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1 Year
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Performance
U.S. Model's Portfolios
Long Only Strategy
Market Neutral Strategy
Growth Strategy
Value Strategy
Cumulative Returns
1 Year
3 Year
5 Year
10 Year
Decile Performance
European Model
Japanese Model
U.S. Model
Emerging Markets Model
Verified Results
Predictive History
ENHANCED MARKET NEUTRAL MONTHLY RETURN
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Months
Portfolio
TBill
Excess Return
1/31/1996
7.86%
0.43%
7.43%
2/29/1996
3.40%
0.41%
2.98%
3/31/1996
0.00%
0.43%
-0.42%
4/30/1996
1.39%
0.42%
0.97%
5/31/1996
4.66%
0.43%
4.23%
6/30/1996
1.57%
0.44%
1.14%
7/31/1996
-1.14%
0.44%
-1.58%
8/31/1996
4.47%
0.43%
4.04%
9/30/1996
4.56%
0.41%
4.15%
10/31/1996
4.87%
0.42%
4.45%
11/30/1996
0.19%
0.42%
-0.22%
12/31/1996
-0.53%
0.42%
-0.95%
1/31/1997
3.80%
0.42%
3.38%
2/28/1997
4.23%
0.42%
3.80%
3/31/1997
4.05%
0.43%
3.62%
4/30/1997
6.29%
0.43%
5.86%
5/31/1997
2.07%
0.40%
1.67%
6/30/1997
0.84%
0.42%
0.42%
7/31/1997
10.44%
0.43%
10.01%
8/31/1997
2.07%
0.43%
1.64%
9/30/1997
5.69%
0.41%
5.28%
10/31/1997
3.96%
0.42%
3.54%
11/30/1997
-2.11%
0.42%
-2.53%
12/31/1997
6.38%
0.44%
5.94%
1/31/1998
4.39%
0.42%
3.97%
2/28/1998
5.85%
0.43%
5.42%
3/31/1998
-0.44%
0.42%
-0.86%
4/30/1998
2.14%
0.41%
1.74%
5/31/1998
6.08%
0.41%
5.68%
6/30/1998
8.11%
0.41%
7.69%
7/31/1998
3.54%
0.41%
3.12%
8/31/1998
9.31%
0.40%
8.92%
9/30/1998
-0.38%
0.36%
-0.73%
10/31/1998
-3.77%
0.35%
-4.13%
11/30/1998
11.80%
0.37%
11.44%
12/31/1998
8.64%
0.36%
8.28%
1/31/1999
1.35%
0.36%
0.98%
2/28/1999
7.11%
0.38%
6.73%
3/31/1999
-7.55%
0.36%
-7.92%
4/30/1999
-18.17%
0.37%
-18.54%
5/31/1999
7.49%
0.38%
7.12%
6/30/1999
8.26%
0.39%
7.87%
7/31/1999
6.46%
0.39%
6.07%
8/31/1999
-3.13%
0.40%
-3.53%
9/30/1999
3.68%
0.40%
3.29%
10/31/1999
7.48%
0.41%
7.07%
11/30/1999
10.01%
0.43%
9.58%
12/31/1999
17.69%
0.43%
17.26%
1/31/2000
10.68%
0.46%
10.22%
2/29/2000
41.62%
0.47%
41.15%
3/31/2000
-22.04%
0.48%
-22.52%
4/30/2000
-8.70%
0.47%
-9.18%
5/31/2000
-5.44%
0.46%
-5.90%
6/30/2000
27.90%
0.48%
27.42%
7/31/2000
-8.12%
0.50%
-8.62%
8/31/2000
17.32%
0.51%
16.81%
9/30/2000
-16.45%
0.50%
-16.95%
10/31/2000
-8.40%
0.52%
-8.92%
11/30/2000
8.82%
0.50%
8.31%
12/31/2000
10.98%
0.48%
10.50%
1/31/2001
-18.98%
0.41%
-19.39%
2/28/2001
11.13%
0.39%
10.73%
3/31/2001
12.86%
0.35%
12.51%
4/30/2001
-11.39%
0.32%
-11.72%
5/31/2001
-0.01%
0.30%
-0.30%
6/30/2001
-7.91%
0.30%
-8.21%
7/31/2001
14.99%
0.29%
14.71%
8/31/2001
11.23%
0.28%
10.96%
9/30/2001
20.50%
0.20%
20.31%
10/31/2001
-25.75%
0.17%
-25.92%
11/30/2001
-13.77%
0.15%
-13.92%
12/31/2001
-3.62%
0.14%
-3.77%
1/31/2002
11.55%
0.14%
11.40%
2/28/2002
9.96%
0.15%
9.81%
3/31/2002
-2.73%
0.15%
-2.87%
4/30/2002
12.35%
0.15%
12.21%
5/31/2002
1.44%
0.14%
1.29%
6/30/2002
12.70%
0.14%
12.56%
7/31/2002
2.13%
0.14%
1.99%
8/31/2002
14.15%
0.14%
14.02%
9/30/2002
6.95%
0.13%
6.82%
10/31/2002
-16.02%
0.12%
-16.14%
11/30/2002
-23.07%
0.10%
-23.17%
12/31/2002
12.62%
0.10%
12.52%
1/31/2003
4.31%
0.10%
4.22%
2/28/2003
-1.46%
0.10%
-1.55%
3/31/2003
3.68%
0.09%
3.58%
4/30/2003
-6.73%
0.09%
-6.82%
5/31/2003
-0.39%
0.09%
-0.48%
6/30/2003
5.38%
0.07%
5.30%
7/31/2003
-0.51%
0.08%
-0.58%
8/31/2003
2.42%
0.08%
2.34%
9/30/2003
2.56%
0.08%
2.48%
10/31/2003
0.23%
0.08%
0.15%
11/30/2003
-5.87%
0.08%
-5.94%
12/31/2003
-1.10%
0.08%
-1.17%
1/31/2004
-3.16%
0.08%
-3.24%
2/29/2004
0.10%
0.08%
0.03%
3/31/2004
2.76%
0.08%
2.68%
4/30/2004
1.09%
0.08%
1.01%
5/31/2004
0.86%
0.09%
0.78%
6/30/2004
-0.56%
0.11%
-0.67%
7/31/2004
6.30%
0.12%
6.18%
8/31/2004
-3.06%
0.13%
-3.19%
9/30/2004
4.97%
0.14%
4.83%
10/31/2004
2.10%
0.16%
1.94%
11/30/2004
5.39%
0.18%
5.20%
12/31/2004
-5.64%
0.18%
-5.82%
1/31/2005
4.14%
0.21%
3.94%
2/28/2005
11.68%
0.23%
11.45%
3/31/2005
2.16%
0.23%
1.93%
4/30/2005
-4.99%
0.24%
-5.22%
5/31/2005
-2.16%
0.24%
-2.41%
6/30/2005
4.17%
0.26%
3.91%
7/31/2005
1.58%
0.28%
1.30%
8/31/2005
5.53%
0.29%
5.24%
9/30/2005
5.13%
0.29%
4.84%
10/31/2005
-5.27%
0.32%
-5.60%
11/30/2005
-1.08%
0.32%
-1.40%
12/31/2005
2.55%
0.33%
2.22%
1/31/2006
10.03%
0.36%
9.67%
2/28/2006
-4.33%
0.39%
-4.72%
3/31/2006
5.49%
0.38%
5.10%
4/30/2006
1.84%
0.40%
1.44%
5/31/2006
-5.97%
0.40%
-6.37%
6/30/2006
2.16%
0.42%
1.74%
7/31/2006
3.42%
0.43%
3.00%
8/31/2006
-5.84%
0.42%
-6.26%
9/30/2006
-4.07%
0.41%
-4.47%
10/31/2006
1.11%
0.42%
0.69%
11/30/2006
-2.87%
0.42%
-3.29%
12/31/2006
10.95%
0.42%
10.53%
1/31/2007
2.69%
0.43%
2.26%
2/28/2007
0.84%
0.43%
0.41%
3/31/2007
1.72%
0.42%
1.30%
4/30/2007
-1.49%
0.41%
-1.90%
5/31/2007
7.81%
0.39%
7.42%
6/30/2007
6.11%
0.40%
5.71%
7/31/2007
9.00%
0.41%
8.59%
8/31/2007
-1.40%
0.34%
-1.74%
9/30/2007
9.52%
0.32%
9.21%
10/31/2007
7.79%
0.33%
7.46%
11/30/2007
5.42%
0.26%
5.16%
12/31/2007
7.41%
0.26%
7.15%
1/31/2008
-13.98%
0.16%
-14.14%
2/29/2008
18.00%
0.15%
17.85%
3/31/2008
10.65%
0.11%
10.54%
4/30/2008
0.59%
0.12%
0.48%
5/31/2008
20.43%
0.16%
20.27%
6/30/2008
36.91%
0.16%
36.75%
7/31/2008
-27.94%
0.14%
-28.08%
8/31/2008
-11.16%
0.14%
-11.31%
9/30/2008
3.41%
0.08%
3.33%
10/31/2008
13.74%
0.03%
13.71%
11/30/2008
16.57%
0.00%
16.57%
12/31/2008
-6.99%
0.01%
-7.00%
1/31/2009
-3.09%
0.02%
-3.11%
2/28/2009
6.28%
0.02%
6.26%
3/31/2009
-3.55%
0.02%
-3.57%
4/30/2009
-4.82%
0.01%
-4.83%
5/31/2009
-4.43%
0.01%
-4.44%
6/30/2009
4.18%
0.02%
4.16%
7/31/2009
8.32%
0.02%
8.30%
8/31/2009
11.82%
0.01%
11.81%
9/30/2009
9.63%
0.01%
9.62%
10/31/2009
-2.60%
0.00%
-2.60%
11/30/2009
0.63%
0.00%
0.62%
12/31/2009
2.06%
0.01%
2.06%
1/31/2010
4.90%
0.01%
4.89%
2/28/2010
4.77%
0.01%
4.76%
3/31/2010
-1.59%
0.01%
-1.61%
4/30/2010
2.76%
0.01%
2.75%
5/10/2010
1.55%
0.01%
1.53%
6/30/2010
-5.62%
0.02%
-5.64%
7/31/2010
-0.10%
0.01%
-0.12%
8/31/2010
1.29%
0.01%
1.28%
9/30/2010
-4.22%
0.01%
-4.23%
10/31/2010
2.74%
0.01%
2.73%
11/30/2010
2.14%
0.01%
2.12%
12/31/2010
-4.02%
0.01%
-4.03%
1/31/2011
4.27%
0.01%
4.26%
2/28/2011
0.61%
0.01%
0.60%
3/31/2011
-0.83%
0.01%
-0.84%
4/30/2011
-2.44%
0.00%
-2.44%
5/31/2011
0.95%
0.00%
0.95%
6/30/2011
4.91%
0.00%
4.91%
7/31/2011
8.50%
0.01%
8.50%
8/31/2011
3.78%
0.00%
3.78%
9/30/2011
5.75%
0.00%
5.75%
10/31/2011
-14.67%
0.00%
-14.67%
11/30/2011
5.53%
0.00%
5.53%
12/31/2011
5.70%
0.00%
5.70%
1/31/2012
-12.98%
0.00%
-12.99%
2/28/2012
0.22%
0.01%
0.21%
3/31/2012
4.80%
0.01%
4.79%
4/30/2012
-0.72%
0.01%
-0.73%
5/31/2012
8.07%
0.01%
8.07%
6/30/2012
0.07%
0.01%
0.07%
7/31/2012
-2.02%
0.01%
-2.03%
8/31/2012
0.82%
0.01%
0.82%
9/30/2012
-0.58%
0.01%
-0.59%
10/31/2012
3.72%
0.01%
3.71%
11/30/2012
-3.61%
0.01%
-3.62%
12/31/2012
0.91%
0.00%
0.90%
1/31/2013
0.15%
0.01%
0.14%
2/28/2013
-2.25%
0.01%
-2.26%
3/31/2013
1.87%
0.01%
1.86%
4/30/2013
3.64%
0.00%
3.63%
5/31/2013
7.00%
0.00%
7.00%
6/30/2013
2.47%
0.00%
2.47%
7/31/2013
0.86%
0.00%
0.85%
8/31/2013
-2.31%
0.00%
-2.32%
9/30/2013
6.88%
0.00%
6.88%
10/31/2013
0.54%
0.00%
0.53%
11/30/2013
3.97%
0.00%
3.96%
12/31/2013
2.70%
0.01%
2.69%
1/31/2014
-1.35%
0.00%
-1.35%
2/28/2014
0.27%
0.00%
0.26%
3/31/2014
0.56%
0.00%
0.56%
4/30/2014
2.24%
0.00%
2.24%
5/31/2014
4.16%
0.00%
4.15%
6/30/2014
-3.30%
0.00%
-3.30%
7/31/2014
1.22%
0.00%
1.21%
8/31/2014
-6.93%
0.00%
-6.93%
9/30/2014
2.52%
0.00%
2.51%
10/31/2014
2.50%
0.00%
2.50%
11/30/2014
17.30%
0.00%
17.30%
12/31/2014
11.18%
0.00%
11.18%
1/31/2015
6.96%
0.00%
6.96%
2/28/2015
-3.65%
0.00%
-3.65%
3/31/2015
4.75%
0.00%
4.75%
4/30/2015
-16.29%
0.00%
-16.29%
5/31/2015
7.91%
0.00%
7.91%
6/30/2015
7.42%
0.00%
7.42%
7/31/2015
20.02%
0.01%
20.02%
8/31/2015
-7.80%
0.00%
-7.80%
9/30/2015
5.63%
0.00%
5.64%
10/31/2015
-2.70%
0.01%
-2.70%
11/30/2015
6.65%
0.01%
6.63%
12/31/2015
-1.10%
0.01%
-1.11%
1/31/2016
2.94%
0.03%
2.92%
2/29/2016
1.28%
0.03%
1.25%
3/31/2016
-0.56%
0.02%
-0.58%
4/30/2016
-4.62%
0.02%
-4.63%
5/31/2016
-5.64%
0.02%
-5.66%
6/30/2016
5.82%
0.02%
5.80%
7/31/2016
-7.96%
0.02%
-7.98%
8/31/2016
1.32%
0.03%
1.29%
9/30/2016
-0.53%
0.02%
-0.55%
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