ISHARES S&P 500 INDEX FUND SERVICE SHARES

Alpha 1 Year-0.24 Alpha 10 Years-0.21 Alpha 3 Years-0.23 Alpha 5 Years-0.21 Average Gain 1 Year4.16 Average Gain 10 Years3.40 Average Gain 3 Years4.35 Average Gain 5 Years4.36 Average Loss 1 Year-3.16 Average Loss 10 Years-3.95 Average Loss 3 Years-4.66 Average Loss 5 Years-4.55 Batting Average 1 Year0.00 Batting Average 10 Years1.67 Batting Average 3 Years0.00 Batting Average 5 Years1.67 Beta 1 Year1.00 Beta 10 Years1.00 Beta 3 Years1.00 Beta 5 Years1.00 Capture Ratio Down 1 Year100.61 Capture Ratio Down 10 Years100.35 Capture Ratio Down 3 Years100.36 Capture Ratio Down 5 Years100.28 Capture Ratio Up 1 Year99.50 Capture Ratio Up 10 Years99.40 Capture Ratio Up 3 Years99.53 Capture Ratio Up 5 Years99.52 Correlation 1 Year100.00 Correlation 10 Years100.00 Correlation 3 Years100.00 Correlation 5 Years100.00 High 1 Year663.77 Information Ratio 1 Year-23.87 Information Ratio 10 Years-7.46 Information Ratio 3 Years-17.97 Information Ratio 5 Years-6.62 Low 1 Year482.83 Maximum Loss 1 Year-8.31 Maximum Loss 10 Years-23.99 Maximum Loss 3 Years-23.99 Maximum Loss 5 Years-23.99 Performance Current Year16.53 Performance since Inception1,929.71 Risk adjusted Return 10 Years8.25 Risk adjusted Return 3 Years2.89 Risk adjusted Return 5 Years8.60 Risk adjusted Return Since Inception7.28 R-Squared (R²) 1 Year100.00 R-Squared (R²) 10 Years100.00 R-Squared (R²) 3 Years100.00 R-Squared (R²) 5 Years100.00 Sortino Ratio 1 Year2.66 Sortino Ratio 10 Years1.16 Sortino Ratio 3 Years0.61 Sortino Ratio 5 Years1.20 Tracking Error 1 Year0.01 Tracking Error 10 Years0.03 Tracking Error 3 Years0.01 Tracking Error 5 Years0.04 Trailing Performance 1 Month1.20 Trailing Performance 1 Week1.77 Trailing Performance 1 Year21.86 Trailing Performance 10 Years236.64 Trailing Performance 2 Years37.42 Trailing Performance 3 Months9.98 Trailing Performance 3 Years30.75 Trailing Performance 4 Years77.96 Trailing Performance 5 Years98.95 Trailing Performance 6 Months14.63 Trailing Return 1 Month1.20 Trailing Return 1 Year21.86 Trailing Return 10 Years12.91 Trailing Return 2 Months4.81 Trailing Return 2 Years17.23 Trailing Return 3 Months9.98 Trailing Return 3 Years9.35 Trailing Return 4 Years15.50 Trailing Return 5 Years14.75 Trailing Return 6 Months14.63 Trailing Return 6 Years13.56 Trailing Return 7 Years13.90 Trailing Return 8 Years14.13 Trailing Return 9 Months32.89 Trailing Return 9 Years13.12 Trailing Return Since Inception13.74 Trailing Return YTD - Year to Date16.53 Treynor Ratio 1 Year22.28 Treynor Ratio 10 Years10.89 Treynor Ratio 3 Years6.05 Treynor Ratio 5 Years13.31

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