Historical Performance Benchmark Comparison

Shows the history of your portfolio's performance and the history of the performance of up to three selected benchmarks, including:

• The cumulative return percentage at different points in time (MTD, QTD, YTD, 1 year, 3 year, 5 year

• and since inception).

• The monthly and quarterly returns since 2009.

• The return percentage for the year-to-date and for each year since 2009.

Field	Description
MTD	Month-to-date cumulative return percentage of your account and each selected benchmark.
QTD	Quarter-to-date cumulative return percentage of your account and each selected benchmark.
YTD	Year-to-date cumulative return percentage of your account and each selected benchmark.
1 Year	The cumulative return percentage of your account and each selected benchmark for the previous year ending on the date of the report.
3 Yea	The cumulative return percentage of your account and each selected benchmark for the previous three years ending on the date of the report
5 Year	The cumulative return percentage of your account and each selected benchmark for the previous five years months ending on the date of the report
Since Inception	The cumulative return percentage of your account since the inception of the account and for each selected benchmark during that period.
Monthly for all months	The return percentage of your account and for each selected benchmark for each month since January 2009, or since the inception of your account if your account was opened after January 2009.
Quarterly for all quarters	The return percentage of your account and for each selected benchmark for each quarter since January 2009, or since the inception of your account if your account was opened after January 2009.
Annual for all years	The return percentage of your account and for each selected benchmark for each year since 2009, or since the inception of your account if your account was opened after 2009.