OUR PERFORMANCE

APERIO'S RUSSELL 3000^®, PERCENTILE RANKING

6-YEAR ANNUALIZED AS OF 12/31/07

The chart above shows the benefits of our tax-managed indexing approach—both pre-tax and after-tax—for the six-year period ending 12/31/07. The performance period selected is the longest period of full calendar years since inception for the Aperio Russell 3000 Composite. Relative to a universe of 554 US Large Cap mutual funds plus Aperio Group, our pre-tax performance was 6.37% versus median performance of 5.91%, putting our pre-tax performance ahead of 59% of US Large Cap managers. Due to the benefit of tax-loss harvesting, our after-tax performance was 8.41% versus median performance of 4.75%, putting our Russell 3000 Composite return ahead of 93% of all US Large Cap equity managers.

US LARGE CAP MANAGER UNIVERSE

The universe of US Large Cap Managers is comprised of all 554 Large Cap US equity managers (Large Cap Blend, Large Cap Growth, and Large Cap Value) in the Morningstar Principia database plus Aperio Group as of 12/31/07. Morningstar after-tax data reflects returns before liquidation.

DOWNLOADS AND LINKS

Aperio Group overview brochure >
Library >
Performance Disclosures >