Performance: Tracking Portfolios
Tracking Portfolio Performance
For the performance of hedged portfolios created since June of 2017 and
tracked in real time, see below. Returns for the hedged portfolios are net
of hedging costs and net of trading costs. Click on a date to view an
interactive chart.
Portfolios Hedged Against > 2.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| October 4, 2018 |
1.80% |
-1.49% |
0.25% |
| January 10, 2019 |
1.94% |
2.78% |
16.42% |
| April 4, 2019 |
1.20% |
3.04% |
3.47% |
| April 11, 2019 |
1.10% |
3.52% |
3.78% |
| April 25, 2019 |
0.85% |
1.97% |
4.25% |
| May 2, 2019 |
0.84% |
2.60% |
6.14% |
| May 9, 2019 |
1.17% |
4.38% |
8.80% |
| May 23, 2019 |
1.06% |
4.63% |
11.27% |
| May 30, 2019 |
1.31% |
3.00% |
13.72% |
| July 11, 2019 |
2.05% |
3.69% |
9.86% |
| July 18, 2019 |
2.01% |
3.11% |
12.14% |
| July 25, 2019 |
3.37% |
2.86% |
10.64% |
| August 1, 2019 |
1.89% |
1.53% |
10.16% |
| August 8, 2019 |
2.70% |
1.21% |
14.22% |
| August 15, 2019 |
1.97% |
1.22% |
19.74% |
| August 22, 2019 |
2.84% |
1.28% |
15.15% |
| August 29, 2019 |
3.09% |
0.67% |
2.23% |
| September 5, 2019 |
2.96% |
1.74% |
2.55% |
| September 12, 2019 |
2.75% |
0.90% |
-16.86% |
| September 29, 2019 |
0.98% |
-0.39% |
-13.26% |
| October 3, 2019 |
1.64% |
0.20% |
-13.60% |
| October 10, 2019 |
1.19% |
1.04% |
-4.08% |
| November 7, 2019 |
3.29% |
-0.15% |
-5.62% |
| December 5, 2019 |
1.63% |
1.66% |
3.48% |
| December 12, 2019 |
1.58% |
2.11% |
-3.01% |
| December 19, 2019 |
1.67% |
2.47% |
-2.33% |
| December 27, 2019 |
1.45% |
3.00% |
-6.08% |
| January 9, 2020 |
1.08% |
2.10% |
-2.74% |
| February 27, 2020 |
2.73% |
0.66% |
18.32% |
| March 5, 2020 |
1.48% |
1.94% |
14.46% |
| March 12, 2020 |
0.76% |
1.48% |
36.07% |
| March 19, 2020 |
0.60% |
0.10% |
39.50% |
| March 26, 2020 |
0.59% |
0.52% |
26.92% |
| April 2, 2020 |
0.45% |
1.34% |
33.69% |
| April 9, 2020 |
0.35% |
1.40% |
25.74% |
| April 16, 2020 |
0.52% |
1.82% |
25.49% |
| April 23, 2020 |
0.65% |
1.91% |
24.95% |
| May 1, 2020 |
1.50% |
2.60% |
16.45% |
| May 7, 2020 |
0.91% |
1.50% |
22.75% |
| May 14, 2020 |
0.52% |
0.93% |
26.73% |
| May 21, 2020 |
0.62% |
1.26% |
21.52% |
| May 28, 2020 |
0.61% |
1.83% |
21.05% |
| June 4, 2020 |
0.64% |
2.15% |
19.79% |
| June 11, 2020 |
1.22% |
3.52% |
22.89% |
| June 19, 2020 |
0.80% |
2.73% |
20.61% |
| June 25, 2020 |
0.50% |
1.90% |
21.06% |
| July 2, 2020 |
0.62% |
1.11% |
20.74% |
| July 9, 2020 |
0.66% |
1.50% |
22.29% |
| July 16, 2020 |
0.58% |
0.89% |
18.09% |
| July 23, 2020 |
0.74% |
0.55% |
19.54% |
| July 30, 2020 |
1.06% |
0.99% |
15.19% |
| August 6, 2020 |
0.72% |
0.28% |
16.93% |
| August 13, 2020 |
0.92% |
0.52% |
17.54% |
| August 20, 2020 |
1.78% |
-0.51% |
16.26% |
| August 27, 2020 |
2.40% |
-0.28% |
10.11% |
| September 3, 2020 |
2.43% |
-0.96% |
11.35% |
| September 10, 2020 |
2.06% |
-0.72% |
17.65% |
| September 17, 2020 |
0.26% |
-0.43% |
19.28% |
| September 24, 2020 |
0.50% |
-0.28% |
20.70% |
| October 2, 2020 |
0.39% |
-0.13% |
20.91% |
| October 8, 2020 |
0.36% |
-0.58% |
19.73% |
| October 15, 2020 |
0.21% |
-0.78% |
20.58% |
| October 22, 2020 |
0.29% |
-0.77% |
20.54% |
| October 29, 2020 |
0.37% |
-0.68% |
28.26% |
| November 5, 2020 |
2.35% |
0.30% |
19.60% |
| November 12, 2020 |
2.24% |
0.27% |
15.65% |
| November 19, 2020 |
2.26% |
0.35% |
15.71% |
| November 25, 2020 |
3.87% |
0.51% |
16.20% |
| December 3, 2020 |
1.00% |
-0.05% |
15.07% |
| December 10, 2020 |
0.67% |
-0.19% |
16.38% |
| December 17, 2020 |
2.27% |
-0.79% |
14.22% |
| December 24, 2020 |
0.69% |
-1.22% |
15.96% |
| December 31, 2020 |
0.41% |
-1.17% |
15.25% |
| January 7, 2021 |
0.52% |
-0.33% |
15.36% |
| January 14, 2021 |
0.65% |
0.12% |
16.03% |
| January 21, 2021 |
3.70% |
-0.79% |
13.84% |
| January 28, 2021 |
2.33% |
-0.65% |
16.97% |
| Average |
1.38% |
1.04% |
14.03% |
Portfolios Hedged Against > 3.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| May 2, 2019 |
1.45% |
2.45% |
6.14% |
| May 9, 2019 |
1.41% |
3.06% |
8.80% |
| August 1, 2019 |
2.32% |
1.83% |
10.16% |
| August 15, 2019 |
2.47% |
0.24% |
19.74% |
| August 22, 2019 |
2.49% |
0.82% |
15.15% |
| August 29, 2019 |
2.53% |
1.34% |
2.23% |
| September 5, 2019 |
3.02% |
3.12% |
2.55% |
| September 12, 2019 |
3.41% |
1.87% |
-16.86% |
| September 29, 2019 |
1.63% |
1.55% |
-13.26% |
| October 3, 2019 |
1.68% |
2.14% |
-13.60% |
| November 7, 2019 |
2.94% |
1.50% |
-5.62% |
| December 5, 2019 |
1.96% |
3.26% |
3.48% |
| December 12, 2019 |
1.77% |
3.23% |
-3.01% |
| December 19, 2019 |
2.88% |
2.55% |
-2.33% |
| December 27, 2019 |
3.85% |
3.40% |
-6.08% |
| January 9, 2020 |
1.22% |
2.05% |
-2.74% |
| January 16, 2020 |
1.12% |
2.97% |
-2.03% |
| February 27, 2020 |
2.85% |
1.40% |
18.32% |
| March 5, 2020 |
1.37% |
1.24% |
14.46% |
| March 12, 2020 |
0.49% |
1.79% |
36.07% |
| March 19, 2020 |
0.39% |
0.47% |
39.50% |
| March 26, 2020 |
1.12% |
2.18% |
26.92% |
| April 2, 2020 |
0.82% |
2.13% |
33.69% |
| April 9, 2020 |
0.67% |
1.43% |
25.74% |
| April 16, 2020 |
0.51% |
0.72% |
25.49% |
| April 23, 2020 |
0.62% |
1.39% |
24.95% |
| May 1, 2020 |
0.69% |
1.01% |
16.45% |
| May 7, 2020 |
1.89% |
0.69% |
22.75% |
| May 14, 2020 |
1.36% |
1.26% |
26.73% |
| May 21, 2020 |
1.38% |
0.76% |
21.52% |
| May 28, 2020 |
1.38% |
1.50% |
21.05% |
| June 4, 2020 |
1.26% |
0.71% |
19.79% |
| June 11, 2020 |
1.84% |
2.85% |
22.89% |
| June 19, 2020 |
0.98% |
0.69% |
20.61% |
| June 25, 2020 |
1.12% |
0.86% |
21.06% |
| July 2, 2020 |
1.26% |
0.74% |
20.74% |
| July 9, 2020 |
1.26% |
0.15% |
22.29% |
| July 16, 2020 |
1.16% |
-0.48% |
18.09% |
| July 23, 2020 |
1.05% |
0.63% |
19.54% |
| July 30, 2020 |
1.00% |
0.34% |
15.19% |
| August 6, 2020 |
1.44% |
-0.94% |
16.93% |
| August 13, 2020 |
0.83% |
0.72% |
17.54% |
| August 20, 2020 |
1.84% |
-0.83% |
16.26% |
| August 27, 2020 |
3.37% |
-0.85% |
10.11% |
| September 3, 2020 |
2.63% |
0.09% |
11.35% |
| September 10, 2020 |
2.35% |
-0.47% |
17.65% |
| September 17, 2020 |
0.93% |
-0.69% |
19.28% |
| September 24, 2020 |
0.52% |
-0.74% |
20.70% |
| October 2, 2020 |
0.66% |
-0.74% |
20.91% |
| October 8, 2020 |
0.70% |
-0.72% |
19.73% |
| October 15, 2020 |
0.62% |
-0.70% |
20.58% |
| October 22, 2020 |
0.65% |
0.03% |
20.54% |
| October 29, 2020 |
1.41% |
0.11% |
28.26% |
| November 5, 2020 |
2.23% |
-0.28% |
19.60% |
| November 12, 2020 |
2.15% |
1.30% |
15.65% |
| November 19, 2020 |
2.25% |
0.59% |
15.71% |
| November 25, 2020 |
3.90% |
0.94% |
16.20% |
| December 3, 2020 |
1.02% |
-0.41% |
15.07% |
| December 10, 2020 |
2.10% |
0.12% |
16.38% |
| December 17, 2020 |
5.90% |
2.43% |
14.22% |
| December 24, 2020 |
1.09% |
-0.59% |
15.96% |
| December 31, 2020 |
2.61% |
-1.54% |
15.25% |
| January 7, 2021 |
1.92% |
-1.17% |
15.36% |
| January 14, 2021 |
2.49% |
2.30% |
16.03% |
| January 21, 2021 |
6.47% |
0.14% |
13.84% |
| January 28, 2021 |
3.06% |
-0.37% |
16.97% |
| Average |
1.81% |
0.90% |
14.89% |
Portfolios Hedged Against > 4.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| May 9, 2019 |
2.04% |
2.03% |
8.80% |
| May 30, 2019 |
2.03% |
5.70% |
13.72% |
| July 11, 2019 |
3.73% |
3.72% |
9.86% |
| July 25, 2019 |
2.72% |
3.68% |
10.64% |
| August 1, 2019 |
4.09% |
2.55% |
10.16% |
| August 8, 2019 |
3.55% |
1.75% |
14.22% |
| August 15, 2019 |
1.93% |
0.36% |
19.74% |
| August 22, 2019 |
3.40% |
3.07% |
15.15% |
| August 29, 2019 |
3.08% |
1.73% |
2.23% |
| September 5, 2019 |
2.86% |
4.19% |
2.55% |
| September 12, 2019 |
2.68% |
2.71% |
-16.86% |
| September 29, 2019 |
1.46% |
1.88% |
-13.26% |
| October 3, 2019 |
2.02% |
-0.13% |
-13.60% |
| October 10, 2019 |
1.58% |
1.98% |
-4.08% |
| October 17, 2019 |
1.66% |
4.30% |
-3.16% |
| October 24, 2019 |
1.81% |
1.97% |
-4.75% |
| October 31, 2019 |
2.08% |
9.84% |
-3.18% |
| November 7, 2019 |
4.38% |
3.88% |
-5.62% |
| November 14, 2019 |
1.41% |
9.23% |
-6.92% |
| November 21, 2019 |
2.13% |
8.56% |
-3.91% |
| November 28, 2019 |
3.08% |
8.46% |
-2.90% |
| December 5, 2019 |
2.09% |
5.23% |
3.48% |
| December 12, 2019 |
1.86% |
6.86% |
-3.01% |
| December 19, 2019 |
2.54% |
-0.72% |
-2.33% |
| December 27, 2019 |
3.22% |
-0.12% |
-6.08% |
| January 2, 2020 |
2.66% |
-0.48% |
-2.87% |
| January 9, 2020 |
1.59% |
-0.63% |
-2.74% |
| January 23, 2020 |
1.75% |
0.06% |
-1.61% |
| February 6, 2020 |
1.87% |
-0.32% |
1.17% |
| February 13, 2020 |
1.85% |
-0.64% |
0.99% |
| February 20, 2020 |
1.88% |
-0.27% |
1.46% |
| February 27, 2020 |
3.11% |
2.76% |
18.32% |
| March 5, 2020 |
1.50% |
1.83% |
14.46% |
| March 12, 2020 |
0.86% |
1.70% |
36.07% |
| March 19, 2020 |
0.48% |
1.16% |
39.50% |
| March 26, 2020 |
0.75% |
1.80% |
26.92% |
| April 2, 2020 |
0.85% |
2.42% |
33.69% |
| April 9, 2020 |
0.66% |
0.62% |
25.74% |
| April 16, 2020 |
1.27% |
-0.31% |
25.49% |
| April 23, 2020 |
0.49% |
0.59% |
24.95% |
| May 1, 2020 |
0.94% |
0.69% |
16.45% |
| May 7, 2020 |
2.22% |
-0.30% |
22.75% |
| May 14, 2020 |
1.33% |
-1.11% |
26.73% |
| May 21, 2020 |
1.24% |
0.05% |
21.52% |
| May 28, 2020 |
1.34% |
0.86% |
21.05% |
| June 4, 2020 |
1.30% |
0.91% |
19.79% |
| June 11, 2020 |
1.62% |
2.57% |
22.89% |
| June 19, 2020 |
1.40% |
0.12% |
20.61% |
| June 25, 2020 |
1.71% |
1.25% |
21.06% |
| July 2, 2020 |
1.47% |
1.90% |
20.74% |
| July 9, 2020 |
1.30% |
-0.42% |
22.29% |
| July 16, 2020 |
0.97% |
0.45% |
18.09% |
| July 23, 2020 |
1.45% |
-1.92% |
19.54% |
| July 30, 2020 |
1.35% |
0.33% |
15.19% |
| August 6, 2020 |
1.43% |
-0.91% |
16.93% |
| August 13, 2020 |
1.26% |
0.09% |
17.54% |
| August 20, 2020 |
1.09% |
0.00% |
16.26% |
| August 27, 2020 |
3.38% |
-0.60% |
10.11% |
| September 3, 2020 |
1.14% |
-0.15% |
11.35% |
| September 10, 2020 |
2.41% |
-0.63% |
17.65% |
| September 17, 2020 |
1.77% |
-0.94% |
19.28% |
| September 24, 2020 |
2.39% |
-0.11% |
20.70% |
| October 2, 2020 |
0.90% |
-0.41% |
20.91% |
| October 8, 2020 |
1.02% |
-0.72% |
19.73% |
| October 15, 2020 |
0.79% |
-0.67% |
20.58% |
| October 22, 2020 |
1.00% |
-0.31% |
20.54% |
| October 29, 2020 |
1.58% |
-0.03% |
28.26% |
| November 5, 2020 |
0.83% |
0.12% |
19.60% |
| November 12, 2020 |
2.18% |
1.40% |
15.65% |
| November 19, 2020 |
2.34% |
0.11% |
15.71% |
| November 25, 2020 |
3.84% |
0.08% |
16.20% |
| December 3, 2020 |
1.11% |
-0.04% |
15.07% |
| December 10, 2020 |
1.93% |
-0.29% |
16.38% |
| December 17, 2020 |
6.28% |
2.01% |
14.22% |
| December 24, 2020 |
1.29% |
-1.84% |
15.96% |
| December 31, 2020 |
2.75% |
-1.97% |
15.25% |
| January 7, 2021 |
3.16% |
1.22% |
15.36% |
| January 14, 2021 |
3.65% |
1.98% |
16.03% |
| January 21, 2021 |
8.40% |
2.08% |
13.84% |
| January 28, 2021 |
3.44% |
1.49% |
16.97% |
| Average |
2.07% |
1.37% |
12.47% |
Portfolios Hedged Against > 5.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| July 7, 2017 |
4.17% |
1.96% |
14.07% |
| July 20, 2017 |
4.77% |
-0.63% |
14.62% |
| July 27, 2017 |
4.52% |
3.57% |
17.10% |
| August 31, 2017 |
3.27% |
1.97% |
10.87% |
| October 4, 2018 |
3.61% |
2.31% |
0.25% |
| October 25, 2018 |
2.08% |
5.27% |
9.26% |
| November 1, 2018 |
2.74% |
3.51% |
7.80% |
| November 21, 2018 |
2.95% |
2.76% |
9.23% |
| January 3, 2019 |
1.98% |
5.00% |
23.49% |
| January 10, 2019 |
1.71% |
5.44% |
16.42% |
| January 31, 2019 |
2.94% |
5.80% |
11.21% |
| April 4, 2019 |
3.46% |
7.29% |
3.47% |
| April 11, 2019 |
3.64% |
4.12% |
3.78% |
| April 25, 2019 |
4.10% |
5.57% |
4.25% |
| May 2, 2019 |
3.82% |
0.54% |
6.14% |
| May 9, 2019 |
3.00% |
-0.08% |
8.80% |
| May 30, 2019 |
2.81% |
2.40% |
13.72% |
| July 11, 2019 |
4.15% |
5.75% |
9.86% |
| July 18, 2019 |
6.59% |
2.45% |
12.14% |
| July 25, 2019 |
3.60% |
3.69% |
10.64% |
| August 1, 2019 |
3.53% |
4.39% |
10.16% |
| August 8, 2019 |
3.45% |
1.72% |
14.22% |
| August 15, 2019 |
2.47% |
0.24% |
19.74% |
| August 22, 2019 |
2.36% |
4.01% |
15.15% |
| August 29, 2019 |
2.48% |
1.25% |
2.23% |
| September 5, 2019 |
3.46% |
4.92% |
2.55% |
| September 12, 2019 |
3.08% |
0.48% |
-16.86% |
| September 29, 2019 |
1.86% |
-0.81% |
-13.26% |
| October 3, 2019 |
2.03% |
0.18% |
-13.60% |
| October 10, 2019 |
1.68% |
1.12% |
-4.08% |
| October 24, 2019 |
2.28% |
2.11% |
-4.75% |
| October 31, 2019 |
2.00% |
3.70% |
-3.18% |
| November 7, 2019 |
3.43% |
2.11% |
-5.62% |
| November 14, 2019 |
1.68% |
-2.82% |
-6.92% |
| November 21, 2019 |
2.24% |
6.60% |
-3.91% |
| November 28, 2019 |
2.72% |
-1.11% |
-2.90% |
| December 5, 2019 |
2.21% |
2.32% |
3.48% |
| December 12, 2019 |
2.31% |
0.47% |
-3.01% |
| December 19, 2019 |
2.80% |
-0.93% |
-2.33% |
| December 27, 2019 |
2.17% |
-1.59% |
-6.08% |
| January 2, 2020 |
2.90% |
-0.49% |
-2.87% |
| January 9, 2020 |
2.17% |
-0.19% |
-2.74% |
| January 16, 2020 |
1.69% |
-3.08% |
-2.03% |
| January 23, 2020 |
2.45% |
-3.19% |
-1.61% |
| February 6, 2020 |
2.59% |
0.08% |
1.17% |
| February 13, 2020 |
2.18% |
0.02% |
0.99% |
| February 20, 2020 |
2.22% |
-1.58% |
1.46% |
| February 27, 2020 |
3.37% |
2.28% |
18.32% |
| March 5, 2020 |
1.99% |
2.47% |
14.46% |
| March 12, 2020 |
0.68% |
0.52% |
36.07% |
| March 19, 2020 |
1.07% |
1.87% |
39.50% |
| March 26, 2020 |
0.71% |
1.21% |
26.92% |
| April 2, 2020 |
1.40% |
-0.02% |
33.69% |
| April 9, 2020 |
1.53% |
0.50% |
25.74% |
| April 16, 2020 |
1.21% |
0.84% |
25.49% |
| April 23, 2020 |
1.31% |
0.98% |
24.95% |
| May 1, 2020 |
0.99% |
-0.75% |
16.45% |
| May 7, 2020 |
2.09% |
-0.15% |
22.75% |
| May 14, 2020 |
1.68% |
-1.06% |
26.73% |
| May 21, 2020 |
1.25% |
-0.66% |
21.52% |
| May 28, 2020 |
1.92% |
0.78% |
21.05% |
| June 4, 2020 |
1.21% |
1.29% |
19.79% |
| June 11, 2020 |
1.70% |
0.89% |
22.89% |
| June 19, 2020 |
1.49% |
1.59% |
20.61% |
| June 25, 2020 |
1.91% |
-0.45% |
21.06% |
| July 2, 2020 |
2.09% |
2.47% |
20.74% |
| July 9, 2020 |
1.59% |
1.51% |
22.29% |
| July 16, 2020 |
1.38% |
-0.08% |
18.09% |
| July 23, 2020 |
1.65% |
-0.52% |
19.54% |
| July 30, 2020 |
1.89% |
-1.31% |
15.19% |
| August 6, 2020 |
1.92% |
-1.26% |
16.93% |
| August 13, 2020 |
1.39% |
-0.08% |
17.54% |
| August 20, 2020 |
1.17% |
0.10% |
16.26% |
| August 27, 2020 |
3.35% |
0.39% |
10.11% |
| September 3, 2020 |
1.26% |
-0.23% |
11.35% |
| September 10, 2020 |
2.94% |
-0.79% |
17.65% |
| September 17, 2020 |
1.81% |
-0.27% |
19.28% |
| September 24, 2020 |
2.58% |
0.61% |
20.70% |
| October 2, 2020 |
1.23% |
-0.02% |
20.91% |
| October 8, 2020 |
1.25% |
-0.60% |
19.73% |
| October 15, 2020 |
1.01% |
-0.79% |
20.58% |
| October 22, 2020 |
1.11% |
0.23% |
20.54% |
| October 22, 2020 |
1.11% |
0.23% |
20.54% |
| October 29, 2020 |
3.44% |
2.02% |
28.26% |
| November 5, 2020 |
1.12% |
-0.28% |
19.60% |
| November 12, 2020 |
2.45% |
0.15% |
15.65% |
| November 19, 2020 |
2.48% |
0.03% |
15.71% |
| November 25, 2020 |
3.98% |
0.36% |
16.20% |
| December 3, 2020 |
3.08% |
-1.14% |
15.07% |
| December 10, 2020 |
2.69% |
2.28% |
16.38% |
| December 17, 2020 |
6.94% |
4.31% |
14.22% |
| December 24, 2020 |
2.49% |
0.72% |
15.96% |
| December 31, 2020 |
4.66% |
2.36% |
15.25% |
| January 7, 2021 |
6.16% |
4.88% |
15.36% |
| January 14, 2021 |
3.10% |
3.96% |
16.03% |
| January 21, 2021 |
6.05% |
1.55% |
13.84% |
| January 28, 2021 |
3.91% |
2.76% |
16.97% |
| Average |
2.55% |
1.28% |
12.20% |
Portfolios Hedged Against > 6.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| June 8, 2017 |
4.70% |
3.83% |
9.99% |
| June 29, 2017 |
4.32% |
6.64% |
11.68% |
| June 29, 2017 |
4.68% |
7.82% |
11.68% |
| July 27, 2017 |
5.82% |
7.04% |
17.10% |
| August 10, 2017 |
5.94% |
1.43% |
8.36% |
| August 31, 2017 |
4.94% |
0.31% |
10.87% |
| September 14, 2017 |
5.11% |
12.81% |
11.19% |
| September 22, 2017 |
5.36% |
4.98% |
6.67% |
| September 22, 2017 |
5.78% |
7.55% |
6.67% |
| September 28, 2017 |
4.84% |
7.91% |
4.73% |
| October 5, 2017 |
5.88% |
10.57% |
5.26% |
| October 12, 2017 |
5.71% |
9.83% |
5.38% |
| November 22, 2017 |
5.51% |
3.25% |
5.90% |
| November 30, 2017 |
6.53% |
-5.21% |
3.80% |
| November 30, 2017 |
6.34% |
1.24% |
3.80% |
| March 22, 2018 |
2.84% |
5.95% |
11.74% |
| March 29, 2018 |
2.60% |
4.74% |
11.48% |
| April 5, 2018 |
2.94% |
0.72% |
9.33% |
| April 12, 2018 |
3.05% |
3.83% |
4.71% |
| April 26, 2018 |
2.85% |
4.43% |
0.53% |
| October 4, 2018 |
5.53% |
-0.48% |
0.25% |
| October 25, 2018 |
4.13% |
1.28% |
9.26% |
| November 1, 2018 |
3.14% |
-1.88% |
7.80% |
| April 4, 2019 |
4.56% |
9.91% |
3.47% |
| April 25, 2019 |
4.71% |
2.67% |
4.25% |
| May 2, 2019 |
4.14% |
5.77% |
6.14% |
| May 9, 2019 |
3.77% |
2.58% |
8.80% |
| May 30, 2019 |
3.81% |
5.28% |
13.72% |
| July 11, 2019 |
4.79% |
4.30% |
9.86% |
| July 18, 2019 |
4.42% |
7.38% |
12.14% |
| August 1, 2019 |
3.89% |
4.29% |
10.16% |
| August 8, 2019 |
4.54% |
4.74% |
14.22% |
| August 15, 2019 |
4.04% |
1.56% |
19.74% |
| August 22, 2019 |
3.73% |
2.04% |
15.15% |
| August 29, 2019 |
4.40% |
-1.44% |
2.23% |
| September 5, 2019 |
4.38% |
2.74% |
2.55% |
| September 5, 2019 |
4.38% |
2.74% |
2.55% |
| September 12, 2019 |
3.93% |
-0.05% |
-16.86% |
| September 29, 2019 |
3.20% |
-1.55% |
-13.26% |
| October 3, 2019 |
2.92% |
-0.23% |
-13.60% |
| October 10, 2019 |
3.38% |
2.93% |
-4.08% |
| October 17, 2019 |
3.69% |
-1.83% |
-3.16% |
| October 17, 2019 |
3.68% |
-1.96% |
-3.16% |
| October 24, 2019 |
3.65% |
-0.94% |
-4.75% |
| October 24, 2019 |
3.65% |
-0.94% |
-4.75% |
| October 31, 2019 |
2.69% |
0.91% |
-3.18% |
| October 31, 2019 |
2.63% |
0.77% |
-3.18% |
| November 7, 2019 |
2.77% |
-0.98% |
-5.62% |
| November 14, 2019 |
3.51% |
-2.61% |
-6.92% |
| November 14, 2019 |
3.41% |
-2.52% |
-6.92% |
| November 21, 2019 |
3.19% |
-1.67% |
-3.91% |
| November 28, 2019 |
3.51% |
-0.52% |
-2.90% |
| December 5, 2019 |
2.90% |
0.25% |
3.48% |
| December 12, 2019 |
1.97% |
2.04% |
-3.01% |
| December 19, 2019 |
2.86% |
0.77% |
-2.33% |
| December 27, 2019 |
3.54% |
-1.36% |
-6.08% |
| January 2, 2020 |
2.92% |
-0.87% |
-2.87% |
| January 9, 2020 |
3.23% |
-0.79% |
-2.74% |
| January 16, 2020 |
2.96% |
-3.42% |
-2.03% |
| January 23, 2020 |
3.06% |
-0.50% |
-1.61% |
| February 6, 2020 |
3.52% |
6.66% |
1.17% |
| February 13, 2020 |
3.21% |
1.08% |
0.99% |
| February 20, 2020 |
3.10% |
2.16% |
1.46% |
| February 27, 2020 |
3.77% |
2.79% |
18.32% |
| March 5, 2020 |
2.52% |
2.30% |
14.46% |
| March 12, 2020 |
0.92% |
0.90% |
36.07% |
| March 12, 2020 |
0.91% |
0.88% |
36.07% |
| March 19, 2020 |
1.14% |
3.34% |
39.50% |
| March 26, 2020 |
0.61% |
0.36% |
26.92% |
| April 2, 2020 |
1.56% |
-0.26% |
33.69% |
| April 9, 2020 |
1.74% |
-0.42% |
25.74% |
| April 16, 2020 |
1.83% |
0.45% |
25.49% |
| April 23, 2020 |
1.28% |
0.27% |
24.95% |
| May 1, 2020 |
1.29% |
-1.74% |
16.45% |
| May 7, 2020 |
2.56% |
-0.68% |
22.75% |
| May 14, 2020 |
1.96% |
-1.40% |
26.73% |
| May 21, 2020 |
2.13% |
-0.05% |
21.52% |
| May 28, 2020 |
2.04% |
1.19% |
21.05% |
| June 4, 2020 |
1.65% |
2.25% |
19.79% |
| June 11, 2020 |
1.85% |
1.59% |
22.89% |
| June 19, 2020 |
1.98% |
1.21% |
20.61% |
| June 25, 2020 |
2.35% |
1.32% |
21.06% |
| July 2, 2020 |
2.23% |
0.89% |
20.74% |
| July 9, 2020 |
1.65% |
2.66% |
22.29% |
| July 16, 2020 |
1.47% |
1.12% |
18.09% |
| July 23, 2020 |
1.69% |
-0.49% |
19.54% |
| July 30, 2020 |
2.59% |
-0.84% |
15.19% |
| August 6, 2020 |
2.14% |
-2.34% |
16.93% |
| August 13, 2020 |
1.61% |
0.24% |
17.54% |
| August 20, 2020 |
1.30% |
0.80% |
16.26% |
| August 27, 2020 |
2.08% |
2.58% |
10.11% |
| September 3, 2020 |
1.85% |
1.13% |
11.35% |
| September 10, 2020 |
3.07% |
-0.80% |
17.65% |
| September 17, 2020 |
2.05% |
-0.64% |
19.28% |
| September 24, 2020 |
2.67% |
1.07% |
20.70% |
| October 2, 2020 |
1.63% |
1.86% |
20.91% |
| October 8, 2020 |
1.78% |
1.40% |
19.73% |
| October 15, 2020 |
2.18% |
2.59% |
20.58% |
| October 22, 2020 |
1.66% |
-0.12% |
20.54% |
| October 29, 2020 |
4.08% |
0.31% |
28.26% |
| November 5, 2020 |
1.24% |
-0.25% |
19.60% |
| November 12, 2020 |
3.24% |
0.59% |
15.65% |
| November 19, 2020 |
3.93% |
3.63% |
15.71% |
| November 25, 2020 |
4.19% |
6.14% |
16.20% |
| December 3, 2020 |
4.00% |
-0.21% |
15.07% |
| December 10, 2020 |
4.21% |
1.46% |
16.38% |
| December 17, 2020 |
4.76% |
0.93% |
14.22% |
| December 17, 2020 |
4.76% |
0.93% |
14.22% |
| December 24, 2020 |
3.73% |
4.69% |
15.96% |
| December 31, 2020 |
4.37% |
2.85% |
15.25% |
| January 7, 2021 |
6.30% |
6.88% |
15.36% |
| January 14, 2021 |
3.75% |
3.26% |
16.03% |
| January 21, 2021 |
6.53% |
3.48% |
13.84% |
| January 28, 2021 |
5.60% |
1.07% |
16.97% |
| Average |
3.36% |
1.84% |
10.73% |
Portfolios Hedged Against > 7.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| July 7, 2017 |
7.08% |
7.58% |
14.07% |
| July 13, 2017 |
5.75% |
4.13% |
14.85% |
| July 13, 2017 |
6.63% |
6.45% |
14.85% |
| July 20, 2017 |
7.27% |
7.11% |
14.62% |
| August 10, 2017 |
5.97% |
10.13% |
8.36% |
| August 17, 2017 |
6.29% |
10.58% |
13.48% |
| August 24, 2017 |
6.29% |
10.42% |
13.72% |
| September 28, 2017 |
5.91% |
11.21% |
4.73% |
| November 16, 2017 |
5.98% |
-0.52% |
6.22% |
| November 16, 2017 |
7.23% |
3.16% |
6.22% |
| December 8, 2017 |
5.91% |
6.92% |
5.73% |
| March 1, 2018 |
4.06% |
5.91% |
9.37% |
| April 12, 2018 |
5.01% |
0.06% |
4.71% |
| April 12, 2018 |
5.14% |
-1.22% |
4.71% |
| June 8, 2018 |
6.38% |
-3.81% |
-4.40% |
| October 4, 2018 |
8.43% |
-1.56% |
0.25% |
| November 1, 2018 |
5.35% |
0.37% |
7.80% |
| December 6, 2018 |
4.93% |
-0.21% |
6.64% |
| January 31, 2019 |
4.85% |
11.02% |
11.21% |
| April 4, 2019 |
4.78% |
7.64% |
3.47% |
| April 11, 2019 |
5.10% |
3.98% |
3.78% |
| April 25, 2019 |
5.62% |
-1.70% |
4.25% |
| May 2, 2019 |
4.52% |
3.10% |
6.14% |
| May 9, 2019 |
4.45% |
4.33% |
8.80% |
| May 30, 2019 |
4.52% |
6.80% |
13.72% |
| July 11, 2019 |
5.76% |
1.71% |
9.86% |
| July 18, 2019 |
5.64% |
1.62% |
12.14% |
| July 25, 2019 |
6.05% |
2.45% |
10.64% |
| August 1, 2019 |
5.44% |
4.92% |
10.16% |
| August 8, 2019 |
4.67% |
3.33% |
14.22% |
| August 15, 2019 |
4.62% |
2.74% |
19.74% |
| August 22, 2019 |
4.66% |
1.66% |
15.15% |
| August 29, 2019 |
5.26% |
-2.78% |
2.23% |
| September 5, 2019 |
5.10% |
4.87% |
2.55% |
| September 12, 2019 |
5.32% |
-3.21% |
-16.86% |
| September 29, 2019 |
4.91% |
-5.55% |
-13.26% |
| October 3, 2019 |
3.95% |
-2.69% |
-13.60% |
| October 10, 2019 |
4.20% |
-4.10% |
-4.08% |
| October 17, 2019 |
4.05% |
-2.70% |
-3.16% |
| October 24, 2019 |
3.80% |
-2.66% |
-4.75% |
| October 31, 2019 |
3.43% |
-3.50% |
-3.18% |
| November 7, 2019 |
3.92% |
-1.73% |
-5.62% |
| November 14, 2019 |
4.35% |
1.74% |
-6.92% |
| November 21, 2019 |
3.82% |
-1.87% |
-3.91% |
| November 28, 2019 |
3.71% |
-0.83% |
-2.90% |
| December 5, 2019 |
3.65% |
0.07% |
3.48% |
| December 12, 2019 |
2.62% |
1.91% |
-3.01% |
| December 19, 2019 |
3.68% |
2.10% |
-2.33% |
| December 27, 2019 |
4.66% |
2.09% |
-6.08% |
| January 2, 2020 |
3.19% |
-2.98% |
-2.87% |
| January 9, 2020 |
3.56% |
-2.41% |
-2.74% |
| January 16, 2020 |
3.19% |
-4.77% |
-2.03% |
| January 23, 2020 |
4.06% |
-1.90% |
-1.61% |
| February 6, 2020 |
3.79% |
7.46% |
1.17% |
| February 13, 2020 |
3.56% |
0.63% |
0.99% |
| February 20, 2020 |
3.31% |
2.54% |
1.46% |
| February 27, 2020 |
4.72% |
1.26% |
18.32% |
| March 5, 2020 |
2.78% |
2.89% |
14.46% |
| March 12, 2020 |
0.93% |
-0.15% |
36.07% |
| March 19, 2020 |
1.38% |
3.63% |
39.50% |
| March 26, 2020 |
0.79% |
0.22% |
26.92% |
| April 2, 2020 |
1.87% |
-0.19% |
33.69% |
| April 9, 2020 |
2.01% |
-1.24% |
25.74% |
| April 16, 2020 |
2.19% |
0.11% |
25.49% |
| April 23, 2020 |
1.62% |
0.38% |
24.95% |
| May 1, 2020 |
1.43% |
-1.57% |
16.45% |
| May 7, 2020 |
2.70% |
-1.31% |
22.75% |
| May 7, 2020 |
2.70% |
-1.31% |
22.75% |
| May 14, 2020 |
2.23% |
-2.05% |
26.73% |
| May 21, 2020 |
2.36% |
0.35% |
21.52% |
| May 28, 2020 |
2.77% |
1.66% |
21.05% |
| June 4, 2020 |
2.01% |
3.25% |
19.79% |
| June 11, 2020 |
2.55% |
3.35% |
22.89% |
| June 19, 2020 |
2.37% |
2.91% |
20.61% |
| June 25, 2020 |
2.45% |
1.45% |
21.06% |
| July 2, 2020 |
2.66% |
3.01% |
20.74% |
| July 9, 2020 |
2.12% |
3.57% |
22.29% |
| July 16, 2020 |
1.75% |
2.34% |
18.09% |
| July 23, 2020 |
1.86% |
5.23% |
19.54% |
| July 30, 2020 |
2.91% |
3.00% |
15.19% |
| August 6, 2020 |
2.18% |
-0.36% |
16.93% |
| August 13, 2020 |
1.82% |
2.48% |
17.54% |
| August 20, 2020 |
1.91% |
1.89% |
16.26% |
| August 27, 2020 |
2.31% |
4.30% |
10.11% |
| September 3, 2020 |
2.25% |
0.86% |
11.35% |
| September 10, 2020 |
2.36% |
-2.06% |
17.65% |
| September 17, 2020 |
3.60% |
7.60% |
19.28% |
| September 24, 2020 |
1.88% |
2.74% |
20.70% |
| October 2, 2020 |
2.16% |
5.48% |
20.91% |
| October 8, 2020 |
2.57% |
6.33% |
19.73% |
| October 15, 2020 |
3.15% |
10.32% |
20.58% |
| October 22, 2020 |
3.12% |
6.27% |
20.54% |
| October 29, 2020 |
4.14% |
5.33% |
28.26% |
| November 5, 2020 |
3.02% |
8.49% |
19.60% |
| November 12, 2020 |
4.94% |
6.41% |
15.65% |
| November 19, 2020 |
4.05% |
7.63% |
15.71% |
| November 25, 2020 |
5.00% |
9.55% |
16.20% |
| December 3, 2020 |
4.97% |
2.16% |
15.07% |
| December 10, 2020 |
5.34% |
3.40% |
16.38% |
| December 17, 2020 |
5.37% |
0.68% |
14.22% |
| December 24, 2020 |
4.49% |
1.77% |
15.96% |
| December 31, 2020 |
5.30% |
-0.49% |
15.25% |
| January 7, 2021 |
7.88% |
4.77% |
15.36% |
| January 14, 2021 |
4.23% |
-0.79% |
16.03% |
| January 21, 2021 |
7.61% |
1.34% |
13.84% |
| January 28, 2021 |
5.59% |
2.39% |
16.97% |
| Average |
4.05% |
2.26% |
11.37% |
Portfolios Hedged Against > 8.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| August 3, 2017 |
7.93% |
11.27% |
12.66% |
| August 10, 2017 |
5.60% |
6.70% |
8.36% |
| September 7, 2017 |
6.97% |
4.39% |
11.61% |
| September 14, 2017 |
7.09% |
4.14% |
11.19% |
| October 12, 2017 |
7.15% |
2.89% |
5.38% |
| October 19, 2017 |
7.72% |
8.84% |
6.08% |
| November 2, 2017 |
7.10% |
4.46% |
3.11% |
| November 2, 2017 |
7.36% |
9.83% |
3.11% |
| November 9, 2017 |
5.63% |
-1.76% |
5.34% |
| November 22, 2017 |
7.14% |
6.00% |
5.90% |
| December 8, 2017 |
5.91% |
-4.16% |
5.73% |
| December 14, 2017 |
6.61% |
4.29% |
5.87% |
| December 21, 2017 |
7.55% |
4.10% |
3.36% |
| March 22, 2018 |
5.53% |
4.76% |
11.74% |
| October 4, 2018 |
8.44% |
-0.86% |
0.25% |
| November 1, 2018 |
5.71% |
0.70% |
7.80% |
| April 25, 2019 |
6.18% |
3.14% |
4.25% |
| May 2, 2019 |
6.26% |
5.77% |
6.14% |
| May 9, 2019 |
5.74% |
5.75% |
8.80% |
| May 30, 2019 |
5.43% |
9.98% |
13.72% |
| July 11, 2019 |
6.89% |
2.41% |
9.86% |
| July 18, 2019 |
6.54% |
6.73% |
12.14% |
| July 25, 2019 |
6.50% |
1.19% |
10.64% |
| August 1, 2019 |
5.51% |
2.19% |
10.16% |
| August 1, 2019 |
5.51% |
2.19% |
10.16% |
| August 8, 2019 |
5.83% |
-0.96% |
14.22% |
| August 15, 2019 |
5.12% |
4.78% |
19.74% |
| August 22, 2019 |
5.36% |
3.62% |
15.15% |
| August 29, 2019 |
5.71% |
-0.71% |
2.23% |
| September 5, 2019 |
6.15% |
0.07% |
2.55% |
| September 12, 2019 |
5.78% |
-3.29% |
-16.86% |
| September 29, 2019 |
5.00% |
-4.37% |
-13.26% |
| October 3, 2019 |
4.52% |
-5.14% |
-13.60% |
| October 10, 2019 |
4.80% |
-5.59% |
-4.08% |
| October 17, 2019 |
4.30% |
-2.84% |
-3.16% |
| October 24, 2019 |
4.23% |
-0.30% |
-4.75% |
| October 31, 2019 |
3.71% |
-4.10% |
-3.18% |
| November 7, 2019 |
4.95% |
-20.36% |
-5.62% |
| November 14, 2019 |
5.54% |
-1.01% |
-6.92% |
| November 20, 2019 |
3.62% |
1.37% |
-3.40% |
| November 21, 2019 |
3.98% |
-2.76% |
-3.91% |
| November 28, 2019 |
3.90% |
-0.97% |
-2.90% |
| December 5, 2019 |
7.34% |
-6.57% |
3.48% |
| December 12, 2019 |
2.87% |
2.27% |
-3.01% |
| December 19, 2019 |
3.92% |
5.22% |
-2.33% |
| December 27, 2019 |
4.91% |
2.44% |
-6.08% |
| January 2, 2020 |
4.17% |
-0.05% |
-2.87% |
| January 9, 2020 |
4.61% |
0.98% |
-2.74% |
| January 16, 2020 |
4.10% |
-2.87% |
-2.03% |
| January 23, 2020 |
4.28% |
-0.46% |
-1.61% |
| February 6, 2020 |
4.86% |
9.91% |
1.17% |
| February 13, 2020 |
4.43% |
3.15% |
0.99% |
| February 20, 2020 |
4.12% |
7.54% |
1.46% |
| February 27, 2020 |
4.77% |
1.56% |
18.32% |
| March 5, 2020 |
2.84% |
2.95% |
14.46% |
| March 12, 2020 |
1.29% |
0.50% |
36.07% |
| March 19, 2020 |
1.53% |
4.34% |
39.50% |
| March 26, 2020 |
1.04% |
-0.74% |
26.92% |
| April 2, 2020 |
2.00% |
-0.26% |
33.69% |
| April 9, 2020 |
2.25% |
-0.70% |
25.74% |
| April 16, 2020 |
3.07% |
1.70% |
25.49% |
| April 23, 2020 |
1.59% |
0.38% |
24.95% |
| May 1, 2020 |
1.69% |
1.30% |
16.45% |
| May 7, 2020 |
2.89% |
-0.74% |
22.75% |
| May 14, 2020 |
2.36% |
-1.47% |
26.73% |
| May 21, 2020 |
3.10% |
0.16% |
21.52% |
| May 28, 2020 |
3.25% |
-0.49% |
21.05% |
| June 4, 2020 |
3.04% |
4.98% |
19.79% |
| June 11, 2020 |
2.80% |
3.72% |
22.89% |
| June 19, 2020 |
3.25% |
3.70% |
20.61% |
| June 25, 2020 |
3.19% |
3.65% |
21.06% |
| July 2, 2020 |
3.46% |
4.45% |
20.74% |
| July 9, 2020 |
2.61% |
-0.96% |
22.29% |
| July 16, 2020 |
2.46% |
0.84% |
18.09% |
| July 23, 2020 |
3.60% |
-1.22% |
19.54% |
| July 30, 2020 |
4.27% |
1.15% |
15.19% |
| August 6, 2020 |
3.20% |
-2.50% |
16.93% |
| August 13, 2020 |
2.79% |
1.84% |
17.54% |
| August 20, 2020 |
3.40% |
-1.76% |
16.26% |
| August 27, 2020 |
4.61% |
2.25% |
10.11% |
| September 3, 2020 |
2.23% |
1.71% |
11.35% |
| September 10, 2020 |
4.22% |
0.84% |
17.65% |
| September 17, 2020 |
4.53% |
6.98% |
19.28% |
| September 24, 2020 |
4.48% |
8.27% |
20.70% |
| October 2, 2020 |
4.36% |
8.15% |
20.91% |
| October 8, 2020 |
5.11% |
2.42% |
19.73% |
| October 15, 2020 |
4.65% |
9.84% |
20.58% |
| October 22, 2020 |
5.25% |
1.17% |
20.54% |
| October 29, 2020 |
4.94% |
4.65% |
28.26% |
| November 12, 2020 |
6.37% |
7.60% |
15.65% |
| November 19, 2020 |
5.01% |
14.74% |
15.71% |
| November 25, 2020 |
8.43% |
11.11% |
16.20% |
| December 3, 2020 |
4.91% |
4.24% |
15.07% |
| December 10, 2020 |
6.01% |
4.95% |
16.38% |
| December 17, 2020 |
8.11% |
1.03% |
14.22% |
| December 24, 2020 |
5.60% |
-0.19% |
15.96% |
| December 31, 2020 |
5.07% |
1.79% |
15.25% |
| January 7, 2021 |
6.48% |
3.36% |
15.36% |
| January 14, 2021 |
5.57% |
4.51% |
16.03% |
| January 21, 2021 |
5.88% |
0.59% |
13.84% |
| January 28, 2021 |
7.28% |
0.94% |
16.97% |
| Average |
4.82% |
2.09% |
11.01% |
Portfolios Hedged Against > 9.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| June 8, 2017 |
6.15% |
9.25% |
9.99% |
| June 16, 2017 |
5.16% |
11.59% |
10.94% |
| June 22, 2017 |
5.47% |
13.88% |
11.27% |
| June 29, 2017 |
6.76% |
12.92% |
11.68% |
| July 7, 2017 |
6.33% |
8.40% |
14.07% |
| July 13, 2017 |
6.75% |
12.96% |
14.85% |
| July 20, 2017 |
6.61% |
10.34% |
14.62% |
| July 27, 2017 |
5.64% |
8.20% |
17.10% |
| August 3, 2017 |
8.90% |
13.98% |
12.66% |
| August 3, 2017 |
8.52% |
16.52% |
12.66% |
| August 10, 2017 |
6.19% |
4.05% |
8.36% |
| August 17, 2017 |
7.11% |
9.41% |
13.48% |
| August 17, 2017 |
8.16% |
9.12% |
13.48% |
| August 24, 2017 |
6.84% |
8.97% |
13.72% |
| August 31, 2017 |
7.48% |
4.65% |
10.87% |
| September 7, 2017 |
6.37% |
9.51% |
11.61% |
| September 14, 2017 |
7.30% |
11.27% |
11.19% |
| September 22, 2017 |
6.45% |
10.55% |
6.67% |
| September 28, 2017 |
6.31% |
8.35% |
4.73% |
| October 5, 2017 |
8.42% |
8.68% |
5.26% |
| October 5, 2017 |
7.38% |
4.62% |
5.26% |
| October 12, 2017 |
6.62% |
5.10% |
5.38% |
| October 19, 2017 |
7.97% |
9.63% |
6.08% |
| October 26, 2017 |
7.68% |
9.34% |
5.13% |
| November 2, 2017 |
6.19% |
4.72% |
3.11% |
| November 9, 2017 |
7.14% |
-1.48% |
5.34% |
| November 16, 2017 |
7.18% |
8.93% |
6.22% |
| November 22, 2017 |
6.81% |
-0.85% |
5.90% |
| November 30, 2017 |
6.58% |
-1.80% |
3.80% |
| December 8, 2017 |
5.13% |
4.88% |
5.73% |
| December 14, 2017 |
6.18% |
12.47% |
5.87% |
| December 14, 2017 |
6.79% |
13.47% |
5.87% |
| December 21, 2017 |
6.75% |
0.83% |
3.36% |
| December 28, 2017 |
7.93% |
6.19% |
1.99% |
| December 28, 2017 |
7.74% |
14.94% |
1.99% |
| January 4, 2018 |
9.36% |
15.12% |
0.59% |
| January 4, 2018 |
8.71% |
10.83% |
0.59% |
| January 11, 2018 |
7.63% |
-2.69% |
1.12% |
| January 18, 2018 |
6.85% |
-0.21% |
1.55% |
| January 25, 2018 |
8.72% |
3.47% |
1.10% |
| February 1, 2018 |
6.63% |
1.69% |
0.59% |
| February 8, 2018 |
4.77% |
8.07% |
11.75% |
| February 15, 2018 |
6.41% |
-2.10% |
4.08% |
| February 22, 2018 |
5.47% |
1.72% |
6.73% |
| March 1, 2018 |
5.09% |
4.68% |
9.37% |
| March 8, 2018 |
6.43% |
-3.81% |
5.82% |
| March 15, 2018 |
5.26% |
1.31% |
6.68% |
| March 22, 2018 |
6.02% |
4.01% |
11.74% |
| March 29, 2018 |
5.97% |
4.77% |
11.48% |
| April 5, 2018 |
6.95% |
3.35% |
9.33% |
| April 12, 2018 |
8.41% |
-0.64% |
4.71% |
| April 12, 2018 |
9.14% |
-2.72% |
4.71% |
| April 19, 2018 |
8.93% |
1.04% |
3.67% |
| April 19, 2018 |
9.72% |
-4.07% |
3.67% |
| April 26, 2018 |
7.37% |
5.67% |
0.53% |
| April 26, 2018 |
7.77% |
7.56% |
0.53% |
| May 3, 2018 |
10.74% |
-1.73% |
4.47% |
| May 3, 2018 |
8.39% |
1.96% |
4.47% |
| May 10, 2018 |
8.01% |
2.84% |
3.03% |
| May 17, 2018 |
7.93% |
0.60% |
1.54% |
| May 24, 2018 |
8.70% |
-5.27% |
-2.63% |
| May 31, 2018 |
6.26% |
-0.19% |
2.66% |
| June 7, 2018 |
7.27% |
-6.52% |
-4.12% |
| June 14, 2018 |
9.50% |
-4.69% |
-5.71% |
| June 21, 2018 |
9.41% |
-7.29% |
-11.31% |
| June 28, 2018 |
7.18% |
-7.56% |
-7.58% |
| July 5, 2018 |
7.75% |
-5.45% |
-6.61% |
| July 12, 2018 |
8.28% |
-6.77% |
-6.32% |
| July 19, 2018 |
7.25% |
-5.21% |
-3.83% |
| July 26, 2018 |
6.51% |
-5.21% |
-5.21% |
| August 2, 2018 |
7.76% |
-0.32% |
-3.36% |
| August 9, 2018 |
11.92% |
-0.96% |
-4.12% |
| August 16, 2018 |
10.80% |
-5.46% |
-1.33% |
| August 23, 2018 |
9.76% |
-3.52% |
-1.30% |
| August 30, 2018 |
10.30% |
-7.59% |
-2.99% |
| September 6, 2018 |
10.59% |
-6.09% |
-2.75% |
| September 13, 2018 |
9.23% |
-3.47% |
-2.25% |
| September 20, 2018 |
9.38% |
-1.86% |
-2.66% |
| September 27, 2018 |
10.04% |
-5.35% |
-2.80% |
| October 4, 2018 |
7.03% |
-1.76% |
0.25% |
| October 11, 2018 |
6.82% |
4.03% |
6.99% |
| October 18, 2018 |
8.35% |
1.97% |
6.02% |
| October 25, 2018 |
6.47% |
1.78% |
9.26% |
| November 1, 2018 |
6.31% |
4.74% |
7.80% |
| November 8, 2018 |
8.41% |
-2.01% |
3.57% |
| November 15, 2018 |
7.92% |
0.16% |
5.49% |
| November 21, 2018 |
7.26% |
2.16% |
9.23% |
| November 29, 2018 |
9.61% |
-1.05% |
2.62% |
| December 6, 2018 |
7.83% |
-0.60% |
6.64% |
| December 13, 2018 |
7.42% |
-3.27% |
10.26% |
| December 20, 2018 |
4.01% |
3.10% |
20.94% |
| December 27, 2018 |
4.70% |
3.44% |
18.60% |
| January 3, 2019 |
4.57% |
4.43% |
23.49% |
| January 10, 2019 |
4.65% |
7.21% |
16.42% |
| January 17, 2019 |
5.32% |
3.68% |
14.28% |
| January 24, 2019 |
4.40% |
2.43% |
15.44% |
| January 31, 2019 |
4.36% |
7.54% |
11.21% |
| February 10, 2019 |
5.38% |
3.93% |
8.82% |
| February 14, 2019 |
5.99% |
6.22% |
4.43% |
| February 21, 2019 |
6.64% |
7.62% |
6.40% |
| February 28, 2019 |
6.15% |
-3.87% |
4.63% |
| March 7, 2019 |
6.22% |
2.87% |
9.38% |
| March 14, 2019 |
6.13% |
8.44% |
8.08% |
| March 21, 2019 |
6.65% |
-2.51% |
5.76% |
| March 28, 2019 |
6.82% |
1.27% |
6.24% |
| April 4, 2019 |
6.05% |
4.71% |
3.47% |
| April 11, 2019 |
7.07% |
0.79% |
3.78% |
| April 18, 2019 |
7.37% |
3.17% |
3.72% |
| April 25, 2019 |
7.29% |
-1.35% |
4.25% |
| May 2, 2019 |
7.36% |
0.57% |
6.14% |
| May 9, 2019 |
6.62% |
0.44% |
8.80% |
| May 16, 2019 |
6.67% |
3.65% |
9.41% |
| May 23, 2019 |
5.96% |
5.56% |
11.27% |
| May 23, 2019 |
6.11% |
2.93% |
11.27% |
| May 30, 2019 |
6.08% |
3.90% |
13.72% |
| June 6, 2019 |
6.49% |
-1.84% |
11.61% |
| June 13, 2019 |
7.18% |
1.11% |
10.62% |
| June 20, 2019 |
8.40% |
-0.61% |
9.97% |
| June 27, 2019 |
8.20% |
0.35% |
11.82% |
| July 3, 2019 |
8.66% |
-2.31% |
8.93% |
| July 11, 2019 |
7.85% |
2.39% |
9.86% |
| July 18, 2019 |
7.04% |
5.96% |
12.14% |
| July 18, 2019 |
7.04% |
5.96% |
12.14% |
| July 25, 2019 |
7.48% |
4.09% |
10.64% |
| August 1, 2019 |
6.72% |
3.66% |
10.16% |
| August 8, 2019 |
5.98% |
0.85% |
14.22% |
| August 15, 2019 |
5.81% |
3.68% |
19.74% |
| August 22, 2019 |
5.49% |
-0.21% |
15.15% |
| August 29, 2019 |
5.88% |
0.84% |
2.23% |
| September 5, 2019 |
6.47% |
0.51% |
2.55% |
| September 12, 2019 |
6.48% |
-4.46% |
-16.86% |
| September 19, 2019 |
5.51% |
-4.78% |
-19.35% |
| September 26, 2019 |
5.45% |
-7.47% |
-11.08% |
| October 3, 2019 |
5.06% |
-1.50% |
-13.60% |
| October 10, 2019 |
4.67% |
-3.23% |
-4.08% |
| October 17, 2019 |
4.46% |
-3.30% |
-3.16% |
| October 24, 2019 |
4.51% |
-0.43% |
-4.75% |
| October 31, 2019 |
4.77% |
-1.19% |
-3.18% |
| November 7, 2019 |
5.43% |
-1.71% |
-5.62% |
| November 14, 2019 |
6.64% |
-0.28% |
-6.92% |
| November 21, 2019 |
4.24% |
-2.18% |
-3.91% |
| November 28, 2019 |
4.15% |
-2.80% |
-2.90% |
| December 5, 2019 |
8.03% |
-4.74% |
3.48% |
| December 12, 2019 |
3.27% |
0.28% |
-3.01% |
| December 19, 2019 |
4.33% |
4.84% |
-2.33% |
| December 26, 2019 |
4.81% |
-2.67% |
-6.10% |
| January 2, 2020 |
4.57% |
0.00% |
-2.87% |
| January 9, 2020 |
5.01% |
1.96% |
-2.74% |
| January 16, 2020 |
4.39% |
-2.15% |
-2.03% |
| January 23, 2020 |
4.95% |
0.09% |
-1.61% |
| January 30, 2020 |
4.20% |
-1.39% |
-0.09% |
| February 6, 2020 |
5.06% |
10.25% |
1.17% |
| February 13, 2020 |
5.13% |
2.09% |
0.99% |
| February 20, 2020 |
4.81% |
6.49% |
1.46% |
| February 27, 2020 |
5.33% |
1.04% |
18.32% |
| March 12, 2020 |
1.57% |
1.66% |
36.07% |
| March 19, 2020 |
3.36% |
0.20% |
39.50% |
| March 26, 2020 |
1.24% |
-0.40% |
26.92% |
| April 2, 2020 |
2.58% |
-3.03% |
33.69% |
| April 9, 2020 |
2.81% |
4.57% |
25.74% |
| April 23, 2020 |
3.47% |
4.68% |
24.95% |
| May 1, 2020 |
4.02% |
4.46% |
16.45% |
| May 7, 2020 |
4.33% |
4.18% |
22.75% |
| May 14, 2020 |
3.84% |
3.01% |
26.73% |
| May 21, 2020 |
4.24% |
-1.61% |
21.52% |
| May 28, 2020 |
4.55% |
7.00% |
21.05% |
| June 4, 2020 |
4.48% |
10.56% |
19.79% |
| June 11, 2020 |
4.17% |
10.26% |
22.89% |
| June 19, 2020 |
5.02% |
7.56% |
20.61% |
| June 25, 2020 |
4.55% |
5.66% |
21.06% |
| July 2, 2020 |
4.86% |
2.26% |
20.74% |
| July 9, 2020 |
5.26% |
1.02% |
22.29% |
| July 16, 2020 |
5.31% |
5.79% |
18.09% |
| July 23, 2020 |
5.42% |
6.27% |
19.54% |
| July 30, 2020 |
5.41% |
2.94% |
15.19% |
| August 6, 2020 |
5.81% |
1.15% |
16.93% |
| August 13, 2020 |
5.30% |
4.50% |
17.54% |
| August 20, 2020 |
5.46% |
4.67% |
16.26% |
| August 27, 2020 |
5.78% |
6.70% |
10.11% |
| September 3, 2020 |
3.58% |
0.84% |
11.35% |
| September 10, 2020 |
5.46% |
0.53% |
17.65% |
| September 17, 2020 |
6.28% |
0.65% |
19.28% |
| September 24, 2020 |
5.73% |
4.40% |
20.70% |
| October 2, 2020 |
5.71% |
2.21% |
20.91% |
| October 8, 2020 |
5.12% |
2.72% |
19.73% |
| October 8, 2020 |
5.39% |
3.03% |
19.73% |
| October 15, 2020 |
5.10% |
3.64% |
20.58% |
| October 22, 2020 |
5.77% |
9.57% |
20.54% |
| October 29, 2020 |
4.94% |
5.11% |
28.26% |
| November 5, 2020 |
5.95% |
-1.11% |
19.60% |
| November 12, 2020 |
5.47% |
7.84% |
15.65% |
| November 25, 2020 |
5.80% |
1.99% |
16.20% |
| December 3, 2020 |
5.32% |
-1.68% |
15.07% |
| December 10, 2020 |
5.56% |
2.56% |
16.38% |
| December 17, 2020 |
5.46% |
-0.02% |
14.22% |
| December 24, 2020 |
5.23% |
2.22% |
15.96% |
| December 31, 2020 |
5.15% |
3.35% |
15.25% |
| January 7, 2021 |
4.84% |
-0.77% |
15.36% |
| January 21, 2021 |
6.47% |
-4.69% |
13.84% |
| January 28, 2021 |
5.25% |
-2.25% |
16.97% |
| Average |
6.37% |
2.47% |
8.19% |
Portfolios Hedged Against > 10.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| July 7, 2017 |
6.68% |
8.39% |
14.07% |
| August 24, 2017 |
9.24% |
9.91% |
13.72% |
| September 7, 2017 |
6.94% |
5.01% |
11.61% |
| September 28, 2017 |
9.23% |
5.39% |
4.73% |
| September 28, 2017 |
8.87% |
10.22% |
4.73% |
| October 19, 2017 |
8.65% |
13.64% |
6.08% |
| October 26, 2017 |
7.16% |
5.67% |
5.13% |
| December 21, 2017 |
7.75% |
16.94% |
3.36% |
| January 11, 2018 |
7.42% |
-0.56% |
1.12% |
| January 18, 2018 |
8.53% |
11.62% |
1.55% |
| January 29, 2018 |
7.57% |
1.99% |
-0.30% |
| March 31, 2018 |
7.46% |
6.39% |
11.48% |
| May 10, 2018 |
10.02% |
-3.95% |
3.03% |
| May 10, 2018 |
7.96% |
0.53% |
3.03% |
| September 28, 2018 |
12.05% |
-7.03% |
-2.44% |
| October 15, 2018 |
9.49% |
1.60% |
6.77% |
| Average |
8.44% |
5.36% |
5.48% |
Portfolios Hedged Against > 11.0% Declines
Portfolios Hedged Against > 12.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| January 4, 2018 |
9.78% |
13.59% |
0.59% |
| January 11, 2018 |
9.06% |
0.94% |
1.12% |
| January 25, 2018 |
9.24% |
2.65% |
1.10% |
| February 22, 2018 |
6.84% |
3.13% |
6.73% |
| April 26, 2018 |
11.70% |
21.90% |
0.53% |
| May 3, 2018 |
9.70% |
9.01% |
4.47% |
| May 10, 2018 |
8.39% |
-2.99% |
3.03% |
| May 17, 2018 |
13.95% |
-6.78% |
1.54% |
| May 24, 2018 |
11.44% |
2.81% |
-2.63% |
| May 24, 2018 |
9.92% |
-2.02% |
-2.63% |
| May 31, 2018 |
7.53% |
3.70% |
2.66% |
| November 18, 2018 |
7.74% |
-1.08% |
5.51% |
| December 13, 2018 |
8.01% |
-0.04% |
10.26% |
| January 29, 2019 |
8.73% |
13.19% |
15.51% |
| March 12, 2019 |
6.04% |
8.71% |
8.80% |
| Average |
9.20% |
4.45% |
3.77% |
Portfolios Hedged Against > 13.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| February 8, 2018 |
6.61% |
5.29% |
11.75% |
| June 7, 2018 |
8.22% |
-8.90% |
-4.12% |
| June 14, 2018 |
12.76% |
-7.07% |
-5.71% |
| June 21, 2018 |
11.37% |
-7.14% |
-11.31% |
| June 28, 2018 |
11.97% |
-5.45% |
-7.58% |
| July 5, 2018 |
9.85% |
-2.85% |
-6.61% |
| July 12, 2018 |
10.45% |
-8.45% |
-6.32% |
| July 19, 2018 |
10.96% |
-10.78% |
-3.83% |
| July 26, 2018 |
7.53% |
-9.83% |
-5.21% |
| August 2, 2018 |
11.79% |
-7.39% |
-3.36% |
| August 9, 2018 |
11.87% |
-2.21% |
-4.12% |
| August 16, 2018 |
15.12% |
2.44% |
-1.33% |
| August 23, 2018 |
11.04% |
-6.89% |
-1.30% |
| August 30, 2018 |
12.79% |
-7.43% |
-2.99% |
| September 6, 2018 |
13.91% |
-7.66% |
-2.75% |
| September 13, 2018 |
17.32% |
-4.31% |
-2.25% |
| September 20, 2018 |
14.35% |
1.95% |
-2.66% |
| September 27, 2018 |
13.74% |
-3.84% |
-2.80% |
| October 4, 2018 |
10.58% |
8.56% |
0.25% |
| October 11, 2018 |
8.39% |
2.26% |
6.99% |
| October 18, 2018 |
9.13% |
-1.54% |
6.02% |
| October 25, 2018 |
6.63% |
-5.75% |
9.26% |
| November 1, 2018 |
8.47% |
6.78% |
7.80% |
| November 8, 2018 |
9.69% |
4.18% |
3.57% |
| November 15, 2018 |
8.26% |
1.09% |
5.49% |
| November 21, 2018 |
9.48% |
6.55% |
9.23% |
| November 29, 2018 |
11.56% |
19.01% |
2.62% |
| December 6, 2018 |
9.06% |
0.03% |
6.64% |
| December 13, 2018 |
8.56% |
0.27% |
10.26% |
| December 20, 2018 |
5.42% |
1.07% |
20.94% |
| December 27, 2018 |
6.53% |
4.36% |
18.60% |
| January 3, 2019 |
6.30% |
3.44% |
23.49% |
| January 10, 2019 |
7.41% |
16.40% |
16.42% |
| January 17, 2019 |
8.15% |
5.55% |
14.28% |
| January 24, 2019 |
19.17% |
-5.62% |
15.44% |
| January 31, 2019 |
9.69% |
-1.73% |
11.21% |
| February 10, 2019 |
6.01% |
4.34% |
8.82% |
| February 14, 2019 |
8.29% |
3.52% |
4.43% |
| February 21, 2019 |
9.67% |
3.66% |
6.40% |
| February 28, 2019 |
8.32% |
-0.38% |
4.63% |
| March 7, 2019 |
8.01% |
-8.24% |
9.38% |
| March 14, 2019 |
7.34% |
-6.08% |
8.08% |
| March 21, 2019 |
9.25% |
1.77% |
5.76% |
| March 28, 2019 |
9.21% |
0.29% |
6.24% |
| April 4, 2019 |
6.27% |
-4.61% |
3.47% |
| April 11, 2019 |
9.77% |
-0.96% |
3.78% |
| April 18, 2019 |
8.63% |
-7.02% |
3.72% |
| April 25, 2019 |
9.18% |
-4.95% |
4.25% |
| May 2, 2019 |
8.27% |
-2.04% |
6.14% |
| May 9, 2019 |
8.53% |
-9.91% |
8.80% |
| May 16, 2019 |
7.90% |
0.54% |
9.41% |
| May 23, 2019 |
6.82% |
7.98% |
11.27% |
| May 30, 2019 |
7.50% |
4.47% |
13.72% |
| June 6, 2019 |
8.15% |
-9.78% |
11.61% |
| June 13, 2019 |
7.76% |
1.16% |
10.62% |
| June 20, 2019 |
7.82% |
-2.88% |
9.97% |
| June 27, 2019 |
8.44% |
2.03% |
11.82% |
| July 3, 2019 |
9.86% |
1.23% |
8.93% |
| July 11, 2019 |
8.05% |
1.92% |
9.86% |
| July 18, 2019 |
7.15% |
1.63% |
12.14% |
| July 25, 2019 |
7.73% |
0.01% |
10.64% |
| August 1, 2019 |
7.41% |
8.71% |
10.16% |
| August 8, 2019 |
8.20% |
3.16% |
14.22% |
| August 15, 2019 |
7.73% |
-4.10% |
19.74% |
| August 29, 2019 |
7.52% |
-3.20% |
2.23% |
| September 5, 2019 |
8.45% |
-3.69% |
2.55% |
| September 12, 2019 |
9.26% |
-5.82% |
-16.86% |
| September 19, 2019 |
7.57% |
-10.06% |
-19.35% |
| September 26, 2019 |
7.46% |
-4.14% |
-11.08% |
| October 3, 2019 |
6.39% |
10.74% |
-13.60% |
| October 10, 2019 |
5.52% |
-7.87% |
-4.08% |
| October 17, 2019 |
5.20% |
-7.20% |
-3.16% |
| October 24, 2019 |
5.48% |
10.28% |
-4.75% |
| October 31, 2019 |
5.80% |
-4.73% |
-3.18% |
| November 7, 2019 |
9.24% |
-2.03% |
-5.62% |
| November 14, 2019 |
7.21% |
0.18% |
-6.92% |
| November 21, 2019 |
6.81% |
-4.81% |
-3.91% |
| November 28, 2019 |
8.33% |
-6.34% |
-2.90% |
| December 5, 2019 |
14.53% |
-18.61% |
3.48% |
| December 12, 2019 |
6.40% |
-5.31% |
-3.01% |
| December 19, 2019 |
6.60% |
-5.44% |
-2.33% |
| December 26, 2019 |
4.84% |
-0.30% |
-6.10% |
| January 2, 2020 |
5.99% |
1.52% |
-2.87% |
| January 9, 2020 |
5.37% |
-3.95% |
-2.74% |
| January 16, 2020 |
6.13% |
-2.10% |
-2.03% |
| January 23, 2020 |
7.50% |
-5.34% |
-1.61% |
| January 30, 2020 |
5.05% |
-4.71% |
-0.09% |
| February 6, 2020 |
5.49% |
-4.18% |
1.17% |
| February 13, 2020 |
7.16% |
16.43% |
0.99% |
| February 20, 2020 |
6.94% |
-6.04% |
1.46% |
| February 27, 2020 |
6.77% |
0.73% |
18.32% |
| March 5, 2020 |
5.03% |
4.89% |
14.46% |
| March 12, 2020 |
7.74% |
-0.56% |
36.07% |
| March 19, 2020 |
4.20% |
3.90% |
39.50% |
| March 26, 2020 |
2.41% |
3.44% |
26.92% |
| April 2, 2020 |
2.61% |
4.85% |
33.69% |
| April 9, 2020 |
3.25% |
-2.61% |
25.74% |
| April 16, 2020 |
3.98% |
-0.90% |
25.49% |
| April 23, 2020 |
2.96% |
5.09% |
24.95% |
| May 1, 2020 |
5.21% |
1.77% |
16.45% |
| May 7, 2020 |
6.08% |
-0.26% |
22.75% |
| May 14, 2020 |
4.73% |
4.32% |
26.73% |
| May 21, 2020 |
6.39% |
-5.99% |
21.52% |
| May 28, 2020 |
5.14% |
-4.92% |
21.05% |
| June 4, 2020 |
6.73% |
19.14% |
19.79% |
| June 11, 2020 |
5.96% |
17.78% |
22.89% |
| June 19, 2020 |
7.18% |
7.35% |
20.61% |
| June 25, 2020 |
7.04% |
6.11% |
21.06% |
| July 2, 2020 |
5.90% |
15.72% |
20.74% |
| July 9, 2020 |
6.91% |
2.44% |
22.29% |
| July 16, 2020 |
7.24% |
1.78% |
18.09% |
| July 23, 2020 |
7.10% |
-10.70% |
19.54% |
| July 30, 2020 |
9.82% |
-5.90% |
15.19% |
| August 6, 2020 |
7.99% |
-5.94% |
16.93% |
| August 13, 2020 |
9.86% |
1.24% |
17.54% |
| August 20, 2020 |
4.91% |
5.58% |
16.26% |
| August 27, 2020 |
10.40% |
-4.76% |
10.11% |
| September 3, 2020 |
8.58% |
17.16% |
11.35% |
| September 10, 2020 |
8.63% |
-7.48% |
17.65% |
| September 17, 2020 |
8.94% |
-2.15% |
19.28% |
| September 24, 2020 |
8.55% |
-1.23% |
20.70% |
| October 2, 2020 |
8.18% |
-4.34% |
20.91% |
| October 8, 2020 |
9.30% |
-0.16% |
19.73% |
| October 15, 2020 |
8.19% |
5.68% |
20.58% |
| October 22, 2020 |
8.67% |
5.65% |
20.54% |
| October 29, 2020 |
7.55% |
-8.38% |
28.26% |
| November 5, 2020 |
10.36% |
0.47% |
19.60% |
| November 12, 2020 |
7.88% |
-5.35% |
15.65% |
| November 19, 2020 |
8.62% |
-2.79% |
15.71% |
| November 25, 2020 |
9.79% |
-5.22% |
16.20% |
| December 3, 2020 |
9.07% |
2.82% |
15.07% |
| December 10, 2020 |
8.93% |
-1.77% |
16.38% |
| December 17, 2020 |
8.22% |
5.76% |
14.22% |
| December 24, 2020 |
8.78% |
-1.18% |
15.96% |
| December 31, 2020 |
10.38% |
4.09% |
15.25% |
| January 7, 2021 |
8.42% |
3.68% |
15.36% |
| January 14, 2021 |
9.80% |
-5.90% |
16.03% |
| January 21, 2021 |
9.79% |
-6.68% |
13.84% |
| January 28, 2021 |
11.31% |
1.58% |
16.97% |
| Average |
8.24% |
-0.42% |
8.99% |
Portfolios Hedged Against > 14.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| December 28, 2017 |
9.39% |
9.95% |
1.99% |
| January 18, 2018 |
9.38% |
9.65% |
1.55% |
| January 25, 2018 |
9.39% |
5.65% |
1.10% |
| February 8, 2018 |
6.25% |
6.58% |
11.75% |
| February 15, 2018 |
6.98% |
-8.55% |
4.08% |
| February 15, 2018 |
8.43% |
-6.65% |
4.08% |
| May 24, 2018 |
11.23% |
-7.08% |
-2.63% |
| May 24, 2018 |
10.26% |
-3.39% |
-2.63% |
| May 31, 2018 |
7.01% |
-1.57% |
2.66% |
| June 7, 2018 |
7.15% |
-4.27% |
-4.12% |
| June 14, 2018 |
12.83% |
-6.08% |
-5.71% |
| June 21, 2018 |
12.47% |
-10.71% |
-11.31% |
| June 28, 2018 |
11.27% |
-7.76% |
-7.58% |
| July 5, 2018 |
9.22% |
-5.18% |
-6.61% |
| July 12, 2018 |
10.97% |
-7.76% |
-6.32% |
| July 19, 2018 |
10.63% |
-10.43% |
-3.83% |
| July 26, 2018 |
9.04% |
-6.50% |
-5.21% |
| August 2, 2018 |
10.82% |
-8.11% |
-3.36% |
| August 9, 2018 |
11.31% |
-2.06% |
-4.12% |
| August 16, 2018 |
14.32% |
-2.27% |
-1.33% |
| August 23, 2018 |
13.51% |
0.67% |
-1.30% |
| August 30, 2018 |
12.13% |
-8.29% |
-2.99% |
| September 6, 2018 |
15.38% |
-8.61% |
-2.75% |
| September 13, 2018 |
15.88% |
-3.48% |
-2.25% |
| September 20, 2018 |
12.39% |
-2.43% |
-2.66% |
| September 27, 2018 |
15.70% |
-10.62% |
-2.80% |
| October 4, 2018 |
9.91% |
7.16% |
0.25% |
| October 11, 2018 |
8.71% |
0.36% |
6.99% |
| October 18, 2018 |
8.81% |
-2.81% |
6.02% |
| October 25, 2018 |
7.81% |
4.41% |
9.26% |
| November 1, 2018 |
9.11% |
7.97% |
7.80% |
| November 8, 2018 |
10.15% |
4.98% |
3.57% |
| November 15, 2018 |
10.90% |
6.45% |
5.49% |
| November 21, 2018 |
7.96% |
2.29% |
9.23% |
| November 29, 2018 |
12.24% |
3.69% |
2.62% |
| December 6, 2018 |
10.65% |
0.52% |
6.64% |
| December 13, 2018 |
9.13% |
0.68% |
10.26% |
| December 20, 2018 |
7.10% |
3.85% |
20.94% |
| December 27, 2018 |
7.11% |
3.98% |
18.60% |
| January 3, 2019 |
6.93% |
12.87% |
23.49% |
| January 10, 2019 |
7.26% |
7.14% |
16.42% |
| January 17, 2019 |
8.30% |
6.13% |
14.28% |
| January 24, 2019 |
15.06% |
3.87% |
15.44% |
| January 31, 2019 |
10.84% |
11.21% |
11.21% |
| February 10, 2019 |
6.95% |
4.82% |
8.82% |
| February 14, 2019 |
7.81% |
2.78% |
4.43% |
| February 21, 2019 |
8.46% |
0.27% |
6.40% |
| February 28, 2019 |
7.79% |
-5.23% |
4.63% |
| March 7, 2019 |
7.81% |
0.49% |
9.38% |
| March 14, 2019 |
7.42% |
-2.33% |
8.08% |
| March 21, 2019 |
9.05% |
-4.77% |
5.76% |
| March 28, 2019 |
8.44% |
-1.36% |
6.24% |
| April 4, 2019 |
7.16% |
-1.42% |
3.47% |
| April 11, 2019 |
9.93% |
-4.16% |
3.78% |
| April 18, 2019 |
8.39% |
-6.92% |
3.72% |
| April 25, 2019 |
8.59% |
-1.42% |
4.25% |
| May 2, 2019 |
9.31% |
-5.03% |
6.14% |
| May 9, 2019 |
8.12% |
-7.43% |
8.80% |
| May 16, 2019 |
7.68% |
6.17% |
9.41% |
| May 23, 2019 |
7.76% |
-6.19% |
11.27% |
| May 30, 2019 |
7.94% |
4.60% |
13.72% |
| June 6, 2019 |
8.24% |
-5.47% |
11.61% |
| June 13, 2019 |
8.45% |
-1.45% |
10.62% |
| June 20, 2019 |
8.23% |
-0.80% |
9.97% |
| June 27, 2019 |
9.45% |
2.75% |
11.82% |
| July 3, 2019 |
9.87% |
-1.70% |
8.93% |
| July 18, 2019 |
8.66% |
5.65% |
12.14% |
| July 25, 2019 |
8.61% |
-0.30% |
10.64% |
| August 1, 2019 |
8.00% |
10.23% |
10.16% |
| August 8, 2019 |
7.89% |
3.91% |
14.22% |
| August 15, 2019 |
7.75% |
3.00% |
19.74% |
| August 22, 2019 |
8.16% |
5.12% |
15.15% |
| August 29, 2019 |
8.05% |
-5.07% |
2.23% |
| September 5, 2019 |
8.27% |
-0.61% |
2.55% |
| September 12, 2019 |
8.78% |
-9.50% |
-16.86% |
| September 19, 2019 |
7.40% |
-11.03% |
-19.35% |
| September 26, 2019 |
7.14% |
-7.34% |
-11.08% |
| October 3, 2019 |
6.52% |
5.18% |
-13.60% |
| October 10, 2019 |
7.67% |
-1.56% |
-4.08% |
| October 17, 2019 |
7.01% |
0.98% |
-3.16% |
| October 24, 2019 |
6.70% |
6.13% |
-4.75% |
| October 31, 2019 |
7.45% |
-3.41% |
-3.18% |
| November 14, 2019 |
8.77% |
-6.01% |
-6.92% |
| November 21, 2019 |
7.45% |
1.75% |
-3.91% |
| November 28, 2019 |
8.34% |
-8.68% |
-2.90% |
| December 5, 2019 |
11.59% |
-12.56% |
3.48% |
| December 12, 2019 |
4.45% |
0.56% |
-3.01% |
| December 19, 2019 |
4.94% |
-1.92% |
-2.33% |
| December 26, 2019 |
5.54% |
-1.22% |
-6.10% |
| January 2, 2020 |
7.55% |
2.88% |
-2.87% |
| January 9, 2020 |
6.10% |
-9.65% |
-2.74% |
| January 16, 2020 |
6.46% |
-2.17% |
-2.03% |
| January 23, 2020 |
6.49% |
2.02% |
-1.61% |
| January 30, 2020 |
4.80% |
-2.11% |
-0.09% |
| February 6, 2020 |
6.43% |
5.77% |
1.17% |
| February 13, 2020 |
8.10% |
4.98% |
0.99% |
| February 20, 2020 |
6.94% |
1.21% |
1.46% |
| February 20, 2020 |
7.10% |
8.04% |
1.46% |
| February 27, 2020 |
7.61% |
2.86% |
18.32% |
| March 5, 2020 |
5.30% |
5.39% |
14.46% |
| March 12, 2020 |
3.14% |
4.32% |
36.07% |
| March 19, 2020 |
7.65% |
5.09% |
39.50% |
| March 26, 2020 |
3.68% |
-3.31% |
26.92% |
| April 2, 2020 |
4.28% |
4.40% |
33.69% |
| April 9, 2020 |
4.56% |
-0.50% |
25.74% |
| April 16, 2020 |
6.15% |
-3.36% |
25.49% |
| April 23, 2020 |
4.28% |
0.82% |
24.95% |
| May 1, 2020 |
5.18% |
0.93% |
16.45% |
| May 7, 2020 |
7.10% |
4.21% |
22.75% |
| May 14, 2020 |
6.06% |
6.34% |
26.73% |
| May 21, 2020 |
5.17% |
5.15% |
21.52% |
| Average |
8.46% |
-0.29% |
5.63% |
Portfolios Hedged Against > 15.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| April 23, 2017 |
6.78% |
15.41% |
10.25% |
| December 31, 2017 |
8.96% |
13.07% |
2.52% |
| January 29, 2018 |
8.57% |
9.88% |
-0.30% |
| February 1, 2018 |
8.76% |
0.87% |
0.59% |
| February 1, 2018 |
7.34% |
-5.69% |
0.59% |
| February 22, 2018 |
7.96% |
5.74% |
6.73% |
| March 1, 2018 |
7.50% |
5.80% |
9.37% |
| March 8, 2018 |
7.78% |
-4.26% |
5.82% |
| March 8, 2018 |
7.51% |
-1.77% |
5.82% |
| March 15, 2018 |
7.85% |
1.73% |
6.68% |
| March 15, 2018 |
7.25% |
-4.70% |
6.68% |
| March 22, 2018 |
7.46% |
3.20% |
11.74% |
| March 22, 2018 |
7.44% |
5.89% |
11.74% |
| March 29, 2018 |
8.12% |
5.03% |
11.48% |
| March 29, 2018 |
7.62% |
4.47% |
11.48% |
| March 31, 2018 |
8.09% |
9.06% |
11.48% |
| April 5, 2018 |
10.64% |
-1.33% |
9.33% |
| April 5, 2018 |
10.95% |
-3.70% |
9.33% |
| April 12, 2018 |
9.08% |
3.66% |
4.71% |
| April 26, 2018 |
10.22% |
14.99% |
0.53% |
| April 26, 2018 |
9.85% |
5.01% |
0.53% |
| May 3, 2018 |
9.63% |
2.47% |
4.47% |
| May 10, 2018 |
8.79% |
-2.96% |
3.03% |
| May 17, 2018 |
11.07% |
-0.74% |
1.54% |
| May 17, 2018 |
12.23% |
4.72% |
1.54% |
| May 31, 2018 |
7.48% |
-2.33% |
2.66% |
| June 7, 2018 |
8.16% |
-9.65% |
-4.12% |
| June 14, 2018 |
12.04% |
-8.61% |
-5.71% |
| June 21, 2018 |
11.57% |
-11.82% |
-11.31% |
| June 28, 2018 |
11.49% |
-7.70% |
-7.58% |
| July 5, 2018 |
9.05% |
-6.88% |
-6.61% |
| July 12, 2018 |
9.71% |
-4.41% |
-6.32% |
| July 19, 2018 |
10.66% |
-10.71% |
-3.83% |
| July 26, 2018 |
9.47% |
-8.27% |
-5.21% |
| August 2, 2018 |
9.54% |
-6.12% |
-3.36% |
| August 9, 2018 |
12.30% |
-1.73% |
-4.12% |
| August 16, 2018 |
13.91% |
-0.80% |
-1.33% |
| August 23, 2018 |
14.70% |
-4.40% |
-1.30% |
| August 30, 2018 |
12.53% |
-8.91% |
-2.99% |
| September 6, 2018 |
13.70% |
-4.93% |
-2.75% |
| September 13, 2018 |
16.54% |
-5.37% |
-2.25% |
| September 20, 2018 |
13.16% |
-0.82% |
-2.66% |
| September 27, 2018 |
14.21% |
-4.31% |
-2.80% |
| October 4, 2018 |
10.26% |
1.05% |
0.25% |
| October 11, 2018 |
9.06% |
4.25% |
6.99% |
| October 18, 2018 |
8.89% |
0.20% |
6.02% |
| October 25, 2018 |
8.56% |
3.56% |
9.26% |
| November 1, 2018 |
8.07% |
9.04% |
7.80% |
| November 8, 2018 |
9.19% |
1.87% |
3.57% |
| November 15, 2018 |
9.63% |
6.50% |
5.49% |
| November 21, 2018 |
8.30% |
0.59% |
9.23% |
| November 29, 2018 |
12.36% |
-0.11% |
2.62% |
| December 6, 2018 |
8.86% |
1.80% |
6.64% |
| December 13, 2018 |
9.48% |
-1.73% |
10.26% |
| December 20, 2018 |
6.80% |
4.24% |
20.94% |
| December 27, 2018 |
6.66% |
8.54% |
18.60% |
| January 3, 2019 |
6.43% |
8.38% |
23.49% |
| January 10, 2019 |
7.18% |
4.64% |
16.42% |
| January 17, 2019 |
7.56% |
6.15% |
14.28% |
| January 24, 2019 |
15.08% |
4.86% |
15.44% |
| January 31, 2019 |
11.34% |
13.03% |
11.21% |
| February 10, 2019 |
6.65% |
12.20% |
8.82% |
| February 14, 2019 |
7.40% |
5.14% |
4.43% |
| February 21, 2019 |
8.42% |
8.64% |
6.40% |
| February 28, 2019 |
7.76% |
-3.35% |
4.63% |
| March 7, 2019 |
7.12% |
6.61% |
9.38% |
| March 14, 2019 |
7.13% |
9.53% |
8.08% |
| March 21, 2019 |
8.38% |
-4.74% |
5.76% |
| March 28, 2019 |
8.04% |
-5.13% |
6.24% |
| April 4, 2019 |
7.67% |
0.00% |
3.47% |
| April 11, 2019 |
9.34% |
-3.89% |
3.78% |
| April 18, 2019 |
8.50% |
-1.70% |
3.72% |
| April 25, 2019 |
8.68% |
2.26% |
4.25% |
| May 2, 2019 |
8.88% |
-1.73% |
6.14% |
| May 9, 2019 |
8.15% |
1.49% |
8.80% |
| May 16, 2019 |
7.86% |
5.84% |
9.41% |
| May 23, 2019 |
8.01% |
-2.16% |
11.27% |
| May 30, 2019 |
7.25% |
3.00% |
13.72% |
| June 6, 2019 |
7.94% |
0.16% |
11.61% |
| June 13, 2019 |
8.51% |
-2.18% |
10.62% |
| June 20, 2019 |
9.87% |
-1.01% |
9.97% |
| June 27, 2019 |
9.56% |
0.97% |
11.82% |
| July 3, 2019 |
10.23% |
0.25% |
8.93% |
| July 11, 2019 |
9.00% |
0.09% |
9.86% |
| July 18, 2019 |
8.54% |
3.84% |
12.14% |
| July 25, 2019 |
8.67% |
1.16% |
10.64% |
| August 1, 2019 |
8.33% |
9.84% |
10.16% |
| August 8, 2019 |
8.19% |
6.95% |
14.22% |
| August 15, 2019 |
7.81% |
3.34% |
19.74% |
| August 22, 2019 |
7.69% |
3.34% |
15.15% |
| August 29, 2019 |
8.16% |
-5.30% |
2.23% |
| September 5, 2019 |
8.62% |
-0.13% |
2.55% |
| September 12, 2019 |
8.13% |
-9.27% |
-16.86% |
| September 19, 2019 |
8.13% |
-11.97% |
-19.35% |
| October 3, 2019 |
6.68% |
-7.43% |
-13.60% |
| October 17, 2019 |
6.51% |
-1.54% |
-3.16% |
| November 7, 2019 |
7.51% |
2.33% |
-5.62% |
| November 7, 2019 |
7.02% |
-1.83% |
-5.62% |
| November 21, 2019 |
5.90% |
-3.19% |
-3.91% |
| November 21, 2019 |
5.95% |
-3.34% |
-3.91% |
| November 28, 2019 |
6.29% |
-7.06% |
-2.90% |
| December 5, 2019 |
9.99% |
-4.71% |
3.48% |
| December 12, 2019 |
4.47% |
-2.35% |
-3.01% |
| December 19, 2019 |
5.75% |
5.82% |
-2.33% |
| December 26, 2019 |
6.39% |
4.59% |
-6.10% |
| January 2, 2020 |
6.05% |
6.66% |
-2.87% |
| January 9, 2020 |
5.93% |
-1.26% |
-2.74% |
| January 16, 2020 |
6.43% |
-0.82% |
-2.03% |
| January 30, 2020 |
5.91% |
1.78% |
-0.09% |
| February 6, 2020 |
6.68% |
11.36% |
1.17% |
| February 13, 2020 |
7.56% |
8.37% |
0.99% |
| February 20, 2020 |
7.16% |
7.69% |
1.46% |
| February 27, 2020 |
6.08% |
2.75% |
18.32% |
| March 5, 2020 |
4.92% |
4.95% |
14.46% |
| March 12, 2020 |
2.26% |
2.54% |
36.07% |
| March 19, 2020 |
10.47% |
1.40% |
39.50% |
| March 26, 2020 |
2.32% |
2.80% |
26.92% |
| April 2, 2020 |
3.38% |
2.88% |
33.69% |
| April 9, 2020 |
4.27% |
1.78% |
25.74% |
| April 16, 2020 |
5.95% |
0.24% |
25.49% |
| April 23, 2020 |
4.72% |
3.33% |
24.95% |
| May 1, 2020 |
5.95% |
3.38% |
16.45% |
| May 7, 2020 |
6.15% |
2.86% |
22.75% |
| May 14, 2020 |
5.92% |
2.33% |
26.73% |
| May 21, 2020 |
6.03% |
11.26% |
21.52% |
| June 4, 2020 |
7.76% |
16.02% |
19.79% |
| June 11, 2020 |
8.64% |
22.08% |
22.89% |
| June 25, 2020 |
8.17% |
5.45% |
21.06% |
| July 2, 2020 |
8.72% |
12.32% |
20.74% |
| July 9, 2020 |
9.74% |
10.44% |
22.29% |
| July 16, 2020 |
8.87% |
7.70% |
18.09% |
| July 23, 2020 |
10.01% |
11.94% |
19.54% |
| July 30, 2020 |
10.47% |
13.71% |
15.19% |
| August 6, 2020 |
9.79% |
11.43% |
16.93% |
| August 13, 2020 |
10.56% |
15.24% |
17.54% |
| August 20, 2020 |
9.17% |
11.92% |
16.26% |
| August 27, 2020 |
11.38% |
12.38% |
10.11% |
| September 3, 2020 |
6.40% |
7.58% |
11.35% |
| September 10, 2020 |
10.88% |
7.95% |
17.65% |
| September 17, 2020 |
11.14% |
2.70% |
19.28% |
| September 24, 2020 |
9.39% |
7.23% |
20.70% |
| October 2, 2020 |
10.11% |
8.91% |
20.91% |
| October 8, 2020 |
10.19% |
2.52% |
19.73% |
| October 15, 2020 |
10.22% |
7.84% |
20.58% |
| October 22, 2020 |
10.89% |
9.71% |
20.54% |
| October 29, 2020 |
9.52% |
13.75% |
28.26% |
| November 5, 2020 |
9.20% |
-0.10% |
19.60% |
| November 12, 2020 |
9.99% |
1.40% |
15.65% |
| November 19, 2020 |
10.82% |
-0.87% |
15.71% |
| November 25, 2020 |
10.76% |
-1.96% |
16.20% |
| December 3, 2020 |
10.59% |
-1.72% |
15.07% |
| December 10, 2020 |
10.96% |
-3.59% |
16.38% |
| December 17, 2020 |
9.83% |
-2.77% |
14.22% |
| December 24, 2020 |
10.20% |
12.65% |
15.96% |
| December 31, 2020 |
10.25% |
7.89% |
15.25% |
| January 7, 2021 |
10.06% |
-9.01% |
15.36% |
| January 14, 2021 |
10.91% |
-10.71% |
16.03% |
| January 21, 2021 |
11.69% |
-2.96% |
13.84% |
| January 28, 2021 |
13.51% |
-9.11% |
16.97% |
| Average |
8.75% |
2.15% |
8.70% |
Portfolios Hedged Against > 16.0% Declines
Portfolios Hedged Against > 18.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| May 30, 2019 |
7.52% |
4.79% |
13.72% |
| Average |
7.52% |
4.79% |
13.72% |
Portfolios Hedged Against > 19.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| December 12, 2019 |
5.21% |
0.99% |
-3.01% |
| Average |
5.21% |
0.99% |
-3.01% |
Portfolios Hedged Against > 20.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| June 22, 2017 |
8.48% |
20.08% |
11.27% |
| August 31, 2017 |
8.08% |
9.10% |
10.87% |
| October 12, 2017 |
9.05% |
2.12% |
5.38% |
| October 19, 2017 |
10.14% |
13.05% |
6.08% |
| October 26, 2017 |
8.62% |
9.39% |
5.13% |
| November 2, 2017 |
9.84% |
10.67% |
3.11% |
| November 9, 2017 |
9.65% |
4.45% |
5.34% |
| November 16, 2017 |
9.01% |
5.18% |
6.22% |
| November 22, 2017 |
9.45% |
7.31% |
5.90% |
| November 30, 2017 |
8.79% |
-4.74% |
3.80% |
| December 8, 2017 |
8.39% |
4.50% |
5.73% |
| December 14, 2017 |
7.79% |
17.49% |
5.87% |
| December 21, 2017 |
9.39% |
12.33% |
3.36% |
| December 28, 2017 |
9.98% |
9.45% |
1.99% |
| January 4, 2018 |
9.71% |
12.92% |
0.59% |
| January 11, 2018 |
8.99% |
9.14% |
1.12% |
| January 18, 2018 |
9.46% |
7.89% |
1.55% |
| January 25, 2018 |
9.88% |
6.19% |
1.10% |
| January 29, 2018 |
9.35% |
10.48% |
-0.30% |
| February 1, 2018 |
9.06% |
0.84% |
0.59% |
| February 8, 2018 |
7.40% |
12.49% |
11.75% |
| February 15, 2018 |
8.25% |
-6.14% |
4.08% |
| February 22, 2018 |
8.60% |
6.90% |
6.73% |
| March 1, 2018 |
8.03% |
6.66% |
9.37% |
| March 8, 2018 |
8.37% |
-3.20% |
5.82% |
| March 15, 2018 |
7.95% |
2.50% |
6.68% |
| March 22, 2018 |
7.67% |
9.58% |
11.74% |
| March 22, 2018 |
7.70% |
8.82% |
11.74% |
| March 29, 2018 |
8.31% |
7.72% |
11.48% |
| April 5, 2018 |
10.66% |
0.20% |
9.33% |
| April 12, 2018 |
9.43% |
4.63% |
4.71% |
| April 19, 2018 |
11.12% |
17.36% |
3.67% |
| April 26, 2018 |
10.39% |
17.44% |
0.53% |
| May 3, 2018 |
10.14% |
7.54% |
4.47% |
| May 10, 2018 |
8.70% |
2.61% |
3.03% |
| May 17, 2018 |
11.61% |
-4.37% |
1.54% |
| May 24, 2018 |
11.82% |
-6.80% |
-2.63% |
| May 31, 2018 |
7.81% |
-4.70% |
2.66% |
| June 7, 2018 |
8.67% |
-11.51% |
-4.12% |
| June 14, 2018 |
13.14% |
-9.78% |
-5.71% |
| June 21, 2018 |
12.53% |
-17.22% |
-11.31% |
| June 28, 2018 |
11.88% |
-7.95% |
-7.58% |
| July 5, 2018 |
9.17% |
-13.03% |
-6.61% |
| July 12, 2018 |
10.04% |
-8.37% |
-6.32% |
| July 19, 2018 |
10.89% |
-10.54% |
-3.83% |
| July 26, 2018 |
9.94% |
-6.70% |
-5.21% |
| August 2, 2018 |
9.83% |
-3.91% |
-3.36% |
| August 9, 2018 |
12.86% |
-1.44% |
-4.12% |
| August 16, 2018 |
14.69% |
0.79% |
-1.33% |
| August 23, 2018 |
15.30% |
0.71% |
-1.30% |
| August 30, 2018 |
13.24% |
-7.98% |
-2.99% |
| September 6, 2018 |
13.75% |
-4.72% |
-2.75% |
| September 13, 2018 |
17.43% |
-5.23% |
-2.25% |
| September 20, 2018 |
13.82% |
-0.28% |
-2.66% |
| September 27, 2018 |
14.80% |
-7.29% |
-2.80% |
| October 4, 2018 |
10.17% |
-0.33% |
0.25% |
| October 11, 2018 |
9.67% |
4.16% |
6.99% |
| October 18, 2018 |
9.09% |
5.07% |
6.02% |
| October 25, 2018 |
9.50% |
-0.89% |
9.26% |
| November 1, 2018 |
8.17% |
9.46% |
7.80% |
| November 8, 2018 |
9.38% |
2.52% |
3.57% |
| November 15, 2018 |
9.84% |
7.03% |
5.49% |
| November 21, 2018 |
9.00% |
6.12% |
9.23% |
| November 29, 2018 |
13.10% |
0.82% |
2.62% |
| December 6, 2018 |
9.21% |
2.26% |
6.64% |
| December 13, 2018 |
10.03% |
-1.15% |
10.26% |
| December 20, 2018 |
8.17% |
-2.06% |
20.94% |
| December 27, 2018 |
7.37% |
4.93% |
18.60% |
| January 3, 2019 |
7.84% |
7.90% |
23.49% |
| January 10, 2019 |
7.60% |
5.84% |
16.42% |
| January 17, 2019 |
8.38% |
8.71% |
14.28% |
| January 24, 2019 |
15.61% |
5.45% |
15.44% |
| January 31, 2019 |
12.30% |
17.01% |
11.21% |
| February 10, 2019 |
7.96% |
8.03% |
8.82% |
| February 14, 2019 |
7.98% |
7.80% |
4.43% |
| February 21, 2019 |
8.97% |
5.32% |
6.40% |
| February 28, 2019 |
8.32% |
-4.64% |
4.63% |
| March 7, 2019 |
8.21% |
9.68% |
9.38% |
| March 14, 2019 |
7.84% |
1.72% |
8.08% |
| March 21, 2019 |
9.09% |
-5.99% |
5.76% |
| March 28, 2019 |
9.01% |
-6.42% |
6.24% |
| April 4, 2019 |
8.18% |
1.67% |
3.47% |
| April 11, 2019 |
10.19% |
-6.34% |
3.78% |
| April 18, 2019 |
9.36% |
-1.38% |
3.72% |
| April 25, 2019 |
9.67% |
0.37% |
4.25% |
| May 2, 2019 |
9.37% |
-0.10% |
6.14% |
| May 9, 2019 |
8.83% |
1.83% |
8.80% |
| May 16, 2019 |
8.42% |
2.83% |
9.41% |
| May 23, 2019 |
8.52% |
-1.25% |
11.27% |
| May 30, 2019 |
7.67% |
2.83% |
13.72% |
| May 30, 2019 |
8.07% |
4.86% |
13.72% |
| June 4, 2019 |
8.45% |
9.17% |
12.08% |
| June 6, 2019 |
8.83% |
-0.47% |
11.61% |
| June 13, 2019 |
9.10% |
0.02% |
10.62% |
| June 20, 2019 |
10.56% |
0.45% |
9.97% |
| June 27, 2019 |
10.51% |
4.95% |
11.82% |
| July 11, 2019 |
10.16% |
-3.46% |
9.86% |
| July 18, 2019 |
9.44% |
5.13% |
12.14% |
| July 25, 2019 |
9.57% |
1.87% |
10.64% |
| August 1, 2019 |
9.12% |
10.79% |
10.16% |
| August 8, 2019 |
8.99% |
6.70% |
14.22% |
| August 15, 2019 |
8.29% |
5.36% |
19.74% |
| August 22, 2019 |
8.10% |
5.06% |
15.15% |
| August 29, 2019 |
7.90% |
-3.98% |
2.23% |
| September 5, 2019 |
9.61% |
-1.18% |
2.55% |
| September 12, 2019 |
8.80% |
-11.63% |
-16.86% |
| September 19, 2019 |
8.07% |
-12.31% |
-19.35% |
| September 26, 2019 |
8.16% |
-9.73% |
-11.08% |
| October 3, 2019 |
7.20% |
-11.34% |
-13.60% |
| October 10, 2019 |
6.83% |
-8.45% |
-4.08% |
| October 17, 2019 |
7.20% |
-0.61% |
-3.16% |
| October 24, 2019 |
7.01% |
1.75% |
-4.75% |
| October 31, 2019 |
6.92% |
1.78% |
-3.18% |
| November 7, 2019 |
8.01% |
-9.99% |
-5.62% |
| November 14, 2019 |
8.27% |
-4.92% |
-6.92% |
| November 21, 2019 |
6.40% |
-9.27% |
-3.91% |
| November 28, 2019 |
6.66% |
-5.35% |
-2.90% |
| December 5, 2019 |
10.76% |
-8.96% |
3.48% |
| December 13, 2019 |
5.43% |
-3.27% |
-3.07% |
| December 19, 2019 |
6.96% |
12.24% |
-2.33% |
| December 26, 2019 |
7.50% |
8.92% |
-6.10% |
| January 2, 2020 |
7.53% |
8.72% |
-2.87% |
| January 9, 2020 |
7.33% |
6.92% |
-2.74% |
| January 16, 2020 |
6.85% |
-7.29% |
-2.03% |
| January 23, 2020 |
7.57% |
-3.37% |
-1.61% |
| January 30, 2020 |
6.27% |
-1.36% |
-0.09% |
| February 6, 2020 |
7.01% |
5.76% |
1.17% |
| February 13, 2020 |
8.21% |
6.71% |
0.99% |
| February 20, 2020 |
8.32% |
5.19% |
1.46% |
| March 5, 2020 |
4.38% |
2.40% |
14.46% |
| March 12, 2020 |
2.17% |
2.01% |
36.07% |
| March 19, 2020 |
14.78% |
2.70% |
39.50% |
| March 26, 2020 |
3.73% |
4.16% |
26.92% |
| April 2, 2020 |
4.36% |
3.77% |
33.69% |
| April 9, 2020 |
6.37% |
11.87% |
25.74% |
| April 16, 2020 |
8.09% |
4.09% |
25.49% |
| April 23, 2020 |
7.21% |
8.29% |
24.95% |
| May 1, 2020 |
7.22% |
6.32% |
16.45% |
| May 7, 2020 |
7.97% |
3.27% |
22.75% |
| May 14, 2020 |
7.68% |
4.62% |
26.73% |
| May 21, 2020 |
7.64% |
11.72% |
21.52% |
| May 28, 2020 |
9.66% |
12.93% |
21.05% |
| June 4, 2020 |
8.59% |
17.36% |
19.79% |
| June 11, 2020 |
10.34% |
26.43% |
22.89% |
| June 19, 2020 |
9.37% |
14.47% |
20.61% |
| June 25, 2020 |
9.10% |
6.39% |
21.06% |
| June 28, 2020 |
10.68% |
12.76% |
25.07% |
| July 2, 2020 |
9.56% |
11.89% |
20.74% |
| July 2, 2020 |
9.56% |
11.89% |
20.74% |
| July 9, 2020 |
11.88% |
19.51% |
22.29% |
| July 16, 2020 |
11.99% |
12.01% |
18.09% |
| July 23, 2020 |
12.34% |
21.32% |
19.54% |
| July 30, 2020 |
12.52% |
22.84% |
15.19% |
| August 6, 2020 |
12.91% |
8.33% |
16.93% |
| August 13, 2020 |
13.76% |
19.51% |
17.54% |
| August 20, 2020 |
11.96% |
20.00% |
16.26% |
| August 27, 2020 |
12.86% |
16.46% |
10.11% |
| September 3, 2020 |
8.40% |
7.32% |
11.35% |
| September 10, 2020 |
14.70% |
11.39% |
17.65% |
| September 17, 2020 |
12.85% |
-3.18% |
19.28% |
| September 24, 2020 |
13.48% |
4.92% |
20.70% |
| October 2, 2020 |
12.92% |
13.80% |
20.91% |
| October 8, 2020 |
12.64% |
7.26% |
19.73% |
| October 15, 2020 |
12.85% |
11.51% |
20.58% |
| October 22, 2020 |
14.50% |
8.46% |
20.54% |
| October 29, 2020 |
13.32% |
7.88% |
28.26% |
| November 5, 2020 |
12.07% |
2.32% |
19.60% |
| November 12, 2020 |
12.42% |
2.27% |
15.65% |
| November 25, 2020 |
14.84% |
2.02% |
16.20% |
| December 3, 2020 |
13.42% |
0.75% |
15.07% |
| December 10, 2020 |
13.75% |
0.61% |
16.38% |
| December 24, 2020 |
12.52% |
20.19% |
15.96% |
| December 31, 2020 |
12.19% |
13.44% |
15.25% |
| December 31, 2020 |
13.04% |
10.46% |
15.25% |
| January 7, 2021 |
14.19% |
-7.59% |
15.36% |
| January 14, 2021 |
15.47% |
-11.54% |
16.03% |
| January 21, 2021 |
15.24% |
-10.71% |
13.84% |
| January 28, 2021 |
17.67% |
-8.45% |
16.97% |
| Average |
9.77% |
3.54% |
8.28% |
Portfolios Hedged Against > 25.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| August 15, 2019 |
9.26% |
10.59% |
19.74% |
| August 22, 2019 |
8.71% |
6.14% |
15.15% |
| August 29, 2019 |
8.17% |
-3.82% |
2.23% |
| September 5, 2019 |
9.13% |
-1.81% |
2.55% |
| September 12, 2019 |
9.01% |
-6.94% |
-16.86% |
| September 29, 2019 |
8.31% |
-13.09% |
-13.26% |
| October 3, 2019 |
8.10% |
-12.75% |
-13.60% |
| October 10, 2019 |
7.79% |
-6.20% |
-4.08% |
| October 17, 2019 |
7.82% |
-10.53% |
-3.16% |
| October 24, 2019 |
7.79% |
0.49% |
-4.75% |
| October 31, 2019 |
7.85% |
5.56% |
-3.18% |
| November 7, 2019 |
8.01% |
-3.10% |
-5.62% |
| November 14, 2019 |
9.04% |
-3.92% |
-6.92% |
| November 21, 2019 |
7.24% |
-8.70% |
-3.91% |
| November 28, 2019 |
7.20% |
-5.52% |
-2.90% |
| December 5, 2019 |
11.06% |
-10.46% |
3.48% |
| December 19, 2019 |
7.35% |
12.34% |
-2.33% |
| December 27, 2019 |
7.47% |
0.58% |
-6.08% |
| January 2, 2020 |
8.04% |
7.86% |
-2.87% |
| January 9, 2020 |
7.80% |
6.74% |
-2.74% |
| January 16, 2020 |
6.99% |
-2.31% |
-2.03% |
| January 23, 2020 |
7.98% |
-2.36% |
-1.61% |
| February 6, 2020 |
7.44% |
9.80% |
1.17% |
| February 13, 2020 |
8.61% |
7.02% |
0.99% |
| February 20, 2020 |
8.42% |
6.00% |
1.46% |
| March 5, 2020 |
5.23% |
2.43% |
14.46% |
| March 12, 2020 |
3.16% |
3.08% |
36.07% |
| March 19, 2020 |
17.23% |
3.53% |
39.50% |
| March 26, 2020 |
4.71% |
5.29% |
26.92% |
| April 2, 2020 |
5.02% |
2.12% |
33.69% |
| April 9, 2020 |
6.38% |
9.17% |
25.74% |
| April 16, 2020 |
11.31% |
-4.00% |
25.49% |
| April 23, 2020 |
7.24% |
9.24% |
24.95% |
| May 1, 2020 |
7.40% |
5.95% |
16.45% |
| May 7, 2020 |
6.79% |
-3.25% |
22.75% |
| May 14, 2020 |
6.92% |
-4.66% |
26.73% |
| May 21, 2020 |
7.79% |
14.77% |
21.52% |
| May 28, 2020 |
9.87% |
17.04% |
21.05% |
| June 4, 2020 |
9.73% |
18.45% |
19.79% |
| June 11, 2020 |
11.48% |
27.48% |
22.89% |
| June 19, 2020 |
9.84% |
15.69% |
20.61% |
| June 25, 2020 |
9.87% |
7.47% |
21.06% |
| July 2, 2020 |
12.60% |
13.73% |
20.74% |
| July 9, 2020 |
12.99% |
21.25% |
22.29% |
| July 16, 2020 |
14.09% |
14.78% |
18.09% |
| July 23, 2020 |
12.91% |
8.15% |
19.54% |
| July 30, 2020 |
16.08% |
25.76% |
15.19% |
| August 6, 2020 |
12.76% |
16.87% |
16.93% |
| August 13, 2020 |
16.75% |
25.08% |
17.54% |
| August 20, 2020 |
11.93% |
17.70% |
16.26% |
| August 27, 2020 |
17.10% |
21.62% |
10.11% |
| September 3, 2020 |
9.05% |
9.22% |
11.35% |
| September 10, 2020 |
17.14% |
14.34% |
17.65% |
| September 17, 2020 |
15.34% |
9.05% |
19.28% |
| September 24, 2020 |
13.28% |
14.75% |
20.70% |
| October 2, 2020 |
14.23% |
14.28% |
20.91% |
| October 8, 2020 |
13.65% |
9.67% |
19.73% |
| October 15, 2020 |
13.48% |
13.52% |
20.58% |
| October 22, 2020 |
16.73% |
11.98% |
20.54% |
| October 29, 2020 |
16.00% |
15.30% |
28.26% |
| November 5, 2020 |
13.72% |
5.27% |
19.60% |
| November 12, 2020 |
13.10% |
5.36% |
15.65% |
| November 19, 2020 |
14.68% |
-1.04% |
15.71% |
| November 25, 2020 |
16.27% |
3.18% |
16.20% |
| December 3, 2020 |
15.05% |
5.73% |
15.07% |
| December 10, 2020 |
15.30% |
7.26% |
16.38% |
| December 17, 2020 |
14.75% |
8.98% |
14.22% |
| December 24, 2020 |
16.57% |
18.35% |
15.96% |
| December 31, 2020 |
16.86% |
11.14% |
15.25% |
| January 7, 2021 |
16.86% |
-4.96% |
15.36% |
| January 14, 2021 |
18.70% |
-13.24% |
16.03% |
| January 21, 2021 |
18.47% |
-11.43% |
13.84% |
| January 28, 2021 |
19.00% |
-12.24% |
16.97% |
| Average |
11.10% |
5.63% |
12.50% |
Portfolios Hedged Against > 30.0% Declines
| Starting Date |
Expected Return |
Actual Return |
SPY Return |
| July 11, 2019 |
11.07% |
4.70% |
9.86% |
| July 18, 2019 |
10.45% |
7.00% |
12.14% |
| July 25, 2019 |
10.01% |
-1.55% |
10.64% |
| August 1, 2019 |
9.83% |
10.65% |
10.16% |
| August 8, 2019 |
8.73% |
9.08% |
14.22% |
| August 15, 2019 |
9.77% |
11.10% |
19.74% |
| August 22, 2019 |
9.17% |
6.77% |
15.15% |
| August 29, 2019 |
8.38% |
-3.53% |
2.23% |
| September 5, 2019 |
9.15% |
-0.95% |
2.55% |
| September 12, 2019 |
9.29% |
-6.57% |
-16.86% |
| September 29, 2019 |
8.85% |
-14.79% |
-13.26% |
| October 3, 2019 |
8.56% |
-13.33% |
-13.60% |
| October 10, 2019 |
8.28% |
-5.65% |
-4.08% |
| October 24, 2019 |
8.24% |
0.34% |
-4.75% |
| October 31, 2019 |
8.18% |
5.85% |
-3.18% |
| November 7, 2019 |
8.96% |
-13.28% |
-5.62% |
| November 14, 2019 |
9.36% |
-5.08% |
-6.92% |
| November 29, 2019 |
8.26% |
-3.91% |
-2.11% |
| December 5, 2019 |
9.54% |
1.03% |
3.48% |
| January 9, 2020 |
8.09% |
6.97% |
-2.74% |
| February 13, 2020 |
8.91% |
7.05% |
0.99% |
| February 20, 2020 |
8.92% |
6.75% |
1.46% |
| March 5, 2020 |
5.10% |
6.37% |
14.46% |
| March 12, 2020 |
3.36% |
3.24% |
36.07% |
| March 19, 2020 |
18.52% |
5.86% |
39.50% |
| March 26, 2020 |
2.68% |
-5.77% |
26.92% |
| April 2, 2020 |
5.53% |
3.02% |
33.69% |
| April 9, 2020 |
6.69% |
3.91% |
25.74% |
| April 16, 2020 |
9.03% |
7.37% |
25.49% |
| April 23, 2020 |
7.58% |
9.95% |
24.95% |
| May 1, 2020 |
8.16% |
7.23% |
16.45% |
| May 7, 2020 |
7.61% |
-3.13% |
22.75% |
| May 14, 2020 |
7.28% |
-4.40% |
26.73% |
| May 21, 2020 |
8.62% |
15.81% |
21.52% |
| May 28, 2020 |
10.29% |
17.85% |
21.05% |
| June 4, 2020 |
10.59% |
20.50% |
19.79% |
| June 11, 2020 |
12.27% |
28.92% |
22.89% |
| June 19, 2020 |
10.08% |
18.97% |
20.61% |
| June 25, 2020 |
10.66% |
8.85% |
21.06% |
| July 2, 2020 |
11.58% |
16.41% |
20.74% |
| July 9, 2020 |
13.63% |
21.70% |
22.29% |
| July 16, 2020 |
13.41% |
15.29% |
18.09% |
| July 23, 2020 |
14.31% |
6.63% |
19.54% |
| July 30, 2020 |
14.43% |
24.08% |
15.19% |
| August 6, 2020 |
14.22% |
18.99% |
16.93% |
| August 13, 2020 |
20.10% |
27.44% |
17.54% |
| August 20, 2020 |
12.21% |
17.23% |
16.26% |
| August 27, 2020 |
14.74% |
16.42% |
10.11% |
| September 3, 2020 |
10.28% |
9.02% |
11.35% |
| September 10, 2020 |
16.80% |
14.60% |
17.65% |
| September 17, 2020 |
13.78% |
2.07% |
19.28% |
| September 24, 2020 |
13.03% |
14.40% |
20.70% |
| October 2, 2020 |
14.37% |
15.85% |
20.91% |
| October 8, 2020 |
15.41% |
9.53% |
19.73% |
| October 15, 2020 |
14.93% |
14.91% |
20.58% |
| October 22, 2020 |
16.09% |
11.91% |
20.54% |
| October 29, 2020 |
15.86% |
21.35% |
28.26% |
| November 5, 2020 |
12.01% |
6.43% |
19.60% |
| November 12, 2020 |
13.97% |
6.78% |
15.65% |
| November 19, 2020 |
15.85% |
0.44% |
15.71% |
| November 25, 2020 |
15.78% |
4.03% |
16.20% |
| December 3, 2020 |
16.12% |
8.09% |
15.07% |
| December 24, 2020 |
17.43% |
25.10% |
15.96% |
| December 31, 2020 |
17.86% |
13.15% |
15.25% |
| January 7, 2021 |
18.34% |
-3.02% |
15.36% |
| January 14, 2021 |
21.12% |
-14.20% |
16.03% |
| January 21, 2021 |
20.40% |
-8.15% |
13.84% |
| January 28, 2021 |
21.25% |
-15.24% |
16.97% |
| Average |
11.67% |
6.68% |
14.13% |
