ENHANCED LONG TOTAL QUARTERLY RETURN
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Quarters
Portfolio
SP Growth
Excess Return
1996 Q1847.970.920.000.001,00%432.693.908.784.929,00%415.277.011.215.072,00%
1996 Q2761.723.569.406.472,00%700.862.897.848.036,00%60.860.671.558.435,90%
1996 Q3514.009.589.745.688,00%3.520.949.234.906.200,00%161.914.666.255.067,00%
1996 Q410.187.219.549.373.800,00%726.580.764.920.524,00%292.141.190.016.859,00%
1997 Q1-198.308.971.213.869,00%3.571.993.796.421.100,00%-555.508.350.855.979,00%
1997 Q220.018.929.103.754.900,00%20.282.033.630.627.700,00%-26.310.452.687.277,10%
1997 Q313.796.581.654.887.200,00%587.163.918.050.158,00%792.494.247.438.558,00%
1997 Q4-662.234.560.591.082,00%351.555.916.363.326,00%-10.137.904.769.544.100,00%
1998 Q118.594.137.388.392.800,00%1.625.968.321.574.500,00%233.445.417.264.784,00%
1998 Q2662.413.601.590.368,00%585.628.944.202.037,00%76.784.657.388.331,30%
1998 Q3-937.888.854.235.527,00%-724.291.230.983.322,00%-213.597.623.252.205,00%
1998 Q429.802.375.854.464.200,00%24.529.097.604.707.200,00%527.327.824.975.699,00%
1999 Q1626.399.111.280.191,00%688.203.468.084.299,00%-61.804.356.804.107,10%
1999 Q219.241.833.848.277.400,00%383.200.025.217.409,00%15.409.833.596.103.300,00%
1999 Q3474.956.933.521.542,00%-349.224.016.681.647,00%824.180.950.203.189,00%
1999 Q455.149.629.216.170.700,00%19.742.287.092.874.400,00%35.407.342.123.296.300,00%
2000 Q144.480.958.658.371.400,00%411.038.928.654.175,00%40.370.569.371.829.700,00%
2000 Q2-3.883.942.625.923.400,00%-146.794.469.458.527,00%-241.599.793.133.813,00%
2000 Q3639.382.211.699.295,00%-878.617.827.998.743,00%15.180.000.396.980.400,00%
2000 Q4-4.767.207.365.440.400,00%-16.723.460.089.340.400,00%11.956.252.723.900,00%
2001 Q1-105.226.061.237.261,00%-1.741.496.625.560.800,00%16.362.705.643.235.400,00%
2001 Q246.664.598.982.681,90%771.331.644.906.119,00%-724.667.045.923.437,00%
2001 Q3-731.766.322.014.643,00%-13.203.580.501.262.300,00%588.591.728.111.588,00%
2001 Q411.088.106.809.206.100,00%13.025.402.764.791.900,00%-1.937.295.955.585.800,00%
2002 Q1747.899.845.627.464,00%-79.372.561.358.851,40%827.272.406.986.316,00%
2002 Q2-255.380.543.791.121,00%-16.258.160.289.298.200,00%1.370.435.485.138.700,00%
2002 Q3-546.779.401.062.516,00%-14.122.769.590.732.200,00%865.497.558.010.703,00%
2002 Q4230.388.892.273.923,00%14.551.411.152.313.100,00%-12.247.522.229.573.900,00%
2003 Q1543.452.725.426.321,00%-82.593.744.864.232,20%626.046.470.290.553,00%
2003 Q211.321.754.339.966.700,00%12.173.918.517.218.300,00%-85.216.417.725.162,40%
2003 Q3936.739.094.997.232,00%275.137.780.224.424,00%661.601.314.772.808,00%
2003 Q416.286.516.320.726.200,00%992.884.030.423.187,00%635.767.601.649.428,00%
2004 Q1189.025.754.254.291,00%242.501.680.028,04%1.866.007.374.540.100,00%
2004 Q2-348.600.734.532.919,00%269.394.908.862.814,00%-617.995.643.395.733,00%
2004 Q3896.144.702.913.293,00%-477.687.731.247.433,00%13.738.324.341.607.300,00%
2004 Q4968.416.003.317.589,00%8.506.993.000.499.600,00%1.177.167.032.676.300,00%
2005 Q1960.763.720.916.444,00%-186.174.525.717.241,00%11.469.382.466.336.900,00%
2005 Q27.800.870.592.320.400,00%13.591.812.927.402,60%766.495.246.304.637,00%
2005 Q328.107.677.048.972.400,00%377.969.472.774.895,00%24.327.982.321.223.400,00%
2005 Q4-406.843.174.226.679,00%197.743.464.644.864,00%-604.586.638.871.543,00%
2006 Q1778.775.002.789.169,00%261.385.785.368.558,00%517.389.217.420.612,00%
2006 Q2-3.270.301.789.267.700,00%-3.459.993.078.281.800,00%18.969.128.901.409,30%
2006 Q3-33.504.480.764.700,00%6.064.903.566.622.900,00%-941.535.164.309.291,00%
2006 Q410.257.376.317.452.500,00%564.775.907.238.284,00%460.961.724.506.963,00%
2007 Q15.655.466.456.945.300,00%-93.523.180.621,28%574.898.963.756.658,00%
2007 Q211.463.390.275.265.800,00%662.694.511.029.553,00%4.836.445.164.970.300,00%
2007 Q3771.263.784.630.147,00%376.490.135.301.175,00%394.773.649.328.972,00%
2007 Q4691.574.933.291.141,00%-127.641.985.237.399,00%8.192.169.185.285.400,00%
2008 Q1-272.355.639.375.268,00%-991.858.616.601.962,00%719.502.977.226.694,00%
2008 Q23.673.949.232.554.500,00%205.163.730.210.431,00%34.687.855.023.440.700,00%
2008 Q3-38.621.855.157.708.800,00%-11.238.906.771.513.300,00%-27.382.948.386.195.500,00%
2008 Q4-19.239.608.780.455.800,00%-20.244.341.441.917.400,00%100.473.266.146.159,00%
2009 Q1-954.792.745.648.964,00%-617.964.725.694.322,00%-336.828.019.954.641,00%
2009 Q220.211.724.158.661.900,00%14.602.359.781.943.100,00%560.936.437.671.873,00%
2009 Q324.625.550.437.511.600,00%13.557.866.423.822.900,00%11.067.684.013.688.700,00%
2009 Q42.736.452.930.356.200,00%775.874.929.031.268,00%-502.229.635.995.648,00%
2010 Q1620.717.665.870.387,00%370.823.463.160.028,00%249.894.202.710.359,00%
2010 Q2-10.695.772.697.573.500,00%-11.280.356.324.585.300,00%5.845.836.270.117,70%
2010 Q3857.216.243.409.933,00%12.630.295.641.349.500,00%-405.813.320.725.013,00%
2010 Q414.532.536.680.752.400,00%11.019.494.616.718.900,00%351.304.206.403.349,00%
2011 Q118.078.583.196.632.600,00%507.318.290.471.632,00%13.005.400.291.916.300,00%
2011 Q2-450.699.281.791.678,00%163.557.913.637.693,00%-614.257.195.429.371,00%
2011 Q3-20.935.952.356.575.100,00%-11.562.067.654.358.600,00%-937.388.470.221.652,00%
2011 Q410.258.409.085.174.900,00%10.810.929.781.892.400,00%-55.252.069.671.747,30%
2012 Q1890.128.843.508.322,00%12.265.207.790.430.100,00%-336.391.935.534.686,00%
2012 Q2-492.492.749.437.736,00%-204.847.168.860.751,00%-287.645.580.576.985,00%
2012 Q310.098.550.173.281.800,00%639.673.835.377.448,00%370.181.181.950.735,00%
2012 Q4321.989.152.538.411,00%-204.171.647.699.262,00%526.160.800.237.673,00%
2013 Q111.565.971.773.272.300,00%933.056.279.275.157,00%223.540.898.052.073,00%
2013 Q2-20.095.095.555.647,80%248.032.546.812.462,00%-2.681.276.423.681.100,00%
2013 Q313.551.791.084.115.700,00%6.600.289.695.479.100,00%695.150.138.863.658,00%
2013 Q4885.346.668.288.711,00%11.148.972.715.340.100,00%-229.550.603.245.299,00%
2014 Q1-167.290.018.916.493,00%139.483.595.574.745,00%-306.773.614.491.238,00%
2014 Q25.818.506.254.629.900,00%581.889.527.661.086,00%-38.902.198.096,21%
2014 Q3-517.742.277.883.342,00%192.374.270.564.053,00%-710.116.548.447.395,00%
2014 Q4812.194.869.214.373,00%505.860.569.521.046,00%306.334.299.693.327,00%
2015 Q1628.234.827.747.833,00%247.324.502.950.776,00%380.910.324.797.057,00%
2015 Q2-200.484.175.727.872,00%31.459.391.593.842,10%-231.943.567.321.714,00%
2015 Q3-189.556.373.520.059,00%-482.751.397.786.769,00%2.931.950.242.667.100,00%
2015 Q4787.604.442.643.015,00%786.183.245.725.884,00%1.421.196.917.130,72%
2016 Q1243.953.428.258.479,00%53.423.022.208.209,90%190.530.406.050.269,00%
2016 Q2724.008.312.619.635,00%100.853.855.895.404,00%623.154.456.724.231,00%
2016 Q3198.868.748.510.193,00%475.742.406.901.434,00%-276.873.658.391.241,00%

       
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