Time Period Benchmark Comparison

Date

SPX

EFA

VT

U1373777

Jul 2014

-2.66%

-3.80%

-3.09%

-14.86%

Aug 2014

4.00%

0.18%

2.65%

33.56%

Sep 2014

-1.40%

-3.88%

-3.34%

-13.00%

Oct 2014

2.44%

-0.27%

0.94%

-7.41%

Nov 2014

2.69%

0.06%

1.26%

9.98%

Dec 2014

-0.26%

-4.00%

-1.99%

4.70%

Jan 2015

-3.00%

0.62%

-1.63%

11.96%

Feb 2015

5.75%

6.34%

5.95%

-0.87%

Mar 2015

-1.58%

-1.43%

-1.21%

10.83%

Apr 2015

0.96%

3.65%

2.55%

-10.12%

May 2015

1.39%

1.01%

1.08%

1.20%

Average

0.76%

-0.14%

0.29%

2.36%

PortfolioAnalyst

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