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Performance Recap List

Strategies:
Series:
Reference Asset:
Buffer Range:
Outcome Performance Recap Values
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Ticker Ascending sort Series Reference Asset Benchmark Predetermined Net Cap Net Return Reference Asset Return Beta Standard Deviation Reference Asset Standard Deviation Max Drawdown Reference Asset Max Drawdown Period Start Date Period End Date
DAPR April SPY S&P 500® Index 6.65% 4.14% 4.92% 0.44 7.13% 15.19% -5.00% -12.87% 04/19/21 04/14/22
DAPR April SPY S&P 500® Index 10.09% -5.70% -5.85% 0.41 9.85% 23.10% -9.01% -19.88% 04/18/22 04/21/23
DAPR April SPY S&P 500® Index 13.20% 13.27% 20.13% 0.38 5.48% 11.84% -4.85% -10.29% 04/24/23 04/19/24
DAUG August SPY S&P 500® Index 5.90% 5.98% 10.54% 0.45 17.27% 35.87% -15.23% -34.10% 11/07/19 08/21/20
DAUG August SPY S&P 500® Index 7.78% 7.86% 30.60% 0.31 8.44% 14.98% -3.26% -9.80% 08/24/20 08/20/21
DAUG August SPY S&P 500® Index 6.52% -5.56% -4.79% 0.37 8.23% 20.71% -9.30% -23.41% 08/23/21 08/19/22
DAUG August SPY S&P 500® Index 13.62% 2.68% 3.40% 0.55 10.87% 18.69% -8.11% -15.54% 08/22/22 08/18/23
DAUG August SPY S&P 500® Index 14.39% 14.45% 26.99% 0.38 5.63% 12.56% -5.25% -8.98% 08/21/23 08/16/24
DDEC December SPY S&P 500® Index 7.15% 7.21% 24.57% 0.26 3.98% 12.90% -1.78% -5.42% 12/21/20 12/17/21
DDEC December SPY S&P 500® Index 7.25% -5.74% -16.66% 0.30 8.32% 24.23% -9.94% -25.36% 12/20/21 12/16/22
DDEC December SPY S&P 500® Index 15.83% 15.90% 22.45% 0.51 7.36% 13.45% -5.58% -10.29% 12/19/22 12/15/23
DFEB February SPY S&P 500® Index 6.65% 6.76% 16.96% 0.44 16.32% 33.77% -15.36% -33.14% 02/24/20 02/19/21
DFEB February SPY S&P 500® Index 8.00% 8.04% 11.33% 0.28 4.73% 14.08% -1.75% -9.73% 02/22/21 02/18/22
DFEB February SPY S&P 500® Index 8.45% -5.73% -6.21% 0.39 9.80% 23.97% -9.36% -22.75% 02/22/22 02/17/23
DFEB February SPY S&P 500® Index 14.12% 14.20% 22.65% 0.51 7.04% 12.53% -5.75% -10.29% 02/21/23 02/16/24
DJAN January SPY S&P 500® Index 7.34% 7.38% 16.58% 0.25 3.97% 13.43% -1.74% -8.32% 01/19/21 01/21/22
DJAN January SPY S&P 500® Index 8.18% -5.74% -9.61% 0.36 9.42% 24.34% -9.49% -22.75% 01/24/22 01/20/23
DJAN January SPY S&P 500® Index 13.85% 13.93% 21.86% 0.48 6.73% 12.81% -5.30% -10.29% 01/23/23 01/19/24
DJUL July SPY S&P 500® Index 7.55% 7.66% 34.07% 0.26 4.33% 14.96% -2.68% -9.80% 07/20/20 07/16/21
DJUL July SPY S&P 500® Index 6.45% -5.80% -10.71% 0.37 8.03% 20.09% -9.47% -23.41% 07/19/21 07/15/22
DJUL July SPY S&P 500® Index 14.16% 14.24% 17.41% 0.48 9.88% 19.18% -7.89% -17.02% 07/18/22 07/21/23
DJUL July SPY S&P 500® Index 13.94% 14.02% 21.41% 0.53 6.61% 11.36% -5.96% -10.29% 07/24/23 07/19/24
DJUN June SPY S&P 500® Index 9.43% 9.52% 34.43% 0.28 4.90% 15.64% -2.68% -9.80% 06/22/20 06/18/21
DJUN June SPY S&P 500® Index 6.21% -5.82% -11.82% 0.40 8.45% 19.41% -9.95% -23.41% 06/21/21 06/17/22
DJUN June SPY S&P 500® Index 14.74% 14.82% 20.12% 0.47 9.95% 19.99% -7.29% -17.02% 06/21/22 06/16/23
DJUN June SPY S&P 500® Index 13.84% 13.92% 23.90% 0.50 6.28% 11.29% -6.21% -10.29% 06/20/23 06/21/24
DMAR March SPY S&P 500® Index 8.45% 8.50% 14.13% 0.34 5.73% 14.84% -2.89% -12.87% 03/22/21 03/18/22
DMAR March SPY S&P 500® Index 9.17% -5.72% -12.27% 0.37 9.27% 23.46% -9.73% -22.75% 03/21/22 03/17/23
DMAR March SPY S&P 500® Index 13.51% 13.57% 30.73% 0.31 4.59% 11.86% -3.72% -10.29% 03/20/23 03/15/24
DMAY May SPY S&P 500® Index 9.08% 9.16% 44.94% 0.24 4.88% 17.35% -2.80% -9.80% 05/18/20 05/21/21
DMAY May SPY S&P 500® Index 6.75% -5.80% -6.10% 0.47 9.04% 17.79% -10.74% -18.47% 05/24/21 05/20/22
DMAY May SPY S&P 500® Index 13.08% 6.69% 7.44% 0.51 11.36% 21.36% -7.99% -17.02% 05/23/22 05/19/23
DMAY May SPY S&P 500® Index 12.82% 12.89% 26.48% 0.36 5.16% 11.60% -4.90% -10.29% 05/22/23 05/17/24
DNOV November SPY S&P 500® Index 7.26% 7.32% 13.96% 0.45 16.30% 33.25% -15.91% -34.10% 11/18/19 11/20/20
DNOV November SPY S&P 500® Index 6.90% 6.96% 31.96% 0.25 3.49% 12.08% -1.61% -5.42% 11/23/20 11/19/21
DNOV November SPY S&P 500® Index 6.75% -5.74% -15.54% 0.29 8.01% 24.13% -9.47% -25.36% 11/22/21 11/18/22
DNOV November SPY S&P 500® Index 16.34% 13.08% 13.83% 0.61 9.33% 14.49% -7.92% -10.29% 11/21/22 11/17/23
DNOV November SPY S&P 500® Index 14.21% 14.26% 29.94% 0.30 4.30% 12.26% -2.67% -8.41% 11/20/23 11/15/24
DOCT October SPY S&P 500® Index 8.49% 8.57% 28.39% 0.29 4.51% 13.57% -2.47% -5.97% 10/19/20 10/15/21
DOCT October SPY S&P 500® Index 6.36% -5.78% -16.05% 0.32 8.08% 22.73% -9.30% -25.36% 10/18/21 10/21/22
DOCT October SPY S&P 500® Index 18.35% 11.76% 12.53% 0.53 8.89% 15.86% -4.26% -7.99% 10/24/22 10/20/23
DOCT October SPY S&P 500® Index 14.53% 14.58% 38.79% 0.24 3.69% 12.32% -1.72% -8.41% 10/23/23 10/18/24
DSEP September SPY S&P 500® Index 8.40% 8.49% 33.49% 0.28 4.30% 13.84% -2.76% -7.35% 09/21/20 09/17/21
DSEP September SPY S&P 500® Index 6.58% -5.78% -12.65% 0.35 8.22% 21.75% -9.35% -23.41% 09/20/21 09/16/22
DSEP September SPY S&P 500® Index 16.13% 14.23% 14.99% 0.54 9.74% 17.58% -4.35% -8.23% 09/19/22 09/15/23
DSEP September SPY S&P 500® Index 14.44% 14.51% 28.17% 0.37 5.49% 12.68% -4.49% -8.41% 09/18/23 09/20/24
FAPR April SPY S&P 500® Index 11.15% 4.15% 4.92% 0.59 9.96% 15.19% -7.08% -12.87% 04/19/21 04/14/22
FAPR April SPY S&P 500® Index 15.48% -0.70% -5.85% 0.64 15.03% 23.10% -12.77% -19.88% 04/18/22 04/21/23
FAPR April SPY S&P 500® Index 17.63% 17.69% 20.13% 0.54 7.36% 11.84% -6.61% -10.29% 04/24/23 04/19/24
FAUG August SPY S&P 500® Index 7.93% 8.06% 10.54% 0.66 24.77% 35.87% -22.90% -34.10% 11/07/19 08/21/20
FAUG August SPY S&P 500® Index 13.86% 13.97% 30.60% 0.50 8.44% 14.98% -5.21% -9.80% 08/24/20 08/20/21
FAUG August SPY S&P 500® Index 10.79% -0.76% -4.79% 0.58 12.63% 20.71% -13.41% -23.41% 08/23/21 08/19/22
FAUG August SPY S&P 500® Index 19.61% 2.72% 3.40% 0.68 13.02% 18.69% -10.75% -15.54% 08/22/22 08/18/23
FAUG August SPY S&P 500® Index 17.85% 17.92% 26.99% 0.49 7.00% 12.56% -5.97% -8.98% 08/21/23 08/16/24
FDEC December SPY S&P 500® Index 13.15% 13.21% 24.57% 0.44 6.51% 12.90% -2.80% -5.42% 12/21/20 12/17/21
FDEC December SPY S&P 500® Index 12.25% -7.37% -16.66% 0.67 16.78% 24.23% -15.89% -25.36% 12/20/21 12/16/22
FDEC December SPY S&P 500® Index 22.25% 21.69% 22.45% 0.76 10.49% 13.45% -8.08% -10.29% 12/19/22 12/15/23
FFEB February SPY S&P 500® Index 9.90% 10.04% 16.96% 0.71 25.12% 33.77% -24.71% -33.14% 02/24/20 02/19/21
FFEB February SPY S&P 500® Index 15.00% 10.51% 11.33% 0.54 8.70% 14.08% -4.00% -9.73% 02/22/21 02/18/22
FFEB February SPY S&P 500® Index 13.40% -0.71% -6.21% 0.61 15.10% 23.97% -13.54% -22.75% 02/22/22 02/17/23
FFEB February SPY S&P 500® Index 18.40% 18.48% 22.65% 0.69 9.05% 12.53% -7.14% -10.29% 02/21/23 02/16/24
FJAN January SPY S&P 500® Index 13.64% 13.67% 16.58% 0.42 6.49% 13.43% -2.72% -8.32% 01/19/21 01/21/22
FJAN January SPY S&P 500® Index 13.35% -0.73% -9.61% 0.64 15.81% 24.34% -13.77% -22.75% 01/24/22 01/20/23
FJAN January SPY S&P 500® Index 18.19% 18.27% 21.86% 0.66 8.84% 12.81% -6.68% -10.29% 01/23/23 01/19/24
FJUL July SPY S&P 500® Index 14.10% 14.24% 34.07% 0.44 7.14% 14.96% -4.54% -9.80% 07/20/20 07/16/21
FJUL July SPY S&P 500® Index 10.85% -1.50% -10.71% 0.58 11.95% 20.09% -12.30% -23.41% 07/19/21 07/15/22
FJUL July SPY S&P 500® Index 20.44% 16.66% 17.41% 0.67 13.17% 19.18% -10.76% -17.02% 07/18/22 07/21/23
FJUL July SPY S&P 500® Index 16.61% 16.69% 21.41% 0.64 7.97% 11.36% -6.78% -10.29% 07/24/23 07/19/24
FJUN June SPY S&P 500® Index 16.87% 16.99% 34.43% 0.48 8.34% 15.64% -4.54% -9.80% 06/22/20 06/18/21
FJUN June SPY S&P 500® Index 10.85% -2.65% -11.82% 0.51 10.58% 19.41% -9.95% -23.41% 06/21/21 06/17/22
FJUN June SPY S&P 500® Index 21.35% 19.37% 20.12% 0.66 13.63% 19.99% -10.22% -17.02% 06/21/22 06/16/23
FJUN June SPY S&P 500® Index 17.39% 17.48% 23.90% 0.65 7.86% 11.29% -6.99% -10.29% 06/20/23 06/21/24
FMAR March SPY S&P 500® Index 13.35% 13.34% 14.13% 0.55 8.91% 14.84% -5.66% -12.87% 03/22/21 03/18/22
FMAR March SPY S&P 500® Index 13.93% -2.96% -12.27% 0.64 15.34% 23.46% -14.34% -22.75% 03/21/22 03/17/23
FMAR March SPY S&P 500® Index 18.50% 18.55% 30.73% 0.48 6.61% 11.86% -5.45% -10.29% 03/20/23 03/15/24
FMAY May SPY S&P 500® Index 16.21% 16.33% 44.94% 0.39 8.04% 17.35% -4.25% -9.80% 05/18/20 05/21/21
FMAY May SPY S&P 500® Index 11.65% -0.80% -6.10% 0.54 10.33% 17.79% -9.18% -18.47% 05/24/21 05/20/22
FMAY May SPY S&P 500® Index 19.60% 6.71% 7.44% 0.68 14.72% 21.36% -11.18% -17.02% 05/23/22 05/19/23
FMAY May SPY S&P 500® Index 16.80% 16.87% 26.48% 0.50 6.63% 11.60% -6.41% -10.29% 05/22/23 05/17/24
FNOV November SPY S&P 500® Index 11.50% 11.64% 13.96% 0.72 25.00% 33.25% -24.77% -34.10% 11/18/19 11/20/20
FNOV November SPY S&P 500® Index 12.87% 12.94% 31.96% 0.41 5.75% 12.08% -2.50% -5.42% 11/23/20 11/19/21
FNOV November SPY S&P 500® Index 11.25% -6.25% -15.54% 0.69 17.07% 24.13% -16.10% -25.36% 11/22/21 11/18/22
FNOV November SPY S&P 500® Index 22.92% 13.11% 13.83% 0.79 11.53% 14.49% -9.51% -10.29% 11/21/22 11/17/23
FNOV November SPY S&P 500® Index 16.60% 16.64% 29.94% 0.38 5.31% 12.26% -3.29% -8.41% 11/20/23 11/15/24
FOCT October SPY S&P 500® Index 15.37% 15.47% 28.39% 0.47 7.20% 13.57% -3.98% -5.97% 10/19/20 10/15/21
FOCT October SPY S&P 500® Index 10.84% -6.81% -16.05% 0.63 14.92% 22.73% -14.15% -25.36% 10/18/21 10/21/22
FOCT October SPY S&P 500® Index 26.27% 11.77% 12.53% 0.77 12.35% 15.86% -7.30% -7.99% 10/24/22 10/20/23
FOCT October SPY S&P 500® Index 18.00% 18.04% 38.79% 0.32 4.71% 12.32% -2.17% -8.41% 10/23/23 10/18/24
FSEP September SPY S&P 500® Index 15.65% 15.76% 33.49% 0.48 7.20% 13.84% -4.49% -7.35% 09/21/20 09/17/21
FSEP September SPY S&P 500® Index 11.35% -3.42% -12.65% 0.58 13.10% 21.75% -13.65% -23.41% 09/20/21 09/16/22
FSEP September SPY S&P 500® Index 22.56% 14.26% 14.99% 0.75 13.35% 17.58% -6.03% -8.23% 09/19/22 09/15/23
FSEP September SPY S&P 500® Index 17.34% 17.41% 28.17% 0.47 6.76% 12.68% -5.17% -8.41% 09/18/23 09/20/24
GAPR April SPY S&P 500® Index 13.83% 13.88% 20.13% 0.39 5.43% 11.84% -4.78% -10.29% 04/24/23 04/19/24
GAUG August SPY S&P 500® Index 14.42% 14.45% 26.99% 0.36 5.39% 12.56% -4.73% -8.98% 08/21/23 08/16/24
GFEB February SPY S&P 500® Index 14.35% 14.43% 22.65% 0.51 6.88% 12.53% -5.30% -10.29% 02/21/23 02/16/24
GJAN January SPY S&P 500® Index 14.90% 14.99% 21.86% 0.51 6.93% 12.81% -5.27% -10.29% 01/23/23 01/19/24
GJUL July SPY S&P 500® Index 13.45% 13.49% 21.41% 0.51 6.38% 11.36% -5.65% -10.29% 07/24/23 07/19/24
GJUN June SPY S&P 500® Index 13.79% 13.86% 23.90% 0.50 6.17% 11.29% -5.50% -10.29% 06/20/23 06/21/24
GMAR March SPY S&P 500® Index 14.46% 14.53% 30.73% 0.35 4.85% 11.86% -3.76% -10.29% 03/20/23 03/15/24
GMAY May SPY S&P 500® Index 13.75% 13.80% 26.48% 0.38 5.24% 11.60% -5.01% -10.29% 05/22/23 05/17/24
GNOV November SPY S&P 500® Index 13.43% 13.46% 29.94% 0.28 4.00% 12.26% -2.51% -8.41% 11/20/23 11/15/24
GOCT October SPY S&P 500® Index 14.66% 14.68% 38.79% 0.24 3.66% 12.32% -1.70% -8.41% 10/23/23 10/18/24
GSEP September SPY S&P 500® Index 13.90% 13.95% 28.17% 0.36 5.35% 12.68% -3.88% -8.41% 09/18/23 09/20/24
QDEC December QQQ Nasdaq-100 Index® 16.14% 16.20% 24.14% 0.48 10.11% 18.00% -6.45% -10.85% 12/21/20 12/17/21
QDEC December QQQ Nasdaq-100 Index® 14.99% -19.43% -28.75% 0.74 24.43% 32.03% -25.15% -35.44% 12/20/21 12/16/22
QDEC December QQQ Nasdaq-100 Index® 26.13% 26.18% 47.80% 0.44 9.16% 18.35% -4.45% -10.91% 12/19/22 12/15/23
QJUN June QQQ Nasdaq-100 Index® 12.10% -10.67% -19.83% 0.55 15.42% 26.20% -18.29% -32.82% 06/21/21 06/17/22
QJUN June QQQ Nasdaq-100 Index® 24.31% 24.41% 33.94% 0.63 16.89% 25.75% -12.83% -21.91% 06/21/22 06/16/23
QJUN June QQQ Nasdaq-100 Index® 19.62% 19.71% 30.51% 0.57 9.46% 15.64% -6.73% -10.91% 06/20/23 06/21/24
QMAR March QQQ Nasdaq-100 Index® 14.61% 11.42% 12.25% 0.48 11.19% 20.45% -10.15% -21.24% 03/22/21 03/18/22
QMAR March QQQ Nasdaq-100 Index® 16.35% -3.81% -13.12% 0.70 21.90% 30.61% -19.79% -29.93% 03/21/22 03/17/23
QMAR March QQQ Nasdaq-100 Index® 21.25% 21.32% 42.17% 0.35 6.98% 16.24% -3.73% -10.91% 03/20/23 03/15/24
QSPT September QQQ Nasdaq-100 Index® 12.75% -13.38% -22.61% 0.68 20.66% 29.34% -21.65% -32.82% 09/20/21 09/16/22
QSPT September QQQ Nasdaq-100 Index® 26.37% 26.47% 28.17% 0.65 15.63% 23.04% -7.75% -11.45% 09/19/22 09/15/23
QSPT September QQQ Nasdaq-100 Index® 20.09% 20.15% 30.16% 0.42 8.36% 17.75% -4.80% -13.56% 09/18/23 09/20/24
SAUG August IWM Russell 2000® Index 18.17% 14.33% 15.14% 0.60 12.78% 21.05% -8.42% -15.01% 08/21/23 08/16/24
SMAY May IWM Russell 2000® Index 16.86% 16.95% 18.15% 0.55 11.08% 19.66% -9.21% -18.37% 05/22/23 05/17/24
SNOV November IWM Russell 2000® Index 17.02% 17.07% 28.15% 0.36 8.09% 21.11% -4.13% -10.07% 11/20/23 11/15/24
XAUG August SPY S&P 500® Index 11.48% 11.51% 26.99% 0.24 4.05% 12.56% -4.11% -8.98% 08/21/23 08/16/24
XDEC December SPY S&P 500® Index 7.73% -2.40% -16.66% 0.49 12.60% 24.23% -11.85% -25.36% 12/20/21 12/16/22
XDEC December SPY S&P 500® Index 14.45% 14.51% 22.45% 0.37 5.57% 13.45% -2.90% -10.29% 12/19/22 12/15/23
XJUL July SPY S&P 500® Index 10.37% 10.42% 21.41% 0.37 4.97% 11.36% -4.70% -10.29% 07/24/23 07/19/24
XJUN June SPY S&P 500® Index 5.37% -2.04% -16.29% 0.34 7.29% 19.84% -5.62% -23.41% 07/13/21 06/17/22
XJUN June SPY S&P 500® Index 13.95% 13.97% 20.12% 0.38 8.12% 19.99% -6.54% -17.02% 06/21/22 06/16/23
XJUN June SPY S&P 500® Index 10.74% 10.81% 23.90% 0.34 4.77% 11.29% -4.48% -10.29% 06/20/23 06/21/24
XMAR March SPY S&P 500® Index 12.16% 12.27% 30.73% 0.24 3.49% 11.86% -2.18% -10.29% 03/20/23 03/15/24
XNOV November SPY S&P 500® Index 10.45% 10.49% 29.94% 0.18 2.86% 12.26% -1.75% -8.41% 11/20/23 11/15/24
XOCT October SPY S&P 500® Index 11.96% 11.98% 38.79% 0.17 2.81% 12.32% -1.48% -8.41% 10/23/23 10/18/24
XSEP September SPY S&P 500® Index 14.07% 14.10% 17.48% 0.40 7.71% 17.53% -3.04% -7.61% 09/22/22 09/15/23
XSEP September SPY S&P 500® Index 10.94% 10.99% 28.17% 0.25 4.25% 12.68% -3.66% -8.41% 09/18/23 09/20/24
YDEC December EFA MSCI EAFE Index 12.89% 4.65% 5.48% 0.49 8.57% 13.16% -6.29% -6.98% 12/21/20 12/17/21
YDEC December EFA MSCI EAFE Index 9.85% -5.37% -14.65% 0.58 16.72% 22.63% -20.79% -30.28% 12/20/21 12/16/22
YDEC December EFA MSCI EAFE Index 21.97% 12.94% 13.64% 0.64 11.07% 13.84% -9.86% -11.58% 12/19/22 12/15/23
YJUN June EFA MSCI EAFE Index 10.91% -12.47% -21.70% 0.52 12.83% 18.29% -15.49% -25.14% 06/21/21 06/17/22
YJUN June EFA MSCI EAFE Index 23.31% 18.65% 19.37% 0.62 14.77% 19.02% -13.05% -16.81% 06/21/22 06/16/23
YJUN June EFA MSCI EAFE Index 18.03% 5.50% 6.21% 0.62 11.18% 12.74% -8.43% -11.58% 06/20/23 06/21/24
YMAR March EFA MSCI EAFE Index 13.29% -0.72% -3.48% 0.43 9.67% 15.58% -10.36% -18.62% 03/22/21 03/18/22
YMAR March EFA MSCI EAFE Index 19.80% -0.70% -8.93% 0.53 14.39% 21.39% -17.91% -26.09% 03/21/22 03/17/23
YMAR March EFA MSCI EAFE Index 23.89% 16.69% 17.43% 0.67 11.68% 12.94% -9.77% -11.58% 03/20/23 03/15/24
YSEP September EFA MSCI EAFE Index 12.03% -15.72% -24.97% 0.56 14.48% 20.02% -17.23% -26.29% 09/20/21 09/16/22
YSEP September EFA MSCI EAFE Index 24.10% 17.44% 18.18% 0.60 12.50% 17.51% -6.41% -8.36% 09/19/22 09/15/23
YSEP September EFA MSCI EAFE Index 19.69% 14.48% 15.24% 0.61 12.50% 13.43% -6.42% -8.33% 09/18/23 09/20/24
Definitions
Net Return - is the return of the fund (including fees and expenses) since the beginning of the outcome period.
Standard Deviation - is a measure of price variability (risk). A higher degree of variability indicates more volatility And therefore greater risk.
Beta - is a historical measure of volatility and measures how an investment moves versus a benchmark index. In other words, it is the return achieved from having overall market exposure.
Max Draw Down - is the measure of decline in an investment from an assets peak value to its lowest point over a period of time.
EFA - The iShares MSCI EAFE ETF is an exchange-traded fund based on the MSCI EAFE Index, which is composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada.
GLD - The SPDR® Gold Trust is an exchange-traded investment trust that holds physical gold bars and seeks to provide investment results that correspond to the price performance of gold bullion.
QQQ - Invesco QQQ TrustSM, Series 1 is an exchange-traded fund based on the Nasdaq-100 Index®, which is an unmanaged index that includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on market capitalization.
SPY - SPDR® S&P 500® ETF Trust is an exchange-traded fund based on the S&P 500 Index, which is an unmanaged index of 500 companies used to measure large-cap U.S. stock market performance.
IWM - iShares Russell 2000 ETF is an exchange-traded fund based on the Russell 2000 Index which is composed of small-capitalization U.S. equities.
RSP - The Invesco S&P 500® Equal Weight ETF is an exchange-traded fund that is designed to track the returns of the S&P 500® Equal Weight Index. The S&P 500® Equal Weight Index is designed to be a size neutral version of the S&P 500® Index, an unmanaged index of 500 companies used to measure large-cap U.S. stock market performance.
EEM - iShares MSCI Emerging Markets ETF is an exchange-traded fund based on the MSCI Emerging Markets Index that seeks to track the investment results of an index composed of large- and mid-capitalization emerging market equities.
S&P 500® Index - is an unmanaged index of 500 companies used to measure large-cap U.S. stock market performance.
LMBA Gold Price - is the global benchmark price for unallocated gold delivered in London.
Nasdaq 100 Stock Index - includes 100 of the largest domestic and international non-financial companies listed on the Nasdaq Stock Market based on market capitalization. The returns shown are price only.
MSCI EAFE Index - is an equity index which captures large and mid-cap representation across Developed Markets countries around the world, excluding the US and Canada. The returns shown are price only.
Russell 2000 Index - is an unmanaged index comprised of the smallest 2000 companies in the Russell 3000 Index.
The outcome values may only be realized for an investor who holds shares for the outcome period shown.
Performance data quoted represents past performance. Past performance is not a guarantee of future results and current performance may be higher or lower than performance quoted. Investment returns and principal value will fluctuate and shares when sold or redeemed, may be worth more or less than their original cost.
Standardized fund performance can be found on each fund's summary page by clicking on the fund name or ticker shown above.
 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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