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S&P 500 Index and Sector Returns (%)
as of 3/31/2019
1Q
Sector Weight 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
2019
Consumer
Discretionary #NAME? ##### 0.83 22.98 6.03 10.11 9.68 43.08 23.92 6.13 27.66 41.30 -33.49 -13.21
Consumer #NAME? ##### -8.38 13.49 5.38 6.60 15.98 26.14 10.76 13.99 14.11 14.89 -15.43 14.18
Staples
Energy #NAME? ##### -18.10 -1.01 27.36 -21.12 -7.78 25.07 4.61 4.72 20.46 13.82 -34.87 34.40
Financials #NAME? ##### -13.03 22.18 22.80 -1.53 15.20 35.63 28.82 -17.06 12.13 17.22 -55.32 -18.63
Healthcare #NAME? ##### 6.47 22.08 -2.69 6.89 25.34 41.46 17.89 12.73 2.90 19.70 -22.81 7.15
Industrials #NAME? ##### -13.29 21.03 18.86 -2.53 9.83 40.68 15.35 -0.59 26.73 20.93 -39.92 12.03
Information #NAME? ##### -0.29 38.83 13.85 5.92 20.12 28.43 14.82 2.41 10.19 61.72 -43.14 16.31
Technology
Materials #NAME? ##### -14.70 23.84 16.69 -8.38 6.91 25.60 14.97 -9.75 22.20 48.59 -45.66 22.53
Real Estate #NAME? ##### -2.22 10.85 3.39 4.68 30.19 1.60 19.74 11.39 32.32 27.10 -42.31 -17.85
Comm.
Services 10.03 ##### -12.53 -1.25 23.49 3.40 2.99 11.47 18.31 6.27 18.97 8.93 -30.49 11.94
Utilities #NAME? ##### 4.11 12.11 16.29 -4.85 28.98 13.21 1.29 19.91 5.46 11.91 -28.98 19.38
S&P 500 Index 100% ##### -4.38 21.83 11.96 1.38 13.69 32.39 16.00 2.11 15.06 26.46 -37.00 5.49
Source of chart data: Morningstar Direct, 03/31/2019. The Global Industry Classification Standard (GICS) methodology has been widely accepted as an industry analysis
framework for investment research, portfolio management and asset allocation. The GICS structure consists of 10 sectors. The S&P 500 Index is a broad-based measure of
domestic stock market performance that includes the reinvestment of dividends. The index is unmanaged and cannot be purchased directly by investors. Index
performance is shown for illustrative purposes only and does not predict or depict the performance of any particular investment. In Q3 2018 there were changes to GICS
sector methodology that resulted in the Telecommunications sector being removed and the Communication Services sector being added. Annual performance shown
for Communication Services before 2018 is linked to the historical performance of the Telecommunications sector. Past performance does not guarantee future results.
