Strategy Performance as of 09/30/18 (%)
Annual Performance
| Small Cap | Russell 2000 Total Return Index | |
|---|---|---|
| 2017 | 2.60% | 14.65% |
| 2016 | 8.30% | 21.31% |
| 2015 | -5.44% | -4.41% |
| 2014 | 1.69% | 4.89% |
| 2013 | 12.32% | 38.82% |
| 2012 | 9.23% | 16.35% |
| 2011 | 2.12% | -4.18% |
| 2010 | 19.51% | 26.85% |
| 2009 | 39.11% | 27.17% |
| 2008 | -6.36% | -33.79% |
| 2007 | 8.58% | -1.57% |
| 2006 | 11.84% | 18.37% |
| 2005 | 3.36% | 4.55% |
| 2004 | 12.82% | 18.33% |
| 2003 | 16.91% | 47.25% |
| 2002 | 8.79% | -20.48% |
| 2001 | 20.53% | 2.49% |
| 2000 | 17.93% | -3.02% |
| 1999 | -8.56% | 21.26% |
| 1998* | 5.04% | 11.75% |
Performance data quoted represents past performance and does not guarantee future results. Annual returns are presented net of investment advisory fees.
* Partial year from October 31, 1998 (inception) through December 31, 1998.
Growth of 100k as of 09/30/18
The chart illustrates the performance of a hypothetical $100,000 investment made in the Portfolio since the Portfolio’s inception on 10/31/1998, and performance shown is net of investment advisory fees.
Since Inception Risk & Return
- Small Cap
- Russell 2000
Risk is the annualized monthly standard deviation. Strategy inception date is 10/31/1998.