Long Only Strategy - Core Annual

ENHANCED LONG TOTAL ANNUAL RETURN
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Years

Portfolio

SP500

Excess Return

1996

35.71%

22.96%

12.75%

1997

66.59%

33.36%

33.23%

1998

41.23%

28.58%

12.65%

1999

69.14%

21.04%

48.10%

2000

12.73%

-9.10%

21.84%

2001

-1.48%

-11.89%

10.40%

2002

-4.37%

-22.10%

17.73%

2003

52.00%

28.68%

23.31%

2004

16.15%

10.88%

5.27%

2005

36.22%

4.91%

31.31%

2006

19.12%

15.79%

3.32%

2007

34.05%

5.49%

28.55%

2008

-20.43%

-37.00%

16.56%

2009

73.65%

26.46%

47.19%

2010

29.02%

15.06%

13.96%

2011

8.32%

2.11%

6.21%

2012

13.74%

16.00%

-2.26%

2013

46.40%

32.39%

14.01%

2014

14.37%

13.69%

0.69%

2015

-8.67%

1.38%

-10.04%

2016

19.01%

7.85%

10.84%

Average

23.61%

8.16%

15.44%

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