International Equity Plus Performance

International Equity Plus EAFE ETF* S&P 500 ETF*
February 10, 2020 $13.13 $0.29 $9.64 $0.22 $25.07 $1.03
February return to date 2.2% 2.3% 4.3%
Year to date -1.1% -0.6% 4.3%
12 trailing months 6.5% 10.2% 24.3%
return since inception (3/1/08) 31.3% -3.6% 150.7%
* scaled to $10.00 on 3/1/08






Monthly Statistics

Annualized Return Since Inception

+2.1%

Annualized Return Relative to EAFE Index

+2.6%

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

6.7%

% Winning Months

55%

Correlation with EAFE Index

87%

Assets Under Management

$1 million

 

 

Monthly Returns

  2014 2015 2016 2017 2018 2019 2020
Jan –8.0% –0.5% –5.3% –0.2% 9.4% 9.8% –3.3%
Feb 8.4% 5.7% –11.4% 1.4% –6.8% 6.3%    
Mar –2.6% –1.9% 7.6% 4.3% –4.0% 1.4%  
Apr –0.6% 5.2% –2.6% 2.7% 3.8% 1.7%  
May –0.1% 7.1% 4.1% 3.9% –5.7% –11.9%  
Jun –0.7% –7.0% –9.4% –0.4% –2.1% 4.7%  
Jul –0.7% 3.1% 3.1% 7.7% 6.2% –3.1%  
Aug –3.3% –9.7% 1.8% –2.1% –4.5% –2.0%  
Sep 6.4% –5.6% –1.5% 8.3% 8.0% 3.3%  
Oct 3.6% 8.8% 1.4% 3.6% –9.1% 4.7%  
Nov 3.0% 1.7% 6.4% 2.2% –5.8% 0.6%  
Dec –3.5% –5.2% 4.4% 1.9% –13.8% 3.9%  
Year 0.7% –0.4% –3.6% 38.3% –24.3% 19.1% –3.3%



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

 


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