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International Equity Plus Performance

International Equity Plus EAFE ETF* S&P 500 ETF*
May 21, 2013 $10.97 $0.01 $8.87 $0.02 $12.49 $0.02
May return to date 2.0% 2.6% 4.7%
Year to date 13.5% 11.7% 17.4%
12 trailing months 23.2% 29.2% 26.7%
return since inception (3/1/08) 9.7% -11.3% 24.9%
     * scaled to $10.00 on 3/1/08
 
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Monthly Statistics

Annualized Return Since Inception

+1.4%

Annualized Return Relative to EAFE Index

+4.3%

Maximum Drawdown   (June 2008 - Feb. 2009)

–47.9%

Best Month   (Dec. 2008)

+17.4%

Worst Month   (Oct. 2008)

–19.6%

Average Month

+0.4%

Standard Deviation of Monthly Returns

8.2%

% Winning Months

56%

Correlation with EAFE Index

93%

Assets Under Management

$5.7 million

 

 

Monthly Returns

  2008 2009 2010 2011 2012 2013
Jan   –9.9% –7.1% 2.1% 1.8% 3.8%
Feb   –9.3% 0.5% 3.5% 4.2% –4.1%
Mar 4.3% 10.6% 5.9% 1.7% 2.1% 7.2%
Apr 5.2% 16.4% –2.4% 5.8% –2.0% 4.4%
May –0.0% 13.7% –11.9% 1.2% –16.2%  
Jun –6.4% –1.0% –4.7% –4.2% 6.5%  
Jul –1.7% 8.9% 13.0% –6.5% –1.3%  
Aug –6.5% 5.5% –8.2% –15.4% 0.6%  
Sep –11.9% 3.6% 12.9% –12.3% 2.4%  
Oct –19.6% –3.3% 4.2% 15.1% 0.4%  
Nov –10.8% –0.4% –2.5% 6.4% 2.9%  
Dec 17.4% 0.2% 13.5% –2.9% 2.8%  
Year –30.1% 35.8% 9.4% –9.0% 2.3% 11.4%



PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
FUTURES TRADING IS SPECULATIVE AND INVOLVES A HIGH DEGREE OF RISK.

 


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