Major Asset Class Performance and Momentum 1 2 3 4   12.0x   <---Slope weighting
REPORT FOR MONTH= 10 2008 See "Help" page for understanding and using this report. -8.8 Annualized  Category Scores Annualized Period Return Period Differentials Period Slopes N/Period Averages 14% 86%   <---Implied Relative Weighting
Asset Category Cat # Not Valid(1) Flg da/dt d12/dt d6/dt d3/dt d1/dt Period Avg. Tot Ret YTD Tot Ret 1-Mo Tot Ret  3-Mo Tot Ret 6 Mo Tot Ret 12 Mo Tot Ret Anlzd 3 Yr R2 3 Yr Std Dev 3 Yr Beta 3 Yr Sharpe Ratio Period Average APA APA*13/StD     S-Shrp *1/R2    Lo-Corr 1 3 6 12 3-12 3-6 6-12 1 --> 12 3 --> 12 1 --> 12 3 --> 12 Avg Rtrn 3, 6, & 12 Months Wtd Slpe 3, 6, & 12 Months 3-->12 Return Avg + Slope Asset Category
1 Cat: Bear-Market 1 0 19.73 26.65 27.52 17.78 6.95 31.45 38.34 16.71 26.26 34.58 48.23 3.76 14.00 19.90 14.85 0.06 105.7 69.1 493.4 200.5 105.0 69.2 48.2 56.8 35.9 20.9 49.3 28.4 105.7 74.1 74.1 340.9 415.0 Cat: Bear-Market 1
2 Cat: Short Government 32 0 (0.47) (0.88) 0.05 (0.41) (0.66) 0.83 1.74 (0.41) 0.26 0.11 3.35 3.97 43.00 1.77 0.38 0.06 (0.1) (0.6) (1.3) (4.9) 1.0 0.2 3.4 (2.3) 0.8 (3.1) (2.4) (1.2) (0.1) 1.5 1.5 (13.9) (12.3) Cat: Short Government 2
3 Cat: Intermediate Government 16 0 (1.66) (2.48) (1.11) (1.24) (1.80) (0.67) (0.41) (1.62) (0.81) (1.88) 1.62 3.41 69.00 3.01 0.80 (0.15) (6.2) (26.8) (38.8) (19.4) (3.2) (3.8) 1.6 (4.9) 0.5 (5.4) (6.3) (2.4) (6.2) (1.8) (1.8) (29.2) (31.0) Cat: Intermediate Government 3
4 Cat: Ultrashort Bond 45 0 (1.62) (2.04) (2.16) (1.37) (0.89) (3.81) (5.71) (2.02) (3.21) (4.05) (5.94) 0.59 16.00 2.74 0.22 (1.15) (12.8) (60.6) (379.0) (24.2) (12.8) (8.1) (5.9) (6.9) (4.7) (2.2) (6.0) (3.5) (12.8) (9.0) (9.0) (41.4) (50.4) Cat: Ultrashort Bond 4
5 Cat: Short-Term Bond 33 0 (1.34) (2.15) (1.76) (1.35) (0.11) (3.53) (4.52) (1.98) (3.75) (4.64) (3.77) 1.22 47.00 2.81 0.54 (0.89) (13.0) (59.9) (127.5) (23.8) (15.0) (9.3) (3.8) (11.2) (5.7) (5.5) (6.6) (5.6) (13.0) (9.3) (9.3) (67.4) (76.7) Cat: Short-Term Bond 5
6 Cat: Long Government 23 0 (4.12) (6.49) (2.03) (3.93) (4.03) (2.05) (1.92) (4.40) (2.56) (3.57) 2.35 3.71 74.00 8.85 2.49 0.01 (17.0) (24.9) (33.7) (52.8) (10.2) (7.1) 2.4 (12.6) (3.1) (9.5) (16.9) (6.3) (17.0) (5.0) (5.0) (75.5) (80.6) Cat: Long Government 6
7 Cat: Intermediate-Term Bond 17 0 (3.37) (4.74) (4.17) (3.40) (1.18) (6.88) (8.37) (4.34) (7.05) (8.92) (7.20) 0.22 71.00 4.57 1.16 (0.73) (26.3) (74.9) (105.5) (52.1) (28.2) (17.8) (7.2) (21.0) (10.4) (10.6) (14.5) (10.5) (26.3) (17.7) (17.7) (126.0) (143.7) Cat: Intermediate-Term Bond 7
8 Cat: World Bond 47 0 (4.52) (6.88) (3.95) (5.43) (1.82) (8.84) (8.15) (5.36) (10.49) (11.67) (7.82) 1.25 42.00 6.66 1.38 (0.41) (34.4) (67.1) (159.7) (64.3) (42.0) (23.3) (7.8) (34.1) (18.6) (15.5) (18.8) (17.1) (34.4) (24.4) (24.4) (204.8) (229.2) Cat: World Bond 8
9 Cat: Long-Short 24 0 (4.76) (5.75) (6.93) (4.51) (1.84) (11.15) (13.67) (6.68) (10.64) (12.81) (14.45) (0.36) 12.00 8.55 (5.83) (0.48) (40.7) (61.9) (515.7) (80.2) (42.6) (25.6) (14.5) (28.1) (16.9) (11.2) (21.4) (14.1) (40.7) (27.5) (27.5) (168.7) (196.2) Cat: Long-Short 9
10 Cat: Long-Term Bond 25 0 (4.96) (7.28) (6.79) (5.30) (0.47) (11.86) (14.03) (6.91) (12.12) (14.79) (13.62) (1.94) 67.00 7.31 1.92 (0.68) (43.7) (77.6) (115.9) (82.9) (48.5) (29.6) (13.6) (34.9) (18.9) (16.0) (22.7) (17.4) (43.7) (30.6) (30.6) (209.2) (239.7) Cat: Long-Term Bond 10
11 Cat: Inflation-Protected Bound 15 0 (7.12) (10.07) (6.41) (7.63) (4.37) (9.49) (8.96) (8.65) (11.95) (11.33) (6.01) 0.50 72.00 7.55 2.12 (0.42) (45.1) (77.6) (107.8) (103.8) (47.8) (22.7) (6.0) (41.8) (25.1) (16.7) (31.9) (20.9) (45.1) (25.5) (25.5) (250.7) (276.2) Cat: Inflation-Protected Bound 11
12 Cat: High Yield Muni 14 0 (7.46) (8.48) (9.82) (8.32) (3.20) (14.53) (17.05) (9.42) (14.31) (15.42) (18.99) (4.30) 56.00 7.97 1.18 (1.00) (55.0) (89.8) (160.3) (113.0) (57.2) (30.8) (19.0) (38.3) (26.4) (11.8) (30.9) (19.1) (55.0) (35.7) (35.7) (229.5) (265.2) Cat: High Yield Muni 12
13 Cat: Multisector Bond 30 0 (8.30) (10.13) (10.22) (8.36) (4.47) (14.32) (16.32) (9.69) (14.45) (16.61) (16.54) (1.76) 39.00 7.71 1.56 (0.71) (56.0) (94.4) (241.9) (116.3) (57.8) (33.2) (16.5) (41.3) (24.6) (16.7) (32.4) (20.6) (56.0) (35.9) (35.9) (247.6) (283.4) Cat: Multisector Bond 13
14 Cat: Conservative Allocation 2 0 (7.79) (9.11) (10.34) (7.82) (3.88) (15.18) (18.25) (9.47) (14.23) (17.58) (19.43) (1.61) 87.00 7.76 0.62 (0.69) (56.3) (94.3) (108.4) (113.6) (56.9) (35.2) (19.4) (37.5) (21.8) (15.7) (30.4) (18.7) (56.3) (37.2) (37.2) (224.9) (262.1) Cat: Conservative Allocation 14
15 Cat: Specialty-Health 39 0 (14.74) (15.56) (16.37) (19.38) (7.67) (18.47) (22.91) (14.38) (19.56) (14.63) (25.30) (2.82) 64.00 14.77 0.78 (0.39) (76.3) (67.2) (105.0) (172.6) (78.2) (29.3) (25.3) (52.9) (49.0) (4.0) (49.1) (26.5) (76.3) (44.3) (44.3) (317.6) (361.9) Cat: Specialty-Health 15
16 DIAMONDS Trust, Series 1 49 0 (11.78) (10.90) (15.37) (13.25) (7.60) (22.06) (28.10) (13.71) (17.28) (26.20) (31.05) (1.29) 93.00 13.63 0.88 (0.32) (79.3) (75.6) (81.3) (164.5) (69.1) (52.4) (31.1) (38.1) (16.7) (21.3) (41.7) (19.0) (79.3) (50.9) (50.9) (228.4) (279.3) DIAMONDS Trust, Series 1 16
17 Cat: Moderate Allocation 29 0 (10.86) (12.48) (14.54) (10.95) (5.47) (21.61) (26.54) (13.33) (19.89) (24.35) (28.88) (3.68) 92.00 11.62 0.97 (0.61) (79.3) (88.7) (96.4) (160.0) (79.6) (48.7) (28.9) (50.7) (30.9) (19.8) (42.4) (25.3) (79.3) (52.4) (52.4) (304.1) (356.5) Cat: Moderate Allocation 17
18 SPDR Gold Shares 52 0 (19.26) (27.83) (11.15) (15.78) (22.28) (15.70) (13.49) (16.14) (20.80) (16.60) (9.26) 15.42 3.00 20.18 (7.60) 0.62 (79.8) (51.4) (1714.4) (193.7) (83.2) (33.2) (9.3) (73.9) (50.0) (23.9) (60.3) (37.0) (79.8) (41.9) (41.9) (443.6) (485.5) SPDR Gold Shares 18
19 Cat: High Yield Bond 13 0 (13.11) (14.04) (17.10) (12.93) (8.37) (21.46) (23.77) (15.41) (21.15) (23.96) (25.33) (4.79) 22.00 11.29 1.72 (0.72) (85.7) (98.7) (448.5) (184.9) (84.6) (47.9) (25.3) (59.3) (36.7) (22.6) (51.5) (29.6) (85.7) (52.6) (52.6) (355.6) (408.2) Cat: High Yield Bond 19
20 Cat: World Allocation 46 0 (11.22) (14.05) (14.70) (11.03) (5.10) (24.11) (28.86) (14.38) (23.23) (27.73) (31.12) (0.68) 86.00 12.93 1.04 (0.31) (88.0) (88.5) (102.9) (172.6) (92.9) (55.5) (31.1) (61.8) (37.5) (24.3) (46.2) (30.9) (88.0) (59.8) (59.8) (370.8) (430.6) Cat: World Allocation 20
21 zCat: Micro Cap Value 55 0 (2.66) (5.36) 1.71 0.00 (6.97) (14.88) (27.93) (18.58) (22.48) (4.53) (33.83) (5.29) 70.00 16.52 0.94 (0.45) (88.9) (70.0) (100.0) (223.0) (89.9) (9.1) (33.8) (56.1) (80.9) 24.8 (64.8) (28.0) (88.9) (44.3) (44.3) (336.5) (380.8) zCat: Micro Cap Value 21
22 Cat: Specialty-Utilities 44 0 (9.04) (14.79) (15.44) (5.72) (0.23) (26.27) (34.01) (13.48) (26.11) (30.76) (34.72) 0.32 66.00 16.45 0.89 (0.13) (90.6) (71.6) (108.5) (161.8) (104.4) (61.5) (34.7) (69.7) (42.9) (26.8) (42.4) (34.9) (90.6) (66.9) (66.9) (418.3) (485.2) Cat: Specialty-Utilities 22
23 SPDRs 51 0 (13.09) (13.56) (17.46) (14.24) (7.11) (26.21) (32.64) (16.52) (23.11) (29.25) (35.95) (5.10) 100.00 14.91 1.00 (0.54) (96.3) (84.0) (84.0) (198.2) (92.4) (58.5) (36.0) (56.5) (33.9) (22.6) (52.1) (28.2) (96.3) (62.3) (62.3) (338.9) (401.2) SPDRs 23
24 Cat: Large Value 21 0 (13.91) (13.40) (18.40) (15.05) (8.78) (26.86) (33.54) (17.11) (22.99) (30.06) (37.27) (6.14) 93.00 15.36 0.99 (0.58) (98.7) (83.5) (89.8) (205.3) (92.0) (60.1) (37.3) (54.7) (31.8) (22.8) (53.6) (27.3) (98.7) (63.1) (63.1) (328.1) (391.3) Cat: Large Value 24
25 Cat: Emerging Markets Bond 6 0 (16.78) (19.65) (18.28) (18.45) (10.74) (23.84) (24.89) (18.56) (25.51) (25.63) (25.68) (2.83) 35.00 13.34 2.63 (0.45) (100.4) (97.9) (279.6) (222.7) (102.0) (51.3) (25.7) (76.4) (50.8) (25.6) (64.2) (38.2) (100.4) (59.7) (59.7) (458.2) (517.8) Cat: Emerging Markets Bond 25
26 Cat: Large Blend 19 0 (13.87) (14.72) (18.71) (14.43) (7.64) (27.37) (34.05) (17.32) (24.64) (30.35) (37.17) (6.07) 95.00 15.68 1.02 (0.57) (101.1) (83.8) (88.2) (207.8) (98.6) (60.7) (37.2) (61.4) (37.9) (23.5) (55.0) (30.7) (101.1) (65.5) (65.5) (368.3) (433.8) Cat: Large Blend 26
27 NASDAQ 100 Trust Shares 50 0 (13.00) (16.55) (19.66) (14.44) (1.35) (28.50) (35.64) (16.20) (27.60) (30.15) (40.04) (5.07) 83.00 20.62 1.26 (0.34) (101.3) (63.9) (76.9) (194.4) (110.4) (60.3) (40.0) (70.4) (50.1) (20.3) (51.3) (35.2) (101.3) (70.2) (70.2) (422.2) (492.4) NASDAQ 100 Trust Shares 27
28 Cat: Small Value 36 0 (18.51) (17.44) (21.89) (21.52) (13.20) (25.19) (27.56) (19.97) (22.76) (24.86) (33.15) (6.37) 79.00 17.72 1.06 (0.49) (103.4) (75.8) (96.0) (239.6) (91.0) (49.7) (33.2) (57.9) (41.3) (16.6) (66.1) (28.9) (103.4) (58.0) (58.0) (347.3) (405.3) Cat: Small Value 28
29 Cat: Specialty-Financial 38 0 (16.40) (12.16) (18.88) (21.60) (12.97) (29.26) (38.11) (18.48) (22.29) (32.79) (43.49) (13.02) 66.00 19.17 1.03 (0.82) (105.0) (71.2) (107.9) (221.8) (89.2) (65.6) (43.5) (45.7) (23.6) (22.1) (55.8) (22.8) (105.0) (66.1) (66.1) (274.0) (340.1) Cat: Specialty-Financial 29
30 Cat: Large Growth 20 0 (13.47) (15.74) (19.30) (13.51) (5.33) (28.92) (36.27) (17.55) (27.32) (31.85) (38.96) (6.69) 87.00 17.52 1.09 (0.54) (105.6) (78.4) (90.1) (210.6) (109.3) (63.7) (39.0) (70.3) (45.6) (24.7) (56.1) (35.2) (105.6) (70.6) (70.6) (421.9) (492.6) Cat: Large Growth 30
31 Cat: Convertibles 3 0 (13.75) (16.27) (18.70) (14.01) (6.03) (28.94) (33.67) (18.35) (28.49) (31.99) (36.95) (6.90) 92.00 15.32 1.28 (0.65) (108.8) (92.3) (100.3) (220.2) (114.0) (64.0) (37.0) (77.0) (50.0) (27.0) (60.0) (38.5) (108.8) (71.6) (71.6) (462.1) (533.7) Cat: Convertibles 31
32 Cat: Specialty-Technology 43 0 (13.61) (16.44) (20.77) (13.99) (3.22) (31.36) (40.06) (18.26) (29.24) (33.61) (44.33) (7.43) 78.00 22.10 1.31 (0.41) (111.9) (65.8) (84.4) (219.1) (117.0) (67.2) (44.3) (72.6) (49.7) (22.9) (57.4) (36.3) (111.9) (76.2) (76.2) (435.8) (511.9) Cat: Specialty-Technology 32
33 Cat: Small Blend 34 0 (18.63) (18.37) (23.35) (20.92) (11.87) (28.24) (32.14) (21.21) (26.47) (28.03) (37.24) (6.73) 83.00 19.02 1.16 (0.47) (113.4) (77.5) (93.4) (254.5) (105.9) (56.1) (37.2) (68.6) (49.8) (18.8) (70.2) (34.3) (113.4) (66.4) (66.4) (411.8) (478.2) Cat: Small Blend 33
34 Cat: Mid-Cap Value 28 0 (16.98) (16.80) (22.46) (18.06) (10.59) (29.37) (34.17) (20.70) (26.96) (31.67) (38.13) (7.08) 89.00 17.82 1.13 (0.54) (114.4) (83.5) (93.8) (248.4) (107.8) (63.3) (38.1) (69.7) (44.5) (25.2) (67.5) (34.9) (114.4) (69.8) (69.8) (418.3) (488.0) Cat: Mid-Cap Value 34
35 zCat: Micro Cap Growth 54 0 (23.66) (27.74) (27.30) (26.18) (13.43) (30.96) (40.28) (20.76) (28.10) (29.55) (45.44) (11.38) 77.00 21.13 1.25 (0.66) (116.5) (71.7) (93.1) (249.1) (112.4) (59.1) (45.4) (67.0) (53.3) (13.7) (66.4) (33.5) (116.5) (72.3) (72.3) (401.8) (474.1) zCat: Micro Cap Growth 35
36 Cat: Small Growth 35 0 (17.75) (18.56) (23.59) (18.78) (10.07) (30.47) (37.17) (21.24) (28.57) (30.50) (41.57) (7.64) 81.00 20.35 1.23 (0.48) (117.9) (75.3) (93.0) (254.9) (114.3) (61.0) (41.6) (72.7) (53.3) (19.4) (69.3) (36.4) (117.9) (72.3) (72.3) (436.3) (508.5) Cat: Small Growth 36
37 Cat: Mid-Cap Blend 26 0 (16.80) (17.36) (23.08) (17.46) (9.32) (30.51) (35.56) (21.07) (28.97) (32.86) (39.14) (7.05) 86.00 18.85 1.17 (0.49) (118.4) (81.7) (94.9) (252.8) (115.9) (65.7) (39.1) (76.7) (50.2) (26.6) (69.1) (38.4) (118.4) (73.6) (73.6) (460.4) (534.0) Cat: Mid-Cap Blend 37
38 Cat: World Stock 48 0 (14.14) (16.38) (19.09) (14.03) (7.08) (32.67) (40.26) (19.45) (30.71) (36.93) (43.58) (5.69) 90.00 18.63 0.92 (0.43) (118.4) (82.6) (91.8) (233.4) (122.8) (73.9) (43.6) (79.3) (49.0) (30.3) (61.8) (39.6) (118.4) (80.1) (80.1) (475.6) (555.7) Cat: World Stock 38
39 Cat: Mid-Cap Growth 27 0 (15.26) (17.38) (22.34) (14.78) (6.53) (32.17) (39.26) (20.40) (31.06) (35.01) (42.22) (6.86) 82.00 20.13 1.22 (0.44) (120.3) (77.7) (94.8) (244.8) (124.2) (70.0) (42.2) (82.0) (54.2) (27.8) (66.2) (41.0) (120.3) (78.8) (78.8) (492.1) (570.9) Cat: Mid-Cap Growth 39
40 Cat: Japan Stock 18 0 (13.90) (12.59) (20.58) (12.44) (10.00) (34.53) (39.81) (20.16) (32.92) (39.94) (45.08) (14.84) 70.00 19.52 0.86 (0.94) (124.6) (83.0) (118.6) (241.9) (131.7) (79.9) (45.1) (86.6) (51.8) (34.8) (64.2) (43.3) (124.6) (85.5) (85.5) (519.6) (605.1) Cat: Japan Stock 40
41 zCat: Commodities 53 0 (18.11) (29.12) (24.80) (8.62) (9.91) (30.36) (29.24) (22.45) (35.93) (34.83) (28.24) (6.98) 21.00 27.65 0.59 (0.25) (127.8) (60.1) (286.0) (269.4) (143.7) (69.7) (28.2) (115.5) (74.1) (41.4) (79.8) (57.7) (127.8) (80.5) (80.5) (692.9) (773.4) zCat: Commodities 41
42 Cat: Foreign Large Value 10 0 (15.22) (16.86) (20.05) (15.20) (8.78) (35.50) (43.34) (21.21) (33.34) (40.73) (46.73) (5.96) 94.00 19.05 0.96 (0.42) (129.0) (88.0) (93.7) (254.5) (133.4) (81.5) (46.7) (86.6) (51.9) (34.7) (67.5) (43.3) (129.0) (87.2) (87.2) (519.8) (607.0) Cat: Foreign Large Value 42
43 Cat: Diversified Pacific/Asia 5 0 (14.37) (16.62) (19.57) (13.43) (7.86) (36.82) (44.66) (20.67) (34.82) (42.39) (49.38) (3.89) 86.00 21.77 1.05 (0.30) (130.4) (77.9) (90.5) (248.0) (139.3) (84.8) (49.4) (89.9) (54.5) (35.4) (65.0) (45.0) (130.4) (91.1) (91.1) (539.4) (630.5) Cat: Diversified Pacific/Asia 43
44 Cat: Foreign Large Blend 8 0 (14.77) (17.36) (19.66) (14.18) (7.89) (36.35) (44.21) (21.26) (34.91) (41.64) (47.60) (5.35) 96.00 19.89 1.02 (0.37) (131.4) (85.9) (89.5) (255.1) (139.6) (83.3) (47.6) (92.0) (56.4) (35.7) (67.9) (46.0) (131.4) (90.2) (90.2) (552.2) (642.4) Cat: Foreign Large Blend 44
45 Cat: Foreign Large Growth 9 0 (15.16) (18.50) (20.18) (14.81) (7.13) (38.39) (46.45) (22.54) (37.37) (43.85) (49.81) (5.56) 96.00 21.46 1.09 (0.34) (139.4) (84.4) (87.9) (270.5) (149.5) (87.7) (49.8) (99.7) (61.8) (37.9) (72.4) (49.8) (139.4) (95.7) (95.7) (598.0) (693.7) Cat: Foreign Large Growth 45
46 Cat: Specialty-Communications 37 0 (15.69) (15.02) (24.45) (17.40) (5.89) (38.51) (48.41) (23.38) (36.21) (41.48) (52.99) (10.89) 83.00 24.75 1.49 (0.47) (140.3) (73.7) (88.8) (280.6) (144.8) (83.0) (53.0) (91.9) (61.9) (30.0) (74.5) (45.9) (140.3) (93.6) (93.6) (551.1) (644.7) Cat: Specialty-Communications 46
47 Cat: Europe Stock 7 0 (15.11) (17.95) (19.79) (14.87) (7.85) (39.49) (48.22) (23.69) (38.55) (45.07) (50.66) (5.24) 93.00 21.83 1.09 (0.31) (144.8)