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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 Q14.16%3.91%0.90%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.37%0.75%
1996 Q24.28%10.84%1.47%4.28%2.37%-2.41%0.00%0.00%0.00%0.00%0.00%0.00%4.49%1.74%
1996 Q37.16%4.80%7.44%7.16%4.80%7.44%7.16%11.40%9.05%0.00%0.00%0.00%3.09%5.53%
1996 Q46.42%7.39%8.19%6.42%7.39%8.19%6.42%7.39%8.19%6.42%3.28%-0.75%8.34%6.25%
1997 Q1-0.26%0.08%-4.10%-0.26%0.08%-4.10%-0.26%0.08%-4.10%-0.26%0.08%-4.10%2.68%-1.43%
1997 Q223.12%20.18%18.11%23.12%20.18%18.11%23.12%20.18%18.11%23.12%20.18%18.11%17.46%20.47%
1997 Q316.69%15.60%12.52%16.69%15.60%12.52%16.69%15.60%12.52%16.69%15.60%12.52%7.49%14.94%
1997 Q42.49%2.32%-1.15%2.49%2.32%-1.15%2.49%2.32%-1.15%2.49%2.32%-1.15%2.87%1.22%
1998 Q114.73%12.12%12.40%14.73%12.12%12.40%14.73%12.12%12.40%14.73%12.12%12.40%13.95%13.09%
1998 Q21.57%-1.13%2.88%1.57%-1.13%2.88%1.57%-1.13%2.88%1.57%-1.13%2.88%3.30%1.11%
1998 Q3-10.52%-7.01%-13.76%-10.52%-7.01%-13.76%-10.52%-7.01%-13.76%-10.52%-7.01%-13.76%-9.95%-10.43%
1998 Q416.02%22.25%22.38%16.02%22.25%22.38%16.02%22.25%22.38%16.02%22.25%22.38%21.30%20.22%
1999 Q1-3.27%-1.64%-2.11%-3.27%-1.64%-2.11%-3.27%-1.64%-2.11%-3.27%-1.64%-2.11%4.98%-2.34%
1999 Q214.18%25.42%16.82%14.18%25.42%16.82%14.18%25.42%16.82%14.18%25.42%16.82%7.05%18.81%
1999 Q3-3.20%3.19%-1.66%-3.20%3.19%-1.66%-3.20%3.19%-1.66%-3.20%3.19%-1.66%-6.24%-0.56%
1999 Q431.55%37.87%35.37%31.55%37.87%35.37%31.55%37.87%35.37%31.55%37.87%35.37%14.88%34.93%
2000 Q129.69%12.29%-1.94%29.69%12.29%-1.94%29.69%12.29%-1.94%29.69%12.29%-1.94%2.29%13.35%
2000 Q2-12.78%-11.81%-16.71%-12.78%-11.81%-16.71%-12.78%-11.81%-16.71%-12.78%-11.81%-16.71%-2.66%-13.77%
2000 Q32.91%1.57%3.88%2.91%1.57%3.88%2.91%1.57%3.88%2.91%1.57%3.88%-0.97%2.78%
2000 Q4-25.04%-6.54%-16.16%-25.04%-6.54%-16.16%-25.04%-6.54%-16.16%-25.04%-6.54%-16.16%-7.83%-15.91%
2001 Q1-5.05%-4.25%-6.16%-5.05%-4.25%-6.16%-5.05%-4.25%-6.16%-5.05%-4.25%-6.16%-11.86%-5.15%
2001 Q26.94%10.72%5.88%6.94%10.72%5.88%6.94%10.72%5.88%6.94%10.72%5.88%5.85%7.85%
2001 Q3-12.88%-9.71%-13.64%-12.88%-9.71%-13.64%-12.88%-9.71%-13.64%-12.88%-9.71%-13.64%-14.68%-12.08%
2001 Q45.46%9.38%7.02%5.46%9.38%7.02%5.46%9.38%7.02%5.46%9.38%7.02%10.69%7.28%
2002 Q15.51%9.19%8.11%5.51%9.19%8.11%5.51%9.19%8.11%5.51%9.19%8.11%0.28%7.60%
2002 Q2-6.66%-7.24%-7.66%-6.66%-7.24%-7.66%-6.66%-7.24%-7.66%-6.66%-7.24%-7.66%-13.40%-7.19%
2002 Q3-5.66%-9.49%-8.83%-5.66%-9.49%-8.83%-5.66%-9.49%-8.83%-5.66%-9.49%-8.83%-17.28%-7.99%
2002 Q43.32%3.19%2.50%3.32%3.19%2.50%3.32%3.19%2.50%3.32%3.19%2.50%15.21%3.00%
2003 Q10.24%0.94%-0.19%0.24%0.94%-0.19%0.24%0.94%-0.19%0.24%0.94%-0.19%-3.15%0.33%
2003 Q213.62%17.18%10.58%13.62%17.18%10.58%13.62%17.18%10.58%13.62%17.18%10.58%15.39%13.80%
2003 Q34.60%5.09%4.42%4.60%5.09%4.42%4.60%5.09%4.42%4.60%5.09%4.42%2.65%4.70%
2003 Q416.32%12.00%15.85%16.32%12.00%15.85%16.32%12.00%15.85%16.32%12.00%15.85%12.18%14.72%
2004 Q10.63%-1.58%2.86%0.63%-1.58%2.86%0.63%-1.58%2.86%0.63%-1.58%2.86%1.69%0.64%
2004 Q2-3.68%-13.96%-6.70%-3.68%-13.96%-6.70%-3.68%-13.96%-6.70%-3.68%-13.96%-6.70%1.72%-8.11%
2004 Q31.70%2.36%3.60%1.70%2.36%3.60%1.70%2.36%3.60%1.70%2.36%3.60%-1.87%2.56%
2004 Q410.04%9.77%8.13%10.04%9.77%8.13%10.04%9.77%8.13%10.04%9.77%8.13%9.23%9.31%
2005 Q15.68%7.19%5.49%5.68%7.19%5.49%5.68%7.19%5.49%5.68%7.19%5.49%-2.15%6.12%
2005 Q23.81%5.00%2.90%3.81%5.00%2.90%3.81%5.00%2.90%3.81%5.00%2.90%1.37%3.90%
2005 Q320.69%19.46%18.82%20.69%19.46%18.82%20.69%19.46%18.82%20.69%19.46%18.82%3.60%19.66%
2005 Q4-0.86%-0.91%-2.52%-0.86%-0.91%-2.52%-0.86%-0.91%-2.52%-0.86%-0.91%-2.52%2.09%-1.43%
2006 Q13.46%5.80%6.60%3.46%5.80%6.60%3.46%5.80%6.60%3.46%5.80%6.60%4.21%5.29%
2006 Q2-7.02%-5.15%-1.33%-7.02%-5.15%-1.33%-7.02%-5.15%-1.33%-7.02%-5.15%-1.33%-1.44%-4.50%
2006 Q32.33%-4.87%-1.00%2.33%-4.87%-1.00%2.33%-4.87%-1.00%2.33%-4.87%-1.00%5.54%-1.18%
2006 Q49.58%11.33%10.36%9.58%11.33%10.36%9.58%11.33%10.36%9.58%11.33%10.36%6.17%10.42%
2007 Q13.99%2.37%0.46%3.99%2.37%0.46%3.99%2.37%0.46%3.99%2.37%0.46%0.18%2.28%
2007 Q212.38%13.99%12.75%12.38%13.99%12.75%12.38%13.99%12.75%12.38%13.99%12.75%5.81%13.04%
2007 Q39.89%10.18%4.75%9.89%10.18%4.75%9.89%10.18%4.75%9.89%10.18%4.75%0.40%8.27%
2007 Q4-3.71%0.58%2.77%-3.71%0.58%2.77%-3.71%0.58%2.77%-3.71%0.58%2.77%-3.82%-0.12%
2008 Q1-4.85%-4.92%-6.16%-4.85%-4.92%-6.16%-4.85%-4.92%-6.16%-4.85%-4.92%-6.16%-9.92%-5.31%
2008 Q230.27%24.98%32.64%30.27%24.98%32.64%30.27%24.98%32.64%30.27%24.98%32.64%-3.23%29.30%
2008 Q3-37.64%-33.86%-35.40%-37.64%-33.86%-35.40%-37.64%-33.86%-35.40%-37.64%-33.86%-35.40%-11.20%-35.63%
2008 Q4-23.16%-23.60%-29.12%-23.16%-23.60%-29.12%-23.16%-23.60%-29.12%-23.16%-23.60%-29.12%-22.56%-25.29%
2009 Q1-9.89%-9.30%-11.27%-9.89%-9.30%-11.27%-9.89%-9.30%-11.27%-9.89%-9.30%-11.27%-11.67%-10.15%
2009 Q213.80%11.78%11.65%13.80%11.78%11.65%13.80%11.78%11.65%13.80%11.78%11.65%15.22%12.41%
2009 Q332.57%36.83%24.76%32.57%36.83%24.76%32.57%36.83%24.76%32.57%36.83%24.76%14.98%31.38%
2009 Q41.53%4.09%6.17%1.53%4.09%6.17%1.53%4.09%6.17%1.53%4.09%6.17%-1.98%3.93%

       
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