International Equity Plus Performance

International Equity Plus EAFE ETF* S&P 500 ETF*
October 2, 2019 $11.83 $0.38 $8.83 $0.28 $21.47 $0.71
October return to date -3.1% -3.1% -3.2%
Year to date 5.5% 7.6% 15.0%
12 trailing months -16.0% -6.6% -1.5%
return since inception (3/1/08) 18.3% -11.7% 114.7%
* scaled to $10.00 on 3/1/08






Monthly Statistics

Annualized Return Since Inception

+1.7%

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

6.8%

% Winning Months

54%

Correlation with EAFE Index

87%

Assets Under Management

$1 million

 

 

Monthly Returns

  2013 2014 2015 2016 2017 2018 2019
Jan 3.8% –8.0% –0.5% –5.3% –0.2% 9.4% 9.8%
Feb –4.1% 8.4% 5.7% –11.4% 1.4% –6.8% 6.3%
Mar 7.2% –2.6% –1.9% 7.6% 4.3% –4.0% 1.4%
Apr 4.4% –0.6% 5.2% –2.6% 2.7% 3.8% 1.7%
May –4.7% –0.1% 7.1% 4.1% 3.9% –5.7% –11.9%
Jun –4.1% –0.7% –7.0% –9.4% –0.4% –2.1% 4.7%
Jul 5.8% –0.7% 3.1% 3.1% 7.7% 6.2% –3.1%
Aug 2.6% –3.3% –9.7% 1.8% –2.1% –4.5% –2.0%
Sep 2.8% 6.4% –5.6% –1.5% 8.3% 8.0% 3.3%
Oct –2.6% 3.6% 8.8% 1.4% 3.6% –9.1%  
Nov –2.3% 3.0% 1.7% 6.4% 2.2% –5.8%  
Dec 6.0% –3.5% –5.2% 4.4% 1.9% –13.8%  
Year 14.6% 0.7% –0.4% –3.6% 38.3% –24.3% 8.9%



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

 


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