Long Only Strategy - Growth Quarterly

ENHANCED LONG TOTAL QUARTERLY RETURN
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Quarters

Portfolio

SP Growth

Excess Return

1996 Q1

8.48%

4.33%

4.15%

1996 Q2

7.62%

7.01%

0.61%

1996 Q3

5.14%

3.52%

1.62%

1996 Q4

10.19%

7.27%

2.92%

1997 Q1

-1.98%

3.57%

-5.56%

1997 Q2

20.02%

20.28%

-0.26%

1997 Q3

13.80%

5.87%

7.92%

1997 Q4

-6.62%

3.52%

-10.14%

1998 Q1

18.59%

16.26%

2.33%

1998 Q2

6.62%

5.86%

0.77%

1998 Q3

-9.38%

-7.24%

-2.14%

1998 Q4

29.80%

24.53%

5.27%

1999 Q1

6.26%

6.88%

-0.62%

1999 Q2

19.24%

3.83%

15.41%

1999 Q3

4.75%

-3.49%

8.24%

1999 Q4

55.15%

19.74%

35.41%

2000 Q1

44.48%

4.11%

40.37%

2000 Q2

-3.88%

-1.47%

-2.42%

2000 Q3

6.39%

-8.79%

15.18%

2000 Q4

-4.77%

-16.72%

11.96%

2001 Q1

-1.05%

-17.41%

16.36%

2001 Q2

0.47%

7.71%

-7.25%

2001 Q3

-7.32%

-13.20%

5.89%

2001 Q4

11.09%

13.03%

-1.94%

2002 Q1

7.48%

-0.79%

8.27%

2002 Q2

-2.55%

-16.26%

13.70%

2002 Q3

-5.47%

-14.12%

8.65%

2002 Q4

2.30%

14.55%

-12.25%

2003 Q1

5.43%

-0.83%

6.26%

2003 Q2

11.32%

12.17%

-0.85%

2003 Q3

9.37%

2.75%

6.62%

2003 Q4

16.29%

9.93%

6.36%

2004 Q1

1.89%

0.02%

1.87%

2004 Q2

-3.49%

2.69%

-6.18%

2004 Q3

8.96%

-4.78%

13.74%

2004 Q4

9.68%

8.51%

1.18%

2005 Q1

9.61%

-1.86%

11.47%

2005 Q2

7.80%

0.14%

7.66%

2005 Q3

28.11%

3.78%

24.33%

2005 Q4

-4.07%

1.98%

-6.05%

2006 Q1

7.79%

2.61%

5.17%

2006 Q2

-3.27%

-3.46%

0.19%

2006 Q3

-3.35%

6.06%

-9.42%

2006 Q4

10.26%

5.65%

4.61%

2007 Q1

5.66%

-0.09%

5.75%

2007 Q2

11.46%

6.63%

4.84%

2007 Q3

7.71%

3.76%

3.95%

2007 Q4

6.92%

-1.28%

8.19%

2008 Q1

-2.72%

-9.92%

7.20%

2008 Q2

36.74%

2.05%

34.69%

2008 Q3

-38.62%

-11.24%

-27.38%

2008 Q4

-19.24%

-20.24%

1.00%

2009 Q1

-9.55%

-6.18%

-3.37%

2009 Q2

20.21%

14.60%

5.61%

2009 Q3

24.63%

13.56%

11.07%

2009 Q4

2.74%

7.76%

-5.02%

2010 Q1

6.21%

3.71%

2.50%

2010 Q2

-10.70%

-11.28%

0.58%

2010 Q3

8.57%

12.63%

-4.06%

2010 Q4

14.53%

11.02%

3.51%

2011 Q1

18.08%

5.07%

13.01%

2011 Q2

-4.51%

1.64%

-6.14%

2011 Q3

-20.94%

-11.56%

-9.37%

2011 Q4

10.26%

10.81%

-0.55%

2012 Q1

8.90%

12.27%

-3.36%

2012 Q2

-4.92%

-2.05%

-2.88%

2012 Q3

10.10%

6.40%

3.70%

2012 Q4

3.22%

-2.04%

5.26%

2013 Q1

11.57%

9.33%

2.24%

2013 Q2

-0.20%

2.48%

-2.68%

2013 Q3

13.55%

6.60%

6.95%

2013 Q4

8.85%

11.15%

-2.30%

2014 Q1

-1.67%

1.39%

-3.07%

2014 Q2

5.82%

5.82%

0.00%

2014 Q3

-5.18%

1.92%

-7.10%

2014 Q4

8.12%

5.06%

3.06%

2015 Q1

6.28%

2.47%

3.81%

2015 Q2

-2.00%

0.31%

-2.32%

2015 Q3

-1.90%

-4.83%

2.93%

2015 Q4

7.88%

7.86%

0.01%

2016 Q1

2.44%

0.53%

1.91%

2016 Q2

7.24%

1.01%

6.23%

2016 Q3

1.99%

4.76%

-2.77%

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