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Performance > SIHA

SIHA Performance

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
FOR COMPLETE PERFORMANCE AND RISK INFORMATION FOR EACH
STRATEGY AND PROGRAM PLEASE REFER TO THE DISCLOSURE DOCUMENT.

Stock Index Hybrid Approach
CAPSULE PERFORMANCE TABLE
Monthly % Rate of Return (Net of all fees)
Month 2014 2013 2012 2011 2010 2009
January 1.82 2.60 4.26 2.22 2.49 2.74
February 16.24 (5.17) (0.31) 1.67 1.51 5.80
March 3.52 1.39 (0.73) (1.48) 3.23 (1.66)
April 5.61 (6.11) 0.23 0.54 (2.11) 9.43
May   1.27 3.04 2.44 (16.34) 5.49
June   (4.98) (2.40) (0.34) 6.47 5.40
July   1.43 0.20 (7.80) 0.87 0.30
August   1.28 1.69 (31.81) 3.66 3.45
September   0.82 0.80 (19.95) 2.53 1.68
October   1.62 0.20 (3.27) 5.21 (0.06)
November   2.15 5.15 1.84 (2.83) 2.81
December   3.71 2.36 7.90 6.19 7.02
Annual Year-to-Date 29.40 (0.62) 15.20 (43.78) 8.99 50.89

 


*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 2008. 

Stock Index Hybrid Approach

CAPSULE PERFORMANCE TABLE  
Monthly % Rate of Return (Net of all fees)
    Month 2008 2007
January 1.54  
February 5.32  
March 10.62  
April 4.05  
May 4.77  
June 4.28  
July 5.10  
August 6.53  
September (16.95)  
October (18.93)  
November 2.75 7.18
December 8.45 6.14
Annual Year-to-Date 12.97 13.76

 

TRADING FUTURES AND OPTIONS INVOLVES SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL INVESTORS. THERE ARE NO GUARANTEES OF PROFIT NO MATTER WHO IS MANAGING YOUR MONEY. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THERE IS UNLIMITED RISK OF LOSS IN SELLING OPTIONS. AN INVESTOR MUST READ AND UNDERSTAND THE COMMODITY TRADING ADVISOR'S CURRENT DISCLOSURE DOCUMENT BEFORE INVESTING.

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