The charts below were generated from the Plan Sponsor Network (PSN) database of Informa Investment Solutions. PSN utilizes a universe of managers designating the Russell 1000^® Value Index as their benchmark.

Gross Returns

The chart below can be downloaded in a printer friendly format here: SAM Large Value Peer Returns

Information Ratios

The Information Ratio (IR) measures the active return generated by the manager relative to the risk taken by the manager versus the benchmark. It is calculated as the annualized excess return above the benchmark divided by the annualized volatility of those excess returns (tracking error).

The chart below can be downloaded in a printer friendly format here: SAM Large Value Peer IR

Sources
Russell 1000^® Value Index is a registered trademark of the Russell Investment Group
Plan Sponsor Network (PSN) is a product of Informa Investment Solutions
Global Industry Classification Standards (GICS^®) are a registered trademark of Standard & Poor's and MSCI BARRA
Portfolio characteristics compiled from data supplied by The Applied Finance Group, LTD.

Disclosure
Past performance does not guarantee future results. Performance for periods greater than one year is annualized. Gross returns (including realized and unrealized capital gains, reinvestment of dividends and interest) are before fees and administrative expenses. Net returns reflect the return to investors after all fees and expenses.