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International Equity Plus Performance
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International
Equity Plus |
EAFE ETF* |
S&P 500 ETF* |
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May 21, 2013 |
$10.97 |
▲ |
$0.01 |
$8.87 |
▲ |
$0.02 |
$12.49 |
▲ |
$0.02 |
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May return to date |
2.0% |
2.6% |
4.7% |
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Year to date |
13.5% |
11.7% |
17.4% |
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12 trailing months |
23.2% |
29.2% |
26.7% |
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return since inception (3/1/08) |
9.7% |
-11.3% |
24.9% |
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* scaled to
$10.00 on 3/1/08 |
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` |
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Monthly Statistics
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Annualized Return Since Inception |
+1.4% |
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Annualized Return Relative to EAFE Index |
+4.3%
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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 |
+0.4% |
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Standard Deviation of Monthly Returns |
8.2% |
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%
Winning Months |
56% |
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Correlation with EAFE Index |
93%
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Assets Under Management |
$5.7 million |
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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% |
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May |
0.0% |
13.7% |
11.9% |
1.2% |
16.2% |
|
| Jun |
6.4% |
1.0% |
4.7% |
4.2% |
6.5% |
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Jul |
1.7% |
8.9% |
13.0% |
6.5% |
1.3% |
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| Aug |
6.5% |
5.5% |
8.2% |
15.4% |
0.6% |
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Sep |
11.9% |
3.6% |
12.9% |
12.3% |
2.4% |
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| Oct |
19.6% |
3.3% |
4.2% |
15.1% |
0.4% |
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Nov |
10.8% |
0.4% |
2.5% |
6.4% |
2.9% |
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| Dec |
17.4% |
0.2% |
13.5% |
2.9% |
2.8% |
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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.
Copyright © 2013 Schindler Trading
All Rights Reserved |