Stock Index Premium Collection - Regular Program
CAPSULE PERFORMANCE TABLE*
Monthly % Rate of Return (Net of all
fees) |
| Month |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
| January |
2.84 |
5.10 |
2.47 |
2.29 |
(1.48) |
(14.25) |
| February |
(6.30) |
0.47 |
1.14 |
1.06 |
1.80 |
5.71 |
| March |
0.76 |
(1.52) |
(1.56) |
2.91 |
(5.34) |
4.14 |
| April |
(6.38) |
(1.07) |
(0.38) |
(2.18) |
10.83 |
5.85 |
| May |
|
1.10 |
1.86 |
(21.08) |
5.83 |
7.87 |
| June |
|
(4.56) |
(1.32) |
5.77 |
5.61 |
2.67 |
| July |
|
0.48 |
(8.58) |
0.43 |
(2.53) |
0.82 |
| August |
|
1.51 |
(28.90) |
2.25 |
2.65 |
1.81 |
| September |
|
0.52 |
(17.17) |
2.04 |
1.64 |
(54.27) |
| October |
|
(0.51) |
(6.20) |
5.13 |
(0.58) |
(30.00) |
| November |
|
5.10 |
3.05 |
(2.21) |
3.91 |
(4.86) |
| December |
|
1.36 |
2.69 |
5.52 |
6.19 |
11.96 |
| Annual Year-to-date |
(9.10) |
7.87 |
(45.41) |
(1.26) |
31.20 |
(61.27) |
Stock Index Premium Collection - Institutional Program
CAPSULE PERFORMANCE TABLE*
Monthly % Rate of Return (Net of all
fees) |
| Month |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
| January |
2.88 |
3.90 |
2.06 |
2.88 |
0.71 |
(13.71) |
| February |
(6.56) |
(1.41) |
1.72 |
1.90 |
3.04 |
5.58 |
| March |
0.63 |
(0.61) |
(4.31) |
2.57 |
(3.45) |
3.60 |
| April |
(6.07) |
(0.30) |
0.29 |
(1.96) |
8.05 |
5.55 |
| May |
|
0.60 |
2.13 |
(19.87) |
5.72 |
6.50 |
| June |
|
(5.15) |
(0.61) |
5.81 |
5.00 |
3.49 |
| July |
|
0.60 |
(7.29) |
(0.13) |
(2.14) |
1.45 |
| August |
|
2.07 |
(26.80) |
3.64 |
3.62 |
2.44 |
| September |
|
(1.08) |
(18.44) |
2.02 |
1.94 |
(51.40) |
| October |
|
2.87 |
(3.77) |
5.43 |
0.10 |
(28.27) |
| November |
|
3.86 |
0.55 |
(4.55) |
3.92 |
0.11 |
| December |
|
1.53 |
6.70 |
6.47 |
6.28 |
11.11 |
| Annual Year-to-date |
(9.14) |
6.72 |
(42.21) |
1.13 |
37.33 |
(55.75) |
*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 principal prior to 2007.
Stock Index Premium Collection - Regular Program
CAPSULE PERFORMANCE TABLE
Monthly % Rate of Return (Net of all
fees) |
| Month |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
| January |
5.01 |
0.39 |
2.47 |
0.89 |
7.24 |
4.36 |
|
| February |
(12.34) |
1.11 |
(1.99) |
4.82 |
4.84 |
5.78 |
|
| March |
(10.42) |
2.82 |
0.23 |
3.39 |
4.58 |
5.47 |
|
| April |
(2.84) |
0.30 |
0.73 |
1.98 |
10.18 |
.41 |
|
| May |
8.35 |
(2.00) |
2.45 |
2.93 |
2.81 |
3.96 |
|
| June |
1.53 |
1.13 |
2.14 |
3.29 |
.92 |
(3.37) |
|
| July |
(5.77) |
(1.65) |
.58 |
2.27 |
(7.78) |
(2.46) |
|
| August |
(9.34) |
4.89 |
1.46 |
2.70 |
15.48 |
8.82 |
|
| September |
9.63 |
1.48 |
2.19 |
4.07 |
5.78 |
6.42 |
|
| October |
4.80 |
1.91 |
.02 |
(1.57) |
8.95 |
16.50 |
31.98 |
| November |
2.86 |
(0.95) |
0.61 |
1.32 |
2.68 |
5.29 |
28.16 |
| December |
12.01 |
1.76 |
1.66 |
2.46 |
(1.62) |
5.16 |
19.47 |
| Annual Year-to-Date |
(0.33) |
11.56 |
13.19 |
32.40 |
66.66 |
71.13 |
103.08 |
*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 principal prior to 2007.
Stock Index Premium Collection -Institutional Program
CAPSULE PERFORMANCE TABLE
Monthly % Rate of Return (Net of all
fees) |
| Month |
2007 |
2006 |
2005 |
2004 |
| January |
5.25 |
0.67 |
3.37 |
|
| February |
(11.64) |
0.96 |
(2.50) |
|
| March |
(10.75) |
3.14 |
0.13 |
|
| April |
(1.78) |
0.06 |
0.46 |
|
| May |
8.14 |
(2.95) |
2.55 |
|
| June |
1.57 |
2.22 |
2.19 |
2.88 |
| July |
(6.45) |
(0.87) |
0.65 |
2.55 |
| August |
(7.16) |
5.15 |
1.44 |
2.94 |
| September |
8.75 |
1.55 |
2.39 |
5.04 |
| October |
5.58 |
2.15 |
(0.07) |
(2.86) |
| November |
1.55 |
(0.79) |
1.01 |
2.25 |
| December |
11.50 |
2.28 |
1.85 |
3.59 |
| Annual Year-to-Date |
1.11 |
14.17 |
14.18 |
17.38 |
|
