et/ `)/ Ss* SJefO, ant.** Irk Toss Sas Ilarentrety fononce IP [Figure 78. Thematic plays, underlying sectors and baskets - YTD total returns 'TD Total Returns Cyclicals OS% Credit vs. Commodity Play Consumer Discretionary 12.5% Financials 1.1% Energy -13.1% Energy -13.1% Financials 1.1% Capex