International Equity Plus Performance

International Equity Plus EAFE ETF* S&P 500 ETF*
October 2, 2018 $15.18 $0.19 $9.46 $0.05 $21.79 $0.01
October return to date -0.2% -0.4% 0.3%
Year to date 2.4% -3.7% 9.3%
12 trailing months 10.5% -1.1% 16.1%
return since inception (3/1/08) 51.8% -5.4% 117.9%
* scaled to $10.00 on 3/1/08






Monthly Statistics

Annualized Return Since Inception

+4.0%

Annualized Return Relative to EAFE Index

+4.6%

Maximum Drawdown   (June 2008 - Feb. 2009)

–47.9%

Best Month   (Dec. 2008)

+17.4%

Worst Month   (Oct. 2008)

–19.6%

Average Month

+0.6%

Standard Deviation of Monthly Returns

6.7%

% Winning Months

54%

Correlation with EAFE Index

87%

Assets Under Management

$1 million

 

 

Monthly Returns

  2012 2013 2014 2015 2016 2017 2018
Jan 1.8% 3.8% –8.0% –0.5% –5.3% –0.2% 9.4%
Feb 4.2% –4.1% 8.4% 5.7% –11.4% 1.4% –6.8%
Mar 2.1% 7.2% –2.6% –1.9% 7.6% 4.3% –4.0%
Apr –2.0% 4.4% –0.6% 5.2% –2.6% 2.7% 3.8%
May –16.2% –4.7% –0.1% 7.1% 4.1% 3.9% –5.7%
Jun 6.5% –4.1% –0.7% –7.0% –9.4% –0.4% –2.1%
Jul –1.3% 5.8% –0.7% 3.1% 3.1% 7.7% 6.2%
Aug 0.6% 2.6% –3.3% –9.7% 1.8% –2.1% –4.5%
Sep 2.4% 2.8% 6.4% –5.6% –1.5% 8.3% 8.0%
Oct 0.4% –2.6% 3.6% 8.8% 1.4% 3.6%  
Nov 2.9% –2.3% 3.0% 1.7% 6.4% 2.2%  
Dec 2.8% 6.0% –3.5% –5.2% 4.4% 1.9%  
Year 2.3% 14.6% 0.7% –0.4% –3.6% 38.3% 2.6%



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

 


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