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Performance
    Summary Performance
    50 Stock Portfolios
        Core Strategy
        Market Neutral Strategy
        Growth Strategy
        Value Strategy
        Risk
        Cumulative Returns
            1 Year
            3 Year
            5 Year
            10 Year
    Decile Performance
        European Universe
        Japanese Universe
        US Enhanced Universe
  Investars
  Predictive History
LONG TOTAL QUARTERLY RETURN
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Quarters
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SP500
Long Average
1996 Q12.41%0.40%2.81%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.37%0.47%
1996 Q23.05%9.19%5.82%3.05%1.67%-4.24%0.00%0.00%0.00%0.00%0.00%0.00%4.49%1.54%
1996 Q39.96%7.46%5.92%9.96%7.46%5.92%9.96%13.62%7.59%0.00%0.00%0.00%3.09%6.49%
1996 Q418.65%12.24%8.64%18.65%12.24%8.64%18.65%12.24%8.64%18.65%8.84%-0.45%8.34%12.14%
1997 Q13.20%0.16%-3.68%3.20%0.16%-3.68%3.20%0.16%-3.68%3.20%0.16%-3.68%2.68%-0.10%
1997 Q223.69%18.20%27.60%23.69%18.20%27.60%23.69%18.20%27.60%23.69%18.20%27.60%17.46%23.16%
1997 Q323.08%24.59%24.51%23.08%24.59%24.51%23.08%24.59%24.51%23.08%24.59%24.51%7.49%24.06%
1997 Q4-1.58%-7.28%0.60%-1.58%-7.28%0.60%-1.58%-7.28%0.60%-1.58%-7.28%0.60%2.87%-2.75%
1998 Q116.92%18.02%19.80%16.92%18.02%19.80%16.92%18.02%19.80%16.92%18.02%19.80%13.95%18.24%
1998 Q23.13%4.42%2.66%3.13%4.42%2.66%3.13%4.42%2.66%3.13%4.42%2.66%3.30%3.40%
1998 Q3-11.16%-5.12%-10.17%-11.16%-5.12%-10.17%-11.16%-5.12%-10.17%-11.16%-5.12%-10.17%-9.95%-8.82%
1998 Q48.03%14.56%14.72%8.03%14.56%14.72%8.03%14.56%14.72%8.03%14.56%14.72%21.30%12.44%
1999 Q19.78%-6.06%3.50%9.78%-6.06%3.50%9.78%-6.06%3.50%9.78%-6.06%3.50%4.98%2.41%
1999 Q218.58%21.29%17.93%18.58%21.29%17.93%18.58%21.29%17.93%18.58%21.29%17.93%7.05%19.27%
1999 Q36.13%9.49%1.17%6.13%9.49%1.17%6.13%9.49%1.17%6.13%9.49%1.17%-6.24%5.60%
1999 Q458.32%59.42%55.53%58.32%59.42%55.53%58.32%59.42%55.53%58.32%59.42%55.53%14.88%57.76%
2000 Q144.45%44.76%31.91%44.45%44.76%31.91%44.45%44.76%31.91%44.45%44.76%31.91%2.29%40.37%
2000 Q2-3.44%-0.34%-10.09%-3.44%-0.34%-10.09%-3.44%-0.34%-10.09%-3.44%-0.34%-10.09%-2.66%-4.62%
2000 Q33.09%3.71%11.89%3.09%3.71%11.89%3.09%3.71%11.89%3.09%3.71%11.89%-0.97%6.23%
2000 Q43.10%2.14%-14.29%3.10%2.14%-14.29%3.10%2.14%-14.29%3.10%2.14%-14.29%-7.83%-3.02%
2001 Q1-1.13%-2.51%-0.97%-1.13%-2.51%-0.97%-1.13%-2.51%-0.97%-1.13%-2.51%-0.97%-11.86%-1.54%
2001 Q210.61%11.72%8.67%10.61%11.72%8.67%10.61%11.72%8.67%10.61%11.72%8.67%5.85%10.33%
2001 Q3-16.92%-8.13%-13.22%-16.92%-8.13%-13.22%-16.92%-8.13%-13.22%-16.92%-8.13%-13.22%-14.68%-12.76%
2001 Q411.04%13.78%18.68%11.04%13.78%18.68%11.04%13.78%18.68%11.04%13.78%18.68%10.69%14.50%
2002 Q110.80%14.35%15.71%10.80%14.35%15.71%10.80%14.35%15.71%10.80%14.35%15.71%0.28%13.62%
2002 Q22.37%0.41%5.09%2.37%0.41%5.09%2.37%0.41%5.09%2.37%0.41%5.09%-13.40%2.62%
2002 Q3-8.85%-11.33%-15.05%-8.85%-11.33%-15.05%-8.85%-11.33%-15.05%-8.85%-11.33%-15.05%-17.28%-11.74%
2002 Q43.14%5.77%5.44%3.14%5.77%5.44%3.14%5.77%5.44%3.14%5.77%5.44%15.21%4.78%
2003 Q12.86%5.00%-2.91%2.86%5.00%-2.91%2.86%5.00%-2.91%2.86%5.00%-2.91%-3.15%1.65%
2003 Q217.78%19.62%16.24%17.78%19.62%16.24%17.78%19.62%16.24%17.78%19.62%16.24%15.39%17.88%
2003 Q313.43%8.88%12.98%13.43%8.88%12.98%13.43%8.88%12.98%13.43%8.88%12.98%2.65%11.77%
2003 Q410.91%12.35%19.82%10.91%12.35%19.82%10.91%12.35%19.82%10.91%12.35%19.82%12.18%14.36%
2004 Q12.90%-1.46%3.79%2.90%-1.46%3.79%2.90%-1.46%3.79%2.90%-1.46%3.79%1.69%1.74%
2004 Q27.07%-2.65%2.67%7.07%-2.65%2.67%7.07%-2.65%2.67%7.07%-2.65%2.67%1.72%2.36%
2004 Q312.60%9.62%8.70%12.60%9.62%8.70%12.60%9.62%8.70%12.60%9.62%8.70%-1.87%10.30%
2004 Q410.63%10.34%11.05%10.63%10.34%11.05%10.63%10.34%11.05%10.63%10.34%11.05%9.23%10.67%
2005 Q111.48%12.64%12.41%11.48%12.64%12.41%11.48%12.64%12.41%11.48%12.64%12.41%-2.15%12.18%
2005 Q26.92%10.59%10.86%6.92%10.59%10.86%6.92%10.59%10.86%6.92%10.59%10.86%1.37%9.46%
2005 Q323.21%27.59%24.44%23.21%27.59%24.44%23.21%27.59%24.44%23.21%27.59%24.44%3.60%25.08%
2005 Q4-2.08%-1.30%-2.42%-2.08%-1.30%-2.42%-2.08%-1.30%-2.42%-2.08%-1.30%-2.42%2.09%-1.93%
2006 Q112.19%13.15%12.04%12.19%13.15%12.04%12.19%13.15%12.04%12.19%13.15%12.04%4.21%12.46%
2006 Q2-4.27%-0.25%-0.76%-4.27%-0.25%-0.76%-4.27%-0.25%-0.76%-4.27%-0.25%-0.76%-1.44%-1.76%
2006 Q3-2.08%-4.99%-0.93%-2.08%-4.99%-0.93%-2.08%-4.99%-0.93%-2.08%-4.99%-0.93%5.54%-2.67%
2006 Q411.96%11.53%13.15%11.96%11.53%13.15%11.96%11.53%13.15%11.96%11.53%13.15%6.17%12.22%
2007 Q14.57%8.01%6.91%4.57%8.01%6.91%4.57%8.01%6.91%4.57%8.01%6.91%0.18%6.50%
2007 Q210.43%12.02%12.71%10.43%12.02%12.71%10.43%12.02%12.71%10.43%12.02%12.71%5.81%11.72%
2007 Q36.41%1.49%5.43%6.41%1.49%5.43%6.41%1.49%5.43%6.41%1.49%5.43%0.40%4.44%
2007 Q43.49%-0.13%2.02%3.49%-0.13%2.02%3.49%-0.13%2.02%3.49%-0.13%2.02%-3.82%1.79%
2008 Q1-2.54%-2.12%-2.54%-2.54%-2.12%-2.54%-2.54%-2.12%-2.54%-2.54%-2.12%-2.54%-9.92%-2.40%
2008 Q226.80%34.75%29.28%26.80%34.75%29.28%26.80%34.75%29.28%26.80%34.75%29.28%-3.23%30.27%
2008 Q3-33.24%-28.57%-26.86%-33.24%-28.57%-26.86%-33.24%-28.57%-26.86%-33.24%-28.57%-26.86%-11.20%-29.55%
2008 Q4-24.31%-17.89%-22.71%-24.31%-17.89%-22.71%-24.31%-17.89%-22.71%-24.31%-17.89%-22.71%-22.56%-21.64%
2009 Q1-11.76%-12.24%-10.87%-11.76%-12.24%-10.87%-11.76%-12.24%-10.87%-11.76%-12.24%-10.87%-11.67%-11.62%
2009 Q221.40%9.27%9.27%21.40%9.27%9.27%21.40%9.27%9.27%21.40%9.27%9.27%15.22%13.31%
2009 Q340.84%33.14%40.58%40.84%33.14%40.58%40.84%33.14%40.58%40.84%33.14%40.58%14.98%38.19%
2009 Q4-0.37%2.04%3.51%-0.37%2.04%3.51%-0.37%2.04%3.51%-0.37%2.04%3.51%-1.98%1.73%

       
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