0.4% -13.0% * * * * * * *
Floating Rate Bond FLOT Fixed Income Short Term 0.5% 1.8% 5.2% * * * * * * *
Focused Value Factor FOVL U.S. Equity Thematic 5.4% 1.5% 18.0% * * * * * * *
China LC FXI Global Equity Regions 3.4% 15.0% 33.8% * * * * * * *
MSCI USA Qual GARP GARP U.S. Equity Thematic 9.1% 1.2% 16.9% * * * * * * *
Gov/Credit Bond GBF Fixed Income Intermed Term -0.7% 2.3% 5.0% * * * * * * *
US & Intl HY Corp Bond GHYG Fixed Income High Yield 1.3% 5.1% 9.7% * * * * * * *
Global Eq. Factor GLOF Global Equity Thematic 5.8% 6.5% 13.2% * * * * * * *
GNMA Bond GNMA Fixed Income Mortg Backed -0.9% 2.5% 5.8% * * * * * * *
U.S. Tsy Bond GOVT Fixed Income Intermed Term -1.1% 0.2% 5.0% * * * * * * *
25+ Yr Treasury STRIPS Bd GOVZ Fixed Income Long Term -5.7% -4.7% -8.1% * * * * * * *
S&P GSCI Comm-Idx Trust GSG Commodity Broad 2.0% -2.8% -3.6% * * * * * * *
Inter Gov/Credit Bond GVI Fixed Income Intermed Term -0.2% 2.9% 6.2% * * * * * * *
Curr. Hedged MSCI ACWI HAWX Global Equity Large Cap 3.8% 7.2% 11.1% * * * * * * *
Core High Div HDV U.S. Equity Large Cap 1.0% 4.3% 9.5% * * * * * * *
Hedged MSCI EM HEEM Global Equity Regions 3.2% 5.6% 10.9% * * * * * * *
Currency Hdgd MSCI EAFE HEFA Global Equity Regions 4.6% 8.7% 9.0% * * * * * * *
Hedged MSCI Japan HEWJ Global Equity Regions 4.2% 2.7% 4.9% * * * * * * *
Hedged MSCI Eurozone HEZU Global Equity Regions 5.5% 14.7% 13.0% * * * * * * *
Hedged MSCI EAFE SC HSCZ Global Equity Regions 5.9% 7.6% 9.6% * * * * * * *
BB Rated Corp Bond HYBB Fixed Income High Yield 1.6% 3.2% 7.7% * * * * * * *
High Yld Sys Bond HYDB Fixed Income High Yield 1.7% 2.1% 8.2% * * * * * * *
iBoxx $ HY Corp Bond HYG Fixed Income High Yield 1.8% 3.1% 9.4% * * * * * * *
IR Hedged HY Bond HYGH Fixed Income High Yield 2.5% 1.7% 7.9% * * * * * * *
Infl Hedged HY Bond HYGI Fixed Income High Yield 1.6% 3.6% 9.8% * * * * * * *
HighYield Corp Bond BuyWrite HYGW Fixed Income High Yield 0.5% 1.1% 5.0% * * * * * * *
ESG Adv HY Corp Bond HYXF Fixed Income High Yield 1.8% 3.4% 10.3% * * * * * * *
Intl High Yield Bond HYXU Fixed Income International 2.2% 12.6% 12.6% * * * * * * *
Core Intl Aggregate Bond IAGG Fixed Income International 0.1% 1.9% 6.9% * * * * * * *
U.S. Brkr-Dealers & Sec. Exch IAI U.S. Equity Sectors 9.7% 7.6% 34.1% * * * * * * *
U.S. Insurance IAK U.S. Equity Sectors 2.9% 8.4% 18.7% * * * * * * *
U.S. Regional Banks IAT U.S. Equity Sectors 6.7% -6.6% 15.2% * * * * * * *
Gold Trust IAU Commodity Focused -0.0% 25.5% 41.3% * * * * * * *
Gold Trust Micro IAUM Commodity Focused -0.1% 25.5% 41.4% * * * * * * *
Energy Storage & Materials IBAT U.S. Equity Sectors 2.7% -2.9% -11.3% * * * * * * *
Biotechnology IBB U.S. Equity Sectors -3.8% -7.9% -8.8% * * * * * * *
iBonds Dec 2025 Term Corp IBDQ Fixed Income Target Date 0.3% 1.8% 5.3% * * * * * * *
iBonds 2026 Term Corp IBDR Fixed Income Target Date 0.3% 2.0% 6.2% * * * * * * *
iBonds 2027 Term Corp IBDS Fixed Income Target Date 0.2% 2.5% 6.7% * * * * * * *
iBonds Dec 2028 Term Corp IBDT Fixed Income Target Date 0.2% 3.2% 7.2% * * * * * * *
iBonds Dec 2029 Term Corp IBDU Fixed Income Target Date 0.3% 3.3% 7.6% * * * * * * *
iBonds Dec 2030 Term Corp IBDV Fixed Income Target Date 0.3% 3.6% 7.9% * * * * * * *
iBonds Dec 2031 Term Corp IBDW Fixed Income Target Date 0.2% 3.8% 7.9% * * * * * * *
iBonds Dec '32 Term Corp IBDX Fixed Income Target Date 0.4% 3.3% 7.2% * * * * * * *
iBonds Dec 2033 Term Corp IBDY Fixed Income Target Date 0.5% 3.4% 6.9% * * * * * * *
iBonds Dec 2034 Term Corp IBDZ Fixed Income Target Date 0.4% 2.5% 6.8% * * * * * * *
iBonds Dec 2044 Term Trsy IBGA Fixed Income Target Date -2.9% 1.1%   * * * * * * *
iBonds Dec 2054 Term Trsy IBGK Fixed Income Target Date -3.5% -0.4%   * * * * * * *
iBonds 2025 Term HY & Inc IBHE Fixed Income Target Date 0.2% 1.9% 5.8% * * * * * * *
iBonds 2026 Term HY & Inc IBHF Fixed Income Target Date 0.8% 2.4% 8.3% * * * * * * *
iBonds 2027 Term HY & Inc IBHG Fixed Income Target Date 1.2% 3.1% 8.9% * * * * * * *
iBonds 2028 Term HY & Inc IBHH Fixed Income Target Date 1.7% 3.1% 9.0% * * * * * * *
iBonds 2029 Term HY & Inc IBHI Fixed Income Target Date 1.9% 2.1% 8.6% * * * * * * *
iBonds 2030 Term HY & Income IBHJ Fixed Income Target Date 1.6% 3.1% 8.4% * * * * * * *
iBonds 2031 Term HY & Income IBHK Fixed Income Target Date 1.5% 3.0% 8.4% * * * * * * *
iBonds Oct 2025 Term TIPS IBIB Fixed Income Infl Protected 0.2% 1.8% 5.2% * * * * * * *
iBonds Oct 2026 Term TIPS IBIC Fixed Income Infl Protected -0.1% 2.8% 6.3% * * * * * * *
iBonds Oct 2027 Term TIPS IBID Fixed Income Infl Protected -0.6% 3.4% 6.9% * * * * * * *
iBonds Oct 2028 Term TIPS IBIE Fixed Income Infl Protected -0.5% 3.9% 7.2% * * * * * * *
iBonds Oct 2029 Term TIPS IBIF Fixed Income Infl Protected -0.5% 4.5% 7.3% * * * * * * *
iBonds Oct 2030 Term TIPS IBIG Fixed Income Infl Protected -0.4% 4.7% 7.3% * * * * * * *
iBonds Oct 2031 Term TIPS IBIH Fixed Income Infl Protected -0.3% 5.0% 7.2% * * * * * * *
iBonds 2032 Term TIPS IBII Fixed Income Infl Protected -0.4% 4.9% 6.9% * * * * * * *
iBonds Oct '33 Term TIPS IBIJ Fixed Income Infl Protected -0.4% 4.4% 6.3% * * * * * * *
iBonds Oct 2034 Term TIPS IBIK Fixed Income Infl Protected -0.6% 4.4% 5.8% * * * * * * *
Bitcoin Trust IBIT Commodity Digital Assets 11.1% 12.1% 54.2% * * * * * * *
Blockchain & Tech IBLC U.S. Equity Sectors 16.0% -9.5% 13.1% * * * * * * *
iBonds Dec 2025 Term Muni Bd IBMN Fixed Income Tax Exempt 0.3% 1.3% 3.4% * * * * * * *
iBonds Dec 2026 Term Muni Bd IBMO Fixed Income Tax Exempt 0.3% 1.2% 3.8% * * * * * * *
iBonds 2027 Term Muni IBMP Fixed Income Tax Exempt 0.5% 1.3% 4.1% * * * * * * *
iBonds Dec 2028 Term Muni Bd IBMQ Fixed Income Tax Exempt 0.7% 1.2% 4.3% * * * * * * *
iBonds Dec 2029 Term Muni Bd IBMR Fixed Income Tax Exempt 0.6% 1.1% 4.1% * * * * * * *
iBonds Dec 2030 Term Muni Bd IBMS Fixed Income Tax Exempt 0.8% 1.1% 4.5% * * * * * * *
Neurosci & HC IBRN U.S. Equity Sectors -3.2% -14.8% -7.8% * * * * * * *
iBonds Dec 2025 Term Treas IBTF Fixed Income Target Date 0.3% 1.6% 5.2% * * * * * * *
iBonds Dec 2026 Term Treas IBTG Fixed Income Target Date -0.0% 1.7% 5.5% * * * * * * *
iBonds Dec 2027 Term Treas IBTH Fixed Income Target Date -0.2% 2.4% 6.2% * * * * * * *
iBonds Dec 2028 Term Treas IBTI Fixed Income Target Date -0.4% 3.0% 6.7% * * * * * * *
iBonds Dec 2029 Term Treas IBTJ Fixed Income Target Date -0.6% 3.4% 6.7% * * * * * * *
iBonds Dec 2030 Term Treas IBTK Fixed Income Target Date -0.8% 3.8% 6.9% * * * * * * *
iBonds Dec 2031 Term Trsy IBTL Fixed Income Target Date -1.0% 3.8% 6.6% * * * * * * *
iBonds Dec 2032 Term Trsy IBTM Fixed Income Target Date -1.0% 3.9% 6.4% * * * * * * *
iBonds Dec 2033 Term Trsy IBTO Fixed Income Target Date -1.2% 3.8% 6.1% * * * * * * *
iBonds Dec 2034 Term Trsy IBTP Fixed Income Target Date -1.3% 3.6%   * * * * * * *
Cohen & Steers REIT ICF U.S. Equity Sectors 1.3% 3.1% 13.0% * * * * * * *
Global Clean Energy ICLN Global Equity Sectors 7.6% 11.3% -14.0% * * * * * * *
Copper & Metals Min. ICOP U.S. Equity Sectors 7.3% 9.4% -11.8% * * * * * * *
Ultra Short-Term Bond Act ICSH Fixed Income Short Term 0.3% 2.0% 5.3% * * * * * * *
Convertible Bond ICVT Fixed Income Intermed Term 2.9% 3.1% 13.8% * * * * * * *
Future Cloud 5G & Tech IDAT U.S. Equity Sectors 8.4% 0.6% 11.5% * * * * * * *
Core MSCI Intl Dev Mkt IDEV Global Equity Regions 5.0% 16.7% 13.9% * * * * * * *
U.S. Dgtl Infra & Real Estate IDGT U.S. Equity Sectors 4.4% -1.6% 15.7% * * * * * * *
Genomics Imm & Healthcare IDNA U.S. Equity Sectors -3.8% -10.6% -13.9% * * * * * * *
Self-Driving EV & Tech IDRV U.S. Equity Sectors 3.7% 2.7% -0.6% * * * * * * *
U.S. Utilities IDU U.S. Equity Sectors 3.6% 10.1% 16.6% * * * * * * *
Intl Select Div IDV Global Equity Large Cap 4.8% 24.3% 21.7% * * * * * * *
US Cons Focused IEDI U.S. Equity Sectors 4.5% 0.8% 13.7% * * * * * * *
7-10 Yr Treasury Bd IEF Fixed Income Intermed Term -1.2% 3.6% 5.7% * * * * * * *
Core MSCI EAFE IEFA Global Equity Regions 4.9% 17.5% 13.1% * * * * * * *
3-7 Yr Treasury Bd IEI Fixed Income Intermed Term -0.7% 3.4% 6.5% * * * * * * *
Core MSCI EM IEMG Global Equity Regions 4.7% 8.6% 11.2% * * * * * * *
U.S. Oil & Gas Expl. & Prod. IEO U.S. Equity Sectors 4.4% -4.9% -15.4% * * * * * * *
U.S. Tech Ind Focused IETC U.S. Equity Sectors 11.1% 2.4% 26.9% * * * * * * *
Core MSCI Europe IEUR Global Equity Regions 5.0% 21.7% 13.2% * * * * * * *
MSCI Europe SC IEUS Global Equity Regions 7.6% 22.3% 12.5% * * * * * * *
Europe ETF IEV Global Equity Regions 4.9% 21.5% 13.1% * * * * * * *
U.S. Oil Equip & Services IEZ U.S. Equity Sectors 3.5% -17.7% -27.2% * * * * * * *
Intl Dev Real Estate IFGL Global Equity Sectors 4.0% 14.4% 10.1% * * * * * * *
U.S. Infra IFRA U.S. Equity Sectors 5.6% 3.8% 10.1% * * * * * * *
IR Hedged LT Corp Bond IGBH Fixed Income Long Term 2.3% 0.5% 3.6% * * * * * * *
North Amer Natural Resources IGE U.S. Equity Sectors 2.4% 0.4% -3.8% * * * * * * *
Investment Grade Sys Bond IGEB Fixed Income Intermed Term 0.6% 2.6% 6.4% * * * * * * *
Global Infra IGF Global Equity Sectors 4.6% 12.9% 21.0% * * * * * * *
5-10 Yr Inv Grade Corp Bond IGIB Fixed Income Intermed Term 0.4% 3.5% 7.5% * * * * * * *
10+ Yr Invmt Grd Corp Bond IGLB Fixed Income Intermed Term -0.0% 0.9% 2.8% * * * * * * *
Expanded Tech Sec IGM U.S. Equity Sectors 10.8% 0.6% 17.8% * * * * * * *
Intl Treasury Bond IGOV Fixed Income International -0.4% 8.7% 8.0% * * * * * * *
Intl Dividend Growth IGRO Global Equity Large Cap 4.4% 16.1% 17.8% * * * * * * *
1-5 Yr Invmt Grd Corp Bond IGSB Fixed Income Short Term 0.3% 2.9% 7.0% * * * * * * *
Expanded Tech-Software Sec IGV U.S. Equity Sectors 7.9% 3.5% 32.7% * * * * * * *
Cybersecurity & Tech IHAK U.S. Equity Sectors 3.1% 4.5% 16.5% * * * * * * *
U.S. Pharma IHE U.S. Equity Sectors -4.5% -0.5% 0.7% * * * * * * *
U.S. Health Providers IHF U.S. Equity Sectors -5.6% -0.9% -9.2% * * * * * * *
U.S. Med Devices IHI U.S. Equity Sectors 3.5% 6.1% 12.0% * * * * * * *
Core S&P MC IJH U.S. Equity Mid Cap 5.5% -3.4% 2.0% * * * * * * *
S&P MC 400 Val IJJ U.S. Equity Mid Cap 4.6% -4.0% 4.7% * * * * * * *
S&P MC 400 Gr IJK U.S. Equity Mid Cap 6.2% -3.0% -0.7% * * * * * * *
Core S&P SC IJR U.S. Equity Small Cap 5.2% -8.3% -1.9% * * * * * * *
S&P SC 600 Value IJS U.S. Equity Small Cap 4.3% -11.5% -2.9% * * * * * * *
S&P SC 600 Gr IJT U.S. Equity Small Cap 6.0% -5.1% -1.3% * * * * * * *
Morningstar US Equity ILCB U.S. Equity Large Cap 6.5% 1.1% 13.8% * * * * * * *
Morningstar Growth ILCG U.S. Equity Large Cap 10.1% 1.8% 19.2% * * * * * * *
Morningstar Value ILCV U.S. Equity Large Cap 2.5% 0.3% 8.2% * * * * * * *
Latin Am 40 ILF Global Equity Regions 1.5% 20.9% -0.2% * * * * * * *
Lithium Miners & Producers ILIT U.S. Equity Sectors -5.0% -18.9% -41.6% * * * * * * *
Core 10+ Yr USD Bond ILTB Fixed Income Long Term -1.4% 1.0% 2.4% * * * * * * *
Morningstar Mid-Cap IMCB U.S. Equity Mid Cap 5.5% 1.6% 10.5% * * * * * * *
Mstar Mid-Cap Gr IMCG U.S. Equity Mid Cap 7.5% 2.4% 15.3% * * * * * * *
Morningstar Mid-Cap Val IMCV U.S. Equity Mid Cap 3.8% 0.4% 5.7% * * * * * * *
Core 5-10 Yr USD Bond IMTB Fixed Income Intermed Term -0.6% 2.9% 6.4% * * * * * * *
MSCI Intl Mom Fac IMTM Global Equity Thematic 5.6% 19.5% 16.5% * * * * * * *
MSCI India INDA Global Equity Regions 1.4% 3.2% 3.2% * * * * * * *
India 50 INDY Global Equity Regions 0.8% 5.0% 4.6% * * * * * * *
Inter Muni Inc Act INMU Fixed Income Tax Exempt 0.5% 0.1% 3.1% * * * * * * *
U.S. Ind Rotation Act INRO U.S. Equity Thematic 6.2% -0.6% 10.7% * * * * * * *
Intl Eq Factor INTF Global Equity Thematic 5.1% 17.9% 14.5% * * * * * * *
Global 100 IOO Global Equity Large Cap 7.0% 2.0% 11.6% * * * * * * *
Core MSCI Pacific IPAC Global Equity Regions 4.1% 10.5% 12.1% * * * * * * *
MSCI Intl Qual Factor IQLT Global Equity Thematic 3.8% 15.4% 10.1% * * * * * * *
LifePath Retire IRTR Asset Allocation Target Date 1.7% 3.7% 8.9% * * * * * * *
Morningstar Sm-Cap ISCB U.S. Equity Small Cap 5.6% -4.2% 3.8% * * * * * * *
Intl Small-Cap Eq Factor ISCF Global Equity Regions 6.3% 16.9% 16.4% * * * * * * *
Morningstar SCG ISCG U.S. Equity Small Cap 6.3% -4.0% 5.3% * * * * * * *
Morningstar SCV ISCV U.S. Equity Small Cap 4.7% -5.9% 1.5% * * * * * * *
1-3 Yr Intl Treasury Bond ISHG Fixed Income Short Term 0.4% 10.3% 8.8% * * * * * * *
Core 1-5 Yr USD Bd ISTB Fixed Income Short Term -0.0% 2.7% 6.5% * * * * * * *
Intl Dev Sm Cap Val Fctr ISVL Global Equity Regions 6.5% 20.0% 16.8% * * * * * * *
U.S. Aero & Def ITA U.S. Equity Sectors 13.0% 22.1% 31.4% * * * * * * *
U.S. Home Construction ITB U.S. Equity Sectors -2.8% -12.9% -14.9% * * * * * * *
LifePath TD 2030 ITDB Asset Allocation Target Date 2.6% 4.1% 10.0% * * * * * * *
LifePath Tgt Date 2035 ITDC Asset Allocation Target Date 3.2% 4.1% 10.6% * * * * * * *
LifePath TD 2040 ITDD Asset Allocation Target Date 4.0% 4.5% 11.6% * * * * * * *
LifePath Target 2045 ITDE Asset Allocation Target Date 4.8% 4.7% 12.3% * * * * * * *
LifePath TD 2050 ITDF Asset Allocation Target Date 5.3% 4.9% 12.7% * * * * * * *
LifePath Target Date 2055 ITDG Asset Allocation Target Date 5.7% 5.1% 13.0% * * * * * * *
LifePath 2060 ITDH Asset Allocation Target Date 5.6% 5.1% 13.2% * * * * * * *
LifePath Tgt Date 2065 ITDI Asset Allocation Target Date 5.9% 5.1% 13.2% * * * * * * *
LifePath TD 2070 ITDJ Asset Allocation Target Date 5.7% 5.3%   * * * * * * *
Core S&P Total US Stock Mkt ITOT U.S. Equity Multi Cap 6.4% 0.4% 12.8% * * * * * * *
Core Total USD Bond Mkt IUSB Fixed Income Intermed Term -0.4% 2.5% 5.8% * * * * * * *
Core S&P US Growth IUSG U.S. Equity Large Cap 9.3% 1.9% 19.0% * * * * * * *
Core S&P US Value IUSV U.S. Equity Large Cap 3.2% -0.6% 4.9% * * * * * * *
S&P 500 Val IVE U.S. Equity Large Cap 3.0% -0.6% 4.7% * * * * * * *
Emergent Food & AgTech Multi IVEG U.S. Equity Sectors 6.0% 9.1% 10.2% * * * * * * *
MSCI Int'l Value Fac IVLU Global Equity Thematic 5.4% 21.4% 17.8% * * * * * * *
Future Metaverse Tech & Comm IVRS U.S. Equity Sectors 6.0% 1.2% 11.1% * * * * * * *
Core S&P 500 IVV U.S. Equity Large Cap 6.1% 0.9% 13.3% * * * * * * *
LC Deep Buffer IVVB U.S. Equity Large Cap 3.9% -0.5% 10.5% * * * * * * *
LC Mod Buffer IVVM U.S. Equity Large Cap 3.9% 3.5% 13.5% * * * * * * *
S&P 500 BuyWrite IVVW U.S. Equity Large Cap 1.8% -3.1% 7.8% * * * * * * *
S&P 500 Gr IVW U.S. Equity Large Cap 9.4% 2.1% 20.2% * * * * * * *
Russell 1000 IWB U.S. Equity Large Cap 6.4% 0.9% 13.5% * * * * * * *
Micro-Cap IWC U.S. Equity Small Cap 8.2% -8.0% 3.0% * * * * * * *
Russell 1000 Val IWD U.S. Equity Large Cap 3.5% 2.3% 8.5% * * * * * * *
Russell 1000 Growth IWF U.S. Equity Large Cap 8.9% -0.4% 17.3% * * * * * * *
Russell Top 200 IWL U.S. Equity Large Cap 6.7% 0.9% 14.4% * * * * * * *
Russell 2000 IWM U.S. Equity Small Cap 5.2% -7.0% 0.8% * * * * * * *
Russell 2000 BuyWrite IWMW U.S. Equity Small Cap 1.6% -7.1% -1.1% * * * * * * *
Russell 2000 Val IWN U.S. Equity Small Cap 4.2% -7.8% -1.5% * * * * * * *
R2K Growth IWO U.S. Equity Small Cap 6.3% -6.2% 3.1% * * * * * * *
Russell Mid-Cap Gr IWP U.S. Equity Mid Cap 9.6% 5.0% 22.8% * * * * * * *
Russell Mid-Cap IWR U.S. Equity Mid Cap 5.7% 0.9% 10.1% * * * * * * *
Russell Mid-Cap Val IWS U.S. Equity Mid Cap 4.4% -0.6% 5.6% * * * * * * *
MSCI Water Mgmt Multisector IWTR U.S. Equity Sectors 6.7% 8.4% 5.2% * * * * * * *
Russell 3000 IWV U.S. Equity Multi Cap 6.4% 0.4% 12.7% * * * * * * *
Russell Top 200 Val IWX U.S. Equity Large Cap 3.0% 3.9% 10.3% * * * * * * *
Russell Top 200 Gr IWY U.S. Equity Large Cap 8.3% -1.3% 16.4% * * * * * * *
Global Energy IXC Global Equity Sectors 2.2% -0.6% -8.9% * * * * * * *
Global Fin IXG Global Equity Sectors 5.6% 13.4% 27.5% * * * * * * *
Global Healthcare IXJ Global Equity Sectors -3.8% -0.3% -5.5% * * * * * * *
Global Tech IXN Global Equity Sectors 9.3% -0.8% 10.6% * * * * * * *
Global Comm Svcs IXP Global Equity Sectors 7.6% 8.9% 23.3% * * * * * * *
Core MSCI Intl Stock IXUS Global Equity Multi Cap 4.8% 14.0% 13.0% * * * * * * *
U.S. Cons. Discretionary IYC U.S. Equity Sectors 7.9% 0.7% 22.6% * * * * * * *
U.S. Energy IYE U.S. Equity Sectors 1.8% -4.1% -9.3% * * * * * * *
U.S. Fin IYF U.S. Equity Sectors 5.0% 5.3% 23.6% * * * * * * *
US Financial Services IYG U.S. Equity Sectors 5.5% 5.6% 26.2% * * * * * * *
U.S. Healthcare IYH U.S. Equity Sectors -5.2% -4.5% -6.7% * * * * * * *
U.S. Industrials IYJ U.S. Equity Sectors 7.6% 4.2% 14.9% * * * * * * *
U.S. Cons. Staples IYK U.S. Equity Sectors 0.8% 9.7% 9.9% * * * * * * *
Mstar Multi-Asset Income IYLD Asset Allocation Target Risk 1.0% 6.1% 7.1% * * * * * * *
U.S. Basic Mat. IYM U.S. Equity Sectors 3.0% 4.0% -6.4% * * * * * * *
U.S. Real Estate IYR U.S. Equity Sectors 0.9% 2.0% 11.9% * * * * * * *
U.S. Trans IYT U.S. Equity Sectors 7.5% -2.9% 3.1% * * * * * * *
U.S. Tech IYW U.S. Equity Sectors 10.8% -0.8% 14.4% * * * * * * *
Dow Jones U.S. IYY U.S. Equity Large Cap 6.4% 0.7% 13.1% * * * * * * *
U.S. Telco IYZ U.S. Equity Sectors 3.9% 5.0% 31.9% * * * * * * *
JPX-Nikkei 400 JPXN Global Equity Regions 3.4% 11.5% 10.5% * * * * * * *
Global Util JXI Global Equity Sectors 3.1% 14.7% 18.4% * * * * * * *
MSCI Saudi Arabia KSA Global Equity Regions -5.2% -6.1% -1.1% * * * * * * *
MSCI Kuwait KWT Global Equity Regions 3.1% 13.1% 17.3% * * * * * * *
Global Cons Staples KXI Global Equity Sectors 1.7% 11.5% 11.4% * * * * * * *
World ex U.S. Carbon Trans LCTD Global Equity Sectors 0.4% 10.8% 7.6% * * * * * * *
US Carbon Trans. Readiness LCTU U.S. Equity Thematic 6.5% 0.6% 13.2% * * * * * * *
ESG MSCI EM Ldrs LDEM Global Equity Regions 2.9% 11.8% 16.4% * * * * * * *
iBonds 1-5 Yr Corp Ladder LDRC Fixed Income Short Term 0.2% 2.5%   * * * * * * *
iBonds 1-5 Yr HY & Inc Ladder LDRH Fixed Income Short Term 1.2% 2.4% -30.5% * * * * * * *
iBonds 1-5 Yr TIPS Ldr LDRI Fixed Income Infl Protected -0.3% 3.2% 3.8% * * * * * * *
iBonds 1-5 Yr Trsy Laddr LDRT Fixed Income Short Term -0.3% 2.5%   * * * * * * *
JPM EM Local Curr Bond LEMB Global Equity Regions 1.2% 8.5% 8.6% * * * * * * *
iBoxx $ IG Corp Bond LQD Fixed Income Intermed Term 0.2% 2.4% 5.4% * * * * * * *
BBB Rated Corp Bond LQDB Fixed Income Intermed Term 0.4% 2.3% 5.6% * * * * * * *
Interest Rate Hdgd Corp Bond LQDH Fixed Income Intermed Term 2.0% 1.3% 4.7% * * * * * * *
Infl Hedged Corp Bond LQDI Fixed Income Intermed Term 0.8% 3.5% 4.8% * * * * * * *
Inv Grade Corp Bond BuyWrite LQDW Fixed Income Intermed Term 0.9% 3.7% 6.2% * * * * * * *
U.S. Eq. Factor LRGF U.S. Equity Thematic 6.1% 1.7% 14.4% * * * * * * *
U.S. Manufacturing MADE U.S. Equity Sectors 10.0% 3.3%   * * * * * * *
LC Max Buffer Jun MAXJ U.S. Equity Large Cap 3.8% 2.0%   * * * * * * *
MBS ETF MBB Fixed Income Mortg Backed -1.2% 2.1% 5.6% * * * * * * *
MSCI China MCHI Global Equity Regions 2.2% 12.7% 23.4% * * * * * * *
Short Maturity Muni Bond Actv MEAR Fixed Income Tax Exempt 0.4% 1.5% 3.5% * * * * * * *
MSCI USA Momentum MTUM U.S. Equity Thematic 10.5% 20.9% 35.0% * * * * * * *
Nat'l Muni Bond MUB Fixed Income Tax Exempt -0.6% -1.5% 1.3% * * * * * * *
Global Mat MXI Global Equity Sectors 3.5% 9.3% -2.4% * * * * * * *
Short Dur Bond Act NEAR Fixed Income Short Term -0.2% 2.3% 6.4% * * * * * * *
New York Muni Bond NYF Fixed Income Tax Exempt -0.4% -1.3% 1.3% * * * * * * *
S&P 100 OEF U.S. Equity Large Cap 7.3% 0.1% 15.5% * * * * * * *
Paris-Aligned Cli MSCI World PABD Global Equity Thematic 4.7% 16.4% 16.7% * * * * * * *
Paris-Align Climate MSCI USA PABU Global Equity Thematic 7.3% -1.1% 13.7% * * * * * * *
Preferred & Income Secs PFF U.S. Equity Large Cap 0.7% -1.7% 1.5% * * * * * * *
MSCI Global M&M Producers PICK Global Equity Sectors 4.8% 5.3% -14.0% * * * * * * *
MSCI Qatar QAT Global Equity Regions 2.4% 4.6% 19.8% * * * * * * *
Aaa - A Rated Corp Bond QLTA Fixed Income Intermed Term -0.1% 2.4% 5.3% * * * * * * *
Nasdaq-100 ex Top 30 QNXT U.S. Equity Large Cap 5.5% 4.3%   * * * * * * *
Nasdaq Top 30 QTOP U.S. Equity Large Cap 10.2% 1.1%   * * * * * * *
MSCI USA Qual Fact QUAL Global Equity Thematic 4.5% -0.4% 7.9% * * * * * * *
Global REIT REET Global Equity Sectors 2.8% 4.2% 11.4% * * * * * * *
Mortgage RE REM U.S. Equity Sectors -1.1% -0.9% 2.5% * * * * * * *
Res & Multisector Real Estate REZ U.S. Equity Sectors -0.0% 3.6% 15.2% * * * * * * *
MSCI Global Gold Miners RING Global Equity Sectors 3.5% 50.5% 50.9% * * * * * * *
Global Cons Disc RXI Global Equity Sectors 6.2% 2.6% 18.9% * * * * * * *
MSCI Japan SC SCJ Global Equity Regions 3.5% 13.1% 16.0% * * * * * * *
MSCI EAFE SC SCZ U.S. Equity Small Cap 6.2% 16.3% 13.2% * * * * * * *
MSCI Global SDG SDG Global Equity Sectors 3.0% 4.6% -4.1% * * * * * * *
0-3M T-Bond SGOV Fixed Income Short Term 0.4% 1.7% 4.8% * * * * * * *
Short Treas Bd SHV Fixed Income Short Term 0.3% 1.7% 4.7% * * * * * * *
1-3 Yr Treasury Bd SHY Fixed Income Short Term -0.3% 2.1% 5.5% * * * * * * *
0-5 Yr HY Corp Bond SHYG Fixed Income Short Term 1.5% 2.7% 8.6% * * * * * * *
MSCI USA Size Fact SIZE U.S. Equity Thematic 4.9% 1.2% 10.1% * * * * * * *
0-5 Year Inv Grade Corp Bond SLQD Fixed Income Short Term 0.2% 2.6% 6.5% * * * * * * *
Silver Trust SLV Commodity Focused 1.4% 13.9% 8.1% * * * * * * *
MSCI Glbl Silver&Metals Miners SLVP Global Equity Sectors 2.8% 35.7% 21.4% * * * * * * *
Large Cap Max Buf Sep SMAX U.S. Equity Large Cap 2.1% 1.7%   * * * * * * *
MSCI India Small-Cap SMIN Global Equity Regions 7.3% -2.4% 5.6% * * * * * * *
U.S. Small-Cap Eq. Factor SMLF U.S. Equity Small Cap 6.7% -3.3% 5.9% * * * * * * *
Russell 2500 SMMD U.S. Equity Small Cap 6.0% -4.2% 3.4% * * * * * * *
MSCI USA SC Min Vol Factor SMMV U.S. Equity Small Cap 2.1% 1.8% 14.2% * * * * * * *
Semiconductor SOXX U.S. Equity Sectors 11.5% 5.4% -2.4% * * * * * * *
0-5 Yr TIPS Bond STIP Fixed Income Infl Protected -0.3% 3.5% 6.6% * * * * * * *
Short-Term Nat Muni Bd SUB Fixed Income Tax Exempt 0.6% 1.2% 4.0% * * * * * * *
MSCI USA ESG Sel SUSA U.S. Equity Thematic 6.2% 0.6% 13.0% * * * * * * *
ESG Aware 1-5Yr USD Corp Bond SUSB Fixed Income Short Term 0.3% 2.9% 6.9% * * * * * * *
ESG Aware USD Corp Bond SUSC Fixed Income Intermed Term 0.2% 2.3% 5.4% * * * * * * *
ESG MSCI USA Ldrs SUSL U.S. Equity Thematic 8.3% 0.8% 11.3% * * * * * * *
US SCV Factor SVAL U.S. Equity Small Cap 5.2% -7.7% 2.2% * * * * * * *
MSCI China Multi Tech TCHI Global Equity Regions -0.5% 1.6% 9.8% * * * * * * *
U.S. Tech Breakthrough Multi TECB U.S. Equity Sectors 6.4% 0.8% 13.6% * * * * * * *
Tech Opps Active TEK U.S. Equity Sectors 11.5% 0.1%   * * * * * * *
T-Float Rate Bond TFLO Fixed Income Short Term 0.4% 1.8% 4.7% * * * * * * *
MSCI Thailand THD Global Equity Regions -2.6% -11.7% -4.1% * * * * * * *
U.S. Thematic Rotation THRO U.S. Equity Thematic 6.6% 1.5% 14.8% * * * * * * *
TIPS Bond TIP Fixed Income Infl Protected -0.6% 3.7% 5.5% * * * * * * *
10-20 Yr Treasury Bond TLH Fixed Income Long Term -2.5% 1.5% 2.3% * * * * * * *
20+ Yr Treasury Bond TLT Fixed Income Long Term -3.2% 0.2% -0.6% * * * * * * *
20+Yr Treasury Bond BuyWrite TLTW Fixed Income Long Term -1.8% 2.6% 4.5% * * * * * * *
Trans-Enabling Metals TMET Commodity Focused 2.6% 10.7% 1.1% * * * * * * *
MSCI Kokusai TOK Global Equity Regions 6.2% 4.7% 14.0% * * * * * * *
Top 20 US Stocks TOPT U.S. Equity Large Cap 8.0% -0.6%   * * * * * * *
MSCI Turkey TUR Global Equity Regions -2.2% -16.4% -27.9% * * * * * * *
MSCI UAE UAE Global Equity Regions 3.9% 12.8% 39.4% * * * * * * *
MSCI World URTH Global Equity Large Cap 5.9% 5.0% 13.8% * * * * * * *
Climate Con & Trans MSCI USA USCL U.S. Equity Thematic 5.9% -4.8% 8.7% * * * * * * *
Broad USD HY Corp Bond USHY Fixed Income High Yield 1.7% 3.0% 9.1% * * * * * * *
Broad USD Inv Grade Corp Bond USIG Fixed Income Intermed Term 0.2% 2.5% 5.8% * * * * * * *
MSCI USA Min Vol Factor USMV Global Equity Thematic 1.0% 5.7% 14.8% * * * * * * *
Core US REIT USRT U.S. Equity Sectors 2.2% 0.2% 12.2% * * * * * * *
ESG Adv MSCI USA USXF U.S. Equity Thematic 8.5% 2.4% 13.5% * * * * * * *
MSCI Agric Prod VEGI U.S. Equity Sectors 5.9% 12.3% 10.4% * * * * * * *
MSCI USA Value Factor VLUE U.S. Equity Thematic 4.3% 1.9% 5.6% * * * * * * *
Global Timber & Forestry WOOD Global Equity Sectors 2.0% -3.2% -9.2% * * * * * * *
ESG Scrnd S&P Mid-Cap XJH U.S. Equity Mid Cap 5.6% -3.5% 1.3% * * * * * * *
ESG S&P Small-Cap XJR U.S. Equity Small Cap 5.3% -7.1% 0.2% * * * * * * *
Exponential Technologies XT U.S. Equity Sectors 5.7% 2.6% 6.1% * * * * * * *
ESG Scrnd S&P 500 XVV U.S. Equity Thematic 6.6% 0.5% 13.6% * * * * * * *