Welton Investment Partners LLC

Welton Global *QEP*


Monthly Performance (%)

Date Range: 05/04 - 10/19
  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec  YTD 
2019 -4.24 -0.91 3.68 2.63 -0.27 5.13 3.13 6.77 -5.32 -5.45   4.35 
2018 3.44 -9.95 -1.00 -2.95 0.88 1.37 -1.38 0.91 -0.39 -2.54 0.64 8.83  -3.16 
2017 -0.76 2.71 -1.43 1.03 0.09 -5.01 0.88 4.66 -6.15 5.73 0.54 1.56  3.24 
2016 4.36 7.83 -5.34 -0.44 -2.94 11.26 2.38 -3.95 1.10 -4.98 0.82 1.78  11.02 
2015 7.56 -0.59 3.68 -5.24 -0.79 -6.22 4.39 -7.19 3.18 -1.31 3.58 -1.79  -1.91 
2014 -2.01 5.68 -1.43 6.13 5.17 3.04 -3.59 5.31 -1.14 0.59 8.92 3.95  34.20 
2013 2.86 -1.32 1.03 1.56 -5.70 -2.73 -3.08 -1.10 -2.67 5.29 4.71 -4.06  -5.73 
2012 -1.15 1.31 -1.41 0.85 1.33 -4.71 5.27 -1.26 -2.86 -3.95 -0.85 -0.62  -8.12 
2011 1.55 3.25 -3.25 2.42 -8.86 -1.58 4.32 -3.51 -2.28 -5.49 -1.76 0.53  -14.44 
2010 -6.76 2.48 4.42 4.59 -4.06 1.32 1.07 2.46 3.86 4.58 -3.21 7.51  18.73 
2009 -2.30 -2.29 -0.87 -2.99 3.34 -0.89 -1.51 1.27 0.34 -1.82 5.06 -2.71  -5.57 
2008 3.46 6.20 0.82 0.69 4.02 2.57 -4.95 -3.72 1.05 4.27 6.27 2.76  25.31 
2007 2.87 -1.24 -7.24 6.62 3.53 5.21 -2.84 -9.15 9.28 7.23 -1.43 -0.52  11.00 
2006 4.02 -2.33 7.30 10.77 -0.83 -5.76 -4.64 4.90 0.11 -2.52 5.47 -0.85  15.21 
2005 -5.53 0.56 2.32 -3.38 4.33 1.02 3.64 1.83 5.48 -2.23 7.14 -0.69  14.63 
2004 -3.74 -3.10 4.01 2.18 2.65 6.22 2.08  10.34 

Note: Estimates appear in italics. All performance data is since program inception.

Strategy Description

Welton Global seeks to deliver to its investors returns that are uncorrelated to the major equity and credit market indices. It utilizes a broad set of proprietary models that trade both directional and spread exposures in the equity, interest rate, commodity and currency markets. Designed for investors seeking: annualized returns of LIBOR + 700 bps over a market cycle; diversifying return sources to long-biased equity and credit portfolios, as well as many alternative investments; potential for positive returns during periods of economic contraction. Welton Investment Partners is an established alternative asset manager with offices in NY and CA. We seek to deliver absolute returns with a low correlation to the broader markets. We believe our investment edge derives from our proprietary investment strategies and sophisticated capital allocation process, applied across the major liquid markets spanning equities, fixed income, commodities and currencies. For more information, please visit www.welton.com.

Performance Statistics

Date Range: 05/04 - 10/19
  Program S&P 500 Coquest 40 
Total Return 156.76% 277.99% 53.42% 
Annualized Return 6.31% 8.96% 2.80% 
Annualized Std. Deviation 14.10% 13.60% 8.87% 
Correlation 0.10 0.84 
Sharpe Ratio (rf=2.5%) 0.27 0.47 0.03 
Worst Month -9.95% -16.79% -6.10% 
Date of Worst Month 02/2018 10/2008 02/2018 
Worst Drawdown -33.18% -50.95% -15.74% 
Date of Worst Drawdown 2/11 - 9/13 10/07 - 2/09 4/11 - 9/13 

Note: Estimates appear in italics. All performance data is since program inception.

Annual Performance (%)

Date Range: 05/04 - 10/19
Year or YTD Program S&P 500 Coquest 40 
2019 4.35 23.18 7.15 
2018 -3.16 -4.38 -4.29 
2017 3.24 21.84 1.24 
2016 11.02 11.98 -3.13 
2015 -1.91 1.41 0.09 
2014 34.20 13.69 15.75 
2013 -5.73 32.41 -2.45 
2012 -8.12 15.98 -4.75 
2011 -14.44 2.12 -3.23 
2010 18.73 15.06 11.33 
2009 -5.57 26.45 -7.98 
2008 25.31 -36.99 15.47 
2007 11.00 5.50 7.18 
2006 15.21 15.79 6.70 
2005 14.63 4.89 4.51 
2004 10.34 9.27 5.24 

Note: Estimates appear in italics. All performance data is since program inception.

Performance Comparison

Date Range: 05/04 - 10/19
Date: 10/31/2019
Perf: $1,559.03 Date: 9/30/2019
Perf: $1,594.27 Date: 8/31/2019
Perf: $1,639.69 Date: 7/31/2019
Perf: $1,582.40 Date: 6/30/2019
Perf: $1,530.22 Date: 5/31/2019
Perf: $1,500.22 Date: 4/30/2019
Perf: $1,530.21 Date: 3/31/2019
Perf: $1,489.26 Date: 2/28/2019
Perf: $1,437.64 Date: 1/31/2019
Perf: $1,428.50 Date: 12/31/2018
Perf: $1,454.98 Date: 11/30/2018
Perf: $1,448.90 Date: 10/31/2018
Perf: $1,466.49 Date: 9/30/2018
Perf: $1,503.63 Date: 8/31/2018
Perf: $1,510.43 Date: 7/31/2018
Perf: $1,472.87 Date: 6/30/2018
Perf: $1,484.00 Date: 5/31/2018
Perf: $1,471.64 Date: 4/30/2018
Perf: $1,490.87 Date: 3/31/2018
Perf: $1,474.94 Date: 2/28/2018
Perf: $1,476.27 Date: 1/31/2018
Perf: $1,572.18 Date: 12/31/2017
Perf: $1,520.19 Date: 11/30/2017
Perf: $1,503.79 Date: 10/31/2017
Perf: $1,501.84 Date: 9/30/2017
Perf: $1,441.45 Date: 8/31/2017
Perf: $1,472.52 Date: 7/31/2017
Perf: $1,448.47 Date: 6/30/2017
Perf: $1,442.84 Date: 5/31/2017
Perf: $1,486.24 Date: 4/30/2017
Perf: $1,483.42 Date: 3/31/2017
Perf: $1,492.38 Date: 2/28/2017
Perf: $1,514.49 Date: 1/31/2017
Perf: $1,482.18 Date: 12/31/2016
Perf: $1,501.55 Date: 11/30/2016
Perf: $1,490.22 Date: 10/31/2016
Perf: $1,506.80 Date: 9/30/2016
Perf: $1,546.70 Date: 8/31/2016
Perf: $1,566.91 Date: 7/31/2016
Perf: $1,610.23 Date: 6/30/2016
Perf: $1,593.97 Date: 5/31/2016
Perf: $1,528.99 Date: 4/30/2016
Perf: $1,556.22 Date: 3/31/2016
Perf: $1,596.29 Date: 2/29/2016
Perf: $1,643.46 Date: 1/31/2016
Perf: $1,604.00 Date: 12/31/2015
Perf: $1,550.06 Date: 11/30/2015
Perf: $1,586.55 Date: 10/31/2015
Perf: $1,534.23 Date: 9/30/2015
Perf: $1,561.40 Date: 8/31/2015
Perf: $1,528.24 Date: 7/31/2015
Perf: $1,555.14 Date: 6/30/2015
Perf: $1,496.62 Date: 5/31/2015
Perf: $1,578.72 Date: 4/30/2015
Perf: $1,590.16 Date: 3/31/2015
Perf: $1,654.01 Date: 2/28/2015
Perf: $1,618.25 Date: 1/31/2015
Perf: $1,620.84 Date: 12/31/2014
Perf: $1,548.67 Date: 11/30/2014
Perf: $1,521.89 Date: 10/31/2014
Perf: $1,436.42 Date: 9/30/2014
Perf: $1,415.61 Date: 8/31/2014
Perf: $1,394.83 Date: 7/31/2014
Perf: $1,338.22 Date: 6/30/2014
Perf: $1,349.01 Date: 5/31/2014
Perf: $1,337.51 Date: 4/30/2014
Perf: $1,304.12 Date: 3/31/2014
Perf: $1,294.29 Date: 2/28/2014
Perf: $1,313.73 Date: 1/31/2014
Perf: $1,303.05 Date: 12/31/2013
Perf: $1,337.97 Date: 11/30/2013
Perf: $1,339.84 Date: 10/31/2013
Perf: $1,316.02 Date: 9/30/2013
Perf: $1,286.56 Date: 8/31/2013
Perf: $1,294.33 Date: 7/31/2013
Perf: $1,319.66 Date: 6/30/2013
Perf: $1,331.25 Date: 5/31/2013
Perf: $1,383.69 Date: 4/30/2013
Perf: $1,445.86 Date: 3/31/2013
Perf: $1,409.49 Date: 2/28/2013
Perf: $1,389.49 Date: 1/31/2013
Perf: $1,397.59 Date: 12/31/2012
Perf: $1,371.53 Date: 11/30/2012
Perf: $1,364.84 Date: 10/31/2012
Perf: $1,361.03 Date: 9/30/2012
Perf: $1,412.15 Date: 8/31/2012
Perf: $1,435.85 Date: 7/31/2012
Perf: $1,455.64 Date: 6/30/2012
Perf: $1,398.45 Date: 5/31/2012
Perf: $1,453.08 Date: 4/30/2012
Perf: $1,425.99 Date: 3/31/2012
Perf: $1,417.48 Date: 2/29/2012
Perf: $1,450.41 Date: 1/31/2012
Perf: $1,444.48 Date: 12/31/2011
Perf: $1,439.88 Date: 11/30/2011
Perf: $1,426.19 Date: 10/31/2011
Perf: $1,421.92 Date: 9/30/2011
Perf: $1,480.55 Date: 8/31/2011
Perf: $1,481.44 Date: 7/31/2011
Perf: $1,484.41 Date: 6/30/2011
Perf: $1,432.96 Date: 5/31/2011
Perf: $1,471.22 Date: 4/30/2011
Perf: $1,526.95 Date: 3/31/2011
Perf: $1,469.63 Date: 2/28/2011
Perf: $1,492.47 Date: 1/31/2011
Perf: $1,467.52 Date: 12/31/2010
Perf: $1,487.90 Date: 11/30/2010
Perf: $1,426.70 Date: 10/31/2010
Perf: $1,479.06 Date: 9/30/2010
Perf: $1,423.81 Date: 8/31/2010
Perf: $1,398.36 Date: 7/31/2010
Perf: $1,342.77 Date: 6/30/2010
Perf: $1,360.32 Date: 5/31/2010
Perf: $1,355.17 Date: 4/30/2010
Perf: $1,388.78 Date: 3/31/2010
Perf: $1,367.72 Date: 2/28/2010
Perf: $1,315.49 Date: 1/31/2010
Perf: $1,303.24 Date: 12/31/2009
Perf: $1,336.52 Date: 11/30/2009
Perf: $1,392.21 Date: 10/31/2009
Perf: $1,338.28 Date: 9/30/2009
Perf: $1,373.44 Date: 8/31/2009
Perf: $1,341.51 Date: 7/31/2009
Perf: $1,337.10 Date: 6/30/2009
Perf: $1,338.57 Date: 5/31/2009
Perf: $1,375.15 Date: 4/30/2009
Perf: $1,356.43 Date: 3/31/2009
Perf: $1,402.28 Date: 2/28/2009
Perf: $1,442.23 Date: 1/31/2009
Perf: $1,442.95 Date: 12/31/2008
Perf: $1,452.40 Date: 11/30/2008
Perf: $1,416.00 Date: 10/31/2008
Perf: $1,365.88 Date: 9/30/2008
Perf: $1,298.98 Date: 8/31/2008
Perf: $1,296.26 Date: 7/31/2008
Perf: $1,331.82 Date: 6/30/2008
Perf: $1,395.89 Date: 5/31/2008
Perf: $1,359.59 Date: 4/30/2008
Perf: $1,332.14 Date: 3/31/2008
Perf: $1,347.64 Date: 2/29/2008
Perf: $1,353.60 Date: 1/31/2008
Perf: $1,280.72 Date: 12/31/2007
Perf: $1,257.83 Date: 11/30/2007
Perf: $1,260.73 Date: 10/31/2007
Perf: $1,268.98 Date: 9/30/2007
Perf: $1,216.55 Date: 8/31/2007
Perf: $1,162.27 Date: 7/31/2007
Perf: $1,207.30 Date: 6/30/2007
Perf: $1,245.80 Date: 5/31/2007
Perf: $1,210.80 Date: 4/30/2007
Perf: $1,169.07 Date: 3/31/2007
Perf: $1,121.95 Date: 2/28/2007
Perf: $1,148.83 Date: 1/31/2007
Perf: $1,193.59 Date: 12/31/2006
Perf: $1,173.52 Date: 11/30/2006
Perf: $1,135.15 Date: 10/31/2006
Perf: $1,108.01 Date: 9/30/2006
Perf: $1,095.95 Date: 8/31/2006
Perf: $1,107.69 Date: 7/31/2006
Perf: $1,095.42 Date: 6/30/2006
Perf: $1,111.88 Date: 5/31/2006
Perf: $1,127.33 Date: 4/30/2006
Perf: $1,158.01 Date: 3/31/2006
Perf: $1,130.43 Date: 2/28/2006
Perf: $1,100.93 Date: 1/31/2006
Perf: $1,120.88 Date: 12/31/2005
Perf: $1,099.87 Date: 11/30/2005
Perf: $1,120.14 Date: 10/31/2005
Perf: $1,074.07 Date: 9/30/2005
Perf: $1,072.35 Date: 8/31/2005
Perf: $1,056.09 Date: 7/31/2005
Perf: $1,050.41 Date: 6/30/2005
Perf: $1,049.78 Date: 5/31/2005
Perf: $1,015.17 Date: 4/30/2005
Perf: $984.74 Date: 3/31/2005
Perf: $1,009.47 Date: 2/28/2005
Perf: $1,015.16 Date: 1/31/2005
Perf: $1,008.20 Date: 12/31/2004
Perf: $1,052.40 Date: 11/30/2004
Perf: $1,048.94 Date: 10/31/2004
Perf: $995.10 Date: 9/30/2004
Perf: $962.20 Date: 8/31/2004
Perf: $949.38 Date: 7/31/2004
Perf: $955.98 Date: 6/30/2004
Perf: $967.00 Date: 5/31/2004
Perf: $1,000.00 Date: 10/31/2019
Perf: $3,728.82 Date: 9/30/2019
Perf: $3,649.62 Date: 8/31/2019
Perf: $3,582.63 Date: 7/31/2019
Perf: $3,640.14 Date: 6/30/2019
Perf: $3,588.47 Date: 5/31/2019
Perf: $3,352.14 Date: 4/30/2019
Perf: $3,579.44 Date: 3/31/2019
Perf: $3,440.11 Date: 2/28/2019
Perf: $3,374.64 Date: 1/31/2019
Perf: $3,269.69 Date: 12/31/2018
Perf: $3,027.21 Date: 11/30/2018
Perf: $3,327.70 Date: 10/31/2018
Perf: $3,261.17 Date: 9/30/2018
Perf: $3,500.61 Date: 8/31/2018
Perf: $3,480.77 Date: 7/31/2018
Perf: $3,370.88 Date: 6/30/2018
Perf: $3,249.98 Date: 5/31/2018
Perf: $3,229.96 Date: 4/30/2018
Perf: $3,153.95 Date: 3/31/2018
Perf: $3,142.01 Date: 2/28/2018
Perf: $3,223.89 Date: 1/31/2018
Perf: $3,347.41 Date: 12/31/2017
Perf: $3,166.00 Date: 11/30/2017
Perf: $3,131.24 Date: 10/31/2017
Perf: $3,037.98 Date: 9/30/2017
Perf: $2,968.81 Date: 8/31/2017
Perf: $2,908.88 Date: 7/31/2017
Perf: $2,899.89 Date: 6/30/2017
Perf: $2,841.36 Date: 5/31/2017
Perf: $2,823.85 Date: 4/30/2017
Perf: $2,784.59 Date: 3/31/2017
Perf: $2,756.20 Date: 2/28/2017
Perf: $2,752.90 Date: 1/31/2017
Perf: $2,647.78 Date: 12/31/2016
Perf: $2,598.41 Date: 11/30/2016
Perf: $2,547.96 Date: 10/31/2016
Perf: $2,457.05 Date: 9/30/2016
Perf: $2,502.60 Date: 8/31/2016
Perf: $2,502.10 Date: 7/31/2016
Perf: $2,498.60 Date: 6/30/2016
Perf: $2,409.68 Date: 5/31/2016
Perf: $2,403.43 Date: 4/30/2016
Perf: $2,360.94 Date: 3/31/2016
Perf: $2,351.76 Date: 2/29/2016
Perf: $2,202.44 Date: 1/31/2016
Perf: $2,205.31 Date: 12/31/2015
Perf: $2,320.40 Date: 11/30/2015
Perf: $2,357.65 Date: 10/31/2015
Perf: $2,350.60 Date: 9/30/2015
Perf: $2,167.65 Date: 8/31/2015
Perf: $2,222.54 Date: 7/31/2015
Perf: $2,365.16 Date: 6/30/2015
Perf: $2,316.52 Date: 5/31/2015
Perf: $2,362.35 Date: 4/30/2015
Perf: $2,332.26 Date: 3/31/2015
Perf: $2,310.08 Date: 2/28/2015
Perf: $2,347.17 Date: 1/31/2015
Perf: $2,219.54 Date: 12/31/2014
Perf: $2,288.19 Date: 11/30/2014
Perf: $2,293.93 Date: 10/31/2014
Perf: $2,233.84 Date: 9/30/2014
Perf: $2,180.63 Date: 8/31/2014
Perf: $2,211.59 Date: 7/31/2014
Perf: $2,126.53 Date: 6/30/2014
Perf: $2,156.29 Date: 5/31/2014
Perf: $2,112.56 Date: 4/30/2014
Perf: $2,064.05 Date: 3/31/2014
Perf: $2,048.89 Date: 2/28/2014
Perf: $2,031.82 Date: 1/31/2014
Perf: $1,943.03 Date: 12/31/2013
Perf: $2,012.66 Date: 11/30/2013
Perf: $1,963.00 Date: 10/31/2013
Perf: $1,904.90 Date: 9/30/2013
Perf: $1,821.13 Date: 8/31/2013
Perf: $1,765.69 Date: 7/31/2013
Perf: $1,818.42 Date: 6/30/2013
Perf: $1,730.35 Date: 5/31/2013
Perf: $1,753.85 Date: 4/30/2013
Perf: $1,713.75 Date: 3/31/2013
Perf: $1,681.30 Date: 2/28/2013
Perf: $1,620.53 Date: 1/31/2013
Perf: $1,598.78 Date: 12/31/2012
Perf: $1,520.04 Date: 11/30/2012
Perf: $1,506.34 Date: 10/31/2012
Perf: $1,497.65 Date: 9/30/2012
Perf: $1,525.88 Date: 8/31/2012
Perf: $1,487.50 Date: 7/31/2012
Perf: $1,454.77 Date: 6/30/2012
Perf: $1,434.83 Date: 5/31/2012
Perf: $1,378.05 Date: 4/30/2012
Perf: $1,466.17 Date: 3/31/2012
Perf: $1,475.46 Date: 2/29/2012
Perf: $1,428.47 Date: 1/31/2012
Perf: $1,369.31 Date: 12/31/2011
Perf: $1,310.60 Date: 11/30/2011
Perf: $1,297.36 Date: 10/31/2011
Perf: $1,300.22 Date: 9/30/2011
Perf: $1,172.11 Date: 8/31/2011
Perf: $1,260.74 Date: 7/31/2011
Perf: $1,333.13 Date: 6/30/2011
Perf: $1,360.75 Date: 5/31/2011
Perf: $1,383.86 Date: 4/30/2011
Perf: $1,399.68 Date: 3/31/2011
Perf: $1,359.44 Date: 2/28/2011
Perf: $1,358.90 Date: 1/31/2011
Perf: $1,313.83 Date: 12/31/2010
Perf: $1,283.42 Date: 11/30/2010
Perf: $1,203.05 Date: 10/31/2010
Perf: $1,202.93 Date: 9/30/2010
Perf: $1,158.78 Date: 8/31/2010
Perf: $1,063.88 Date: 7/31/2010
Perf: $1,114.13 Date: 6/30/2010
Perf: $1,041.15 Date: 5/31/2010
Perf: $1,098.60 Date: 4/30/2010
Perf: $1,194.01 Date: 3/31/2010
Perf: $1,175.43 Date: 2/28/2010
Perf: $1,108.59 Date: 1/31/2010
Perf: $1,075.25 Date: 12/31/2009
Perf: $1,115.41 Date: 11/30/2009
Perf: $1,094.29 Date: 10/31/2009
Perf: $1,032.35 Date: 9/30/2009
Perf: $1,051.91 Date: 8/31/2009
Perf: $1,014.09 Date: 7/31/2009
Perf: $978.75 Date: 6/30/2009
Perf: $909.96 Date: 5/31/2009
Perf: $908.14 Date: 4/30/2009
Perf: $860.07 Date: 3/31/2009
Perf: $784.95 Date: 2/28/2009
Perf: $721.72 Date: 1/31/2009
Perf: $807.75 Date: 12/31/2008
Perf: $882.11 Date: 11/30/2008
Perf: $872.86 Date: 10/31/2008
Perf: $940.38 Date: 9/30/2008
Perf: $1,130.13 Date: 8/31/2008
Perf: $1,240.67 Date: 7/31/2008
Perf: $1,222.94 Date: 6/30/2008
Perf: $1,233.30 Date: 5/31/2008
Perf: $1,346.84 Date: 4/30/2008
Perf: $1,329.55 Date: 3/31/2008
Perf: $1,267.81 Date: 2/29/2008
Perf: $1,273.28 Date: 1/31/2008
Perf: $1,316.06 Date: 12/31/2007
Perf: $1,400.06 Date: 11/30/2007
Perf: $1,409.79 Date: 10/31/2007
Perf: $1,471.29 Date: 9/30/2007
Perf: $1,448.26 Date: 8/31/2007
Perf: $1,396.05 Date: 7/31/2007
Perf: $1,375.42 Date: 6/30/2007
Perf: $1,419.42 Date: 5/31/2007
Perf: $1,443.38 Date: 4/30/2007
Perf: $1,394.70 Date: 3/31/2007
Perf: $1,335.54 Date: 2/28/2007
Perf: $1,320.75 Date: 1/31/2007
Perf: $1,347.15 Date: 12/31/2006
Perf: $1,327.11 Date: 11/30/2006
Perf: $1,308.79 Date: 10/31/2006
Perf: $1,284.39 Date: 9/30/2006
Perf: $1,243.84 Date: 8/31/2006
Perf: $1,212.55 Date: 7/31/2006
Perf: $1,184.36 Date: 6/30/2006
Perf: $1,177.07 Date: 5/31/2006
Perf: $1,175.42 Date: 4/30/2006
Perf: $1,210.28 Date: 3/31/2006
Perf: $1,194.27 Date: 2/28/2006
Perf: $1,179.65 Date: 1/31/2006
Perf: $1,176.47 Date: 12/31/2005
Perf: $1,146.10 Date: 11/30/2005
Perf: $1,145.75 Date: 10/31/2005
Perf: $1,104.02 Date: 9/30/2005
Perf: $1,122.77 Date: 8/31/2005
Perf: $1,113.75 Date: 7/31/2005
Perf: $1,123.98 Date: 6/30/2005
Perf: $1,083.67 Date: 5/31/2005
Perf: $1,082.15 Date: 4/30/2005
Perf: $1,048.80 Date: 3/31/2005
Perf: $1,069.11 Date: 2/28/2005
Perf: $1,088.38 Date: 1/31/2005
Perf: $1,065.99 Date: 12/31/2004
Perf: $1,092.65 Date: 11/30/2004
Perf: $1,056.72 Date: 10/31/2004
Perf: $1,015.59 Date: 9/30/2004
Perf: $1,000.29 Date: 8/31/2004
Perf: $989.60 Date: 7/31/2004
Perf: $985.66 Date: 6/30/2004
Perf: $1,019.40 Date: 5/31/2004
Perf: $1,000.00 Date: 10/31/2019
Perf: $2,567.56 Date: 9/30/2019
Perf: $2,715.56 Date: 8/31/2019
Perf: $2,868.14 Date: 7/31/2019
Perf: $2,686.28 Date: 6/30/2019
Perf: $2,604.75 Date: 5/31/2019
Perf: $2,477.65 Date: 4/30/2019
Perf: $2,484.36 Date: 3/31/2019
Perf: $2,420.69 Date: 2/28/2019
Perf: $2,334.77 Date: 1/31/2019
Perf: $2,356.22 Date: 12/31/2018
Perf: $2,460.54 Date: 11/30/2018
Perf: $2,260.91 Date: 10/31/2018
Perf: $2,246.53 Date: 9/30/2018
Perf: $2,305.08 Date: 8/31/2018
Perf: $2,314.10 Date: 7/31/2018
Perf: $2,293.23 Date: 6/30/2018
Perf: $2,325.32 Date: 5/31/2018
Perf: $2,293.90 Date: 4/30/2018
Perf: $2,273.89 Date: 3/31/2018
Perf: $2,343.00 Date: 2/28/2018
Perf: $2,366.67 Date: 1/31/2018
Perf: $2,628.17 Date: 12/31/2017
Perf: $2,540.77 Date: 11/30/2017
Perf: $2,501.75 Date: 10/31/2017
Perf: $2,488.31 Date: 9/30/2017
Perf: $2,353.46 Date: 8/31/2017
Perf: $2,507.68 Date: 7/31/2017
Perf: $2,396.02 Date: 6/30/2017
Perf: $2,375.12 Date: 5/31/2017
Perf: $2,500.39 Date: 4/30/2017
Perf: $2,498.14 Date: 3/31/2017
Perf: $2,472.67 Date: 2/28/2017
Perf: $2,508.55 Date: 1/31/2017
Perf: $2,442.36 Date: 12/31/2016
Perf: $2,461.06 Date: 11/30/2016
Perf: $2,418.02 Date: 10/31/2016
Perf: $2,398.36 Date: 9/30/2016
Perf: $2,524.05 Date: 8/31/2016
Perf: $2,496.59 Date: 7/31/2016
Perf: $2,599.26 Date: 6/30/2016
Perf: $2,538.84 Date: 5/31/2016
Perf: $2,281.90 Date: 4/30/2016
Perf: $2,351.02 Date: 3/31/2016
Perf: $2,361.41 Date: 2/29/2016
Perf: $2,494.62 Date: 1/31/2016
Perf: $2,313.47 Date: 12/31/2015
Perf: $2,216.82 Date: 11/30/2015
Perf: $2,257.22 Date: 10/31/2015
Perf: $2,179.21 Date: 9/30/2015
Perf: $2,208.14 Date: 8/31/2015
Perf: $2,140.08 Date: 7/31/2015
Perf: $2,305.87 Date: 6/30/2015
Perf: $2,208.90 Date: 5/31/2015
Perf: $2,355.41 Date: 4/30/2015
Perf: $2,374.16 Date: 3/31/2015
Perf: $2,505.45 Date: 2/28/2015
Perf: $2,416.52 Date: 1/31/2015
Perf: $2,430.86 Date: 12/31/2014
Perf: $2,260.01 Date: 11/30/2014
Perf: $2,174.13 Date: 10/31/2014
Perf: $1,996.08 Date: 9/30/2014
Perf: $1,984.37 Date: 8/31/2014
Perf: $2,007.25 Date: 7/31/2014
Perf: $1,906.04 Date: 6/30/2014
Perf: $1,977.02 Date: 5/31/2014
Perf: $1,918.69 Date: 4/30/2014
Perf: $1,824.37 Date: 3/31/2014
Perf: $1,719.00 Date: 2/28/2014
Perf: $1,743.93 Date: 1/31/2014
Perf: $1,650.20 Date: 12/31/2013
Perf: $1,684.05 Date: 11/30/2013
Perf: $1,755.32 Date: 10/31/2013
Perf: $1,676.36 Date: 9/30/2013
Perf: $1,592.14 Date: 8/31/2013
Perf: $1,635.81 Date: 7/31/2013
Perf: $1,654.01 Date: 6/30/2013
Perf: $1,706.57 Date: 5/31/2013
Perf: $1,754.47 Date: 4/30/2013
Perf: $1,860.52 Date: 3/31/2013
Perf: $1,831.94 Date: 2/28/2013
Perf: $1,813.26 Date: 1/31/2013
Perf: $1,837.52 Date: 12/31/2012
Perf: $1,786.42 Date: 11/30/2012
Perf: $1,797.57 Date: 10/31/2012
Perf: $1,812.98 Date: 9/30/2012
Perf: $1,887.54 Date: 8/31/2012
Perf: $1,943.11 Date: 7/31/2012
Perf: $1,967.91 Date: 6/30/2012
Perf: $1,869.39 Date: 5/31/2012
Perf: $1,961.79 Date: 4/30/2012
Perf: $1,936.04 Date: 3/31/2012
Perf: $1,919.72 Date: 2/29/2012
Perf: $1,947.18 Date: 1/31/2012
Perf: $1,922.00 Date: 12/31/2011
Perf: $1,944.36 Date: 11/30/2011
Perf: $1,934.11 Date: 10/31/2011
Perf: $1,968.76 Date: 9/30/2011
Perf: $2,083.12 Date: 8/31/2011
Perf: $2,131.73 Date: 7/31/2011
Perf: $2,209.27 Date: 6/30/2011
Perf: $2,117.78 Date: 5/31/2011
Perf: $2,151.78 Date: 4/30/2011
Perf: $2,360.96 Date: 3/31/2011
Perf: $2,305.18 Date: 2/28/2011
Perf: $2,382.61 Date: 1/31/2011
Perf: $2,307.62 Date: 12/31/2010
Perf: $2,272.39 Date: 11/30/2010
Perf: $2,113.66 Date: 10/31/2010
Perf: $2,183.76 Date: 9/30/2010
Perf: $2,088.12 Date: 8/31/2010
Perf: $2,010.51 Date: 7/31/2010
Perf: $1,962.24 Date: 6/30/2010
Perf: $1,941.47 Date: 5/31/2010
Perf: $1,916.18 Date: 4/30/2010
Perf: $1,997.26 Date: 3/31/2010
Perf: $1,909.61 Date: 2/28/2010
Perf: $1,828.78 Date: 1/31/2010
Perf: $1,784.53 Date: 12/31/2009
Perf: $1,913.91 Date: 11/30/2009
Perf: $1,967.22 Date: 10/31/2009
Perf: $1,872.47 Date: 9/30/2009
Perf: $1,907.18 Date: 8/31/2009
Perf: $1,900.72 Date: 7/31/2009
Perf: $1,876.88 Date: 6/30/2009
Perf: $1,905.66 Date: 5/31/2009
Perf: $1,922.77 Date: 4/30/2009
Perf: $1,860.62 Date: 3/31/2009
Perf: $1,917.97 Date: 2/28/2009
Perf: $1,934.80 Date: 1/31/2009
Perf: $1,980.15 Date: 12/31/2008
Perf: $2,026.77 Date: 11/30/2008
Perf: $1,972.33 Date: 10/31/2008
Perf: $1,855.96 Date: 9/30/2008
Perf: $1,779.96 Date: 8/31/2008
Perf: $1,761.46 Date: 7/31/2008
Perf: $1,829.52 Date: 6/30/2008
Perf: $1,924.80 Date: 5/31/2008
Perf: $1,876.57 Date: 4/30/2008
Perf: $1,804.05 Date: 3/31/2008
Perf: $1,791.68 Date: 2/29/2008
Perf: $1,777.11 Date: 1/31/2008
Perf: $1,673.36 Date: 12/31/2007
Perf: $1,617.40 Date: 11/30/2007
Perf: $1,625.86 Date: 10/31/2007
Perf: $1,649.44 Date: 9/30/2007
Perf: $1,538.23 Date: 8/31/2007
Perf: $1,407.60 Date: 7/31/2007
Perf: $1,549.37 Date: 6/30/2007
Perf: $1,594.66 Date: 5/31/2007
Perf: $1,515.69 Date: 4/30/2007
Perf: $1,464.01 Date: 3/31/2007
Perf: $1,373.11 Date: 2/28/2007
Perf: $1,480.28 Date: 1/31/2007
Perf: $1,498.87 Date: 12/31/2006
Perf: $1,457.05 Date: 11/30/2006
Perf: $1,469.54 Date: 10/31/2006
Perf: $1,393.33 Date: 9/30/2006
Perf: $1,429.35 Date: 8/31/2006
Perf: $1,427.78 Date: 7/31/2006
Perf: $1,361.08 Date: 6/30/2006
Perf: $1,427.31 Date: 5/31/2006
Perf: $1,514.55 Date: 4/30/2006
Perf: $1,527.23 Date: 3/31/2006
Perf: $1,378.74 Date: 2/28/2006
Perf: $1,284.94 Date: 1/31/2006
Perf: $1,315.59 Date: 12/31/2005
Perf: $1,264.75 Date: 11/30/2005
Perf: $1,273.53 Date: 10/31/2005
Perf: $1,188.66 Date: 9/30/2005
Perf: $1,215.77 Date: 8/31/2005
Perf: $1,152.61 Date: 7/31/2005
Perf: $1,131.90 Date: 6/30/2005
Perf: $1,092.14 Date: 5/31/2005
Perf: $1,081.12 Date: 4/30/2005
Perf: $1,036.25 Date: 3/31/2005
Perf: $1,072.50 Date: 2/28/2005
Perf: $1,048.18 Date: 1/31/2005
Perf: $1,042.34 Date: 12/31/2004
Perf: $1,103.36 Date: 11/30/2004
Perf: $1,080.88 Date: 10/31/2004
Perf: $1,017.58 Date: 9/30/2004
Perf: $991.31 Date: 8/31/2004
Perf: $970.16 Date: 7/31/2004
Perf: $932.76 Date: 6/30/2004
Perf: $962.60 Date: 5/31/2004
Perf: $1,000.00

Note: All performance data is since program inception.

Monthly Returns

Date Range: 05/04 - 10/19
Date: 10/31/2019
Return: -5.45 % Date: 9/30/2019
Return: -5.32 % Date: 8/31/2019
Return: 6.77 % Date: 7/31/2019
Return: 3.13 % Date: 6/30/2019
Return: 5.13 % Date: 5/31/2019
Return: -0.27 % Date: 4/30/2019
Return: 2.63 % Date: 3/31/2019
Return: 3.68 % Date: 2/28/2019
Return: -0.91 % Date: 1/31/2019
Return: -4.24 % Date: 12/31/2018
Return: 8.83 % Date: 11/30/2018
Return: 0.64 % Date: 10/31/2018
Return: -2.54 % Date: 9/30/2018
Return: -0.39 % Date: 8/31/2018
Return: 0.91 % Date: 7/31/2018
Return: -1.38 % Date: 6/30/2018
Return: 1.37 % Date: 5/31/2018
Return: 0.88 % Date: 4/30/2018
Return: -2.95 % Date: 3/31/2018
Return: -1.00 % Date: 2/28/2018
Return: -9.95 % Date: 1/31/2018
Return: 3.44 % Date: 12/31/2017
Return: 1.56 % Date: 11/30/2017
Return: 0.54 % Date: 10/31/2017
Return: 5.73 % Date: 9/30/2017
Return: -6.15 % Date: 8/31/2017
Return: 4.66 % Date: 7/31/2017
Return: 0.88 % Date: 6/30/2017
Return: -5.01 % Date: 5/31/2017
Return: 0.09 % Date: 4/30/2017
Return: 1.03 % Date: 3/31/2017
Return: -1.43 % Date: 2/28/2017
Return: 2.71 % Date: 1/31/2017
Return: -0.76 % Date: 12/31/2016
Return: 1.78 % Date: 11/30/2016
Return: 0.82 % Date: 10/31/2016
Return: -4.98 % Date: 9/30/2016
Return: 1.10 % Date: 8/31/2016
Return: -3.95 % Date: 7/31/2016
Return: 2.38 % Date: 6/30/2016
Return: 11.26 % Date: 5/31/2016
Return: -2.94 % Date: 4/30/2016
Return: -0.44 % Date: 3/31/2016
Return: -5.34 % Date: 2/29/2016
Return: 7.83 % Date: 1/31/2016
Return: 4.36 % Date: 12/31/2015
Return: -1.79 % Date: 11/30/2015
Return: 3.58 % Date: 10/31/2015
Return: -1.31 % Date: 9/30/2015
Return: 3.18 % Date: 8/31/2015
Return: -7.19 % Date: 7/31/2015
Return: 4.39 % Date: 6/30/2015
Return: -6.22 % Date: 5/31/2015
Return: -0.79 % Date: 4/30/2015
Return: -5.24 % Date: 3/31/2015
Return: 3.68 % Date: 2/28/2015
Return: -0.59 % Date: 1/31/2015
Return: 7.56 % Date: 12/31/2014
Return: 3.95 % Date: 11/30/2014
Return: 8.92 % Date: 10/31/2014
Return: 0.59 % Date: 9/30/2014
Return: -1.14 % Date: 8/31/2014
Return: 5.31 % Date: 7/31/2014
Return: -3.59 % Date: 6/30/2014
Return: 3.04 % Date: 5/31/2014
Return: 5.17 % Date: 4/30/2014
Return: 6.13 % Date: 3/31/2014
Return: -1.43 % Date: 2/28/2014
Return: 5.68 % Date: 1/31/2014
Return: -2.01 % Date: 12/31/2013
Return: -4.06 % Date: 11/30/2013
Return: 4.71 % Date: 10/31/2013
Return: 5.29 % Date: 9/30/2013
Return: -2.67 % Date: 8/31/2013
Return: -1.10 % Date: 7/31/2013
Return: -3.08 % Date: 6/30/2013
Return: -2.73 % Date: 5/31/2013
Return: -5.70 % Date: 4/30/2013
Return: 1.56 % Date: 3/31/2013
Return: 1.03 % Date: 2/28/2013
Return: -1.32 % Date: 1/31/2013
Return: 2.86 % Date: 12/31/2012
Return: -0.62 % Date: 11/30/2012
Return: -0.85 % Date: 10/31/2012
Return: -3.95 % Date: 9/30/2012
Return: -2.86 % Date: 8/31/2012
Return: -1.26 % Date: 7/31/2012
Return: 5.27 % Date: 6/30/2012
Return: -4.71 % Date: 5/31/2012
Return: 1.33 % Date: 4/30/2012
Return: 0.85 % Date: 3/31/2012
Return: -1.41 % Date: 2/29/2012
Return: 1.31 % Date: 1/31/2012
Return: -1.15 % Date: 12/31/2011
Return: 0.53 % Date: 11/30/2011
Return: -1.76 % Date: 10/31/2011
Return: -5.49 % Date: 9/30/2011
Return: -2.28 % Date: 8/31/2011
Return: -3.51 % Date: 7/31/2011
Return: 4.32 % Date: 6/30/2011
Return: -1.58 % Date: 5/31/2011
Return: -8.86 % Date: 4/30/2011
Return: 2.42 % Date: 3/31/2011
Return: -3.25 % Date: 2/28/2011
Return: 3.25 % Date: 1/31/2011
Return: 1.55 % Date: 12/31/2010
Return: 7.51 % Date: 11/30/2010
Return: -3.21 % Date: 10/31/2010
Return: 4.58 % Date: 9/30/2010
Return: 3.86 % Date: 8/31/2010
Return: 2.46 % Date: 7/31/2010
Return: 1.07 % Date: 6/30/2010
Return: 1.32 % Date: 5/31/2010
Return: -4.06 % Date: 4/30/2010
Return: 4.59 % Date: 3/31/2010
Return: 4.42 % Date: 2/28/2010
Return: 2.48 % Date: 1/31/2010
Return: -6.76 % Date: 12/31/2009
Return: -2.71 % Date: 11/30/2009
Return: 5.06 % Date: 10/31/2009
Return: -1.82 % Date: 9/30/2009
Return: 0.34 % Date: 8/31/2009
Return: 1.27 % Date: 7/31/2009
Return: -1.51 % Date: 6/30/2009
Return: -0.89 % Date: 5/31/2009
Return: 3.34 % Date: 4/30/2009
Return: -2.99 % Date: 3/31/2009
Return: -0.87 % Date: 2/28/2009
Return: -2.29 % Date: 1/31/2009
Return: -2.30 % Date: 12/31/2008
Return: 2.76 % Date: 11/30/2008
Return: 6.27 % Date: 10/31/2008
Return: 4.27 % Date: 9/30/2008
Return: 1.05 % Date: 8/31/2008
Return: -3.72 % Date: 7/31/2008
Return: -4.95 % Date: 6/30/2008
Return: 2.57 % Date: 5/31/2008
Return: 4.02 % Date: 4/30/2008
Return: 0.69 % Date: 3/31/2008
Return: 0.82 % Date: 2/29/2008
Return: 6.20 % Date: 1/31/2008
Return: 3.46 % Date: 12/31/2007
Return: -0.52 % Date: 11/30/2007
Return: -1.43 % Date: 10/31/2007
Return: 7.23 % Date: 9/30/2007
Return: 9.28 % Date: 8/31/2007
Return: -9.15 % Date: 7/31/2007
Return: -2.84 % Date: 6/30/2007
Return: 5.21 % Date: 5/31/2007
Return: 3.53 % Date: 4/30/2007
Return: 6.62 % Date: 3/31/2007
Return: -7.24 % Date: 2/28/2007
Return: -1.24 % Date: 1/31/2007
Return: 2.87 % Date: 12/31/2006
Return: -0.85 % Date: 11/30/2006
Return: 5.47 % Date: 10/31/2006
Return: -2.52 % Date: 9/30/2006
Return: 0.11 % Date: 8/31/2006
Return: 4.90 % Date: 7/31/2006
Return: -4.64 % Date: 6/30/2006
Return: -5.76 % Date: 5/31/2006
Return: -0.83 % Date: 4/30/2006
Return: 10.77 % Date: 3/31/2006
Return: 7.30 % Date: 2/28/2006
Return: -2.33 % Date: 1/31/2006
Return: 4.02 % Date: 12/31/2005
Return: -0.69 % Date: 11/30/2005
Return: 7.14 % Date: 10/31/2005
Return: -2.23 % Date: 9/30/2005
Return: 5.48 % Date: 8/31/2005
Return: 1.83 % Date: 7/31/2005
Return: 3.64 % Date: 6/30/2005
Return: 1.02 % Date: 5/31/2005
Return: 4.33 % Date: 4/30/2005
Return: -3.38 % Date: 3/31/2005
Return: 2.32 % Date: 2/28/2005
Return: 0.56 % Date: 1/31/2005
Return: -5.53 % Date: 12/31/2004
Return: 2.08 % Date: 11/30/2004
Return: 6.22 % Date: 10/31/2004
Return: 2.65 % Date: 9/30/2004
Return: 2.18 % Date: 8/31/2004
Return: 4.01 % Date: 7/31/2004
Return: -3.10 % Date: 6/30/2004
Return: -3.74 % Date: 5/31/2004
Return: 0.00 %

Note: All performance data is since program inception.

Distribution of Monthly Returns

Date Range: 05/04 - 10/19
Return: -10.00 %
Count: 1 Return: 8.00 %
Count: 3 Return: 9.00 %
Count: 3 Return: -9.00 %
Count: 2 Return: -7.00 %
Count: 3 Return: -5.00 %
Count: 10 Return: 11.00 %
Count: 2 Return: -1.00 %
Count: 25 Return: 7.00 %
Count: 5 Return: -2.00 %
Count: 11 Return: 5.00 %
Count: 14 Return: 1.00 %
Count: 23 Return: -6.00 %
Count: 5 Return: 6.00 %
Count: 6 Return: 3.00 %
Count: 14 Return: 2.00 %
Count: 12 Return: 4.00 %
Count: 16 Return: -3.00 %
Count: 15 Return: -4.00 %
Count: 9 Return: 0.00 %
Count: 7

Note: All performance data is since program inception.

Underwater Curve

Date Range: 05/04 - 10/19
Date: 10/31/2019
Drawdown: -10.48 % Date: 9/30/2019
Drawdown: -5.32 % Date: 8/31/2019
Drawdown: 0.00 % Date: 7/31/2019
Drawdown: 0.00 % Date: 6/30/2019
Drawdown: -0.89 % Date: 5/31/2019
Drawdown: -5.73 % Date: 4/30/2019
Drawdown: -5.47 % Date: 3/31/2019
Drawdown: -7.89 % Date: 2/28/2019
Drawdown: -11.16 % Date: 1/31/2019
Drawdown: -10.35 % Date: 12/31/2018
Drawdown: -6.38 % Date: 11/30/2018
Drawdown: -13.97 % Date: 10/31/2018
Drawdown: -14.52 % Date: 9/30/2018
Drawdown: -12.29 % Date: 8/31/2018
Drawdown: -11.95 % Date: 7/31/2018
Drawdown: -12.74 % Date: 6/30/2018
Drawdown: -11.52 % Date: 5/31/2018
Drawdown: -12.72 % Date: 4/30/2018
Drawdown: -13.48 % Date: 3/31/2018
Drawdown: -10.85 % Date: 2/28/2018
Drawdown: -9.95 % Date: 1/31/2018
Drawdown: 0.00 % Date: 12/31/2017
Drawdown: -2.25 % Date: 11/30/2017
Drawdown: -3.75 % Date: 10/31/2017
Drawdown: -4.27 % Date: 9/30/2017
Drawdown: -9.46 % Date: 8/31/2017
Drawdown: -3.52 % Date: 7/31/2017
Drawdown: -7.82 % Date: 6/30/2017
Drawdown: -8.62 % Date: 5/31/2017
Drawdown: -3.80 % Date: 4/30/2017
Drawdown: -3.89 % Date: 3/31/2017
Drawdown: -4.87 % Date: 2/28/2017
Drawdown: -3.49 % Date: 1/31/2017
Drawdown: -6.04 % Date: 12/31/2016
Drawdown: -5.32 % Date: 11/30/2016
Drawdown: -6.97 % Date: 10/31/2016
Drawdown: -7.73 % Date: 9/30/2016
Drawdown: -2.89 % Date: 8/31/2016
Drawdown: -3.95 % Date: 7/31/2016
Drawdown: 0.00 % Date: 6/30/2016
Drawdown: 0.00 % Date: 5/31/2016
Drawdown: -8.92 % Date: 4/30/2016
Drawdown: -6.16 % Date: 3/31/2016
Drawdown: -5.75 % Date: 2/29/2016
Drawdown: -0.43 % Date: 1/31/2016
Drawdown: -7.66 % Date: 12/31/2015
Drawdown: -11.52 % Date: 11/30/2015
Drawdown: -9.91 % Date: 10/31/2015
Drawdown: -13.02 % Date: 9/30/2015
Drawdown: -11.87 % Date: 8/31/2015
Drawdown: -14.58 % Date: 7/31/2015
Drawdown: -7.97 % Date: 6/30/2015
Drawdown: -11.84 % Date: 5/31/2015
Drawdown: -5.99 % Date: 4/30/2015
Drawdown: -5.24 % Date: 3/31/2015
Drawdown: 0.00 % Date: 2/28/2015
Drawdown: -0.59 % Date: 1/31/2015
Drawdown: 0.00 % Date: 12/31/2014
Drawdown: -5.15 % Date: 11/30/2014
Drawdown: -8.75 % Date: 10/31/2014
Drawdown: -16.22 % Date: 9/30/2014
Drawdown: -16.71 % Date: 8/31/2014
Drawdown: -15.75 % Date: 7/31/2014
Drawdown: -20.00 % Date: 6/30/2014
Drawdown: -17.02 % Date: 5/31/2014
Drawdown: -19.47 % Date: 4/30/2014
Drawdown: -23.43 % Date: 3/31/2014
Drawdown: -27.85 % Date: 2/28/2014
Drawdown: -26.81 % Date: 1/31/2014
Drawdown: -30.74 % Date: 12/31/2013
Drawdown: -29.32 % Date: 11/30/2013
Drawdown: -26.33 % Date: 10/31/2013
Drawdown: -29.64 % Date: 9/30/2013
Drawdown: -33.18 % Date: 8/31/2013
Drawdown: -31.34 % Date: 7/31/2013
Drawdown: -30.58 % Date: 6/30/2013
Drawdown: -28.37 % Date: 5/31/2013
Drawdown: -26.36 % Date: 4/30/2013
Drawdown: -21.91 % Date: 3/31/2013
Drawdown: -23.11 % Date: 2/28/2013
Drawdown: -23.90 % Date: 1/31/2013
Drawdown: -22.88 % Date: 12/31/2012
Drawdown: -25.02 % Date: 11/30/2012
Drawdown: -24.55 % Date: 10/31/2012
Drawdown: -23.91 % Date: 9/30/2012
Drawdown: -20.78 % Date: 8/31/2012
Drawdown: -18.45 % Date: 7/31/2012
Drawdown: -17.41 % Date: 6/30/2012
Drawdown: -21.54 % Date: 5/31/2012
Drawdown: -17.66 % Date: 4/30/2012
Drawdown: -18.74 % Date: 3/31/2012
Drawdown: -19.43 % Date: 2/29/2012
Drawdown: -18.28 % Date: 1/31/2012
Drawdown: -19.33 % Date: 12/31/2011
Drawdown: -18.39 % Date: 11/30/2011
Drawdown: -18.82 % Date: 10/31/2011
Drawdown: -17.37 % Date: 9/30/2011
Drawdown: -12.57 % Date: 8/31/2011
Drawdown: -10.53 % Date: 7/31/2011
Drawdown: -7.28 % Date: 6/30/2011
Drawdown: -11.12 % Date: 5/31/2011
Drawdown: -9.69 % Date: 4/30/2011
Drawdown: -0.91 % Date: 3/31/2011
Drawdown: -3.25 % Date: 2/28/2011
Drawdown: 0.00 % Date: 1/31/2011
Drawdown: 0.00 % Date: 12/31/2010
Drawdown: 0.00 % Date: 11/30/2010
Drawdown: -3.21 % Date: 10/31/2010
Drawdown: 0.00 % Date: 9/30/2010
Drawdown: 0.00 % Date: 8/31/2010
Drawdown: -0.80 % Date: 7/31/2010
Drawdown: -3.18 % Date: 6/30/2010
Drawdown: -4.21 % Date: 5/31/2010
Drawdown: -5.46 % Date: 4/30/2010
Drawdown: -1.46 % Date: 3/31/2010
Drawdown: -5.78 % Date: 2/28/2010
Drawdown: -9.77 % Date: 1/31/2010
Drawdown: -11.95 % Date: 12/31/2009
Drawdown: -5.57 % Date: 11/30/2009
Drawdown: -2.94 % Date: 10/31/2009
Drawdown: -7.61 % Date: 9/30/2009
Drawdown: -5.90 % Date: 8/31/2009
Drawdown: -6.22 % Date: 7/31/2009
Drawdown: -7.40 % Date: 6/30/2009
Drawdown: -5.98 % Date: 5/31/2009
Drawdown: -5.13 % Date: 4/30/2009
Drawdown: -8.20 % Date: 3/31/2009
Drawdown: -5.37 % Date: 2/28/2009
Drawdown: -4.54 % Date: 1/31/2009
Drawdown: -2.30 % Date: 12/31/2008
Drawdown: 0.00 % Date: 11/30/2008
Drawdown: 0.00 % Date: 10/31/2008
Drawdown: -3.58 % Date: 9/30/2008
Drawdown: -7.52 % Date: 8/31/2008
Drawdown: -8.49 % Date: 7/31/2008
Drawdown: -4.95 % Date: 6/30/2008
Drawdown: 0.00 % Date: 5/31/2008
Drawdown: 0.00 % Date: 4/30/2008
Drawdown: 0.00 % Date: 3/31/2008
Drawdown: 0.00 % Date: 2/29/2008
Drawdown: 0.00 % Date: 1/31/2008
Drawdown: 0.00 % Date: 12/31/2007
Drawdown: -1.94 % Date: 11/30/2007
Drawdown: -1.43 % Date: 10/31/2007
Drawdown: 0.00 % Date: 9/30/2007
Drawdown: -3.54 % Date: 8/31/2007
Drawdown: -11.73 % Date: 7/31/2007
Drawdown: -2.84 % Date: 6/30/2007
Drawdown: 0.00 % Date: 5/31/2007
Drawdown: -0.76 % Date: 4/30/2007
Drawdown: -4.14 % Date: 3/31/2007
Drawdown: -10.09 % Date: 2/28/2007
Drawdown: -3.07 % Date: 1/31/2007
Drawdown: -1.86 % Date: 12/31/2006
Drawdown: -4.59 % Date: 11/30/2006
Drawdown: -3.78 % Date: 10/31/2006
Drawdown: -8.77 % Date: 9/30/2006
Drawdown: -6.41 % Date: 8/31/2006
Drawdown: -6.51 % Date: 7/31/2006
Drawdown: -10.88 % Date: 6/30/2006
Drawdown: -6.54 % Date: 5/31/2006
Drawdown: -0.83 % Date: 4/30/2006
Drawdown: 0.00 % Date: 3/31/2006
Drawdown: 0.00 % Date: 2/28/2006
Drawdown: -2.33 % Date: 1/31/2006
Drawdown: 0.00 % Date: 12/31/2005
Drawdown: -0.69 % Date: 11/30/2005
Drawdown: 0.00 % Date: 10/31/2005
Drawdown: -2.23 % Date: 9/30/2005
Drawdown: 0.00 % Date: 8/31/2005
Drawdown: 0.00 % Date: 7/31/2005
Drawdown: 0.00 % Date: 6/30/2005
Drawdown: -1.02 % Date: 5/31/2005
Drawdown: -2.02 % Date: 4/30/2005
Drawdown: -6.08 % Date: 3/31/2005
Drawdown: -2.80 % Date: 2/28/2005
Drawdown: -5.00 % Date: 1/31/2005
Drawdown: -5.53 % Date: 12/31/2004
Drawdown: 0.00 % Date: 11/30/2004
Drawdown: 0.00 % Date: 10/31/2004
Drawdown: 0.00 % Date: 9/30/2004
Drawdown: -0.87 % Date: 8/31/2004
Drawdown: -2.98 % Date: 7/31/2004
Drawdown: -6.72 % Date: 6/30/2004
Drawdown: -3.74 %

Note: All performance data is since program inception.

Manager Information

Manager Name:  Welton Investment Partners LLC
Address: Eastwood Building San Carlos between 5th and 6th P.O. Box 6147
City: Carmel
State: CA
Zip: 93921-6147
Country: USA

Key People

Name:  Patrick Welton
Position:  Chief Executive Officer
Biography: 

Dr. Welton is Co-Founder of the firm and serves as the CIO. He has been an active investor for more than three decades, an investment manager since 1989, and actively contributes to the firm’s ongoing research. Dr. Welton has served on committees for the Managed Funds Association (MFA) and as a prior member of the Board of Directors of the National Futures Association (NFA). He speaks at numerous conferences globally every year, participates in panel presentations, and has authored numerous articles about alternative investments, macroeconomic impacts on markets, and investment theory. Dr. Welton serves as Chair of the Board of Montage Health and its subsidiaries and Chairs its pension and foundation investment committee. He serves as the Vice-Chair of the Panetta Institute of Public Policy where he also serves on its investment committee. In the late 1990’s, he Co-Founded Axios Data Analysis, one of the first large scale data analytics firms focused on healthcare data. His former research experience includes molecular biological work in gene sequencing, biophysics with a focus on positron emission neurofunctional brain imaging, and oncology through clinical cancer trials during a nearly 20-year period as Clinical Professor at Stanford University Hospital. He holds undergraduate, doctoral and postdoctoral degrees from the University of Wisconsin, University of California, Los Angeles (UCLA), and Stanford University respectively.


Additional Information

 Futures Sectors Traded
 Stock Indexes Yes 
 Interest Rates Yes 
 Currencies Yes 
 Metals Yes 
 Energies Yes 
 Softs Yes 
 Grains Yes 
 Meats Yes 
 Forex Yes 
 Mini-Futures Yes 
 Investment Methodology
 Fundamental Analysis Yes 
 Technical Yes 
 Trend Following Yes 
 Systematic Yes 
 Diversified Yes 
 Mean-reversion Yes 
 Quantitative Analysis Yes 
 Instruments Traded
 Forwards Yes 
 Futures Yes 
 Geographical Focus
 Global Yes 
 Holding Period
 Long Term Yes 
 Medium Term Yes 
 Short Term Yes 
 Investment Terms & Information
 Managed Account Minimum: $25,000,000 
 Margin / Equity Ratio: 15% 
 Managed Account Availability: Open 
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