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Performance
    Summary Performance
    50 Stock Portfolios
        Core Strategy
        Market Neutral Strategy
        Growth Strategy
        Value Strategy
        Risk
        Cumulative Returns
            1 Year
            3 Year
            5 Year
            10 Year
    Decile Performance
        European Universe
        Japanese Universe
        US Enhanced Universe
  Investars
  Predictive History
LONG TOTAL QUARTERLY RETURN
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Quarters
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SP500
Long Average
1996 Q14.85%2.42%2.22%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.37%0.79%
1996 Q23.64%2.29%0.77%3.64%1.40%-1.43%0.00%0.00%0.00%0.00%0.00%0.00%4.49%0.86%
1996 Q34.76%4.35%3.60%4.76%4.35%3.60%4.76%9.62%6.32%0.00%0.00%0.00%3.09%3.84%
1996 Q411.41%10.98%7.39%11.41%10.98%7.39%11.41%10.98%7.39%11.41%9.98%-0.86%8.34%9.16%
1997 Q13.05%2.51%3.57%3.05%2.51%3.57%3.05%2.51%3.57%3.05%2.51%3.57%2.68%3.04%
1997 Q218.82%15.24%17.61%18.82%15.24%17.61%18.82%15.24%17.61%18.82%15.24%17.61%17.46%17.22%
1997 Q314.31%14.50%16.15%14.31%14.50%16.15%14.31%14.50%16.15%14.31%14.50%16.15%7.49%14.98%
1997 Q4-0.77%-2.27%3.99%-0.77%-2.27%3.99%-0.77%-2.27%3.99%-0.77%-2.27%3.99%2.87%0.31%
1998 Q110.50%13.66%13.98%10.50%13.66%13.98%10.50%13.66%13.98%10.50%13.66%13.98%13.95%12.71%
1998 Q20.80%3.81%2.36%0.80%3.81%2.36%0.80%3.81%2.36%0.80%3.81%2.36%3.30%2.32%
1998 Q3-15.24%-2.14%-10.38%-15.24%-2.14%-10.38%-15.24%-2.14%-10.38%-15.24%-2.14%-10.38%-9.95%-9.25%
1998 Q420.90%14.51%18.04%20.90%14.51%18.04%20.90%14.51%18.04%20.90%14.51%18.04%21.30%17.82%
1999 Q1-3.02%-4.46%-10.07%-3.02%-4.46%-10.07%-3.02%-4.46%-10.07%-3.02%-4.46%-10.07%4.98%-5.85%
1999 Q211.13%18.32%19.52%11.13%18.32%19.52%11.13%18.32%19.52%11.13%18.32%19.52%7.05%16.33%
1999 Q3-11.83%-13.46%-14.20%-11.83%-13.46%-14.20%-11.83%-13.46%-14.20%-11.83%-13.46%-14.20%-6.24%-13.16%
1999 Q42.98%4.69%1.25%2.98%4.69%1.25%2.98%4.69%1.25%2.98%4.69%1.25%14.88%2.97%
2000 Q12.59%2.92%-4.80%2.59%2.92%-4.80%2.59%2.92%-4.80%2.59%2.92%-4.80%2.29%0.24%
2000 Q20.24%0.90%-2.74%0.24%0.90%-2.74%0.24%0.90%-2.74%0.24%0.90%-2.74%-2.66%-0.53%
2000 Q312.02%9.21%7.78%12.02%9.21%7.78%12.02%9.21%7.78%12.02%9.21%7.78%-0.97%9.67%
2000 Q47.17%16.09%5.69%7.17%16.09%5.69%7.17%16.09%5.69%7.17%16.09%5.69%-7.83%9.65%
2001 Q1-1.68%-9.35%-1.45%-1.68%-9.35%-1.45%-1.68%-9.35%-1.45%-1.68%-9.35%-1.45%-11.86%-4.16%
2001 Q213.29%7.94%11.61%13.29%7.94%11.61%13.29%7.94%11.61%13.29%7.94%11.61%5.85%10.95%
2001 Q3-14.94%-12.70%-13.17%-14.94%-12.70%-13.17%-14.94%-12.70%-13.17%-14.94%-12.70%-13.17%-14.68%-13.60%
2001 Q413.62%10.79%11.43%13.62%10.79%11.43%13.62%10.79%11.43%13.62%10.79%11.43%10.69%11.95%
2002 Q111.03%9.57%11.71%11.03%9.57%11.71%11.03%9.57%11.71%11.03%9.57%11.71%0.28%10.77%
2002 Q2-4.62%-10.31%-10.17%-4.62%-10.31%-10.17%-4.62%-10.31%-10.17%-4.62%-10.31%-10.17%-13.40%-8.37%
2002 Q3-16.59%-17.12%-19.66%-16.59%-17.12%-19.66%-16.59%-17.12%-19.66%-16.59%-17.12%-19.66%-17.28%-17.79%
2002 Q46.27%4.74%7.05%6.27%4.74%7.05%6.27%4.74%7.05%6.27%4.74%7.05%15.21%6.02%
2003 Q1-4.04%-6.95%-6.23%-4.04%-6.95%-6.23%-4.04%-6.95%-6.23%-4.04%-6.95%-6.23%-3.15%-5.74%
2003 Q215.78%21.33%16.77%15.78%21.33%16.77%15.78%21.33%16.77%15.78%21.33%16.77%15.39%17.96%
2003 Q311.55%8.90%6.83%11.55%8.90%6.83%11.55%8.90%6.83%11.55%8.90%6.83%2.65%9.09%
2003 Q416.47%18.41%19.13%16.47%18.41%19.13%16.47%18.41%19.13%16.47%18.41%19.13%12.18%18.00%
2004 Q16.28%7.62%5.78%6.28%7.62%5.78%6.28%7.62%5.78%6.28%7.62%5.78%1.69%6.56%
2004 Q2-0.84%-1.61%-0.78%-0.84%-1.61%-0.78%-0.84%-1.61%-0.78%-0.84%-1.61%-0.78%1.72%-1.08%
2004 Q34.69%3.91%3.86%4.69%3.91%3.86%4.69%3.91%3.86%4.69%3.91%3.86%-1.87%4.16%
2004 Q416.10%17.06%17.17%16.10%17.06%17.17%16.10%17.06%17.17%16.10%17.06%17.17%9.23%16.78%
2005 Q16.26%5.53%2.47%6.26%5.53%2.47%6.26%5.53%2.47%6.26%5.53%2.47%-2.15%4.75%
2005 Q26.16%4.65%6.97%6.16%4.65%6.97%6.16%4.65%6.97%6.16%4.65%6.97%1.37%5.93%
2005 Q313.77%10.36%9.69%13.77%10.36%9.69%13.77%10.36%9.69%13.77%10.36%9.69%3.60%11.27%
2005 Q4-0.38%-1.24%-0.11%-0.38%-1.24%-0.11%-0.38%-1.24%-0.11%-0.38%-1.24%-0.11%2.09%-0.58%
2006 Q15.65%9.07%8.17%5.65%9.07%8.17%5.65%9.07%8.17%5.65%9.07%8.17%4.21%7.63%
2006 Q2-1.14%1.77%0.47%-1.14%1.77%0.47%-1.14%1.77%0.47%-1.14%1.77%0.47%-1.44%0.36%
2006 Q32.42%-3.12%-4.92%2.42%-3.12%-4.92%2.42%-3.12%-4.92%2.42%-3.12%-4.92%5.54%-1.87%
2006 Q46.85%11.74%13.10%6.85%11.74%13.10%6.85%11.74%13.10%6.85%11.74%13.10%6.17%10.56%
2007 Q15.42%5.22%6.72%5.42%5.22%6.72%5.42%5.22%6.72%5.42%5.22%6.72%0.18%5.79%
2007 Q210.69%14.35%9.94%10.69%14.35%9.94%10.69%14.35%9.94%10.69%14.35%9.94%5.81%11.66%
2007 Q30.49%-0.08%-0.75%0.49%-0.08%-0.75%0.49%-0.08%-0.75%0.49%-0.08%-0.75%0.40%-0.11%
2007 Q42.45%2.50%0.76%2.45%2.50%0.76%2.45%2.50%0.76%2.45%2.50%0.76%-3.82%1.91%
2008 Q1-10.64%-12.95%-10.68%-10.64%-12.95%-10.68%-10.64%-12.95%-10.68%-10.64%-12.95%-10.68%-9.92%-11.42%
2008 Q23.04%2.15%4.32%3.04%2.15%4.32%3.04%2.15%4.32%3.04%2.15%4.32%-3.23%3.17%
2008 Q3-17.38%-19.52%-15.59%-17.38%-19.52%-15.59%-17.38%-19.52%-15.59%-17.38%-19.52%-15.59%-11.20%-17.50%
2008 Q4-21.38%-21.74%-20.32%-21.38%-21.74%-20.32%-21.38%-21.74%-20.32%-21.38%-21.74%-20.32%-22.56%-21.15%
2009 Q1-11.59%-7.07%-4.38%-11.59%-7.07%-4.38%-11.59%-7.07%-4.38%-11.59%-7.07%-4.38%-11.67%-7.68%
2009 Q217.99%21.80%21.03%17.99%21.80%21.03%17.99%21.80%21.03%17.99%21.80%21.03%15.22%20.27%

       
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