The Barron's 400 Index

B400 vs. Benchmarks, 1, 3, 5 and 10-Year Performance

Annual Returns

Current, Cumulative and Annualized Returns (price-only) - Through
Current
Index YTD 3 Mo. 1 Yr.
Cumulative
Index 3 Year 5 Year 10 Year
Annualized
Index 3 Year 5 Year 10 Year

Annualized Returns, Standard Deviation & Sharpe Ratio - Through
3 Years
Anlzd Return Anlzd StdDev Sharpe Ratio
5 Years
Anlzd Return Anlzd StdDev Sharpe Ratio
10 Years
Anlzd Return Anlzd StdDev Sharpe Ratio

The Barron's 400 index was first published on August 29, 2007. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Backtested performance information is purely hypothetical and is solely for informational purposes. Backtested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.

"The Barron's 400 IndexSM" is calculated by NYSE or its affiliates and published by MarketGrader. "Barron's®," "Barron's 400SM" and "Barron's 400 IndexSM" are trademarks or service marks of Dow Jones & Company, Inc. or its affiliates and have been licensed to MarketGrader.