Altegris Clearing Solutions Red Oak Commodity Advisors, Inc. Fundamental Trading Program *QEP*
Monthly Performance (%)
Date Range: 12/89 - 11/17
  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
2017 2.70 2.30 -2.64 -6.36 -4.64 2.84 3.17 -2.92 -2.42 -5.06 -0.80 -13.54
2016 0.82 0.82 -8.35 12.70 -2.13 -2.90 -9.87 2.91 0.64 7.29 7.91 -1.10 6.64
2015 4.66 1.31 5.18 -10.69 0.44 -0.10 -1.15 -4.62 2.61 -7.36 0.15 -1.35 -11.51
2014 -6.04 1.29 -0.80 -1.79 -1.88 -0.07 3.06 4.68 6.80 2.38 4.01 1.38 13.08
2013 -0.41 1.35 3.11 0.57 -0.08 -0.56 0.89 -3.04 0.33 1.32 0.29 2.69 6.51
2012 3.73 2.20 0.18 -1.98 -5.75 -0.52 0.26 1.17 3.72 0.45 -1.31 -0.08 1.72
2011 0.83 2.52 -2.34 3.99 -4.11 -2.07 1.06 -1.74 -6.57 4.98 -1.56 -1.13 -6.55
2010 -4.10 0.63 3.56 1.72 -1.92 -0.70 0.63 -1.82 7.43 4.51 1.53 4.67 16.71
2009 2.25 0.53 0.18 4.84 7.59 -2.34 2.45 0.97 3.40 -0.66 4.01 0.07 25.45
2008 -0.02 3.27 -12.82 -4.32 -2.69 -0.38 -3.43 7.17 0.62 13.35 1.58 -1.96 -1.86
2007 2.41 0.40 0.05 4.36 1.32 0.74 2.23 -0.01 5.44 6.62 1.53 0.84 28.92
2006 7.78 -5.33 11.26 13.67 0.14 -3.48 -0.52 2.69 -0.22 1.77 1.85 -0.84 30.67
2005 -10.02 3.28 -12.57 -7.46 5.27 2.89 6.48 3.37 18.73 -3.05 8.87 7.86 21.16
2004 0.64 4.67 4.91 -11.78 -5.06 0.48 -3.83 -2.30 0.69 -1.51 7.69 5.23 -1.80
2003 -0.39 -12.53 18.91 14.73 14.52 -0.79 -1.83 5.00 -0.14 7.70 6.13 10.46 75.51
2002 -1.14 5.46 -9.20 20.26 25.68 -1.48 -8.53 -8.30 -10.63 26.91 15.37 -12.70 35.07
2001 9.89 -18.94 -1.15 5.74 -13.45 11.51 7.89 -8.66 -14.00 -3.06 -2.94 13.26 -18.84
2000 -3.19 -2.96 -3.53 -7.30 13.50 13.95 -1.02 8.69 -7.79 -5.53 -4.35 10.44 7.57
1999 3.46 -12.94 19.78 23.87 -8.26 32.01 4.09 0.44 11.02 -11.86 -11.43 22.28 79.32
1998 1.85 -4.45 4.03 -3.85 -8.33 8.57 -6.09 -23.72 11.81 -3.16 -2.03 10.39 -18.73
1997 21.57 8.23 4.87 7.08 -9.38 1.35 17.15 -6.91 1.77 -11.80 -0.60 8.74 43.58
1996 10.36 -7.88 14.85 3.68 -6.23 -0.10 -19.05 8.06 -7.54 1.70 3.57 -3.62 -6.89
1995 -1.91 -3.65 3.97 -0.31 -0.10 -8.52 1.29 20.92 4.40 -4.09 6.34 10.45 28.95
1994 -2.71 -4.43 1.58 -3.32 8.75 3.70 -0.49 -1.66 5.39 -1.83 1.02 0.24 5.58
1993 2.47 6.63 -1.84 -1.30 0.50 2.03 5.05 -1.37 -1.21 0.51 -1.96 3.45 13.26
1992 -4.34 -1.89 -0.84 -1.73 -3.09 0.14 -1.39 -2.67 4.26 6.44 1.92 1.17 -2.53
1991 3.38 -6.96 0.43 0.47 1.38 -0.07 -5.65 5.32 1.81 -0.58 -1.66 9.86 6.84
1990 0.10 -1.08 6.14 9.10 -9.75 11.65 11.71 0.25 7.28 8.72 -0.13 0.84 51.98
Note: Estimates appear in italics. All performance data is since program inception.
Strategy Description

Red Oak's trading strategy is driven by fundamentals: specifically grounded in Mr. Gerstein's (Chief Investment Officer) experience in and knowledge of the different commodity and commodity-related markets and the various fundamental factors which affect each of such markets. Thus, Red Oak's approach is neither technically-based nor trend-following. Its fundamental research disciplines attempt to step beyond the near term "noise" of leveraged volatile markets. The firm's research focus is on significant and somewhat longer-term market forces. Red Oak believes that the fundamental forces driving major price changes can be isolated and anticipated. Red Oak employs risk control procedures in an effort to preserve capital and protect against material forecasting errors. A predetermined dollar level of acceptable loss per position is calculated based on volatility and risk-reward dynamics.

Performance Statistics
Date Range: 12/89 - 11/17
  Program SP500 TR Altegris 40
Total Return 2550.70% 1292.83% 548.36%
Annualized Return 12.42% 9.86% 6.93%
Annualized Std. Deviation 24.94% 14.19% 11.27%
Correlation 0.28 0.19
Sharpe Ratio (rf=2.5%) 0.40 0.52 0.39
Worst Month -23.72% -16.79% -8.16%
Date of Worst Month 08/1998 10/2008 01/1992
Worst Drawdown -37.32% -50.95% -15.74%
Date of Worst Drawdown 7/97 - 8/98 10/07 - 2/09 4/11 - 9/13
Note: Estimates appear in italics. All performance data is since program inception.
Annual Performance (%)
Date Range: 12/89 - 11/17
Year or YTD Program SP500 TR Altegris 40
2017 -13.54 20.51 0.15
2016 6.64 11.98 -3.13
2015 -11.51 1.41 0.09
2014 13.08 13.69 15.75
2013 6.51 32.41 -2.45
2012 1.72 15.98 -4.75
2011 -6.55 2.12 -3.23
2010 16.71 15.06 11.33
2009 25.45 26.45 -7.98
2008 -1.86 -36.99 15.47
2007 28.92 5.50 7.18
2006 30.67 15.79 6.70
2005 21.16 4.89 4.51
2004 -1.80 10.87 2.57
2003 75.51 28.69 15.99
2002 35.07 -22.10 15.22
2001 -18.84 -11.88 5.39
2000 7.57 -9.09 10.63
1999 79.32 21.04 0.87
1998 -18.73 28.58 12.61
1997 43.58 33.38 10.22
1996 -6.89 22.96 16.04
1995 28.95 37.57 13.16
1994 5.58 1.32 -5.46
1993 13.26 10.08 14.66
1992 -2.53 7.65 0.89
1991 6.84 30.47 15.12
1990 51.98 -3.10 37.15
Note: Estimates appear in italics. All performance data is since program inception.
Performance Comparison
Date Range: 12/89 - 11/17
Date: 11/30/2017
Perf: $6,483.63 Date: 10/31/2017
Perf: $6,475.21 Date: 9/30/2017
Perf: $6,214.81 Date: 8/31/2017
Perf: $6,348.77 Date: 7/31/2017
Perf: $6,245.10 Date: 6/30/2017
Perf: $6,220.84 Date: 5/31/2017
Perf: $6,407.95 Date: 4/30/2017
Perf: $6,395.80 Date: 3/31/2017
Perf: $6,434.41 Date: 2/28/2017
Perf: $6,529.74 Date: 1/31/2017
Perf: $6,390.43 Date: 12/31/2016
Perf: $6,473.94 Date: 11/30/2016
Perf: $6,425.11 Date: 10/31/2016
Perf: $6,496.58 Date: 9/30/2016
Perf: $6,668.63 Date: 8/31/2016
Perf: $6,755.78 Date: 7/31/2016
Perf: $6,942.53 Date: 6/30/2016
Perf: $6,872.43 Date: 5/31/2016
Perf: $6,592.26 Date: 4/30/2016
Perf: $6,709.68 Date: 3/31/2016
Perf: $6,882.43 Date: 2/29/2016
Perf: $7,085.79 Date: 1/31/2016
Perf: $6,915.67 Date: 12/31/2015
Perf: $6,683.09 Date: 11/30/2015
Perf: $6,840.42 Date: 10/31/2015
Perf: $6,614.86 Date: 9/30/2015
Perf: $6,731.99 Date: 8/31/2015
Perf: $6,589.01 Date: 7/31/2015
Perf: $6,705.01 Date: 6/30/2015
Perf: $6,452.71 Date: 5/31/2015
Perf: $6,806.65 Date: 4/30/2015
Perf: $6,856.02 Date: 3/31/2015
Perf: $7,131.29 Date: 2/28/2015
Perf: $6,977.09 Date: 1/31/2015
Perf: $6,988.27 Date: 12/31/2014
Perf: $6,677.12 Date: 11/30/2014
Perf: $6,561.63 Date: 10/31/2014
Perf: $6,193.14 Date: 9/30/2014
Perf: $6,103.42 Date: 8/31/2014
Perf: $6,013.82 Date: 7/31/2014
Perf: $5,769.76 Date: 6/30/2014
Perf: $5,816.29 Date: 5/31/2014
Perf: $5,766.69 Date: 4/30/2014
Perf: $5,622.75 Date: 3/31/2014
Perf: $5,580.34 Date: 2/28/2014
Perf: $5,664.17 Date: 1/31/2014
Perf: $5,618.10 Date: 12/31/2013
Perf: $5,768.66 Date: 11/30/2013
Perf: $5,776.75 Date: 10/31/2013
Perf: $5,674.05 Date: 9/30/2013
Perf: $5,547.02 Date: 8/31/2013
Perf: $5,580.51 Date: 7/31/2013
Perf: $5,689.75 Date: 6/30/2013
Perf: $5,739.68 Date: 5/31/2013
Perf: $5,965.79 Date: 4/30/2013
Perf: $6,233.84 Date: 3/31/2013
Perf: $6,077.05 Date: 2/28/2013
Perf: $5,990.79 Date: 1/31/2013
Perf: $6,025.74 Date: 12/31/2012
Perf: $5,913.38 Date: 11/30/2012
Perf: $5,884.55 Date: 10/31/2012
Perf: $5,868.12 Date: 9/30/2012
Perf: $6,088.52 Date: 8/31/2012
Perf: $6,190.67 Date: 7/31/2012
Perf: $6,276.02 Date: 6/30/2012
Perf: $6,029.42 Date: 5/31/2012
Perf: $6,264.98 Date: 4/30/2012
Perf: $6,148.17 Date: 3/31/2012
Perf: $6,111.50 Date: 2/29/2012
Perf: $6,253.45 Date: 1/31/2012
Perf: $6,227.92 Date: 12/31/2011
Perf: $6,208.05 Date: 11/30/2011
Perf: $6,149.02 Date: 10/31/2011
Perf: $6,130.63 Date: 9/30/2011
Perf: $6,383.41 Date: 8/31/2011
Perf: $6,387.24 Date: 7/31/2011
Perf: $6,400.04 Date: 6/30/2011
Perf: $6,178.25 Date: 5/31/2011
Perf: $6,343.17 Date: 4/30/2011
Perf: $6,583.46 Date: 3/31/2011
Perf: $6,336.35 Date: 2/28/2011
Perf: $6,434.80 Date: 1/31/2011
Perf: $6,327.24 Date: 12/31/2010
Perf: $6,415.12 Date: 11/30/2010
Perf: $6,151.23 Date: 10/31/2010
Perf: $6,376.98 Date: 9/30/2010
Perf: $6,138.79 Date: 8/31/2010
Perf: $6,029.07 Date: 7/31/2010
Perf: $5,789.39 Date: 6/30/2010
Perf: $5,865.04 Date: 5/31/2010
Perf: $5,842.84 Date: 4/30/2010
Perf: $5,987.74 Date: 3/31/2010
Perf: $5,896.93 Date: 2/28/2010
Perf: $5,671.76 Date: 1/31/2010
Perf: $5,618.95 Date: 12/31/2009
Perf: $5,762.43 Date: 11/30/2009
Perf: $6,002.53 Date: 10/31/2009
Perf: $5,770.00 Date: 9/30/2009
Perf: $5,921.59 Date: 8/31/2009
Perf: $5,783.93 Date: 7/31/2009
Perf: $5,764.91 Date: 6/30/2009
Perf: $5,771.26 Date: 5/31/2009
Perf: $5,928.97 Date: 4/30/2009
Perf: $5,848.26 Date: 3/31/2009
Perf: $6,045.97 Date: 2/28/2009
Perf: $6,218.21 Date: 1/31/2009
Perf: $6,221.32 Date: 12/31/2008
Perf: $6,262.03 Date: 11/30/2008
Perf: $6,105.12 Date: 10/31/2008
Perf: $5,889.00 Date: 9/30/2008
Perf: $5,600.57 Date: 8/31/2008
Perf: $5,588.83 Date: 7/31/2008
Perf: $5,742.15 Date: 6/30/2008
Perf: $6,018.39 Date: 5/31/2008
Perf: $5,861.88 Date: 4/30/2008
Perf: $5,743.56 Date: 3/31/2008
Perf: $5,810.38 Date: 2/29/2008
Perf: $5,836.06 Date: 1/31/2008
Perf: $5,521.87 Date: 12/31/2007
Perf: $5,423.16 Date: 11/30/2007
Perf: $5,435.67 Date: 10/31/2007
Perf: $5,471.23 Date: 9/30/2007
Perf: $5,245.16 Date: 8/31/2007
Perf: $5,011.14 Date: 7/31/2007
Perf: $5,205.30 Date: 6/30/2007
Perf: $5,371.27 Date: 5/31/2007
Perf: $5,220.40 Date: 4/30/2007
Perf: $5,040.46 Date: 3/31/2007
Perf: $4,837.29 Date: 2/28/2007
Perf: $4,953.20 Date: 1/31/2007
Perf: $5,146.18 Date: 12/31/2006
Perf: $5,059.66 Date: 11/30/2006
Perf: $4,894.23 Date: 10/31/2006
Perf: $4,777.19 Date: 9/30/2006
Perf: $4,725.21 Date: 8/31/2006
Perf: $4,775.84 Date: 7/31/2006
Perf: $4,722.94 Date: 6/30/2006
Perf: $4,793.89 Date: 5/31/2006
Perf: $4,860.48 Date: 4/30/2006
Perf: $4,992.79 Date: 3/31/2006
Perf: $4,873.87 Date: 2/28/2006
Perf: $4,746.66 Date: 1/31/2006
Perf: $4,832.68 Date: 12/31/2005
Perf: $4,742.10 Date: 11/30/2005
Perf: $4,829.52 Date: 10/31/2005
Perf: $4,630.85 Date: 9/30/2005
Perf: $4,623.46 Date: 8/31/2005
Perf: $4,553.33 Date: 7/31/2005
Perf: $4,528.88 Date: 6/30/2005
Perf: $4,526.16 Date: 5/31/2005
Perf: $4,376.91 Date: 4/30/2005
Perf: $4,245.72 Date: 3/31/2005
Perf: $4,352.35 Date: 2/28/2005
Perf: $4,376.86 Date: 1/31/2005
Perf: $4,346.87 Date: 12/31/2004
Perf: $4,537.44 Date: 11/30/2004
Perf: $4,522.52 Date: 10/31/2004
Perf: $4,290.40 Date: 9/30/2004
Perf: $4,148.53 Date: 8/31/2004
Perf: $4,093.27 Date: 7/31/2004
Perf: $4,121.71 Date: 6/30/2004
Perf: $4,169.24 Date: 5/31/2004
Perf: $4,311.52 Date: 4/30/2004
Perf: $4,381.18 Date: 3/31/2004
Perf: $4,671.76 Date: 2/29/2004
Perf: $4,718.00 Date: 1/31/2004
Perf: $4,466.11 Date: 12/31/2003
Perf: $4,423.64 Date: 11/30/2003
Perf: $4,240.05 Date: 10/31/2003
Perf: $4,252.80 Date: 9/30/2003
Perf: $4,159.22 Date: 8/31/2003
Perf: $4,178.44 Date: 7/31/2003
Perf: $4,139.53 Date: 6/30/2003
Perf: $4,235.25 Date: 5/31/2003
Perf: $4,344.29 Date: 4/30/2003
Perf: $4,103.42 Date: 3/31/2003
Perf: $4,043.97 Date: 2/28/2003
Perf: $4,289.32 Date: 1/31/2003
Perf: $4,047.68 Date: 12/31/2002
Perf: $3,813.88 Date: 11/30/2002
Perf: $3,594.95 Date: 10/31/2002
Perf: $3,696.99 Date: 9/30/2002
Perf: $3,898.95 Date: 8/31/2002
Perf: $3,727.13 Date: 7/31/2002
Perf: $3,639.42 Date: 6/30/2002
Perf: $3,454.93 Date: 5/31/2002
Perf: $3,174.32 Date: 4/30/2002
Perf: $3,094.18 Date: 3/31/2002
Perf: $3,168.97 Date: 2/28/2002
Perf: $3,178.19 Date: 1/31/2002
Perf: $3,270.41 Date: 12/31/2001
Perf: $3,310.13 Date: 11/30/2001
Perf: $3,241.73 Date: 10/31/2001
Perf: $3,514.83 Date: 9/30/2001
Perf: $3,369.28 Date: 8/31/2001
Perf: $3,268.61 Date: 7/31/2001
Perf: $3,173.71 Date: 6/30/2001
Perf: $3,166.75 Date: 5/31/2001
Perf: $3,201.97 Date: 4/30/2001
Perf: $3,201.01 Date: 3/31/2001
Perf: $3,411.14 Date: 2/28/2001
Perf: $3,203.55 Date: 1/31/2001
Perf: $3,173.40 Date: 12/31/2000
Perf: $3,140.73 Date: 11/30/2000
Perf: $2,901.91 Date: 10/31/2000
Perf: $2,730.95 Date: 9/30/2000
Perf: $2,675.04 Date: 8/31/2000
Perf: $2,722.41 Date: 7/31/2000
Perf: $2,667.46 Date: 6/30/2000
Perf: $2,715.25 Date: 5/31/2000
Perf: $2,758.00 Date: 4/30/2000
Perf: $2,720.73 Date: 3/31/2000
Perf: $2,762.44 Date: 2/29/2000
Perf: $2,832.69 Date: 1/31/2000
Perf: $2,864.77 Date: 12/31/1999
Perf: $2,838.94 Date: 11/30/1999
Perf: $2,802.78 Date: 10/31/1999
Perf: $2,749.44 Date: 9/30/1999
Perf: $2,876.59 Date: 8/31/1999
Perf: $2,866.56 Date: 7/31/1999
Perf: $2,849.46 Date: 6/30/1999
Perf: $2,871.86 Date: 5/31/1999
Perf: $2,799.08 Date: 4/30/1999
Perf: $2,846.33 Date: 3/31/1999
Perf: $2,761.55 Date: 2/28/1999
Perf: $2,784.11 Date: 1/31/1999
Perf: $2,733.00 Date: 12/31/1998
Perf: $2,814.33 Date: 11/30/1998
Perf: $2,749.71 Date: 10/31/1998
Perf: $2,800.97 Date: 9/30/1998
Perf: $2,812.22 Date: 8/31/1998
Perf: $2,691.89 Date: 7/31/1998
Perf: $2,494.11 Date: 6/30/1998
Perf: $2,488.88 Date: 5/31/1998
Perf: $2,485.90 Date: 4/30/1998
Perf: $2,424.32 Date: 3/31/1998
Perf: $2,524.55 Date: 2/28/1998
Perf: $2,495.35 Date: 1/31/1998
Perf: $2,514.97 Date: 12/31/1997
Perf: $2,499.22 Date: 11/30/1997
Perf: $2,433.99 Date: 10/31/1997
Perf: $2,400.39 Date: 9/30/1997
Perf: $2,415.36 Date: 8/31/1997
Perf: $2,385.31 Date: 7/31/1997
Perf: $2,504.52 Date: 6/30/1997
Perf: $2,341.11 Date: 5/31/1997
Perf: $2,314.27 Date: 4/30/1997
Perf: $2,353.33 Date: 3/31/1997
Perf: $2,409.72 Date: 2/28/1997
Perf: $2,412.37 Date: 1/31/1997
Perf: $2,356.06 Date: 12/31/1996
Perf: $2,267.41 Date: 11/30/1996
Perf: $2,320.31 Date: 10/31/1996
Perf: $2,167.50 Date: 9/30/1996
Perf: $2,005.09 Date: 8/31/1996
Perf: $1,918.93 Date: 7/31/1996
Perf: $1,925.67 Date: 6/30/1996
Perf: $1,976.67 Date: 5/31/1996
Perf: $1,956.71 Date: 4/30/1996
Perf: $2,004.00 Date: 3/31/1996
Perf: $1,904.58 Date: 2/29/1996
Perf: $1,893.79 Date: 1/31/1996
Perf: $2,014.88 Date: 12/31/1995
Perf: $1,953.92 Date: 11/30/1995
Perf: $1,869.96 Date: 10/31/1995
Perf: $1,839.06 Date: 9/30/1995
Perf: $1,837.23 Date: 8/31/1995
Perf: $1,884.34 Date: 7/31/1995
Perf: $1,861.26 Date: 6/30/1995
Perf: $1,898.47 Date: 5/31/1995
Perf: $1,940.38 Date: 4/30/1995
Perf: $1,918.70 Date: 3/31/1995
Perf: $1,884.96 Date: 2/28/1995
Perf: $1,741.62 Date: 1/31/1995
Perf: $1,680.13 Date: 12/31/1994
Perf: $1,726.75 Date: 11/30/1994
Perf: $1,757.15 Date: 10/31/1994
Perf: $1,732.89 Date: 9/30/1994
Perf: $1,733.76 Date: 8/31/1994
Perf: $1,711.34 Date: 7/31/1994
Perf: $1,778.75 Date: 6/30/1994
Perf: $1,836.23 Date: 5/31/1994
Perf: $1,753.63 Date: 4/30/1994
Perf: $1,715.21 Date: 3/31/1994
Perf: $1,738.33 Date: 2/28/1994
Perf: $1,711.12 Date: 1/31/1994
Perf: $1,750.87 Date: 12/31/1993
Perf: $1,826.48 Date: 11/30/1993
Perf: $1,794.01 Date: 10/31/1993
Perf: $1,824.85 Date: 9/30/1993
Perf: $1,837.72 Date: 8/31/1993
Perf: $1,860.98 Date: 7/31/1993
Perf: $1,882.44 Date: 6/30/1993
Perf: $1,795.02 Date: 5/31/1993
Perf: $1,769.71 Date: 4/30/1993
Perf: $1,767.95 Date: 3/31/1993
Perf: $1,690.20 Date: 2/28/1993
Perf: $1,699.54 Date: 1/31/1993
Perf: $1,579.35 Date: 12/31/1992
Perf: $1,592.89 Date: 11/30/1992
Perf: $1,615.84 Date: 10/31/1992
Perf: $1,589.92 Date: 9/30/1992
Perf: $1,594.07 Date: 8/31/1992
Perf: $1,633.77 Date: 7/31/1992
Perf: $1,550.65 Date: 6/30/1992
Perf: $1,447.05 Date: 5/31/1992
Perf: $1,356.56 Date: 4/30/1992
Perf: $1,342.07 Date: 3/31/1992
Perf: $1,393.92 Date: 2/29/1992
Perf: $1,395.04 Date: 1/31/1992
Perf: $1,449.99 Date: 12/31/1991
Perf: $1,578.83 Date: 11/30/1991
Perf: $1,360.94 Date: 10/31/1991
Perf: $1,347.20 Date: 9/30/1991
Perf: $1,383.87 Date: 8/31/1991
Perf: $1,312.35 Date: 7/31/1991
Perf: $1,325.74 Date: 6/30/1991
Perf: $1,388.93 Date: 5/31/1991
Perf: $1,352.55 Date: 4/30/1991
Perf: $1,367.59 Date: 3/31/1991
Perf: $1,390.54 Date: 2/28/1991
Perf: $1,300.78 Date: 1/31/1991
Perf: $1,296.89 Date: 12/31/1990
Perf: $1,371.50 Date: 11/30/1990
Perf: $1,389.71 Date: 10/31/1990
Perf: $1,395.15 Date: 9/30/1990
Perf: $1,354.25 Date: 8/31/1990
Perf: $1,310.10 Date: 7/31/1990
Perf: $1,213.06 Date: 6/30/1990
Perf: $1,099.18 Date: 5/31/1990
Perf: $1,070.49 Date: 4/30/1990
Perf: $1,145.28 Date: 3/31/1990
Perf: $1,104.20 Date: 2/28/1990
Perf: $1,064.70 Date: 1/31/1990
Perf: $1,042.70 Date: 12/31/1989
Perf: $1,000.00 Date: 11/30/2017
Perf: $13,601.84 Date: 10/31/2017
Perf: $13,196.71 Date: 9/30/2017
Perf: $12,896.22 Date: 8/31/2017
Perf: $12,635.92 Date: 7/31/2017
Perf: $12,596.87 Date: 6/30/2017
Perf: $12,342.61 Date: 5/31/2017
Perf: $12,266.56 Date: 4/30/2017
Perf: $12,096.01 Date: 3/31/2017
Perf: $11,972.69 Date: 2/28/2017
Perf: $11,958.34 Date: 1/31/2017
Perf: $11,501.72 Date: 12/31/2016
Perf: $11,287.26 Date: 11/30/2016
Perf: $11,068.11 Date: 10/31/2016
Perf: $10,673.21 Date: 9/30/2016
Perf: $10,871.06 Date: 8/31/2016
Perf: $10,868.89 Date: 7/31/2016
Perf: $10,853.69 Date: 6/30/2016
Perf: $10,467.44 Date: 5/31/2016
Perf: $10,440.30 Date: 4/30/2016
Perf: $10,255.69 Date: 3/31/2016
Perf: $10,215.85 Date: 2/29/2016
Perf: $9,567.20 Date: 1/31/2016
Perf: $9,579.65 Date: 12/31/2015
Perf: $10,079.60 Date: 11/30/2015
Perf: $10,241.41 Date: 10/31/2015
Perf: $10,210.78 Date: 9/30/2015
Perf: $9,416.06 Date: 8/31/2015
Perf: $9,654.53 Date: 7/31/2015
Perf: $10,274.06 Date: 6/30/2015
Perf: $10,062.74 Date: 5/31/2015
Perf: $10,261.82 Date: 4/30/2015
Perf: $10,131.13 Date: 3/31/2015
Perf: $10,034.79 Date: 2/28/2015
Perf: $10,195.89 Date: 1/31/2015
Perf: $9,641.50 Date: 12/31/2014
Perf: $9,939.69 Date: 11/30/2014
Perf: $9,964.60 Date: 10/31/2014
Perf: $9,703.58 Date: 9/30/2014
Perf: $9,472.45 Date: 8/31/2014
Perf: $9,606.95 Date: 7/31/2014
Perf: $9,237.45 Date: 6/30/2014
Perf: $9,366.71 Date: 5/31/2014
Perf: $9,176.75 Date: 4/30/2014
Perf: $8,966.05 Date: 3/31/2014
Perf: $8,900.19 Date: 2/28/2014
Perf: $8,826.05 Date: 1/31/2014
Perf: $8,440.33 Date: 12/31/2013
Perf: $8,742.83 Date: 11/30/2013
Perf: $8,527.09 Date: 10/31/2013
Perf: $8,274.71 Date: 9/30/2013
Perf: $7,910.82 Date: 8/31/2013
Perf: $7,669.98 Date: 7/31/2013
Perf: $7,899.05 Date: 6/30/2013
Perf: $7,516.46 Date: 5/31/2013
Perf: $7,618.55 Date: 4/30/2013
Perf: $7,444.35 Date: 3/31/2013
Perf: $7,303.40 Date: 2/28/2013
Perf: $7,039.42 Date: 1/31/2013
Perf: $6,944.97 Date: 12/31/2012
Perf: $6,602.94 Date: 11/30/2012
Perf: $6,543.39 Date: 10/31/2012
Perf: $6,505.66 Date: 9/30/2012
Perf: $6,628.28 Date: 8/31/2012
Perf: $6,461.57 Date: 7/31/2012
Perf: $6,319.39 Date: 6/30/2012
Perf: $6,232.75 Date: 5/31/2012
Perf: $5,986.12 Date: 4/30/2012
Perf: $6,368.89 Date: 3/31/2012
Perf: $6,409.27 Date: 2/29/2012
Perf: $6,205.12 Date: 1/31/2012
Perf: $5,948.16 Date: 12/31/2011
Perf: $5,693.11 Date: 11/30/2011
Perf: $5,635.63 Date: 10/31/2011
Perf: $5,648.05 Date: 9/30/2011
Perf: $5,091.55 Date: 8/31/2011
Perf: $5,476.55 Date: 7/31/2011
Perf: $5,791.00 Date: 6/30/2011
Perf: $5,910.99 Date: 5/31/2011
Perf: $6,011.38 Date: 4/30/2011
Perf: $6,080.09 Date: 3/31/2011
Perf: $5,905.29 Date: 2/28/2011
Perf: $5,902.93 Date: 1/31/2011
Perf: $5,707.18 Date: 12/31/2010
Perf: $5,575.05 Date: 11/30/2010
Perf: $5,225.95 Date: 10/31/2010
Perf: $5,225.43 Date: 9/30/2010
Perf: $5,033.65 Date: 8/31/2010
Perf: $4,621.42 Date: 7/31/2010
Perf: $4,839.69 Date: 6/30/2010
Perf: $4,522.65 Date: 5/31/2010
Perf: $4,772.24 Date: 4/30/2010
Perf: $5,186.65 Date: 3/31/2010
Perf: $5,105.98 Date: 2/28/2010
Perf: $4,815.60 Date: 1/31/2010
Perf: $4,670.80 Date: 12/31/2009
Perf: $4,845.23 Date: 11/30/2009
Perf: $4,753.49 Date: 10/31/2009
Perf: $4,484.42 Date: 9/30/2009
Perf: $4,569.41 Date: 8/31/2009
Perf: $4,405.10 Date: 7/31/2009
Perf: $4,251.62 Date: 6/30/2009
Perf: $3,952.79 Date: 5/31/2009
Perf: $3,944.90 Date: 4/30/2009
Perf: $3,736.05 Date: 3/31/2009
Perf: $3,409.74 Date: 2/28/2009
Perf: $3,135.11 Date: 1/31/2009
Perf: $3,508.79 Date: 12/31/2008
Perf: $3,831.81 Date: 11/30/2008
Perf: $3,791.62 Date: 10/31/2008
Perf: $4,084.92 Date: 9/30/2008
Perf: $4,909.17 Date: 8/31/2008
Perf: $5,389.36 Date: 7/31/2008
Perf: $5,312.33 Date: 6/30/2008
Perf: $5,357.34 Date: 5/31/2008
Perf: $5,850.54 Date: 4/30/2008
Perf: $5,775.45 Date: 3/31/2008
Perf: $5,507.25 Date: 2/29/2008
Perf: $5,531.03 Date: 1/31/2008
Perf: $5,716.83 Date: 12/31/2007
Perf: $6,081.74 Date: 11/30/2007
Perf: $6,123.99 Date: 10/31/2007
Perf: $6,391.14 Date: 9/30/2007
Perf: $6,291.11 Date: 8/31/2007
Perf: $6,064.31 Date: 7/31/2007
Perf: $5,974.69 Date: 6/30/2007
Perf: $6,165.83 Date: 5/31/2007
Perf: $6,269.91 Date: 4/30/2007
Perf: $6,058.47 Date: 3/31/2007
Perf: $5,801.46 Date: 2/28/2007
Perf: $5,737.21 Date: 1/31/2007
Perf: $5,851.90 Date: 12/31/2006
Perf: $5,764.85 Date: 11/30/2006
Perf: $5,685.26 Date: 10/31/2006
Perf: $5,579.25 Date: 9/30/2006
Perf: $5,403.11 Date: 8/31/2006
Perf: $5,267.22 Date: 7/31/2006
Perf: $5,144.77 Date: 6/30/2006
Perf: $5,113.07 Date: 5/31/2006
Perf: $5,105.92 Date: 4/30/2006
Perf: $5,257.34 Date: 3/31/2006
Perf: $5,187.82 Date: 2/28/2006
Perf: $5,124.28 Date: 1/31/2006
Perf: $5,110.48 Date: 12/31/2005
Perf: $4,978.55 Date: 11/30/2005
Perf: $4,977.05 Date: 10/31/2005
Perf: $4,795.77 Date: 9/30/2005
Perf: $4,877.22 Date: 8/31/2005
Perf: $4,838.04 Date: 7/31/2005
Perf: $4,882.47 Date: 6/30/2005
Perf: $4,707.35 Date: 5/31/2005
Perf: $4,700.77 Date: 4/30/2005
Perf: $4,555.89 Date: 3/31/2005
Perf: $4,644.13 Date: 2/28/2005
Perf: $4,727.82 Date: 1/31/2005
Perf: $4,630.57 Date: 12/31/2004
Perf: $4,746.38 Date: 11/30/2004
Perf: $4,590.31 Date: 10/31/2004
Perf: $4,411.64 Date: 9/30/2004
Perf: $4,345.16 Date: 8/31/2004
Perf: $4,298.74 Date: 7/31/2004
Perf: $4,281.61 Date: 6/30/2004
Perf: $4,428.18 Date: 5/31/2004
Perf: $4,343.91 Date: 4/30/2004
Perf: $4,285.20 Date: 3/31/2004
Perf: $4,353.55 Date: 2/29/2004
Perf: $4,420.30 Date: 1/31/2004
Perf: $4,359.70 Date: 12/31/2003
Perf: $4,280.93 Date: 11/30/2003
Perf: $4,067.78 Date: 10/31/2003
Perf: $4,032.30 Date: 9/30/2003
Perf: $3,816.29 Date: 8/31/2003
Perf: $3,857.18 Date: 7/31/2003
Perf: $3,783.40 Date: 6/30/2003
Perf: $3,717.97 Date: 5/31/2003
Perf: $3,670.98 Date: 4/30/2003
Perf: $3,487.20 Date: 3/31/2003
Perf: $3,221.73 Date: 2/28/2003
Perf: $3,190.78 Date: 1/31/2003
Perf: $3,239.37 Date: 12/31/2002
Perf: $3,326.53 Date: 11/30/2002
Perf: $3,533.97 Date: 10/31/2002
Perf: $3,337.40 Date: 9/30/2002
Perf: $3,067.46 Date: 8/31/2002
Perf: $3,441.56 Date: 7/31/2002
Perf: $3,418.99 Date: 6/30/2002
Perf: $3,708.24 Date: 5/31/2002
Perf: $3,992.50 Date: 4/30/2002
Perf: $4,022.27 Date: 3/31/2002
Perf: $4,281.74 Date: 2/28/2002
Perf: $4,126.58 Date: 1/31/2002
Perf: $4,207.79 Date: 12/31/2001
Perf: $4,270.14 Date: 11/30/2001
Perf: $4,232.89 Date: 10/31/2001
Perf: $3,931.35 Date: 9/30/2001
Perf: $3,857.67 Date: 8/31/2001
Perf: $4,196.77 Date: 7/31/2001
Perf: $4,477.03 Date: 6/30/2001
Perf: $4,521.34 Date: 5/31/2001
Perf: $4,633.94 Date: 4/30/2001
Perf: $4,603.10 Date: 3/31/2001
Perf: $4,271.23 Date: 2/28/2001
Perf: $4,560.36 Date: 1/31/2001
Perf: $5,018.00 Date: 12/31/2000
Perf: $4,845.97 Date: 11/30/2000
Perf: $4,822.34 Date: 10/31/2000
Perf: $5,234.84 Date: 9/30/2000
Perf: $5,256.92 Date: 8/31/2000
Perf: $5,549.96 Date: 7/31/2000
Perf: $5,225.46 Date: 6/30/2000
Perf: $5,308.27 Date: 5/31/2000
Perf: $5,180.31 Date: 4/30/2000
Perf: $5,288.73 Date: 3/31/2000
Perf: $5,452.86 Date: 2/29/2000
Perf: $4,967.08 Date: 1/31/2000
Perf: $5,062.77 Date: 12/31/1999
Perf: $5,330.35 Date: 11/30/1999
Perf: $5,033.86 Date: 10/31/1999
Perf: $4,933.70 Date: 9/30/1999
Perf: $4,639.99 Date: 8/31/1999
Perf: $4,770.71 Date: 7/31/1999
Perf: $4,794.20 Date: 6/30/1999
Perf: $4,948.60 Date: 5/31/1999
Perf: $4,688.39 Date: 4/30/1999
Perf: $4,801.71 Date: 3/31/1999
Perf: $4,622.81 Date: 2/28/1999
Perf: $4,445.01 Date: 1/31/1999
Perf: $4,587.69 Date: 12/31/1998
Perf: $4,403.62 Date: 11/30/1998
Perf: $4,163.78 Date: 10/31/1998
Perf: $3,925.87 Date: 9/30/1998
Perf: $3,630.70 Date: 8/31/1998
Perf: $3,411.99 Date: 7/31/1998
Perf: $3,988.76 Date: 6/30/1998
Perf: $4,031.50 Date: 5/31/1998
Perf: $3,874.21 Date: 4/30/1998
Perf: $3,942.01 Date: 3/31/1998
Perf: $3,902.59 Date: 2/28/1998
Perf: $3,712.51 Date: 1/31/1998
Perf: $3,462.84 Date: 12/31/1997
Perf: $3,424.83 Date: 11/30/1997
Perf: $3,366.91 Date: 10/31/1997
Perf: $3,217.92 Date: 9/30/1997
Perf: $3,329.12 Date: 8/31/1997
Perf: $3,156.16 Date: 7/31/1997
Perf: $3,343.39 Date: 6/30/1997
Perf: $3,096.88 Date: 5/31/1997
Perf: $2,964.09 Date: 4/30/1997
Perf: $2,793.94 Date: 3/31/1997
Perf: $2,636.53 Date: 2/28/1997
Perf: $2,749.54 Date: 1/31/1997
Perf: $2,728.26 Date: 12/31/1996
Perf: $2,567.77 Date: 11/30/1996
Perf: $2,619.64 Date: 10/31/1996
Perf: $2,435.52 Date: 9/30/1996
Perf: $2,370.10 Date: 8/31/1996
Perf: $2,243.78 Date: 7/31/1996
Perf: $2,197.41 Date: 6/30/1996
Perf: $2,299.03 Date: 5/31/1996
Perf: $2,290.33 Date: 4/30/1996
Perf: $2,232.72 Date: 3/31/1996
Perf: $2,200.38 Date: 2/29/1996
Perf: $2,179.45 Date: 1/31/1996
Perf: $2,159.37 Date: 12/31/1995
Perf: $2,088.37 Date: 11/30/1995
Perf: $2,048.83 Date: 10/31/1995
Perf: $1,962.66 Date: 9/30/1995
Perf: $1,969.76 Date: 8/31/1995
Perf: $1,890.00 Date: 7/31/1995
Perf: $1,885.28 Date: 6/30/1995
Perf: $1,824.70 Date: 5/31/1995
Perf: $1,783.33 Date: 4/30/1995
Perf: $1,714.74 Date: 3/31/1995
Perf: $1,665.77 Date: 2/28/1995
Perf: $1,618.04 Date: 1/31/1995
Perf: $1,557.30 Date: 12/31/1994
Perf: $1,517.99 Date: 11/30/1994
Perf: $1,495.85 Date: 10/31/1994
Perf: $1,552.35 Date: 9/30/1994
Perf: $1,518.19 Date: 8/31/1994
Perf: $1,556.32 Date: 7/31/1994
Perf: $1,495.03 Date: 6/30/1994
Perf: $1,447.55 Date: 5/31/1994
Perf: $1,483.90 Date: 4/30/1994
Perf: $1,459.96 Date: 3/31/1994
Perf: $1,441.51 Date: 2/28/1994
Perf: $1,507.22 Date: 1/31/1994
Perf: $1,549.21 Date: 12/31/1993
Perf: $1,498.27 Date: 11/30/1993
Perf: $1,480.35 Date: 10/31/1993
Perf: $1,494.55 Date: 9/30/1993
Perf: $1,464.24 Date: 8/31/1993
Perf: $1,475.60 Date: 7/31/1993
Perf: $1,421.72 Date: 6/30/1993
Perf: $1,427.43 Date: 5/31/1993
Perf: $1,423.30 Date: 4/30/1993
Perf: $1,386.15 Date: 3/31/1993
Perf: $1,420.53 Date: 2/28/1993
Perf: $1,391.18 Date: 1/31/1993
Perf: $1,372.51 Date: 12/31/1992
Perf: $1,361.08 Date: 11/30/1992
Perf: $1,344.54 Date: 10/31/1992
Perf: $1,300.20 Date: 9/30/1992
Perf: $1,295.67 Date: 8/31/1992
Perf: $1,280.56 Date: 7/31/1992
Perf: $1,307.36 Date: 6/30/1992
Perf: $1,255.99 Date: 5/31/1992
Perf: $1,274.99 Date: 4/30/1992
Perf: $1,268.77 Date: 3/31/1992
Perf: $1,232.53 Date: 2/29/1992
Perf: $1,256.92 Date: 1/31/1992
Perf: $1,240.79 Date: 12/31/1991
Perf: $1,264.30 Date: 11/30/1991
Perf: $1,134.51 Date: 10/31/1991
Perf: $1,182.15 Date: 9/30/1991
Perf: $1,166.52 Date: 8/31/1991
Perf: $1,186.34 Date: 7/31/1991
Perf: $1,158.87 Date: 6/30/1991
Perf: $1,107.27 Date: 5/31/1991
Perf: $1,160.42 Date: 4/30/1991
Perf: $1,112.47 Date: 3/31/1991
Perf: $1,109.81 Date: 2/28/1991
Perf: $1,083.58 Date: 1/31/1991
Perf: $1,011.28 Date: 12/31/1990
Perf: $969.03 Date: 11/30/1990
Perf: $942.73 Date: 10/31/1990
Perf: $885.52 Date: 9/30/1990
Perf: $889.35 Date: 8/31/1990
Perf: $934.87 Date: 7/31/1990
Perf: $1,027.79 Date: 6/30/1990
Perf: $1,031.09 Date: 5/31/1990
Perf: $1,038.04 Date: 4/30/1990
Perf: $945.82 Date: 3/31/1990
Perf: $969.98 Date: 2/28/1990
Perf: $944.93 Date: 1/31/1990
Perf: $932.90 Date: 12/31/1989
Perf: $1,000.00 Date: 11/30/2017
Perf: $26,477.91 Date: 10/31/2017
Perf: $26,691.44 Date: 9/30/2017
Perf: $28,114.01 Date: 8/31/2017
Perf: $28,811.24 Date: 7/31/2017
Perf: $29,677.83 Date: 6/30/2017
Perf: $28,765.95 Date: 5/31/2017
Perf: $27,971.56 Date: 4/30/2017
Perf: $29,332.59 Date: 3/31/2017
Perf: $31,324.85 Date: 2/28/2017
Perf: $32,174.25 Date: 1/31/2017
Perf: $31,450.88 Date: 12/31/2016
Perf: $30,624.03 Date: 11/30/2016
Perf: $30,964.65 Date: 10/31/2016
Perf: $28,694.88 Date: 9/30/2016
Perf: $26,745.16 Date: 8/31/2016
Perf: $26,575.08 Date: 7/31/2016
Perf: $25,823.61 Date: 6/30/2016
Perf: $28,651.52 Date: 5/31/2016
Perf: $29,507.22 Date: 4/30/2016
Perf: $30,149.41 Date: 3/31/2016
Perf: $26,751.91 Date: 2/29/2016
Perf: $29,189.21 Date: 1/31/2016
Perf: $28,951.81 Date: 12/31/2015
Perf: $28,716.33 Date: 11/30/2015
Perf: $29,109.31 Date: 10/31/2015
Perf: $29,065.71 Date: 9/30/2015
Perf: $31,374.90 Date: 8/31/2015
Perf: $30,576.85 Date: 7/31/2015
Perf: $32,057.92 Date: 6/30/2015
Perf: $32,430.88 Date: 5/31/2015
Perf: $32,463.34 Date: 4/30/2015
Perf: $32,321.13 Date: 3/31/2015
Perf: $36,189.82 Date: 2/28/2015
Perf: $34,407.51 Date: 1/31/2015
Perf: $33,962.60 Date: 12/31/2014
Perf: $32,450.41 Date: 11/30/2014
Perf: $32,008.69 Date: 10/31/2014
Perf: $30,774.63 Date: 9/30/2014
Perf: $30,059.22 Date: 8/31/2014
Perf: $28,145.34 Date: 7/31/2014
Perf: $26,887.03 Date: 6/30/2014
Perf: $26,088.71 Date: 5/31/2014
Perf: $26,106.99 Date: 4/30/2014
Perf: $26,607.20 Date: 3/31/2014
Perf: $27,092.15 Date: 2/28/2014
Perf: $27,310.64 Date: 1/31/2014
Perf: $26,962.82 Date: 12/31/2013
Perf: $28,696.06 Date: 11/30/2013
Perf: $27,944.35 Date: 10/31/2013
Perf: $27,863.55 Date: 9/30/2013
Perf: $27,500.54 Date: 8/31/2013
Perf: $27,410.09 Date: 7/31/2013
Perf: $28,269.48 Date: 6/30/2013
Perf: $28,020.10 Date: 5/31/2013
Perf: $28,177.90 Date: 4/30/2013
Perf: $28,200.46 Date: 3/31/2013
Perf: $28,040.63 Date: 2/28/2013
Perf: $27,194.87 Date: 1/31/2013
Perf: $26,832.63 Date: 12/31/2012
Perf: $26,943.09 Date: 11/30/2012
Perf: $26,964.67 Date: 10/31/2012
Perf: $27,322.59 Date: 9/30/2012
Perf: $27,200.19 Date: 8/31/2012
Perf: $26,224.63 Date: 7/31/2012
Perf: $25,921.35 Date: 6/30/2012
Perf: $25,854.13 Date: 5/31/2012
Perf: $25,989.28 Date: 4/30/2012
Perf: $27,574.83 Date: 3/31/2012
Perf: $28,131.84 Date: 2/29/2012
Perf: $28,081.29 Date: 1/31/2012
Perf: $27,476.81 Date: 12/31/2011
Perf: $26,488.77 Date: 11/30/2011
Perf: $26,791.52 Date: 10/31/2011
Perf: $27,216.09 Date: 9/30/2011
Perf: $25,925.02 Date: 8/31/2011
Perf: $27,748.07 Date: 7/31/2011
Perf: $28,239.44 Date: 6/30/2011
Perf: $27,943.24 Date: 5/31/2011
Perf: $28,533.89 Date: 4/30/2011
Perf: $29,756.90 Date: 3/31/2011
Perf: $28,615.15 Date: 2/28/2011
Perf: $29,300.79 Date: 1/31/2011
Perf: $28,580.56 Date: 12/31/2010
Perf: $28,345.30 Date: 11/30/2010
Perf: $27,080.63 Date: 10/31/2010
Perf: $26,672.54 Date: 9/30/2010
Perf: $25,521.52 Date: 8/31/2010
Perf: $23,756.42 Date: 7/31/2010
Perf: $24,196.80 Date: 6/30/2010
Perf: $24,045.32 Date: 5/31/2010
Perf: $24,214.82 Date: 4/30/2010
Perf: $24,688.84 Date: 3/31/2010
Perf: $24,271.38 Date: 2/28/2010
Perf: $23,437.02 Date: 1/31/2010
Perf: $23,290.29 Date: 12/31/2009
Perf: $24,286.02 Date: 11/30/2009
Perf: $24,269.03 Date: 10/31/2009
Perf: $23,333.36 Date: 9/30/2009
Perf: $23,488.38 Date: 8/31/2009
Perf: $22,716.04 Date: 7/31/2009
Perf: $22,497.81 Date: 6/30/2009
Perf: $21,959.80 Date: 5/31/2009
Perf: $22,485.97 Date: 4/30/2009
Perf: $20,899.68 Date: 3/31/2009
Perf: $19,934.84 Date: 2/28/2009
Perf: $19,899.02 Date: 1/31/2009
Perf: $19,794.11 Date: 12/31/2008
Perf: $19,358.54 Date: 11/30/2008
Perf: $19,745.55 Date: 10/31/2008
Perf: $19,438.43 Date: 9/30/2008
Perf: $17,149.03 Date: 8/31/2008
Perf: $17,043.36 Date: 7/31/2008
Perf: $15,903.11 Date: 6/30/2008
Perf: $16,467.96 Date: 5/31/2008
Perf: $16,530.78 Date: 4/30/2008
Perf: $16,987.75 Date: 3/31/2008
Perf: $17,754.75 Date: 2/29/2008
Perf: $20,365.63 Date: 1/31/2008
Perf: $19,720.76 Date: 12/31/2007
Perf: $19,724.70 Date: 11/30/2007
Perf: $19,560.40 Date: 10/31/2007
Perf: $19,265.63 Date: 9/30/2007
Perf: $18,069.43 Date: 8/31/2007
Perf: $17,137.17 Date: 7/31/2007
Perf: $17,138.89 Date: 6/30/2007
Perf: $16,765.03 Date: 5/31/2007
Perf: $16,641.88 Date: 4/30/2007
Perf: $16,425.07 Date: 3/31/2007
Perf: $15,738.85 Date: 2/28/2007
Perf: $15,730.99 Date: 1/31/2007
Perf: $15,668.31 Date: 12/31/2006
Perf: $15,299.59 Date: 11/30/2006
Perf: $15,429.20 Date: 10/31/2006
Perf: $15,148.94 Date: 9/30/2006
Perf: $14,885.47 Date: 8/31/2006
Perf: $14,918.29 Date: 7/31/2006
Perf: $14,527.50 Date: 6/30/2006
Perf: $14,603.44 Date: 5/31/2006
Perf: $15,129.96 Date: 4/30/2006
Perf: $15,108.81 Date: 3/31/2006
Perf: $13,291.82 Date: 2/28/2006
Perf: $11,946.63 Date: 1/31/2006
Perf: $12,619.23 Date: 12/31/2005
Perf: $11,708.32 Date: 11/30/2005
Perf: $10,855.11 Date: 10/31/2005
Perf: $9,970.71 Date: 9/30/2005
Perf: $10,284.38 Date: 8/31/2005
Perf: $8,661.99 Date: 7/31/2005
Perf: $8,379.60 Date: 6/30/2005
Perf: $7,869.65 Date: 5/31/2005
Perf: $7,648.60 Date: 4/30/2005
Perf: $7,265.70 Date: 3/31/2005
Perf: $7,851.42 Date: 2/28/2005
Perf: $8,980.23 Date: 1/31/2005
Perf: $8,695.03 Date: 12/31/2004
Perf: $9,663.30 Date: 11/30/2004
Perf: $9,183.02 Date: 10/31/2004
Perf: $8,527.28 Date: 9/30/2004
Perf: $8,658.01 Date: 8/31/2004
Perf: $8,598.68 Date: 7/31/2004
Perf: $8,801.11 Date: 6/30/2004
Perf: $9,151.61 Date: 5/31/2004
Perf: $9,107.90 Date: 4/30/2004
Perf: $9,593.32 Date: 3/31/2004
Perf: $10,874.31 Date: 2/29/2004
Perf: $10,365.37 Date: 1/31/2004
Perf: $9,902.91 Date: 12/31/2003
Perf: $9,839.93 Date: 11/30/2003
Perf: $8,908.14 Date: 10/31/2003
Perf: $8,393.61 Date: 9/30/2003
Perf: $7,793.51 Date: 8/31/2003
Perf: $7,804.44 Date: 7/31/2003
Perf: $7,432.80 Date: 6/30/2003
Perf: $7,571.35 Date: 5/31/2003
Perf: $7,631.64 Date: 4/30/2003
Perf: $6,664.03 Date: 3/31/2003
Perf: $5,808.44 Date: 2/28/2003
Perf: $4,884.74 Date: 1/31/2003
Perf: $5,584.47 Date: 12/31/2002
Perf: $5,606.34 Date: 11/30/2002
Perf: $6,421.92 Date: 10/31/2002
Perf: $5,566.37 Date: 9/30/2002
Perf: $4,386.08 Date: 8/31/2002
Perf: $4,907.77 Date: 7/31/2002
Perf: $5,351.99 Date: 6/30/2002
Perf: $5,851.09 Date: 5/31/2002
Perf: $5,938.98 Date: 4/30/2002
Perf: $4,725.48 Date: 3/31/2002
Perf: $3,929.39 Date: 2/28/2002
Perf: $4,327.52 Date: 1/31/2002
Perf: $4,103.47 Date: 12/31/2001
Perf: $4,150.79 Date: 11/30/2001
Perf: $3,664.83 Date: 10/31/2001
Perf: $3,775.84 Date: 9/30/2001
Perf: $3,895.03 Date: 8/31/2001
Perf: $4,529.10 Date: 7/31/2001
Perf: $4,958.51 Date: 6/30/2001
Perf: $4,595.89 Date: 5/31/2001
Perf: $4,121.51 Date: 4/30/2001
Perf: $4,762.00 Date: 3/31/2001
Perf: $4,503.50 Date: 2/28/2001
Perf: $4,555.89 Date: 1/31/2001
Perf: $5,620.39 Date: 12/31/2000
Perf: $5,114.56 Date: 11/30/2000
Perf: $4,631.08 Date: 10/31/2000
Perf: $4,841.69 Date: 9/30/2000
Perf: $5,125.11 Date: 8/31/2000
Perf: $5,558.08 Date: 7/31/2000
Perf: $5,113.70 Date: 6/30/2000
Perf: $5,166.40 Date: 5/31/2000
Perf: $4,533.92 Date: 4/30/2000
Perf: $3,994.64 Date: 3/31/2000
Perf: $4,309.21 Date: 2/29/2000
Perf: $4,466.90 Date: 1/31/2000
Perf: $4,603.15 Date: 12/31/1999
Perf: $4,754.83 Date: 11/30/1999
Perf: $3,888.48 Date: 10/31/1999
Perf: $4,390.28 Date: 9/30/1999
Perf: $4,981.04 Date: 8/31/1999
Perf: $4,486.61 Date: 7/31/1999
Perf: $4,466.96 Date: 6/30/1999
Perf: $4,291.44 Date: 5/31/1999
Perf: $3,250.84 Date: 4/30/1999
Perf: $3,543.54 Date: 3/31/1999
Perf: $2,860.69 Date: 2/28/1999
Perf: $2,388.29 Date: 1/31/1999
Perf: $2,743.27 Date: 12/31/1998
Perf: $2,651.52 Date: 11/30/1998
Perf: $2,401.96 Date: 10/31/1998
Perf: $2,451.73 Date: 9/30/1998
Perf: $2,531.73 Date: 8/31/1998
Perf: $2,264.32 Date: 7/31/1998
Perf: $2,968.43 Date: 6/30/1998
Perf: $3,160.93 Date: 5/31/1998
Perf: $2,911.42 Date: 4/30/1998
Perf: $3,175.98 Date: 3/31/1998
Perf: $3,303.15 Date: 2/28/1998
Perf: $3,175.19 Date: 1/31/1998
Perf: $3,323.07 Date: 12/31/1997
Perf: $3,262.71 Date: 11/30/1997
Perf: $3,000.47 Date: 10/31/1997
Perf: $3,018.58 Date: 9/30/1997
Perf: $3,422.42 Date: 8/31/1997
Perf: $3,362.90 Date: 7/31/1997
Perf: $3,612.53 Date: 6/30/1997
Perf: $3,083.68 Date: 5/31/1997
Perf: $3,042.60 Date: 4/30/1997
Perf: $3,357.54 Date: 3/31/1997
Perf: $3,135.54 Date: 2/28/1997
Perf: $2,989.93 Date: 1/31/1997
Perf: $2,762.57 Date: 12/31/1996
Perf: $2,272.41 Date: 11/30/1996
Perf: $2,357.76 Date: 10/31/1996
Perf: $2,276.49 Date: 9/30/1996
Perf: $2,238.44 Date: 8/31/1996
Perf: $2,420.98 Date: 7/31/1996
Perf: $2,240.40 Date: 6/30/1996
Perf: $2,767.64 Date: 5/31/1996
Perf: $2,770.41 Date: 4/30/1996
Perf: $2,954.47 Date: 3/31/1996
Perf: $2,849.61 Date: 2/29/1996
Perf: $2,481.16 Date: 1/31/1996
Perf: $2,693.40 Date: 12/31/1995
Perf: $2,440.56 Date: 11/30/1995
Perf: $2,209.65 Date: 10/31/1995
Perf: $2,077.91 Date: 9/30/1995
Perf: $2,166.52 Date: 8/31/1995
Perf: $2,075.21 Date: 7/31/1995
Perf: $1,716.18 Date: 6/30/1995
Perf: $1,694.33 Date: 5/31/1995
Perf: $1,852.13 Date: 4/30/1995
Perf: $1,853.98 Date: 3/31/1995
Perf: $1,859.75 Date: 2/28/1995
Perf: $1,788.73 Date: 1/31/1995
Perf: $1,856.50 Date: 12/31/1994
Perf: $1,892.65 Date: 11/30/1994
Perf: $1,888.11 Date: 10/31/1994
Perf: $1,869.05 Date: 9/30/1994
Perf: $1,903.89 Date: 8/31/1994
Perf: $1,806.52 Date: 7/31/1994
Perf: $1,837.01 Date: 6/30/1994
Perf: $1,846.06 Date: 5/31/1994
Perf: $1,780.19 Date: 4/30/1994
Perf: $1,636.96 Date: 3/31/1994
Perf: $1,693.17 Date: 2/28/1994
Perf: $1,666.84 Date: 1/31/1994
Perf: $1,744.10 Date: 12/31/1993
Perf: $1,792.68 Date: 11/30/1993
Perf: $1,732.90 Date: 10/31/1993
Perf: $1,767.54 Date: 9/30/1993
Perf: $1,758.57 Date: 8/31/1993
Perf: $1,780.11 Date: 7/31/1993
Perf: $1,804.84 Date: 6/30/1993
Perf: $1,718.07 Date: 5/31/1993
Perf: $1,683.89 Date: 4/30/1993
Perf: $1,675.51 Date: 3/31/1993
Perf: $1,697.58 Date: 2/28/1993
Perf: $1,729.40 Date: 1/31/1993
Perf: $1,621.87 Date: 12/31/1992
Perf: $1,582.78 Date: 11/30/1992
Perf: $1,564.47 Date: 10/31/1992
Perf: $1,535.00 Date: 9/30/1992
Perf: $1,442.13 Date: 8/31/1992
Perf: $1,383.20 Date: 7/31/1992
Perf: $1,421.15 Date: 6/30/1992
Perf: $1,441.18 Date: 5/31/1992
Perf: $1,439.17 Date: 4/30/1992
Perf: $1,485.06 Date: 3/31/1992
Perf: $1,511.20 Date: 2/29/1992
Perf: $1,524.00 Date: 1/31/1992
Perf: $1,553.36 Date: 12/31/1991
Perf: $1,623.83 Date: 11/30/1991
Perf: $1,478.09 Date: 10/31/1991
Perf: $1,503.04 Date: 9/30/1991
Perf: $1,511.81 Date: 8/31/1991
Perf: $1,484.94 Date: 7/31/1991
Perf: $1,409.93 Date: 6/30/1991
Perf: $1,494.36 Date: 5/31/1991
Perf: $1,495.41 Date: 4/30/1991
Perf: $1,475.05 Date: 3/31/1991
Perf: $1,468.15 Date: 2/28/1991
Perf: $1,461.86 Date: 1/31/1991
Perf: $1,571.22 Date: 12/31/1990
Perf: $1,519.85 Date: 11/30/1990
Perf: $1,507.19 Date: 10/31/1990
Perf: $1,509.15 Date: 9/30/1990
Perf: $1,388.11 Date: 8/31/1990
Perf: $1,293.91 Date: 7/31/1990
Perf: $1,290.68 Date: 6/30/1990
Perf: $1,155.39 Date: 5/31/1990
Perf: $1,034.83 Date: 4/30/1990
Perf: $1,146.63 Date: 3/31/1990
Perf: $1,050.99 Date: 2/28/1990
Perf: $990.19 Date: 1/31/1990
Perf: $1,001.00 Date: 12/31/1989
Perf: $1,000.00
Note: All performance data is since program inception.

Monthly Returns
Date Range: 12/89 - 11/17
Date: 11/30/2017
Return: -0.80 % Date: 10/31/2017
Return: -5.06 % Date: 9/30/2017
Return: -2.42 % Date: 8/31/2017
Return: -2.92 % Date: 7/31/2017
Return: 3.17 % Date: 6/30/2017
Return: 2.84 % Date: 5/31/2017
Return: -4.64 % Date: 4/30/2017
Return: -6.36 % Date: 3/31/2017
Return: -2.64 % Date: 2/28/2017
Return: 2.30 % Date: 1/31/2017
Return: 2.70 % Date: 12/31/2016
Return: -1.10 % Date: 11/30/2016
Return: 7.91 % Date: 10/31/2016
Return: 7.29 % Date: 9/30/2016
Return: 0.64 % Date: 8/31/2016
Return: 2.91 % Date: 7/31/2016
Return: -9.87 % Date: 6/30/2016
Return: -2.90 % Date: 5/31/2016
Return: -2.13 % Date: 4/30/2016
Return: 12.70 % Date: 3/31/2016
Return: -8.35 % Date: 2/29/2016
Return: 0.82 % Date: 1/31/2016
Return: 0.82 % Date: 12/31/2015
Return: -1.35 % Date: 11/30/2015
Return: 0.15 % Date: 10/31/2015
Return: -7.36 % Date: 9/30/2015
Return: 2.61 % Date: 8/31/2015
Return: -4.62 % Date: 7/31/2015
Return: -1.15 % Date: 6/30/2015
Return: -0.10 % Date: 5/31/2015
Return: 0.44 % Date: 4/30/2015
Return: -10.69 % Date: 3/31/2015
Return: 5.18 % Date: 2/28/2015
Return: 1.31 % Date: 1/31/2015
Return: 4.66 % Date: 12/31/2014
Return: 1.38 % Date: 11/30/2014
Return: 4.01 % Date: 10/31/2014
Return: 2.38 % Date: 9/30/2014
Return: 6.80 % Date: 8/31/2014
Return: 4.68 % Date: 7/31/2014
Return: 3.06 % Date: 6/30/2014
Return: -0.07 % Date: 5/31/2014
Return: -1.88 % Date: 4/30/2014
Return: -1.79 % Date: 3/31/2014
Return: -0.80 % Date: 2/28/2014
Return: 1.29 % Date: 1/31/2014
Return: -6.04 % Date: 12/31/2013
Return: 2.69 % Date: 11/30/2013
Return: 0.29 % Date: 10/31/2013
Return: 1.32 % Date: 9/30/2013
Return: 0.33 % Date: 8/31/2013
Return: -3.04 % Date: 7/31/2013
Return: 0.89 % Date: 6/30/2013
Return: -0.56 % Date: 5/31/2013
Return: -0.08 % Date: 4/30/2013
Return: 0.57 % Date: 3/31/2013
Return: 3.11 % Date: 2/28/2013
Return: 1.35 % Date: 1/31/2013
Return: -0.41 % Date: 12/31/2012
Return: -0.08 % Date: 11/30/2012
Return: -1.31 % Date: 10/31/2012
Return: 0.45 % Date: 9/30/2012
Return: 3.72 % Date: 8/31/2012
Return: 1.17 % Date: 7/31/2012
Return: 0.26 % Date: 6/30/2012
Return: -0.52 % Date: 5/31/2012
Return: -5.75 % Date: 4/30/2012
Return: -1.98 % Date: 3/31/2012
Return: 0.18 % Date: 2/29/2012
Return: 2.20 % Date: 1/31/2012
Return: 3.73 % Date: 12/31/2011
Return: -1.13 % Date: 11/30/2011
Return: -1.56 % Date: 10/31/2011
Return: 4.98 % Date: 9/30/2011
Return: -6.57 % Date: 8/31/2011
Return: -1.74 % Date: 7/31/2011
Return: 1.06 % Date: 6/30/2011
Return: -2.07 % Date: 5/31/2011
Return: -4.11 % Date: 4/30/2011
Return: 3.99 % Date: 3/31/2011
Return: -2.34 % Date: 2/28/2011
Return: 2.52 % Date: 1/31/2011
Return: 0.83 % Date: 12/31/2010
Return: 4.67 % Date: 11/30/2010
Return: 1.53 % Date: 10/31/2010
Return: 4.51 % Date: 9/30/2010
Return: 7.43 % Date: 8/31/2010
Return: -1.82 % Date: 7/31/2010
Return: 0.63 % Date: 6/30/2010
Return: -0.70 % Date: 5/31/2010
Return: -1.92 % Date: 4/30/2010
Return: 1.72 % Date: 3/31/2010
Return: 3.56 % Date: 2/28/2010
Return: 0.63 % Date: 1/31/2010
Return: -4.10 % Date: 12/31/2009
Return: 0.07 % Date: 11/30/2009
Return: 4.01 % Date: 10/31/2009
Return: -0.66 % Date: 9/30/2009
Return: 3.40 % Date: 8/31/2009
Return: 0.97 % Date: 7/31/2009
Return: 2.45 % Date: 6/30/2009
Return: -2.34 % Date: 5/31/2009
Return: 7.59 % Date: 4/30/2009
Return: 4.84 % Date: 3/31/2009
Return: 0.18 % Date: 2/28/2009
Return: 0.53 % Date: 1/31/2009
Return: 2.25 % Date: 12/31/2008
Return: -1.96 % Date: 11/30/2008
Return: 1.58 % Date: 10/31/2008
Return: 13.35 % Date: 9/30/2008
Return: 0.62 % Date: 8/31/2008
Return: 7.17 % Date: 7/31/2008
Return: -3.43 % Date: 6/30/2008
Return: -0.38 % Date: 5/31/2008
Return: -2.69 % Date: 4/30/2008
Return: -4.32 % Date: 3/31/2008
Return: -12.82 % Date: 2/29/2008
Return: 3.27 % Date: 1/31/2008
Return: -0.02 % Date: 12/31/2007
Return: 0.84 % Date: 11/30/2007
Return: 1.53 % Date: 10/31/2007
Return: 6.62 % Date: 9/30/2007
Return: 5.44 % Date: 8/31/2007
Return: -0.01 % Date: 7/31/2007
Return: 2.23 % Date: 6/30/2007
Return: 0.74 % Date: 5/31/2007
Return: 1.32 % Date: 4/30/2007
Return: 4.36 % Date: 3/31/2007
Return: 0.05 % Date: 2/28/2007
Return: 0.40 % Date: 1/31/2007
Return: 2.41 % Date: 12/31/2006
Return: -0.84 % Date: 11/30/2006
Return: 1.85 % Date: 10/31/2006
Return: 1.77 % Date: 9/30/2006
Return: -0.22 % Date: 8/31/2006
Return: 2.69 % Date: 7/31/2006
Return: -0.52 % Date: 6/30/2006
Return: -3.48 % Date: 5/31/2006
Return: 0.14 % Date: 4/30/2006
Return: 13.67 % Date: 3/31/2006
Return: 11.26 % Date: 2/28/2006
Return: -5.33 % Date: 1/31/2006
Return: 7.78 % Date: 12/31/2005
Return: 7.86 % Date: 11/30/2005
Return: 8.87 % Date: 10/31/2005
Return: -3.05 % Date: 9/30/2005
Return: 18.73 % Date: 8/31/2005
Return: 3.37 % Date: 7/31/2005
Return: 6.48 % Date: 6/30/2005
Return: 2.89 % Date: 5/31/2005
Return: 5.27 % Date: 4/30/2005
Return: -7.46 % Date: 3/31/2005
Return: -12.57 % Date: 2/28/2005
Return: 3.28 % Date: 1/31/2005
Return: -10.02 % Date: 12/31/2004
Return: 5.23 % Date: 11/30/2004
Return: 7.69 % Date: 10/31/2004
Return: -1.51 % Date: 9/30/2004
Return: 0.69 % Date: 8/31/2004
Return: -2.30 % Date: 7/31/2004
Return: -3.83 % Date: 6/30/2004
Return: 0.48 % Date: 5/31/2004
Return: -5.06 % Date: 4/30/2004
Return: -11.78 % Date: 3/31/2004
Return: 4.91 % Date: 2/29/2004
Return: 4.67 % Date: 1/31/2004
Return: 0.64 % Date: 12/31/2003
Return: 10.46 % Date: 11/30/2003
Return: 6.13 % Date: 10/31/2003
Return: 7.70 % Date: 9/30/2003
Return: -0.14 % Date: 8/31/2003
Return: 5.00 % Date: 7/31/2003
Return: -1.83 % Date: 6/30/2003
Return: -0.79 % Date: 5/31/2003
Return: 14.52 % Date: 4/30/2003
Return: 14.73 % Date: 3/31/2003
Return: 18.91 % Date: 2/28/2003
Return: -12.53 % Date: 1/31/2003
Return: -0.39 % Date: 12/31/2002
Return: -12.70 % Date: 11/30/2002
Return: 15.37 % Date: 10/31/2002
Return: 26.91 % Date: 9/30/2002
Return: -10.63 % Date: 8/31/2002
Return: -8.30 % Date: 7/31/2002
Return: -8.53 % Date: 6/30/2002
Return: -1.48 % Date: 5/31/2002
Return: 25.68 % Date: 4/30/2002
Return: 20.26 % Date: 3/31/2002
Return: -9.20 % Date: 2/28/2002
Return: 5.46 % Date: 1/31/2002
Return: -1.14 % Date: 12/31/2001
Return: 13.26 % Date: 11/30/2001
Return: -2.94 % Date: 10/31/2001
Return: -3.06 % Date: 9/30/2001
Return: -14.00 % Date: 8/31/2001
Return: -8.66 % Date: 7/31/2001
Return: 7.89 % Date: 6/30/2001
Return: 11.51 % Date: 5/31/2001
Return: -13.45 % Date: 4/30/2001
Return: 5.74 % Date: 3/31/2001
Return: -1.15 % Date: 2/28/2001
Return: -18.94 % Date: 1/31/2001
Return: 9.89 % Date: 12/31/2000
Return: 10.44 % Date: 11/30/2000
Return: -4.35 % Date: 10/31/2000
Return: -5.53 % Date: 9/30/2000
Return: -7.79 % Date: 8/31/2000
Return: 8.69 % Date: 7/31/2000
Return: -1.02 % Date: 6/30/2000
Return: 13.95 % Date: 5/31/2000
Return: 13.50 % Date: 4/30/2000
Return: -7.30 % Date: 3/31/2000
Return: -3.53 % Date: 2/29/2000
Return: -2.96 % Date: 1/31/2000
Return: -3.19 % Date: 12/31/1999
Return: 22.28 % Date: 11/30/1999
Return: -11.43 % Date: 10/31/1999
Return: -11.86 % Date: 9/30/1999
Return: 11.02 % Date: 8/31/1999
Return: 0.44 % Date: 7/31/1999
Return: 4.09 % Date: 6/30/1999
Return: 32.01 % Date: 5/31/1999
Return: -8.26 % Date: 4/30/1999
Return: 23.87 % Date: 3/31/1999
Return: 19.78 % Date: 2/28/1999
Return: -12.94 % Date: 1/31/1999
Return: 3.46 % Date: 12/31/1998
Return: 10.39 % Date: 11/30/1998
Return: -2.03 % Date: 10/31/1998
Return: -3.16 % Date: 9/30/1998
Return: 11.81 % Date: 8/31/1998
Return: -23.72 % Date: 7/31/1998
Return: -6.09 % Date: 6/30/1998
Return: 8.57 % Date: 5/31/1998
Return: -8.33 % Date: 4/30/1998
Return: -3.85 % Date: 3/31/1998
Return: 4.03 % Date: 2/28/1998
Return: -4.45 % Date: 1/31/1998
Return: 1.85 % Date: 12/31/1997
Return: 8.74 % Date: 11/30/1997
Return: -0.60 % Date: 10/31/1997
Return: -11.80 % Date: 9/30/1997
Return: 1.77 % Date: 8/31/1997
Return: -6.91 % Date: 7/31/1997
Return: 17.15 % Date: 6/30/1997
Return: 1.35 % Date: 5/31/1997
Return: -9.38 % Date: 4/30/1997
Return: 7.08 % Date: 3/31/1997
Return: 4.87 % Date: 2/28/1997
Return: 8.23 % Date: 1/31/1997
Return: 21.57 % Date: 12/31/1996
Return: -3.62 % Date: 11/30/1996
Return: 3.57 % Date: 10/31/1996
Return: 1.70 % Date: 9/30/1996
Return: -7.54 % Date: 8/31/1996
Return: 8.06 % Date: 7/31/1996
Return: -19.05 % Date: 6/30/1996
Return: -0.10 % Date: 5/31/1996
Return: -6.23 % Date: 4/30/1996
Return: 3.68 % Date: 3/31/1996
Return: 14.85 % Date: 2/29/1996
Return: -7.88 % Date: 1/31/1996
Return: 10.36 % Date: 12/31/1995
Return: 10.45 % Date: 11/30/1995
Return: 6.34 % Date: 10/31/1995
Return: -4.09 % Date: 9/30/1995
Return: 4.40 % Date: 8/31/1995
Return: 20.92 % Date: 7/31/1995
Return: 1.29 % Date: 6/30/1995
Return: -8.52 % Date: 5/31/1995
Return: -0.10 % Date: 4/30/1995
Return: -0.31 % Date: 3/31/1995
Return: 3.97 % Date: 2/28/1995
Return: -3.65 % Date: 1/31/1995
Return: -1.91 % Date: 12/31/1994
Return: 0.24 % Date: 11/30/1994
Return: 1.02 % Date: 10/31/1994
Return: -1.83 % Date: 9/30/1994
Return: 5.39 % Date: 8/31/1994
Return: -1.66 % Date: 7/31/1994
Return: -0.49 % Date: 6/30/1994
Return: 3.70 % Date: 5/31/1994
Return: 8.75 % Date: 4/30/1994
Return: -3.32 % Date: 3/31/1994
Return: 1.58 % Date: 2/28/1994
Return: -4.43 % Date: 1/31/1994
Return: -2.71 % Date: 12/31/1993
Return: 3.45 % Date: 11/30/1993
Return: -1.96 % Date: 10/31/1993
Return: 0.51 % Date: 9/30/1993
Return: -1.21 % Date: 8/31/1993
Return: -1.37 % Date: 7/31/1993
Return: 5.05 % Date: 6/30/1993
Return: 2.03 % Date: 5/31/1993
Return: 0.50 % Date: 4/30/1993
Return: -1.30 % Date: 3/31/1993
Return: -1.84 % Date: 2/28/1993
Return: 6.63 % Date: 1/31/1993
Return: 2.47 % Date: 12/31/1992
Return: 1.17 % Date: 11/30/1992
Return: 1.92 % Date: 10/31/1992
Return: 6.44 % Date: 9/30/1992
Return: 4.26 % Date: 8/31/1992
Return: -2.67 % Date: 7/31/1992
Return: -1.39 % Date: 6/30/1992
Return: 0.14 % Date: 5/31/1992
Return: -3.09 % Date: 4/30/1992
Return: -1.73 % Date: 3/31/1992
Return: -0.84 % Date: 2/29/1992
Return: -1.89 % Date: 1/31/1992
Return: -4.34 % Date: 12/31/1991
Return: 9.86 % Date: 11/30/1991
Return: -1.66 % Date: 10/31/1991
Return: -0.58 % Date: 9/30/1991
Return: 1.81 % Date: 8/31/1991
Return: 5.32 % Date: 7/31/1991
Return: -5.65 % Date: 6/30/1991
Return: -0.07 % Date: 5/31/1991
Return: 1.38 % Date: 4/30/1991
Return: 0.47 % Date: 3/31/1991
Return: 0.43 % Date: 2/28/1991
Return: -6.96 % Date: 1/31/1991
Return: 3.38 % Date: 12/31/1990
Return: 0.84 % Date: 11/30/1990
Return: -0.13 % Date: 10/31/1990
Return: 8.72 % Date: 9/30/1990
Return: 7.28 % Date: 8/31/1990
Return: 0.25 % Date: 7/31/1990
Return: 11.71 % Date: 6/30/1990
Return: 11.65 % Date: 5/31/1990
Return: -9.75 % Date: 4/30/1990
Return: 9.10 % Date: 3/31/1990
Return: 6.14 % Date: 2/28/1990
Return: -1.08 % Date: 1/31/1990
Return: 0.10 % Date: 12/31/1989
Return: 0.11 %
Note: All performance data is since program inception.

Distribution of Monthly Returns
Date Range: 12/89 - 11/17
Return: -5.00 %
Count: 5 Return: 19.00 %
Count: 2 Return: 27.00 %
Count: 1 Return: 26.00 %
Count: 1 Return: 13.00 %
Count: 3 Return: -14.00 %
Count: 1 Return: 14.00 %
Count: 3 Return: -11.00 %
Count: 3 Return: 11.00 %
Count: 2 Return: 32.00 %
Count: 1 Return: 24.00 %
Count: 1 Return: 20.00 %
Count: 2 Return: -13.00 %
Count: 6 Return: -24.00 %
Count: 1 Return: -12.00 %
Count: 3 Return: 17.00 %
Count: 1 Return: 22.00 %
Count: 2 Return: 8.00 %
Count: 9 Return: -19.00 %
Count: 2 Return: 15.00 %
Count: 4 Return: -8.00 %
Count: 7 Return: 21.00 %
Count: 1 Return: -9.00 %
Count: 5 Return: 4.00 %
Count: 15 Return: -3.00 %
Count: 17 Return: -4.00 %
Count: 13 Return: 10.00 %
Count: 7 Return: -2.00 %
Count: 25 Return: 2.00 %
Count: 21 Return: 5.00 %
Count: 18 Return: -6.00 %
Count: 7 Return: -7.00 %
Count: 6 Return: 3.00 %
Count: 18 Return: 1.00 %
Count: 31 Return: 7.00 %
Count: 8 Return: 12.00 %
Count: 4 Return: -10.00 %
Count: 3 Return: 9.00 %
Count: 7 Return: 6.00 %
Count: 6 Return: -1.00 %
Count: 26 Return: 0.00 %
Count: 38
Note: All performance data is since program inception.

Underwater Curve
Date Range: 12/89 - 11/17
Date: 11/30/2017
Drawdown: -26.84 % Date: 10/31/2017
Drawdown: -26.25 % Date: 9/30/2017
Drawdown: -22.32 % Date: 8/31/2017
Drawdown: -20.39 % Date: 7/31/2017
Drawdown: -17.99 % Date: 6/30/2017
Drawdown: -20.51 % Date: 5/31/2017
Drawdown: -22.71 % Date: 4/30/2017
Drawdown: -18.95 % Date: 3/31/2017
Drawdown: -13.44 % Date: 2/28/2017
Drawdown: -11.10 % Date: 1/31/2017
Drawdown: -13.09 % Date: 12/31/2016
Drawdown: -15.38 % Date: 11/30/2016
Drawdown: -14.44 % Date: 10/31/2016
Drawdown: -20.71 % Date: 9/30/2016
Drawdown: -26.10 % Date: 8/31/2016
Drawdown: -26.57 % Date: 7/31/2016
Drawdown: -28.64 % Date: 6/30/2016
Drawdown: -20.83 % Date: 5/31/2016
Drawdown: -18.47 % Date: 4/30/2016
Drawdown: -16.69 % Date: 3/31/2016
Drawdown: -26.08 % Date: 2/29/2016
Drawdown: -19.34 % Date: 1/31/2016
Drawdown: -20.00 % Date: 12/31/2015
Drawdown: -20.65 % Date: 11/30/2015
Drawdown: -19.56 % Date: 10/31/2015
Drawdown: -19.69 % Date: 9/30/2015
Drawdown: -13.30 % Date: 8/31/2015
Drawdown: -15.51 % Date: 7/31/2015
Drawdown: -11.42 % Date: 6/30/2015
Drawdown: -10.39 % Date: 5/31/2015
Drawdown: -10.30 % Date: 4/30/2015
Drawdown: -10.69 % Date: 3/31/2015
Drawdown: 0.00 % Date: 2/28/2015
Drawdown: 0.00 % Date: 1/31/2015
Drawdown: 0.00 % Date: 12/31/2014
Drawdown: 0.00 % Date: 11/30/2014
Drawdown: 0.00 % Date: 10/31/2014
Drawdown: 0.00 % Date: 9/30/2014
Drawdown: 0.00 % Date: 8/31/2014
Drawdown: -5.42 % Date: 7/31/2014
Drawdown: -9.64 % Date: 6/30/2014
Drawdown: -12.33 % Date: 5/31/2014
Drawdown: -12.27 % Date: 4/30/2014
Drawdown: -10.58 % Date: 3/31/2014
Drawdown: -8.96 % Date: 2/28/2014
Drawdown: -8.22 % Date: 1/31/2014
Drawdown: -9.39 % Date: 12/31/2013
Drawdown: -3.57 % Date: 11/30/2013
Drawdown: -6.09 % Date: 10/31/2013
Drawdown: -6.36 % Date: 9/30/2013
Drawdown: -7.58 % Date: 8/31/2013
Drawdown: -7.89 % Date: 7/31/2013
Drawdown: -5.00 % Date: 6/30/2013
Drawdown: -5.84 % Date: 5/31/2013
Drawdown: -5.31 % Date: 4/30/2013
Drawdown: -5.23 % Date: 3/31/2013
Drawdown: -5.77 % Date: 2/28/2013
Drawdown: -8.61 % Date: 1/31/2013
Drawdown: -9.83 % Date: 12/31/2012
Drawdown: -9.46 % Date: 11/30/2012
Drawdown: -9.38 % Date: 10/31/2012
Drawdown: -8.18 % Date: 9/30/2012
Drawdown: -8.59 % Date: 8/31/2012
Drawdown: -11.87 % Date: 7/31/2012
Drawdown: -12.89 % Date: 6/30/2012
Drawdown: -13.12 % Date: 5/31/2012
Drawdown: -12.66 % Date: 4/30/2012
Drawdown: -7.33 % Date: 3/31/2012
Drawdown: -5.46 % Date: 2/29/2012
Drawdown: -5.63 % Date: 1/31/2012
Drawdown: -7.66 % Date: 12/31/2011
Drawdown: -10.98 % Date: 11/30/2011
Drawdown: -9.97 % Date: 10/31/2011
Drawdown: -8.54 % Date: 9/30/2011
Drawdown: -12.88 % Date: 8/31/2011
Drawdown: -6.75 % Date: 7/31/2011
Drawdown: -5.10 % Date: 6/30/2011
Drawdown: -6.09 % Date: 5/31/2011
Drawdown: -4.11 % Date: 4/30/2011
Drawdown: 0.00 % Date: 3/31/2011
Drawdown: -2.34 % 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: 0.00 % Date: 10/31/2010
Drawdown: 0.00 % Date: 9/30/2010
Drawdown: 0.00 % Date: 8/31/2010
Drawdown: -3.78 % Date: 7/31/2010
Drawdown: -1.99 % Date: 6/30/2010
Drawdown: -2.61 % Date: 5/31/2010
Drawdown: -1.92 % Date: 4/30/2010
Drawdown: 0.00 % Date: 3/31/2010
Drawdown: -0.06 % Date: 2/28/2010
Drawdown: -3.50 % Date: 1/31/2010
Drawdown: -4.10 % Date: 12/31/2009
Drawdown: 0.00 % Date: 11/30/2009
Drawdown: 0.00 % Date: 10/31/2009
Drawdown: -0.66 % Date: 9/30/2009
Drawdown: 0.00 % Date: 8/31/2009
Drawdown: 0.00 % Date: 7/31/2009
Drawdown: 0.00 % Date: 6/30/2009
Drawdown: -2.34 % Date: 5/31/2009
Drawdown: 0.00 % Date: 4/30/2009
Drawdown: 0.00 % Date: 3/31/2009
Drawdown: -2.12 % Date: 2/28/2009
Drawdown: -2.29 % Date: 1/31/2009
Drawdown: -2.81 % Date: 12/31/2008
Drawdown: -4.95 % Date: 11/30/2008
Drawdown: -3.04 % Date: 10/31/2008
Drawdown: -4.55 % Date: 9/30/2008
Drawdown: -15.79 % Date: 8/31/2008
Drawdown: -16.31 % Date: 7/31/2008
Drawdown: -21.91 % Date: 6/30/2008
Drawdown: -19.14 % Date: 5/31/2008
Drawdown: -18.83 % Date: 4/30/2008
Drawdown: -16.59 % Date: 3/31/2008
Drawdown: -12.82 % Date: 2/29/2008
Drawdown: 0.00 % Date: 1/31/2008
Drawdown: -0.02 % Date: 12/31/2007
Drawdown: 0.00 % Date: 11/30/2007
Drawdown: 0.00 % Date: 10/31/2007
Drawdown: 0.00 % Date: 9/30/2007
Drawdown: 0.00 % Date: 8/31/2007
Drawdown: -0.01 % Date: 7/31/2007
Drawdown: 0.00 % Date: 6/30/2007
Drawdown: 0.00 % Date: 5/31/2007
Drawdown: 0.00 % Date: 4/30/2007
Drawdown: 0.00 % Date: 3/31/2007
Drawdown: 0.00 % Date: 2/28/2007
Drawdown: 0.00 % Date: 1/31/2007
Drawdown: 0.00 % Date: 12/31/2006
Drawdown: -0.84 % Date: 11/30/2006
Drawdown: 0.00 % Date: 10/31/2006
Drawdown: 0.00 % Date: 9/30/2006
Drawdown: -1.62 % Date: 8/31/2006
Drawdown: -1.40 % Date: 7/31/2006
Drawdown: -3.98 % Date: 6/30/2006
Drawdown: -3.48 % Date: 5/31/2006
Drawdown: 0.00 % Date: 4/30/2006
Drawdown: 0.00 % Date: 3/31/2006
Drawdown: 0.00 % Date: 2/28/2006
Drawdown: -5.33 % Date: 1/31/2006
Drawdown: 0.00 % Date: 12/31/2005
Drawdown: 0.00 % Date: 11/30/2005
Drawdown: -0.18 % Date: 10/31/2005
Drawdown: -8.31 % Date: 9/30/2005
Drawdown: -5.42 % Date: 8/31/2005
Drawdown: -20.34 % Date: 7/31/2005
Drawdown: -22.94 % Date: 6/30/2005
Drawdown: -27.63 % Date: 5/31/2005
Drawdown: -29.66 % Date: 4/30/2005
Drawdown: -33.18 % Date: 3/31/2005
Drawdown: -27.80 % Date: 2/28/2005
Drawdown: -17.42 % Date: 1/31/2005
Drawdown: -20.04 % Date: 12/31/2004
Drawdown: -11.14 % Date: 11/30/2004
Drawdown: -15.55 % Date: 10/31/2004
Drawdown: -21.58 % Date: 9/30/2004
Drawdown: -20.38 % Date: 8/31/2004
Drawdown: -20.93 % Date: 7/31/2004
Drawdown: -19.07 % Date: 6/30/2004
Drawdown: -15.84 % Date: 5/31/2004
Drawdown: -16.24 % Date: 4/30/2004
Drawdown: -11.78 % Date: 3/31/2004
Drawdown: 0.00 % Date: 2/29/2004
Drawdown: 0.00 % Date: 1/31/2004
Drawdown: 0.00 % Date: 12/31/2003
Drawdown: 0.00 % Date: 11/30/2003
Drawdown: 0.00 % Date: 10/31/2003
Drawdown: 0.00 % Date: 9/30/2003
Drawdown: -0.14 % Date: 8/31/2003
Drawdown: 0.00 % Date: 7/31/2003
Drawdown: -2.61 % Date: 6/30/2003
Drawdown: -0.79 % Date: 5/31/2003
Drawdown: 0.00 % Date: 4/30/2003
Drawdown: 0.00 % Date: 3/31/2003
Drawdown: -9.55 % Date: 2/28/2003
Drawdown: -23.94 % Date: 1/31/2003
Drawdown: -13.04 % Date: 12/31/2002
Drawdown: -12.70 % Date: 11/30/2002
Drawdown: 0.00 % Date: 10/31/2002
Drawdown: -6.27 % Date: 9/30/2002
Drawdown: -26.15 % Date: 8/31/2002
Drawdown: -17.36 % Date: 7/31/2002
Drawdown: -9.88 % Date: 6/30/2002
Drawdown: -1.48 % Date: 5/31/2002
Drawdown: 0.00 % Date: 4/30/2002
Drawdown: -15.92 % Date: 3/31/2002
Drawdown: -30.09 % Date: 2/28/2002
Drawdown: -23.00 % Date: 1/31/2002
Drawdown: -26.99 % Date: 12/31/2001
Drawdown: -26.15 % Date: 11/30/2001
Drawdown: -34.79 % Date: 10/31/2001
Drawdown: -32.82 % Date: 9/30/2001
Drawdown: -30.70 % Date: 8/31/2001
Drawdown: -19.42 % Date: 7/31/2001
Drawdown: -11.78 % Date: 6/30/2001
Drawdown: -18.23 % Date: 5/31/2001
Drawdown: -26.67 % Date: 4/30/2001
Drawdown: -15.27 % Date: 3/31/2001
Drawdown: -19.87 % Date: 2/28/2001
Drawdown: -18.94 % Date: 1/31/2001
Drawdown: 0.00 % Date: 12/31/2000
Drawdown: -7.98 % Date: 11/30/2000
Drawdown: -16.68 % Date: 10/31/2000
Drawdown: -12.89 % Date: 9/30/2000
Drawdown: -7.79 % Date: 8/31/2000
Drawdown: 0.00 % Date: 7/31/2000
Drawdown: -1.02 % Date: 6/30/2000
Drawdown: 0.00 % Date: 5/31/2000
Drawdown: -8.98 % Date: 4/30/2000
Drawdown: -19.80 % Date: 3/31/2000
Drawdown: -13.49 % Date: 2/29/2000
Drawdown: -10.32 % Date: 1/31/2000
Drawdown: -7.59 % Date: 12/31/1999
Drawdown: -4.54 % Date: 11/30/1999
Drawdown: -21.93 % Date: 10/31/1999
Drawdown: -11.86 % Date: 9/30/1999
Drawdown: 0.00 % Date: 8/31/1999
Drawdown: 0.00 % Date: 7/31/1999
Drawdown: 0.00 % Date: 6/30/1999
Drawdown: 0.00 % Date: 5/31/1999
Drawdown: -10.01 % Date: 4/30/1999
Drawdown: -1.91 % Date: 3/31/1999
Drawdown: -20.81 % Date: 2/28/1999
Drawdown: -33.89 % Date: 1/31/1999
Drawdown: -24.06 % Date: 12/31/1998
Drawdown: -26.60 % Date: 11/30/1998
Drawdown: -33.51 % Date: 10/31/1998
Drawdown: -32.13 % Date: 9/30/1998
Drawdown: -29.92 % Date: 8/31/1998
Drawdown: -37.32 % Date: 7/31/1998
Drawdown: -17.83 % Date: 6/30/1998
Drawdown: -12.50 % Date: 5/31/1998
Drawdown: -19.41 % Date: 4/30/1998
Drawdown: -12.08 % Date: 3/31/1998
Drawdown: -8.56 % Date: 2/28/1998
Drawdown: -12.11 % Date: 1/31/1998
Drawdown: -8.01 % Date: 12/31/1997
Drawdown: -9.68 % Date: 11/30/1997
Drawdown: -16.94 % Date: 10/31/1997
Drawdown: -16.44 % Date: 9/30/1997
Drawdown: -5.26 % Date: 8/31/1997
Drawdown: -6.91 % Date: 7/31/1997
Drawdown: 0.00 % Date: 6/30/1997
Drawdown: -8.16 % Date: 5/31/1997
Drawdown: -9.38 % Date: 4/30/1997
Drawdown: 0.00 % Date: 3/31/1997
Drawdown: 0.00 % Date: 2/28/1997
Drawdown: 0.00 % Date: 1/31/1997
Drawdown: -6.50 % Date: 12/31/1996
Drawdown: -23.09 % Date: 11/30/1996
Drawdown: -20.20 % Date: 10/31/1996
Drawdown: -22.95 % Date: 9/30/1996
Drawdown: -24.24 % Date: 8/31/1996
Drawdown: -18.06 % Date: 7/31/1996
Drawdown: -24.17 % Date: 6/30/1996
Drawdown: -6.32 % Date: 5/31/1996
Drawdown: -6.23 % Date: 4/30/1996
Drawdown: 0.00 % Date: 3/31/1996
Drawdown: 0.00 % Date: 2/29/1996
Drawdown: -7.88 % Date: 1/31/1996
Drawdown: 0.00 % Date: 12/31/1995
Drawdown: 0.00 % Date: 11/30/1995
Drawdown: 0.00 % Date: 10/31/1995
Drawdown: -4.09 % Date: 9/30/1995
Drawdown: 0.00 % Date: 8/31/1995
Drawdown: 0.00 % Date: 7/31/1995
Drawdown: -9.86 % Date: 6/30/1995
Drawdown: -11.01 % Date: 5/31/1995
Drawdown: -2.72 % Date: 4/30/1995
Drawdown: -2.62 % Date: 3/31/1995
Drawdown: -2.32 % Date: 2/28/1995
Drawdown: -6.05 % Date: 1/31/1995
Drawdown: -2.49 % Date: 12/31/1994
Drawdown: -0.59 % Date: 11/30/1994
Drawdown: -0.83 % Date: 10/31/1994
Drawdown: -1.83 % Date: 9/30/1994
Drawdown: 0.00 % Date: 8/31/1994
Drawdown: -2.14 % Date: 7/31/1994
Drawdown: -0.49 % Date: 6/30/1994
Drawdown: 0.00 % Date: 5/31/1994
Drawdown: -1.37 % Date: 4/30/1994
Drawdown: -9.30 % Date: 3/31/1994
Drawdown: -6.19 % Date: 2/28/1994
Drawdown: -7.65 % Date: 1/31/1994
Drawdown: -3.37 % Date: 12/31/1993
Drawdown: -0.67 % Date: 11/30/1993
Drawdown: -3.99 % Date: 10/31/1993
Drawdown: -2.07 % Date: 9/30/1993
Drawdown: -2.56 % Date: 8/31/1993
Drawdown: -1.37 % Date: 7/31/1993
Drawdown: 0.00 % Date: 6/30/1993
Drawdown: -0.66 % Date: 5/31/1993
Drawdown: -2.63 % Date: 4/30/1993
Drawdown: -3.12 % Date: 3/31/1993
Drawdown: -1.84 % Date: 2/28/1993
Drawdown: 0.00 % Date: 1/31/1993
Drawdown: -0.12 % Date: 12/31/1992
Drawdown: -2.53 % Date: 11/30/1992
Drawdown: -3.66 % Date: 10/31/1992
Drawdown: -5.47 % Date: 9/30/1992
Drawdown: -11.19 % Date: 8/31/1992
Drawdown: -14.82 % Date: 7/31/1992
Drawdown: -12.48 % Date: 6/30/1992
Drawdown: -11.25 % Date: 5/31/1992
Drawdown: -11.37 % Date: 4/30/1992
Drawdown: -8.55 % Date: 3/31/1992
Drawdown: -6.94 % Date: 2/29/1992
Drawdown: -6.15 % Date: 1/31/1992
Drawdown: -4.34 % Date: 12/31/1991
Drawdown: 0.00 % Date: 11/30/1991
Drawdown: -5.93 % Date: 10/31/1991
Drawdown: -4.34 % Date: 9/30/1991
Drawdown: -3.78 % Date: 8/31/1991
Drawdown: -5.49 % Date: 7/31/1991
Drawdown: -10.27 % Date: 6/30/1991
Drawdown: -4.89 % Date: 5/31/1991
Drawdown: -4.83 % Date: 4/30/1991
Drawdown: -6.12 % Date: 3/31/1991
Drawdown: -6.56 % Date: 2/28/1991
Drawdown: -6.96 % Date: 1/31/1991
Drawdown: 0.00 % Date: 12/31/1990
Drawdown: 0.00 % Date: 11/30/1990
Drawdown: -0.13 % Date: 10/31/1990
Drawdown: 0.00 % Date: 9/30/1990
Drawdown: 0.00 % Date: 8/31/1990
Drawdown: 0.00 % Date: 7/31/1990
Drawdown: 0.00 % Date: 6/30/1990
Drawdown: 0.00 % Date: 5/31/1990
Drawdown: -9.75 % Date: 4/30/1990
Drawdown: 0.00 % Date: 3/31/1990
Drawdown: 0.00 % Date: 2/28/1990
Drawdown: -1.08 % Date: 1/31/1990
Drawdown: 0.00 %
Note: All performance data is since program inception.
Notes to Performance

Manager Information
Manager Name:  Red Oak Commodity Advisors, Inc.
Address: 600 Sylvan Avenue, Suite 307
City: Englewood Cliffs
State: NJ
Zip: 07632
Country: USA
Key People
Name:  Gary A. Gerstein
Position:  Principal
Biography: 

Gary A. Gerstein is the co-founder, Managing Director, Chief Investment Officer, President, and Secretary of Red Oak Commodity Advisors. In these roles, Gary is responsible for all investment aspects of the firm. He developed the firm’s fundamental investment approach and discretionary trading methodology, and is responsible for the research and implementation of the strategy. He directs and supervises Red Oak’s trader and oversees all aspects of trading, accounting, and performance reporting. He is a principal, an associated person, and a member of the NFA. Prior to entering the managed futures industry, Gary was a managing director in Red Oak Advisors, Inc., a Registered Investment Advisory firm. Red Oak Advisors and Red Oak Commodity Advisors merged, and the combined company took the name Red Oak Commodity Advisors, Inc. Red Oak no longer provides such securities investment advisory services. Gary's strategy in managing commodities and futures is grounded in his highly distinguished career as an equity money manager. It is driven by economic and financial fundamentals, and his experience in and knowledge of the different commodity and commodity-related markets and the various fundamental factors that affect each market. Gary is a contrarian, more likely to be attracted to the buy side of declining markets and to the sell side of those rising. An economist by training, he knows history and cycles and he often sees changes coming that others either miss or do not have the confidence to act on. He seeks investment opportunities that have not yet been reflected in markets, but that he considers have a high probability of doing so. He is looking not for short-term blips but long-term major moves in the diversified markets he trades. After serving in the United States Army and working for the Federal Deposit Insurance Agency, Gary began his investment career in the Trust Department at the then Chase Manhattan Bank. He was an analyst, a portfolio manager, and eventually the Director of Research. With Chase Investment Management Corp. he held the positions of Investment Officer, Vice President, and Senior Vice President at the time of his departure. Gary was employed as a Portfolio Manager and Vice President for Neuberger & Berman, a registered broker-dealer, and he was Co-Chief Investment Officer and Co-Managing Partner of Century Capital Associates, a Registered Investment Advisory firm. Gary received an MA in Economics from Rutgers University and a BS in Economics from New York University. He also has obtained the Chartered Financial Analyst designation. In 2011 Gary and Phyllis Weaver founded the Urban Education Internships to introduce highly intelligent and motivated college students to The Young Women’s Leadership Network’s schools and programs. They also funded six Metcalf Summer Fellowships for University of Chicago undergraduate students to work in nonprofit organizations. Recently they endowed the Red Oak Odyssey Scholarship at the University of Chicago to provide support for worthy and deserving undergraduate students. Co-Founders Gary Gerstein and Phyllis Weaver are partners in business and partners in life. They formed Red Oak three years after their marriage. Both partnerships are highly successful. For the clients it means that there are no gaps in communication and the clock doesn't stop when the office doors close.


Name:  Phyllis Weaver
Position:  Principal
Biography: 

Phyllis Weaver is Co-Founder, Treasurer and Compliance Officer of Red Oak Commodity Advisors, Inc. In these roles, Phyllis oversees marketing and client services, financial accounting, and all aspects of administration. As Compliance Officer, she works directly with ACA Compliance Group keeping Red Oak up to date and fully compliant with all relevant CFTC and NFA regulatory requirements. She is a principal, an associated person, and a member of the NFA. After earning an MBA from Stanford University, Graduate School of Business, Phyllis began her investment career on the New York Institutional Sales desk of the then Goldman Sachs & Co as a Research Liaison. She moved to the High Net Worth Individual Sales group and was Vice President at the time of her departure. Phyllis’s expertise, demonstrated both at Red Oak and at Goldman Sachs, is in attracting financial assets. She built her book of business at Goldman Sachs largely by cold-calling prospective clients, and when she and Gary Gerstein founded Red Oak, she used those same skills to put Red Oak on the CTA map. Phyllis credits her earlier academic training and career in teaching and research for her success in marketing and client services. With an MEd in Higher Education and a PhD in Language Communications both from the University of Pittsburgh, Phyllis joined the faculty of the Harvard University Graduate School of Education where she was first an Assistant then an Associate Professor. She taught and advised masters and doctoral students; wrote and edited books and articles; secured research grants from the Office of Naval Research and The Spencer Foundation, among others; and was an author of one of the most widely used K-8 reading series in the nation. She was granted a BS in Education from Ohio State University. Phyllis has been an active philanthropist in urban education. She served on the Board of Directors of the Young Women’s Leadership Network in New York City, chairing the Girls’ Education Committee and with Gary Gerstein founded the Urban Education Internship Program to introduce highly intelligent and motivated undergraduate and graduate students to the Young Women’s Leadership Network’s schools and programs. Phyllis directed the program and served as mentor to the interns. Previously, Phyllis was actively involved in development for the University of Chicago. During son Charlie Gerstein’s undergraduate years there, she was founding Chair of the Parent and Family Leadership Council, the major gifts arm of the Parents Program. She remained Chair for an unprecedented three years. Over those same years Phyllis and Gary Gerstein funded six Metcalf Summer Fellowships for University of Chicago undergraduate students to work in nonprofit organizations. In 2010 they endowed the Red Oak Odyssey Scholarship to provide support for worthy and deserving undergraduate students.


Additional Information

The Program Performance information presented in this and other areas of the www.managedfutures.com website was prepared by Altegris Clearing Solutions, LLC, an affiliate within the Altegris Group of Companies, based upon information provided by each respective manager of commodity futures and foreign currency trading programs tracked by Altegris Clearing Solutions and its affiliates. The Program Performance information does not contain opinion or analysis of Altegris Clearing Solutions or any of its affiliates, and the completeness and accuracy of performance information reported to Altegris Clearing Solutions cannot in all cases be independently verified. See “Additional Information” at the end of this page for further details regarding the presentation of performance. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.