Thematic plays - YTD total returns 2% 0% -4% etc -8% -10% -12% Wern ce/ 1//04"/M// issi /de 4, " Oar tcl ee" iP Sane sea. Onion likrat Manson Act's Weenstrep nen Figure a91 Thematic plays. undorlyin0 sectors and baskets - YTD total returns* YTD Total Returns Cyclicals -7.5% Credit vs. Commod