CAPSULE PERFORMANCE TABLE
Monthly % Rate of Return (Net of all
fees) |
| Month |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
| January |
2.60 |
4.26 |
2.22 |
2.49 |
2.74 |
1.54 |
| February |
(5.17) |
(0.31) |
1.67 |
1.51 |
5.80 |
5.32 |
| March |
1.39 |
(0.73) |
(1.48) |
3.23 |
(1.66) |
10.62 |
| April |
(6.11) |
0.23 |
0.54 |
(2.11) |
9.43 |
4.05 |
| May |
|
3.04 |
2.44 |
(16.34) |
5.49 |
4.77 |
| June |
|
(2.40) |
(0.34) |
6.47 |
5.40 |
4.28 |
| July |
|
0.20 |
(7.80) |
0.87 |
0.30 |
5.10 |
| August |
|
1.69 |
(31.81) |
3.66 |
3.45 |
6.53 |
| September |
|
0.80 |
(19.95) |
2.53 |
1.68 |
(16.95) |
| October |
|
0.20 |
(3.27) |
5.21 |
(0.06) |
(18.93) |
| November |
|
5.15 |
1.84 |
(2.83) |
2.81 |
2.75 |
| December |
|
2.36 |
7.90 |
6.19 |
7.02 |
8.45 |
| Annual Year-to-Date |
(7.38) |
15.20 |
(43.78) |
8.99 |
50.89 |
12.97 |
*SUPPLEMENTAL INFORMATION
CFTC
Regulation requires that only the preceding five years be presented in a
performance table.
However,
prior results may be presented in a separate table. The below
Capsule Performance
Table
represents the performance of ACE Investment Strategists, LLC and its principalprior to 2007.
Stock Index Hybrid Approach
CAPSULE PERFORMANCE TABLE
Monthly % Rate of Return (Net of all
fees) |
| Month |
2007 |
| January |
|
| February |
|
| March |
|
| April |
|
| May |
|
| June |
|
| July |
|
| August |
|
| September |
|
| October |
|
| November |
7.18 |
| December |
6.14 |
| Annual Year-to-Date |
13.76 |
|
