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Regions

DATA AS OF: 2018-06-30

RAFI Fundamental Index

REGIONS THAT WORKED:
8 of 8

Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 03/31/2018.  Each index's simulated performance is compared against its region's market cap benchmark beginning:  6/2002 (Global & EM), 6/1968 (US & US Small),  and 6/1989 (Dev, DevxUS, Eur, & UK)

RAFI Dynamic Multi-Factor

REGIONS THAT WORKED:
5 of 5

Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 03/31/2018.  Each index's simulated performance is compared against its region's market cap benchmark beginning:  6/2002 (Global & EM), 6/1968 (US & US Small),  and 6/1989 (Dev, DevxUS, Eur, & UK)

RAFI Multi-Factor

REGIONS THAT WORKED:
5 of 5

Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 03/31/2018.  Each index's simulated performance is compared against its region's market cap benchmark beginning:  6/2002 (Global & EM), 6/1968 (US & US Small),  and 6/1989 (Dev, DevxUS, Eur, & UK)

RAFI Value Factor

REGIONS THAT WORKED:
5 of 5

Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 03/31/2018.  Each index's simulated performance is compared against its region's market cap benchmark beginning:  6/2002 (Global & EM), 6/1968 (US & US Small),  and 6/1989 (Dev, DevxUS, Eur, & UK)

RA Momentum Factor

REGIONS THAT WORKED:
5 of 5

Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 03/31/2018.  Each index's simulated performance is compared against its region's market cap benchmark beginning:  6/2002 (Global & EM), 6/1968 (US & US Small),  and 6/1989 (Dev, DevxUS, Eur, & UK)

RAFI Low Volatility Factor

REGIONS THAT WORKED:
5 of 5

Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 03/31/2018.  Each index's simulated performance is compared against its region's market cap benchmark beginning:  6/2002 (Global & EM), 6/1968 (US & US Small),  and 6/1989 (Dev, DevxUS, Eur, & UK)

RAFI Size Factor

REGIONS THAT WORKED:
3 of 3

Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 03/31/2018.  Each index's simulated performance is compared against its region's market cap benchmark beginning:  6/2002 (Global & EM), 6/1968 (US & US Small),  and 6/1989 (Dev, DevxUS, Eur, & UK)

RAFI Quality Factor

REGIONS THAT WORKED:
5 of 5

Sources: CRSP/Compustat and Worldscope/Datastream. Data as of 03/31/2017.  Each index's simulated performance is compared against its region's market cap benchmark beginning:  6/2002 (Global & EM), 6/1968 (US & US Small),  and 6/1989 (Dev, DevxUS, Eur, & UK)

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RAFI Indices is built with the research, insights, and strategies of our sister company: Research Affiliates, LLC