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International Equity Plus Performance
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International
Equity Plus |
EAFE ETF* |
S&P 500 ETF* |
|
September 6, 2010 |
$8.49 |
► |
$0.00 |
$7.33 |
► |
$0.00 |
$8.29 |
► |
$0.00 |
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September return to date |
6.4% |
5.1% |
5.3% |
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Year to date |
-10.6% |
-5.0% |
-0.5% |
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12 trailing months |
-9.2% |
0.0% |
8.7% |
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return since inception (3/1/08) |
-15.1% |
-26.7% |
-17.1% |
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* scaled to
$10.00 on 3/1/08 |
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Monthly Statistics
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Annualized Return Since Inception |
8.6% |
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Annualized Return Relative to EAFE Index |
+5.5%
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Maximum Drawdown
(June 2008 - Feb. 2009) |
47.9%
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Best Month
(Dec. 2008) |
+17.4%
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Worst Month
(Oct. 2008) |
19.6%
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Average Month |
0.3% |
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Standard Deviation of Monthly Returns |
9.2% |
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%
Winning Months |
43% |
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Correlation with EAFE Index |
95%
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Assets Under Management |
$4.7 million |
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Monthly Returns
| |
2008 |
2009 |
2010 |
| Jan |
|
9.9% |
7.1% |
| Feb |
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9.3% |
0.5% |
| Mar |
4.3% |
10.6% |
5.9% |
| Apr |
5.2% |
16.4% |
2.4% |
|
May |
0.0% |
13.7% |
11.9% |
| Jun |
6.4% |
1.0% |
4.7% |
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Jul |
1.7% |
8.9% |
13.0% |
| Aug |
6.5% |
5.5% |
8.2% |
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Sep |
11.9% |
3.6% |
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| Oct |
19.6% |
3.3% |
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Nov |
10.8% |
0.4% |
|
| Dec |
17.4% |
0.2% |
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Year |
30.1% |
35.8% |
9.7% |
PAST PERFORMANCE IS NOT NECESSARILY
INDICATIVE OF FUTURE RESULTS.
FUTURES TRADING IS SPECULATIVE AND
INVOLVES A HIGH DEGREE OF RISK.
Copyright © 2010 Schindler Trading
All Rights Reserved |