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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 ANNUAL RETURN
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Years
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SP500
Long Average
1996*26.82%23.48%17.77%28.88%27.25%17.13%36.22%60.09%48.82%54.06%77.00%-9.87%22.96%15.30%
199738.88%32.19%47.11%38.88%32.19%47.11%38.88%32.19%47.11%38.88%32.19%47.11%33.36%39.33%
199814.14%32.22%23.42%14.14%32.22%23.42%14.14%32.22%23.42%14.14%32.22%23.42%28.58%23.27%
1999-2.15%2.41%-6.63%-2.15%2.41%-6.63%-2.15%2.41%-6.63%-2.15%2.41%-6.63%21.04%-2.12%
200023.46%31.67%5.48%23.46%31.67%5.48%23.46%31.67%5.48%23.46%31.67%5.48%-9.11%19.85%
20017.65%-5.35%6.41%7.65%-5.35%6.41%7.65%-5.35%6.41%7.65%-5.35%6.41%-11.89%2.85%
2002-6.14%-14.69%-13.71%-6.14%-14.69%-13.71%-6.14%-14.69%-13.71%-6.14%-14.69%-13.71%-22.10%-11.49%
200344.35%45.58%39.34%44.35%45.58%39.34%44.35%45.58%39.34%44.35%45.58%39.34%28.68%43.14%
200428.09%28.80%27.72%28.09%28.80%27.72%28.09%28.80%27.72%28.09%28.80%27.72%10.88%28.26%
200527.85%20.37%20.09%27.85%20.37%20.09%27.85%20.37%20.09%27.85%20.37%20.09%4.91%22.74%
200614.30%20.16%16.88%14.30%20.16%16.88%14.30%20.16%16.88%14.30%20.16%16.88%15.09%17.17%
200720.14%23.24%17.34%20.14%23.24%17.34%20.14%23.24%17.34%20.14%23.24%17.34%2.35%20.24%
2008-40.19%-43.99%-37.33%-40.19%-43.99%-37.33%-40.19%-43.99%-37.33%-40.19%-43.99%-37.33%-40.05%-40.53%
2009*59.43%63.40%91.54%59.43%63.40%91.54%59.43%63.40%91.54%59.43%63.40%91.54%14.72%71.49%
Total12.76%12.15%10.38%13.17%12.67%10.55%13.95%15.05%12.95%15.41%16.34%8.63%4.87%11.24%

       
Click here for: Monthly Data Quarterly Data Annual Data


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