ENHANCED LONG TOTAL QUARTERLY RETURN
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Quarters
Portfolio
SP500
Excess Return
1996 Q1857.857.125.000.001,00%536.687.958.485.957,00%321.169.166.514.044,00%
1996 Q2614.384.213.496.457,00%448.840.692.588.826,00%165.543.520.907.632,00%
1996 Q3690.134.664.315.325,00%309.148.539.921.651,00%380.986.124.393.674,00%
1996 Q410.147.809.230.573.600,00%833.524.293.466.048,00%181.256.629.591.311,00%
1997 Q1264.517.231.655.808,00%268.046.826.307.093,00%-3.529.594.651.285,88%
1997 Q229.520.186.259.990.900,00%17.458.365.083.269.800,00%12.061.821.176.721.100,00%
1997 Q328.553.945.713.024.200,00%749.004.330.036.285,00%21.063.902.412.661.400,00%
1997 Q4-252.444.657.212.736,00%287.177.748.753.924,00%-5.396.224.059.666.600,00%
1998 Q117.370.509.187.385.700,00%13.949.266.296.125.500,00%3.421.242.891.260.200,00%
1998 Q2519.521.806.125.505,00%3.302.236.423.452.200,00%189.298.163.780.285,00%
1998 Q3-11.406.236.276.287.200,00%-994.708.510.206.885,00%-145.915.117.421.831,00%
1998 Q429.113.299.109.036.900,00%21.296.898.877.971.400,00%781.640.023.106.547,00%
1999 Q1629.047.877.227.611,00%498.237.730.882.403,00%130.810.146.345.208,00%
1999 Q220.856.647.930.681.600,00%704.826.341.594.744,00%13.808.384.514.734.200,00%
1999 Q3-149.077.678.363.964,00%-624.440.865.033.411,00%475.363.186.669.447,00%
1999 Q433.663.644.094.457.500,00%14.879.156.439.373.100,00%18.784.487.655.084.400,00%
2000 Q123.684.216.378.187.600,00%229.335.990.236.474,00%21.390.856.475.822.800,00%
2000 Q218.255.275.838.887,60%-265.645.077.593.667,00%283.900.353.432.555,00%
2000 Q3-803.263.731.564.483,00%-9.686.858.800.792,90%-706.395.143.556.554,00%
2000 Q4-107.581.069.844.356,00%-782.443.667.186.401,00%674.862.597.342.045,00%
2001 Q1-15.758.897.818.111.700,00%-11.855.456.047.110.900,00%-390.344.177.100.079,00%
2001 Q210.007.211.981.481.400,00%585.253.686.701.814,00%415.467.511.446.321,00%
2001 Q3-613.785.173.433.886,00%-1.467.817.287.427.500,00%854.032.113.993.614,00%
2001 Q413.261.096.399.166.900,00%10.685.039.208.581.400,00%257.605.719.058.545,00%
2002 Q1895.700.758.085.438,00%27.486.459.058.454,50%868.214.299.026.984,00%
2002 Q2-431.122.074.412.664,00%-13.397.567.740.874.400,00%908.634.699.674.776,00%
2002 Q3-911.429.203.697.255,00%-17.275.765.703.673.500,00%816.147.366.670.097,00%
2002 Q49.219.195.006.608,50%15.205.615.608.695.800,00%-14.283.696.108.034.900,00%
2003 Q1-224.278.887.589.171,00%-314.944.147.367.221,00%906.652.597.780.500,00%
2003 Q221.233.058.411.547.400,00%15.393.268.361.692.900,00%583.979.004.985.447,00%
2003 Q311.814.203.506.459.800,00%264.601.504.954.314,00%916.818.845.691.667,00%
2003 Q414.701.663.558.125.700,00%121.764.782.726.800,00%252.518.528.544.579,00%
2004 Q1305.064.969.393.194,00%1.693.286.069.285.400,00%135.736.362.464.653,00%
2004 Q2-170.348.321.044.471,00%172.113.764.981.034,00%-342.462.086.025.506,00%
2004 Q3331.448.495.939.044,00%-186.713.810.722.494,00%518.162.306.661.538,00%
2004 Q410.990.459.659.417.600,00%9.230.339.670.284.300,00%1.760.119.989.133.300,00%
2005 Q1905.045.087.883.294,00%-214.838.392.751.957,00%11.198.834.806.352.500,00%
2005 Q2482.310.409.479.367,00%136.865.697.442.903,00%345.444.712.036.465,00%
2005 Q321.782.083.255.937.800,00%360.488.839.332.356,00%18.177.194.862.614.200,00%
2005 Q4-214.911.342.498.166,00%208.760.547.918.301,00%-423.671.890.416.467,00%
2006 Q11.451.124.152.030.700,00%420.747.280.807.359,00%10.303.768.712.233.400,00%
2006 Q2-807.495.139.661.083,00%-1.440.574.003.285.100,00%-663.437.739.332.573,00%
2006 Q3-239.122.080.333.445,00%566.543.443.797.272,00%-805.665.524.130.716,00%
2006 Q415.932.561.725.968.400,00%669.820.181.057.175,00%923.435.991.539.667,00%
2007 Q1493.247.832.521.817,00%64.005.876.327.246,60%4.292.419.561.945.700,00%
2007 Q214.543.230.272.590.800,00%627.815.329.519.084,00%826.507.697.739.993,00%
2007 Q3651.458.393.983.471,00%203.029.894.021.454,00%448.428.499.962.017,00%
2007 Q44.706.190.311.089.300,00%-333.181.569.238.507,00%803.800.600.347.436,00%
2008 Q181.856.482.825.266,60%-944.459.023.297.044,00%10.263.155.061.223.100,00%
2008 Q243.594.214.782.979.300,00%-272.679.581.129.873,00%4.632.101.059.427.800,00%
2008 Q3-34.706.281.134.271.500,00%-836.993.857.604.585,00%-26.336.342.558.225.600,00%
2008 Q4-15.825.510.192.653.300,00%-21.943.349.132.584.800,00%611.783.893.993.144,00%
2009 Q1-1.488.422.424.886.600,00%-11.011.827.168.105.800,00%-387.239.708.076.016,00%
2009 Q228.754.686.777.852.200,00%15.929.071.340.982.600,00%12.825.615.436.869.600,00%
2009 Q347.712.373.552.813.200,00%15.605.907.309.090.800,00%32.106.466.243.722.400,00%
2009 Q4727.283.764.407.367,00%603.858.590.247.739,00%123.425.174.159.628,00%
2010 Q113.618.724.961.636.100,00%538.652.226.161.369,00%823.220.270.002.243,00%
2010 Q2-10.169.293.065.364.700,00%-11.425.238.535.801.900,00%125.594.547.043.717,00%
2010 Q3993.087.178.472.711,00%11.294.220.208.433.200,00%-136.334.842.370.607,00%
2010 Q414.992.892.800.811.800,00%10.756.543.403.216.600,00%423.634.939.759.518,00%
2011 Q113.848.078.544.906.500,00%591.938.256.852.891,00%792.869.597.637.758,00%
2011 Q2-96.506.025.148.078,70%9.919.972.053.760,16%-106.425.997.201.839,00%
2011 Q3-15.196.393.211.873.300,00%-13.868.016.728.682.900,00%-1.328.376.483.190.400,00%
2011 Q413.289.384.483.674.800,00%11.816.360.391.296.300,00%147.302.409.237.848,00%
2012 Q1720.768.120.355.135,00%12.586.621.053.663.100,00%-537.893.985.011.171,00%
2012 Q2-604.673.729.338.978,00%-275.174.997.533.657,00%-329.498.731.805.321,00%
2012 Q3466.375.854.821.222,00%6.351.536.510.516.700,00%-168.777.796.230.448,00%
2012 Q4788.887.081.244.867,00%-37.720.868.155.466,40%826.607.949.400.333,00%
2013 Q111.458.883.632.078.300,00%1.060.542.399.359.300,00%8.534.596.384.853,10%
2013 Q2197.272.074.644.199,00%291.014.628.471.700,00%-93.742.553.827.500,50%
2013 Q315.886.864.896.818.200,00%524.496.411.004.638,00%10.641.900.786.771.800,00%
2013 Q411.149.533.864.020.100,00%10.512.933.695.916.500,00%63.660.016.810.358,50%
2014 Q1360.269.710.417.707,00%180.745.388.500.299,00%179.524.321.917.408,00%
2014 Q2769.707.047.542.418,00%523.383.506.688.373,00%246.323.540.854.045,00%
2014 Q3-3.013.005.802.124.900,00%112.788.958.560.215,00%-414.089.538.772.705,00%
2014 Q4569.155.184.038.379,00%493.267.390.747.953,00%75.887.793.290.425,60%
2015 Q1596.483.654.371.995,00%95.056.860.211.908,40%501.426.794.160.087,00%
2015 Q2108.737.995.788.843,00%27.807.566.771.345,10%80.930.429.017.498,40%
2015 Q3-15.091.235.750.480.800,00%-643.844.257.770.043,00%-865.279.317.278.035,00%
2015 Q441.978.882.054.640,70%7.042.563.955.987.900,00%-662.277.513.544.149,00%
2016 Q1636.219.017.255.371,00%135.178.317.440.001,00%501.040.699.815.369,00%
2016 Q2427.283.637.140.359,00%246.273.225.199.998,00%181.010.411.940.361,00%
2016 Q3730.861.527.514.679,00%385.322.182.370.273,00%345.539.345.144.406,00%

       
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