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2010 27.66 14.11 20.46 12.13 2.90 26.73 10.19 22.20 32.32 18.97 5.46 2.11
2011 6.13 13.99 4.72 -17.06 12.73 -0.59 2.41 -9.75 11.39 6.27 19.91 16.00 500 Index is a broad-based measure of directly by investors. Index In Q3 2018 there were changes to GICS
2012 23.92 10.76 4.61 28.82 17.89 15.35 14.82 14.97 19.74 18.31 1.29 32.39
2013 43.08 26.14 25.07 35.63 41.46 40.68 28.43 25.60 1.60 11.47 13.21 13.69
2014 9.68 15.98 -7.78 15.20 25.34 9.83 20.12 6.91 30.19 2.99 28.98 1.38
S&P 500 Index and Sector Returns (%)
2015 10.11 6.60 -21.12 -1.53 6.89 -2.53 5.92 -8.38 4.68 3.40 -4.85 11.96
2016 6.03 5.38 27.36 22.80 -2.69 18.86 13.85 16.69 3.39 23.49 16.29 21.83
2017 22.98 13.49 -1.01 22.18 22.08 21.03 38.83 23.84 10.85 -1.25 12.11 -4.38 Source of chart data: Morningstar Direct, 03/31/2020. The Global Industry Classification Standard (GICS) methodology has been widely accepted as an industry analysis 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.
2018 0.83 -8.38 -18.10 -13.03 6.47 -13.29 -0.29 -14.70 -2.22 -12.53 4.11 31.49 framework for investment research, portfolio management and asset allocation. The GICS structure consists of 10 sectors. The S&P domestic stock market performance that includes the reinvestment of dividends. The index is unmanaged and cannot be purchased performance is shown for illustrative purposes only and does not predict or depict the performance of any particular investment.
2019 27.94 27.61 11.81 32.13 20.82 29.37 50.29 24.58 29.01 32.69 26.35 -19.60
1Q 2020 -19.29 -12.74 -50.45 -31.92 -12.67 -27.05 -16.95 -26.14 -19.21 -16.95 -13.50 -19.60
Weight 9.80 7.79 2.65 10.93 15.39 8.22 25.48 2.43 3.01 10.74 3.57 100%
as of 03/31/2020 Sector Consumer Discretionary Consumer Staples Energy Financials Healthcare Industrials Information Technology Materials Real Estate Comm. Services Utilities S&P 500 Index

